Remove switch-crm
article thumbnail

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.

article thumbnail

The Marketing And Sales Data Providers B2B Landscape, Q4 2023: How to Select the Right Provider for Your Needs

Engagio

This is why I was pleased to see Demandbase’s inclusion in Forrester’s recent landscape report on B2B marketing and sales data providers. Forrester recommends evaluating other capabilities as well, including real-time search and import of data, matching capabilities, and native / API integrations.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How ZoomInfo Helped Three Customers Propel Their GTM Strategies

Zoominfo

Sendoso also uses ZoomInfo to track when a champion — essentially, the power user and biggest proponent of the product at an account — switches jobs. With ZoomInfo data, they’re able to enrich their existing CRM and marketing platform records with full customer profiles.

article thumbnail

Required Reading from the 10 Most Influential CRM Blogs for B2Bs

BenchmarkONE

Whether you’re researching CRM options, or just trying to get the most out of your existing CRM and sales and marketing tech stack, there are a handful of experts who are the most qualified to guide you. Check out these posts from 10 of the most influential CRM blogs on the world wide web, and follow them to stay in the know.

CRM 74
article thumbnail

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.

CRM 74
article thumbnail

Enriching Your Account Universe: Turn Data into Revenue

Lattice

There is an 8x increase in ROI on personalized campaigns, according to Forrester Research. Lattice will now write back more than just a score into your marketing automation and CRM systems; we’re adding thousands of account attributes. While B2C marketers have been doing this forever, it has taken longer to catch on in the B2B world.

article thumbnail

8 key tips for marketing to existing B2B customers

Tomorrow People

As Forrester aptly puts it: With the widespread adoption of recurring revenue models, marketing must maintain a focus on existing customers. Some customers are true advocates for your product; others will switch to an alternative if given the chance. Because of this reason, customer retention should be a key priority.