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5 Ways B2B Marketers Can Use CRM for SaaS Customer Retention

Spiralytics

This is where you’d want to extend CRM use rather than keep it to store customer data. Surely, you’d use CRM basics to manage leads and track sales. But there’s much more you can do with CRM to drive customer retention. We have some tactics to share that help harness your CRM into a powerful customer retention engine.

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Real-time vs. batch-based CRM data processing: Key considerations

Martech

When it comes to CRM systems, companies can choose to process customer data in real time or batches. As a marketer, it’s important to understand the differences between real-time and batch CRM data and how each can be used effectively. Real-time vs. batch-based CRM data processing: How do they differ?

CRM 101
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5 Ways to Improve CRM Adoption

InsightSquared

There’s nothing worse than making a huge purchase, taking the bow off, and then having it fall short of your expectations. This is quite often the case with CRMs. CRMs are amazing tools, but they aren’t magicians, at least not initially. CRM adoption starts at the top. Talk about buyer’s remorse. I was dumbfounded.

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How to Use CRM Data for Content Marketing

ClearVoice

Customer relationship management (CRM) software has revolutionized how businesses interact with customers. At its core, a CRM system helps businesses manage customer data by centralizing it. This data can include contact information, purchase history, preferences, and customer behavior like email opens and clicks.

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Generative CRM — Here’s What It’ll Mean For Your Business

Salesforce Marketing Cloud

Now imagine your customer relationship management (CRM) platform doing all this in seconds, so you can fine-tune that email and send it sooner. This is the promise of generative CRM, which will combine the power of generative artificial intelligence (AI) with your customer data to make your teams more productive.

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How to prepare for the GPT age in CRM and email

Martech

What’s gone relatively undiscussed is how this technology could be used beyond content generation to expand the growth potential of email and CRM-based marketing. In March, Salesforce announced its foray into generative AI for CRM, Einstein GPT. That’s not for lack of technology. Sounds good, right? But pump the brakes.

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9 Best WordPress CRM Plugins to Improve Sales in 2023

Optinmonster

Do you need help picking a WordPress CRM plugin? CRM plugins turn your WordPress website into a lead generation and client management system. In this article, we’ll go over what features you should look for in a WordPress CRM tool as well as our top picks for CRM plugins. What is a CRM Plugin?

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