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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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24 questions to ask ABM vendors before signing the contract

Martech

Once you’ve gone through the checklist to determine if you need — and are ready for — an ABM solution, the next step is to identify and contact vendors. Your vendor shortlist. For example, if enriching your ICPs with deeper technographic data is important, be sure to ask about it during vendor interviews and demos.

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

The Point

Even if you acknowledge that change as fact, however, it’s easy to become cynical (as I have) when vendors and thought leaders are constantly proclaiming the “death” of the old ways. When Account-Based Marketing (ABM) first arrived on the scene, vendors were quick to pronounce traditional, funnel-based marketing obsolete.

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Deliver a Better Buying Experience With CRM-Powered Payments

Hubspot

Just like you might switch to another coffee shop after an unpleasant experience with a barista, you might also rethink the vendor you use after being mired in a painful buying process. Built as part of the HubSpot CRM platform, HubSpot Payments enables companies to accept payments seamlessly in less time and with fewer tools.

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The Marketing And Sales Data Providers B2B Landscape, Q4 2023: How to Select the Right Provider for Your Needs

Engagio

This is why I was pleased to see Demandbase’s inclusion in Forrester’s recent landscape report on B2B marketing and sales data providers. In order to select a vendor of choice, you need to get hands-on with sample data sets. Forrester’s report emphasizes the increasing importance of this consultative approach.