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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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Top 10 customer service software tools

Sprout Social

Customer service software is integral to any company’s tech stack today. Strong service leads to longer-term customers, positive word-of-mouth and a more productive team. But providing personalized and speedy service is easier said than done by hand. What is customer service software?

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How You Can Manage Field Service More Efficiently With AI

Salesforce Marketing Cloud

According to our research, 88% of customers say the experience a company provides is just as important as its products or services. Yet 82% of mobile workers struggle to balance speed with quality when providing field service. But what sets the best field service management software apart? The result?

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What Is Vendor Sprawl?

Salesforce Marketing Cloud

This is known as vendor sprawl. IT teams continue to face technology and process challenges as they work to streamline their digital transformations. Vendor sprawl, also known as technology bloat, occurs when businesses have software application redundancies across different departments, creating many inefficiencies.

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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. How can that be accomplished?

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Navigating the Sales Pipeline: Top 5 Challenges and Solutions

ClickDimensions

A well-managed sales pipeline is the lifeblood of any successful sales operation. Small to medium sized businesses (SMBs) with well-defined sales processes and effective pipeline management experience an 18% increase in revenue growth compared to those without. Solution: Identify bottlenecks and implement strategies to address them.

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How To Get Started With Customer Service Automation

Salesforce Marketing Cloud

Are your service agents drowning in mundane daily tasks? Then your business might be a good candidate for customer service automation. Customer service automation isn’t a switch you simply flip. Our guide reveals how high-performing service orgs make it happen. That’s where a service workflow process map comes in.