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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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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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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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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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Top Ten Productivity Hacks For B2B Sales Teams

Lead Forensics

1) Optimize your CRM A CRM is something you’re likely to be using on a daily basis, so the more streamlined your processes can be the more you’ll benefit. Also make sure your emails are automatically passed into your CRM, if that doesn’t already happen. Don’t make a big switch instantly and jump over to your follow-up calls.