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CDP Overview: How We Got Here, Where We're Going, and What Could Get in the Way

Customer Experience Matrix

Before then, customer databases were custom projects, like a data warehouse, and the only packaged marketing software was applications like campaign management systems or predictive modeling tools. So we spent most of our time explaining the difference between CDP and other systems that also built customer databases.

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Nine Important Things to Know About Intent Data and AI

Webbiquity

Data integrity is “the accuracy, completeness, and quality of data as it’s maintained over time and across formats,” per Harvard Business School (HBS). Is your system smart enough to match all those to same account, not just internally but when integrating your data with an intent data vendor’s tool?

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5 ways CRMs are leveraging AI to automate marketing today

Martech

Most major customer relationship management (CRM) and marketing platforms are already introducing AI functionality into their products, with more releases planned in 2024. Training Today’s CRM and marketing platforms are being trained to closely watch how your sales and marketing professionals perform their jobs.

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Buyer’s Guide: Finding the Right Lead Routing Software for Your Business

Zoominfo

You’ve probably heard by now how intelligent lead routing — an automated system of processing leads — can help sales teams improve their speed to lead and ensure nothing falls through the cracks. Data completeness – Is your data being enriched with both first-party and third-party data? Which Integrations do You Need?

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How To Get Started With Customer Service Automation

Salesforce Marketing Cloud

Get new insights now Set up for customer service automation in 3 steps Every customer service automation process is a journey that begins with a request and ends (ideally) with a great customer experience — but you can’t do that until you’re clear about where you’re going and the rules of the road. What are the decision points?

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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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When Does a Custom Integration Make Sense?

SmartBug Media

Connecting systems in the digital world is a top priority for businesses. Questions to ask include: What do you need systems to do? You’ll explain the databases or systems and how they need to interact with HubSpot hubs. You'll also identify whether a process is owned by a system, a human, or both. How do people work?