Remove small-business crm-for-financial-services
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HubSpot’s March 2024 release includes AI management, enhanced CRM features and more

Martech

Improved file management within the CRM. This should also lead to a more efficient oversight of marketing efforts, with the ability to rapidly pinpoint successful AI-assisted content and replicate its success across other campaigns. For managers, this means enhanced oversight and efficiency. But that’s just the beginning.

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What is CRM?

Spiralytics

On the other hand, marketers can use these technologies to reach wider audiences with optimized content with maximum efficiency. One of the most significant tools most companies now deploy in their marketing efforts is Customer Relationship Management (CRM). But what is CRM, and how does it help organizations market themselves?

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AI, Without the Angst – How to Use It Without Losing Your Customers’ Trust

Salesforce Marketing Cloud

Before they widely embraced what has become a $1 trillion annual business, they had concerns over the security of their personal and financial data. Fast forward to today, and trust is at the heart of how widely and successfully businesses and customers will embrace the emergence of generative AI. There was a trust gap.

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What is PDCA? (and Why It Matters for Marketers)

Marketing Insider Group

PDCA has proven to increase speed and efficiency while decreasing project costs and risks associated with execution. Doing” on a small scale allows us to test MVPs as potential solutions and discover which experiment performs best “in the wild.” But this kind of neglect puts our projects, our ROI, and our sanity at risk.

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When simplification goes wrong: Why unifying your platform and point solutions makes it harder for customers to buy.

Velocity Partners

For complex B2B businesses, one common move is to try and make it easier for customers to buy by simplifying your offering. In the same way it’s easier to serve one big client than it is ten small ones. Say you are a company who primarily sells a CRM platform, but also has a cybersecurity module.

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Digital-first Small Businesses Are Better Prepared for the Future

Salesforce Marketing Cloud

When it comes to staying ready for whatever lies ahead, digital-first small businesses have a leg up. We recently surveyed 200 small and medium businesses (SMBs) to learn how adopting digital work — with both their tools and culture — are better positioned to thrive than their less tech-savvy counterparts. Start today.

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11 Strategies to Level up Your Sales Game

Salesforce Marketing Cloud

Get started Sales tactic #1: Address any elephants in the room Financial downturns, market shifts, and once-in-a-lifetime upheavals like the pandemic can hover over your sales organization like a storm cloud. Let’s face it: Hard sells and flashy demos can be effective ways to close. But not always.