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5 Things Your Financial Services CRM Needs to Have

Salesforce Marketing Cloud

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. We weed through the noise to bring you exactly what features you need in a financial services CRM. Get the report 2.

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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.

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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. And because 91% of businesses with more than 11 employees use a CRM, marketers would be wise to learn about all they have to offer. We’ll cover: The benefits of CRM. Types of CRM systems available.

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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. According to Forrester Research, only 8% of marketing professionals have confidence that their data is 90-100% accurate.

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Report: Why Demand Marketers Should Expand their Focus Beyond the Lead

The Point

B2B marketing has seen a dramatic change in the last decade, driven by radical advances in marketing technology and the emergence of new channels. Content marketing is dead. * Content marketing is dead. * Change in marketing is an evolution, not a coup. Cold-calling is dead. The MQL is dead. . The MQL is dead.

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Elevate B2B Marketing News Weekly Roundup: B2B Ecosystem Marketing, Growing Ad Markets, & LinkedIn Learning Expands

Top Rank Marketing

B2B growth plan: perfecting partner ecosystem marketing 45 percent of B2B marketing decision-makers at typical B2B organizations have said that new or renewed ecosystem partners were their primary revenue source, as more B2B companies have moved towards broadening their partner ecosystems, according to newly-published Forrester Research data.