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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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Next-Gen Sales Execs Demand Automation

Zoominfo

The last time sales teams were offered real change in their tech offerings was back in the early 2000s, when cloud-based customer relationship management (CRM) systems came into vogue. More than 20 years later, sales professionals are on the verge of another groundshift, this time to sales automation tools. percent vs. 16.6

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Farewell Forrester Research; Hello B2B Content Intelligence

PathFactory

After 7+ years as a SiriusDecisions then Forrester analyst leading B2B content research, I joined PathFactory as SVP of Product Marketing and Research. In its 2021 B2B Buying Study study, Forrester benchmarked that over 80% of B2B purchases involve three or more people in a typical buying group. But they don’t tell the whole story.

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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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Revolutionizing Lead Generation with Automated Lead Qualification: A Data-Driven Guide

Only B2B

This is where Automated Lead Qualification steps in as a game-changer. In this comprehensive guide, we will explore the intricacies of Automated Lead Qualification, demystifying its key components, benefits, and challenges. What is Automated Lead Qualification? But what exactly does it entail, and why is it crucial?

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Top 10 marketing automation tools every marketer must have

ClickZ

30-second summary: By simply adopting marketing automation technology, a company can significantly free up a marketers time and enable them to focus on more important revenue building projects as these tools can help to automate numerous repetitive tasks such as emails, campaign management, website analysis and social media marketing.

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4 qualities of an intent-driven marketing automation email program

Martech

The perspective has been this: “We have this marketing automation platform. We’re going to build a few automations and then go on to something really challenging.” A Forrester WAVE matrix of leading vendors is one. Complex automations. That’s where intent comes in. Many factors influence intent.