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5 Things Your Financial Services CRM Needs to Have

Salesforce Marketing Cloud

What if your financial services team could find the perfect tool to acquire new customers, deliver exceptional service, and drive growth? Rated as a leader by The Forrester Wave Report™: Financial Services CRM , Salesforce knows service — of any kind. Get the report 2.

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SpotMe to Join Forces with Swiss Post

SpotMe Blog

The services provided by SpotMe will in future allow us to offer our business customers security and simplicity in this area,” says Nicole Burth, Member of Executive Management at Swiss Post and Head of the Communication Services unit. The need for mail secrecy also exists in the digital world.

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Your Cheat Sheet for B2B Revenue Waterfall Transformation

LeanData

Forrester bills its B2B Summit North America as “the premier event for B2B marketing, sales and product leaders to empower their strategies, fuel the revenue engine and drive the business forward.” What is the B2B Revenue Waterfall? In describing the impetus for the change, Liz remarked that it was a “Goldilocks moment” of clarity.

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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. These solutions are designed to help sales and service agents communicate with customers more effectively. In this piece, we’ll dive deep into CRM systems and their impact on marketing teams. Who uses CRM systems?

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SpotMe Partners with Veeva to Support Large-Scale Life Sciences Events

SpotMe Blog

SpotMe Anywhere integrates with Veeva CRM Events Management to deliver personalized interactions and ensure efficient compliance. Life sciences companies can use the SpotMe Anywhere platform to produce and host larger web or mobile events, and then pull event participant insights into Veeva CRM for compliant post-event HCP engagement.

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BANT Qualified Leads: Accelerating Your Sales Journey

Only B2B

It begins with identifying the budget of the prospect, ensuring they have the financial means to make a purchase. The need of the prospect is then assessed to understand their pain points and how your product or service can address them. According to Nucleus Research, companies that utilize CRM systems achieve an average ROI of $8.71

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Event Registration Software: 13 Top Picks For Your Events [2023]

SpotMe Blog

Whether you’re a life sciences or pharma company organizing advisory board meetings, investigator meetings, and satellite symposia, or a professional services firm running international conferences. We’re here to help you find the best event registration to help you achieve your event goals. What Does Event Registration Software Do?