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

Biznology

The solution, of course, is marketing automation linked to your customer relationship management (CRM) software. Fortunately for SMB marketers, CRM is becoming main stream. You likely depend upon CRM software to run your entire business. Marketing automation combined with CRM is a real benefit to sales organizations.

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What is CRM and how does it support marketing?

Martech

Customer relationship management (CRM) is the technology brands use to nurture relationships with their customers. And because 91% of businesses with more than 11 employees use a CRM, marketers would be wise to learn about all they have to offer. In this piece, we’ll dive deep into CRM systems and their impact on marketing teams.

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The 22 Best Virtual Event Platforms

Webbiquity

Online gatherings are no longer limited to team meetings and webinars using same old video calling tools. If you are involved in planning and producing online events—and you’re ready to venture beyond standard tools like WebEx, Zoom, and Google Meet—here are 22 alternatives that can help take your event to a whole new level.

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How B2B Content Marketing Has Changed and What To Do Next [Research]

Webbiquity

Previous research detailed here found that: When live events first shut down in the spring of 2020, B2B marketers quickly shifted the majority of planned event budgets to online events and content development, followed distantly by search advertising and paid social media. Vendor content is attracting more visitors per account.

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Use CRM Payments to Streamline the Sales Cycle and Delight Customers

Hubspot

Your CRM manages customer and lead relationships and provides context about their challenges, goals, stage of the buyer’s journey, past conversations, purchase history, and more. If you’re a HubSpot user , your CRM is also connected with your sales, service, marketing, and operations software. Can a CRM help with that?

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Deliver a Better Buying Experience With CRM-Powered Payments

Hubspot

Just like you might switch to another coffee shop after an unpleasant experience with a barista, you might also rethink the vendor you use after being mired in a painful buying process. The bad news is that many of today’s SMBs aren’t using a payments solution – or frankly even leveraging online selling. Already a HubSpot customer?

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