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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. But they don’t tell the whole story.

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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. In this piece, we’ll dive deep into CRM systems and their impact on marketing teams.

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Deliver a Better Buying Experience With CRM-Powered Payments

Hubspot

We’ve seen this trend play out in our research – according to a recent Forrester study that we co-commissioned with Stripe, over half of SMBs still rely on disparate solutions to manage payment data, averaging five tools per purchase transaction. Having a payment system that’s connected to your CRM takes care of that.

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The 15 Best In-Person Event Platforms [2023]

SpotMe Blog

Selecting the right in-person event platform to manage your onsite events is critical to their success. Especially because 95% of marketers believe that in-person events help achieve business goals (American-based event technology company). What Is An In-Person Event Platform? American event technology company).

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Top 50 Global Thought Leaders and Influencers on Business Continuity 2024

Thinkers360

Thought Leaders, Analysts & Influencers: To join the world’s largest opt-in B2B thought leader community and influencer marketplace, participate in our leaderboards, earn digital award badges and credentials, and build, amplify and monetize your personal and corporate brand – Sign-up today ! Brian Reid Brison LLC Contact M.

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Marketers Need a Mindset Reset for B2B Personalization

Marketing Interactions

Personalization in B2B marketing has been on an upward intention trend for a while now. Despite marketers’ best intentions, nearly half say delivering personalized and relevant content is a top business challenge. Forrester Business Technographics® Marketing Survey, 2020). But it’s not working out very well.