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33 Questions to Ask B2B Appointment Setting and Lead Gen Vendors

Smashmouth Marketing

There are so many demand gen vendors out there, and if you are a demand gen professional in sales or marketing, we've probably called you. Outsourcing some or all of your appointment setting or lead generation activity to a third party vendor is a task that shouldn't be undertaken by responding to one cold call. Autodialers?

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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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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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3 Ways to Secure Your CRM and Avoid Security Risks

Zoominfo

Hackers can steal personal information about your employees, customers, and vendors. If you’re looking to be more proactive and less reactive, start with an inspection of your Customer Relationship Management System (CRM). How to Prevent a CRM Data Breach . Ensure CRM Administrators Follow Best Security Practices.

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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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37 questions to ask call analytics vendors during the demo

Martech

After you’ve determined if your company needs one , it’s time to select a vendor and schedule demos. Does the vendor seem to understand our business and our marketing needs? Does the vendor seem to understand our business and our marketing needs? Are they showing us our “must-have” features? If so, which ones?

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12 questions to ask SEO platform vendors during the demo

Martech

Once you have determined that enterprise SEO software makes sense for your business , spend time researching individual vendors and their capabilities. Does the vendor seem to understand our business and our marketing needs? Find out how quickly the vendor responds to the implementation of new SERP features and begins tracking them.