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5 Things Your Financial Services CRM Needs to Have

Salesforce Marketing Cloud

The good news is that it’s out there, and it can help in this challenging competitive landscape. 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. Get the report 2.

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How ZoomInfo Helped Three Customers Propel Their GTM Strategies

Zoominfo

At the recent Forrester B2B Summit North America, ZoomInfo founder and CEO Henry Schuck sat down with leaders from Smartsheet, Sendoso, and BlueOcean to talk about the practical ways ZoomInfo has helped them optimize productivity and align their sales and marketing goals. See for yourself with a free trial.

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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. In its 2021 B2B Buying Study study, Forrester benchmarked that over 80% of B2B purchases involve three or more people in a typical buying group. But they don’t tell the whole story.

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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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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. More specifically, updated data can help organizations outline key accounts for their campaigns. Not so fast, though.

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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. Who uses CRM systems?

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Required Reading from the 10 Most Influential CRM Blogs for B2Bs

BenchmarkONE

Whether you’re researching CRM options, or just trying to get the most out of your existing CRM and sales and marketing tech stack, there are a handful of experts who are the most qualified to guide you. Check out these posts from 10 of the most influential CRM blogs on the world wide web, and follow them to stay in the know.

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