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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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Marketing Automation Vendors Are Not Delivering On Marketers’ Needs For Reporting And Analytics. Here’s Why.

InsightSquared

Marketers look to their marketing automation platforms (MAPs) not only to execute many of their demand generation activities, but also to understand the effectiveness of their marketing programs. However marketers are largely dissatisfied with the reporting their MAPs offer.

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37 questions to ask call analytics vendors during the demo

Martech

They let marketers collect, analyze and act upon the growing volume of data being captured from inbound calls to businesses. 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?

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24 questions to ask account-based marketing vendors during a demo

Martech

Account-based marketing is having its moment as B2B marketers are jumping on the idea of orchestrating outreach to their most valued accounts. ABM enables marketers to focus their efforts on accounts with the greatest ROI potential through insightful and personalized marketing programs. Click here to download!

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Can you do top-of-funnel marketing automation without CRM?

Biznology

If you’re a small or medium size business selling to consumers, you probably want to both automate and personalize your marketing campaigns. The solution, of course, is marketing automation linked to your customer relationship management (CRM) software. These are compelling, important benefits.

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CRM Software Selection Guide?

TrustRadius Marketing

The hardest part of choosing a CRM is knowing what to look for and consider. It’s surprisingly easy to go through the whole selection process and buy the wrong software (many reviewers have said as much). Companies often forget about team input, review sentiment, and research the vendor’s reputation. What is a CRM?

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24 questions to ask ABM vendors before signing the contract

Martech

Most B2B marketing organizations today practice some kind of account-based marketing (ABM) strategy. At its most basic, that means investing marketing and sales resources in guiding high value accounts through the journey to conversion. Your vendor shortlist. Narrow your list down to those vendors that meet your criteria.