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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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How to Create an Effective Nonprofit Event Marketing Plan

Marketing Insider Group

Effectively marketing a nonprofit event requires more than just hoping it becomes popular through word of mouth. If you have a nonprofit event coming up, whether small or large, explore the following key steps to create a plan for marketing your event. Review past events and the marketing strategies you used.

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11 Indispensable B2B MarTech Solutions Cybersecurity Marketers Actually Use

KoMarketing Associates

Choosing the right stack of MarTech solutions can be a difficult task for B2B marketers, especially for those working in cybersecurity, who may have a more complicated sales cycle, changing regulations, and other obstacles. Lauren Patrick, VP of Marketing at Curricula. Conversational marketing platforms, such as Qualified.

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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.

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CRM Vs Email Marketing: Which Is More Suitable For My Business?

SendX

Marketing tools easily come to mind when you think of how to scale your business. CRM and email marketing tools are popular choices. While some compare to settle for the best, others dig deep to identify a CRM email marketing tool that'll offer both solutions. An email marketing tool feeds data to the CRM.

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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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MarTech’s CRM experts to follow

Martech

Martech is marketing and CRM is arguably the original martech. Because it is so useful, CRM is constantly evolving to meet the newest challenges and customer behaviors. So here, in alphabetical order, are MarTech’s CRM experts to follow. So here, in alphabetical order, are MarTech’s CRM experts to follow.

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