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2023 in review: Our top 10 articles on CRM

Martech

So we’re putting together 10 of the most popular articles by our SMEs from 2023 on different topics. Today: CRM. How to prepare for the GPT age in CRM and email by Brian McKenna. 5 ways CRMs are leveraging AI to automate marketing today by Gene Marks. It might be time for a data landscape assessment. Get MarTech!

CRM 97
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Real-time vs. batch-based CRM data processing: Key considerations

Martech

When it comes to CRM systems, companies can choose to process customer data in real time or batches. As a marketer, it’s important to understand the differences between real-time and batch CRM data and how each can be used effectively. Real-time vs. batch-based CRM data processing: How do they differ?

CRM 106
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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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Mastering CRM Integrations: A Guide for B2B Marketing Managers

Visitor Queue

By embracing CRM integrations, you can do exactly that. With stats like 72% of salespeople spending up to an hour every day on data entry, it’s easy to see why companies should take advantage of automation through CRM integrations. Wouldn’t it be nice to save yourself time while reducing errors every day?

CRM 86
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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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5 Ways to Improve CRM Adoption

InsightSquared

In this case, step one for implementing a new CRM is to ensure your company has defined its own processes. And, once you’ve defined how things should work in your company, make sure you hire the right person (or people) to manage and customize your CRM. CRM adoption starts at the top. A CRM is a connector and a time saver.

CRM 239
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Want to Solve CRM Adoption? Stop Counting Log-ins

InsightSquared

Unlike in the movie Field of Dreams, when it comes to CRM, year after year, users have proven, “if you build it, they won’t necessarily come.”. The Customer Relationship Management (CRM) market is massive—expected to reach more than $80 billion in revenues by 2025 [1]. CRM Adoption is NOT simply counting log-ins.

CRM 207