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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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The 22 Best Virtual Event Platforms

Webbiquity

Online gatherings are no longer limited to team meetings and webinars using same old video calling tools. A quick note on the ranking methodology: These 22 tools were searched across five sites: Capterra, G2Crowd, TrustRadius, SoftwareAdvice, and GetApp. 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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The 10 Best Webinar and Webcasting Tools

Webbiquity

A quick note on the ranking methodology: These 10 tools were searched across five popular software comparison sites: Capterra, G2Crowd, TrustRadius, SoftwareAdvice, and GetApp. They were then ranked on both the number of total reviews (popularity) and average user ratings (quality). Average user rating: 9.54 (out of 10). GoToWebinar.

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Six Lead Generation Trends to Watch in 2021

Webbiquity

Unsurprisingly, the metric that clinched the first position was “quality of leads.” To capitalize on these market shifts to increase both the quantity and quality of your leads in the post-pandemic B2B marketplace, here are six top lead generation trends to watch in 2021. ” Image credit: Outfunnel.

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What is predictive analytics?

Martech

Predictive lead scoring. Dig deeper: Why you should add predictive modeling to your marketing mix Predictive analytics solutions Many vendors offer predictive capabilities, often as part of more general marketing analytics and performance or attribution offerings. Salesforce CRM Analytics. Churn predictions.

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