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5 Things Your Financial Services CRM Needs to Have

Salesforce Marketing Cloud

What if your financial services team could find the perfect tool to acquire new customers, deliver exceptional service, and drive growth? Rated as a leader by The Forrester Wave Report™: Financial Services CRM , Salesforce knows service — of any kind. Get the report 2.

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CRM Implementations Cost An Estimated $4.6 billion Annually, New Analysis Says

Zoominfo

Maybe this situation sounds familiar: A company with a sales team of 50 reps decides its data is stale and its customer relationship management (CRM) features don’t meet business needs. So the company begins defining requirements for new CRM software, and two months later selects a vendor. Source: ZoomInfo. Source: ZoomInfo.

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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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Predictive Marketing Vendors Look Beyond Lead Scores

Customer Experience Matrix

Maybe I shouldn't be surprised that predictive marketing vendors seem to have anticipated this. The past week brought three more announcements about predictive vendors expanding beyond lead scoring. This isn’t a new service for Radius but it’s one that only some of the other predictive modeling vendors provide.

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How To Automate Lead Qualification for Increased Response Rates

Zoominfo

You want to know if a lead is qualified well before you even pick up the phone to call them. Every data point helps your revenue team (sales, marketing, and customer success) determine if this lead fits your ideal customer profile (ICP). What is Automated Lead Qualification? Lead qualification is definitely one of those things.

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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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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.