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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 Software Selection Guide?

TrustRadius Marketing

The hardest part of choosing a CRM is knowing what to look for and consider. It’s surprisingly easy to go through the whole selection process and buy the wrong software (many reviewers have said as much). Companies often forget about team input, review sentiment, and research the vendor’s reputation. What is a CRM?

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Choosing HubSpot CRM As Your CRM Solution

Stevens & Tate

If any business wishes to collect customer data, monitor customer interactions, and ensure that their marketing and sales teams are properly aligned, it is necessary to have a CRM (customer relation management) platform. However, there are a lot of different CRM software solutions to choose from.

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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.

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What Is Vendor Sprawl?

Salesforce Marketing Cloud

This is known as vendor sprawl. Vendor sprawl, also known as technology bloat, occurs when businesses have software application redundancies across different departments, creating many inefficiencies. Consolidate your spend with one or just a few vendors. Read their story What is vendor sprawl and why is it an issue?

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5 Ways B2B Marketers Can Use CRM for SaaS Customer Retention

Spiralytics

This is where you’d want to extend CRM use rather than keep it to store customer data. Surely, you’d use CRM basics to manage leads and track sales. But there’s much more you can do with CRM to drive customer retention. We have some tactics to share that help harness your CRM into a powerful customer retention engine.

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CDP Overview: How We Got Here, Where We're Going, and What Could Get in the Way

Customer Experience Matrix

The first stage was just to recognize that CDP was a separate category of software. What was new about CDP was that it was packaged software that was building a customer database. Packaged software”, for example, distinguishes CDP from data warehouses and data lakes, which are custom built.