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HubSpot’s March 2024 release includes AI management, enhanced CRM features and more

Martech

Improved file management within the CRM. This feature streamlines the process of analyzing email strategies and enables quick adjustments to improve engagement and effectiveness. Dive into the March 2024 updates: Easily review and manage AI use in marketing emails. Enhanced forecast accuracy insights with AI Comparison.

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ZoomInfo Brings its Data and Features Straight into Dynamics 365

Zoominfo

Features of the Dynamics Integration with ZoomInfo. It is common for sales and marketing professionals who use Dynamics 365 to have the customer relationship management (CRM) system open constantly because it is such an integral part of their work. CRM systems act as a home base for sellers. What This Looks Like for Customers.

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Salesforce’s Spring 2024 release includes Einstein-powered AI features

Martech

Salesforce’s Spring 2024 release brings new features to help brands elevate performance built on the foundation of data, AI, CRM and trust. Draft smarter promotions fast Harnessing the power of Einstein AI and trusted data from the Salesforce Platform, this feature allows users to draft promotions effortlessly.

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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. Source: ZoomInfo.

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Hubspot CRM Migration Checklist (for a Hassle-Free Move)

Spiralytics

Does your company use Customer Relationship Management (CRM) Software? To keep up with today’s competitive business landscape, having an effective CRM software that aligns with your business goals is essential. So, why choose Hubspot as your new CRM Software? Do you have offline copies of your data for safekeeping?

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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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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.