Remove vendor journeys
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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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LeadspaceTM Ranked a Leader in the B2B Standalone Customer Data Platforms Evaluation

Leadspace

Leadspace was ranked across ten criteria and against more than a dozen other vendors. With nearly half of the world’s largest SaaS companies as our customers, our platform is designed to handle the scale, complexity and permutations of the B2B sales and marketing buying journeys.

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The Lead Generation Strategy Guide

Zoominfo

What is lead generation, and why is it a source of contention for sales and marketing teams? What does a “good lead” look like anyway? Get answers to these questions about lead gen — and so much more! What is Lead Generation? While the B2B landscape may always be changing, lead generation will always be important.

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The 22 Best Virtual Event Platforms

Webbiquity

A quick note on the ranking methodology: These 22 tools were searched across five sites: Capterra, G2Crowd, TrustRadius, SoftwareAdvice, and GetApp. They were ranked on both the number of total reviews (popularity) and average ratings (quality). Leading Edge Virtual Event Platforms. Pricing: contact vendor.

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CRM Automation: A look into AI in Lead Generation

Valasys

Introduction CRM systems are used by many B2B and B2C companies to organize their business processes and make complex tasks easier to complete. AI in lead generation takes the drudgery out of the time-consuming tasks of customer acquisition and management.

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Buyer’s Guide: Finding the Right Lead Routing Software for Your Business

Zoominfo

You’ve probably heard by now how intelligent lead routing — an automated system of processing leads — can help sales teams improve their speed to lead and ensure nothing falls through the cracks. That may look like actual sales numbers or a certain lead volume. This has immensely cut down our sales cycle time.”

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How to Capture Buyer Intent in B2B Marketing

Marketing Insider Group

You’re familiar with the B2B buyer’s journey : moving prospects through the awareness, consideration, and decision stages of the buying process. Buyer intent comes down to understanding what makes an excellent lead for your business. Quick Takeaways: Customer experience is a leading priority for modern businesses. Source: G2.