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5 Things Your Financial Services CRM Needs to Have

Salesforce Marketing Cloud

What if your financial services team could find the perfect tool to acquire new customers, deliver exceptional service, and drive growth? Rated as a leader by The Forrester Wave Report™: Financial Services CRM , Salesforce knows service — of any kind. Financial services CRMs are changing and so are the needs of customers.

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Farewell Forrester Research; Hello B2B Content Intelligence

PathFactory

After 7+ years as a SiriusDecisions then Forrester analyst leading B2B content research, I joined PathFactory as SVP of Product Marketing and Research. I joined PathFactory because they are leading the way in content intelligence with such happy customers and a competitive product roadmap that I want to be a part of bringing to the market.

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How ZoomInfo Helped Three Customers Propel Their GTM Strategies

Zoominfo

Speedy customer acquisition without a hefty price tag is the target, but doing it effectively can be a challenge without the right tools and training. ZoomInfo’s data enrichment gives BlueOcean’s marketing and sales teams the same full-scope view of each customer and prospect.

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LeadspaceTM Ranked a Leader in the B2B Standalone Customer Data Platforms Evaluation

Leadspace

December 7, 2021 /PRNewswire/ — Leadspace, the industry-recognized AI-powered B2B Buyer Data Platform, has been named a Leader by Forrester Research in its recent report The Forrester New Wave : B2B Customer Data Platforms, Q4 2021 authored by analysts Steven Casey and Katie Linford. SAN FRANCISCO, Calif.,

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How ZoomInfo Enhances Your ABM Strategy

For marketing teams to develop a successful account-based marketing strategy, they need to ensure good data is housed within its Customer Relationship Management (CRM) software. According to Forrester Research, only 8% of marketing professionals have confidence that their data is 90-100% accurate. Not so fast, though.

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AI Trends from 700+ Business Leaders Reveal Global Keys to Success

Salesforce Marketing Cloud

In January 2024, Salesforce commissioned Forrester Consulting to find answers to these gaps and more in the rapidly developing AI landscape. The research , conducted with 773 business leaders in 14 countries, sheds light on global business decision-makers’ mindsets around AI-powered CRM. Three foundations for strong AI-powered CRM 1.

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What is CRM and how does it support marketing?

Martech

Customer relationship management (CRM) is the technology brands use to nurture relationships with their customers. These solutions are designed to help sales and service agents communicate with customers more effectively. In this piece, we’ll dive deep into CRM systems and their impact on marketing teams.