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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. Financial services CRMs are changing and so are the needs of customers.

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Hubspot CRM Migration Checklist (for a Hassle-Free Move)

Spiralytics

Does your company use Customer Relationship Management (CRM) Software? To keep up with today’s competitive business landscape, having an effective CRM software that aligns with your business goals is essential. So, why choose Hubspot as your new CRM Software? Customization : Every business is unique.

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Maximizing Efficiency with B2B Marketing Automation: Key Strategies

Webbiquity

What are the challenges you can expect? What is B2B Marketing Automation? B2B marketing automation doesn’t just do the heavy lifting, it also digs deep into data, giving you insights into what’s working and what’s not. What are the Benefits of B2B Marketing Automation? Guest post by Eduard Klein.

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How to Maximize ROI with Email Marketing for B2B

Webbiquity

In B2B marketing, with the constant pressure to “do more with less,” optimizing return on investment (ROI) is crucial, especially regarding brand awareness. Here are eight strategies to optimize your email marketing efforts and maximize your ROI. What’s the Scoop on ROI for Email Marketing? Guest post by Eduard Klein.

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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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How to optimize your marketing budget: Do more with less

Sprout Social

Marketers are finding it increasingly difficult to set the right budget, optimize it and keep the leads flowing. What is your current brand perception? Look for industry benchmarks to gain insights into what your competitors are spending on marketing. This will give you an idea of what your marketing budget should be.

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What Is a Sales Cycle and How Do You Optimize It for Consistent Sales?

Salesforce Marketing Cloud

There are guidelines and rules that determine who does what and when, from kickoff to when the game clock runs out. What you’ll learn: What is a sales cycle? What you’ll learn: What is a sales cycle? What are the 7 stages of a sales cycle? See how it works What is a sales cycle?