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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. It’s important to schedule them as close together as possible to help make relevant comparisons. Does the vendor seem to understand our business and our marketing needs? If so, which ones? Are APIs available?

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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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24 questions to ask account-based marketing vendors during a demo

Martech

For starters, once you have determined that ABM software makes sense for your business, spend time researching individual vendors and their capabilities by doing the following: Make a list of all the ABM capabilities you currently have, those that you would like to have and those that you can’t live without.

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37 questions to ask call analytics vendors during the demo

Martech

It’s important to set up demos within a relatively short time frame of each other to help make relevant comparisons. Does the vendor seem to understand our business and our marketing needs? How does the platform’s speech analytics help us score calls and feed the call data into our CRM, ESP or other martech systems?

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Four things tech vendors need to know about AI implementation

B2BMarketing.net

Kavita Singh, Senior Editor, B2B Marketing, spoke to Paul Gilhooly, Vice President of Sales, 6sense to discuss how AI will impact tech vendors and some top tips for implementing it. While some technology vendors might be seeing AI as something new, 6sense has been leveraging AI to enhance its platform for 10 years now.

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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.