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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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Pro Tips: 5 Considerations To Implement Marketing Automation Platforms

Act-On

Yep, it’s time to switch. But switching can seem like a daunting task. The good news is that switching marketing automation platforms doesn’t need to be overwhelming, especially when you have tips on what features to look for and what to avoid. We’ve compiled our favorites to support you during the process of making a switch.

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The Executive’s Guide to CRM Customization: Why HubSpot Should Be on Your Radar

SmartBug Media

One foolproof solution to this all-too-familiar dysfunctionality is implementing a unified customer relationship management (CRM) system. HubSpot’s CRM in particular offers myriad features for developing and refining these processes with ease. Usability isn’t the only trait that sets HubSpot apart from other CRMs.

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Albacross now integrates with Hubspot CRM!

Albacross

As of today, you can natively integrate Albacross with Hubspot CRM so your sales team can put their pipeline expansion on autopilot. Automatically send warm leads to your Hubspot CRM. It also helps your SDRs to prioritize their outreach efforts on the leads that have shown an interest in your offering.

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7 Mundane Sales Tasks You Can Skip with AI [& How to Do It]

Hubspot

Before you close this tab to panic-update your resume, wait till you hear which fifth: writing cold emails, entering call notes in your CRM, and scheduling calls. ChatSpot can run company research that you can add directly to your HubSpot CRM, and tools like Regie.ai If these tasks make you groan inside (or out loud), you aren’t alone.

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Top 10 Lead Enrichment Tools in 2024

SalesIntel

This can lead to wasted efforts and exhaust the supply of potential customers who match your ideal customer profile (ICP). This blog will help you identify the top ten lead enrichment tools and ensure you choose a reliable data provider for your prospecting efforts. This is when lead enrichment tools become essential.

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Top 10 Lead Enrichment Tools in 2024

SalesIntel

This can lead to wasted efforts and exhaust the supply of potential customers who match your ideal customer profile (ICP). This blog will help you identify the top ten lead enrichment tools and ensure you choose a reliable data provider for your prospecting efforts. This is when lead enrichment tools become essential.