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33 Questions to Ask B2B Appointment Setting and Lead Gen Vendors

Smashmouth Marketing

There are so many demand gen vendors out there, and if you are a demand gen professional in sales or marketing, we've probably called you. Outsourcing some or all of your appointment setting or lead generation activity to a third party vendor is a task that shouldn't be undertaken by responding to one cold call. Autodialers?

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3 Ways to Secure Your CRM and Avoid Security Risks

Zoominfo

Hackers can steal personal information about your employees, customers, and vendors. Data breaches hurt your internal and external relationships, and, ultimately, your ability to generate revenue. How to Prevent a CRM Data Breach . Here are a few tips to help prevent a data breach by securing your CRM.

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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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37 questions to ask call analytics vendors during the demo

Martech

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? Does the vendor seem to understand our business and our marketing needs? Are they showing us our “must-have” features? If so, which ones?

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Rethinking content governance in the era of generative AI

Martech

Depending on your role and level of experimentation over the past nine months, your view of generative AI can range from “it’s just a shiny object” to “these are transformational opportunities and threats.” In generative AI, what is a “version”? This functionality is widely accessible in beta releases, even their free CRM options.

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24 questions to ask ABM vendors before signing the contract

Martech

Once you’ve gone through the checklist to determine if you need — and are ready for — an ABM solution, the next step is to identify and contact vendors. Your vendor shortlist. For example, if enriching your ICPs with deeper technographic data is important, be sure to ask about it during vendor interviews and demos.

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6 things martech vendors don’t want you to know

Martech

We also owe a debt of gratitude to many martech vendors, who not only build the platforms on which we work, but who also produce a plethora of marketing education including classes, workshops, and certifications. A lot of vendors excel at one thing, but are lacking elsewhere. Answer: Very unlikely. .