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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. Level up with Trailhead 4.

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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. This leads to better decision-making thanks to accurate, relevant reporting dashboards.

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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. Despite this, they’re still worthy of a place in your CRM! Somebody might switch jobs, move departments or be promoted.

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What Is an Omnichannel Contact Center? Everything You Need to Know

Salesforce Marketing Cloud

Your agents have immediate access to the same centralized view of the customer they’re going to help — no matter how they contact you — in your customer relationship management system (CRM). The best omnichannel contact center software platforms connect all your data – whether it’s in your CRM apps or external data lakes.

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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. Built as part of the HubSpot CRM platform, HubSpot Payments enables companies to accept payments seamlessly in less time and with fewer tools.

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The Best Training Resources to Get You Started With Marketo

SmartBug Media

Or maybe you’ve already decided to either switch to Marketo or implement Marketo as your marketing automation solution. Best Free Marketo Training Resources. Here are our top free training resources to help you learn the ins and outs of the Marketo platform: 1. Customer Relationship Management (CRM) Sync.

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