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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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How to Create an Effective Nonprofit Event Marketing Plan

Marketing Insider Group

Effectively marketing a nonprofit event requires more than just hoping it becomes popular through word of mouth. If you have a nonprofit event coming up, whether small or large, explore the following key steps to create a plan for marketing your event. Review past events and the marketing strategies you used.

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CRM Software Selection Guide?

TrustRadius Marketing

The hardest part of choosing a CRM is knowing what to look for and consider. It’s surprisingly easy to go through the whole selection process and buy the wrong software (many reviewers have said as much). Companies often forget about team input, review sentiment, and research the vendor’s reputation. What is a CRM?

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End-of-Year Martech and Business Software Sales

Webbiquity

Black Friday and Cyber Monday are behind us, but there are still some compelling offers available on marketing tech and business software. Have the tools in your marketing technology matrix kept up with the demands of the post-COVID environment? Are there tools that aren’t quite cutting it, that you may want to replace?

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Lead Scoring: Tools and Tactics to Convert Customers

Act-On

Now that we’ve covered the basics of lead scoring , and how to build your model , let’s tackle the last topic in our 3-part lead scoring series: lead scoring tools. Lead scoring is a process and a framework, not a tool — but technology makes it possible to implement at scale. Lead scoring is a type of segmentation.

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The 10 Best Webinar and Webcasting Tools

Webbiquity

But social media, paid advertising, and influencer marketing can also play important roles. GoToWebinar and WebEx (which is more of an online meeting tool) are no longer your only options. Here are 10 of the best webinar and webcasting tools to consider evaluating for your next online presentation. Average user rating: 9.35.

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6 Decision Intelligence Tools You Should Be Using Right Now

Marketing Insider Group

While you have more data and tools than ever, the glut of information can create a paralysis of analysis. Scientists haven’t yet created programs to make all of your hard decisions, but decision intelligence tools can remove some of the heavy lifting. What is decision intelligence, and which tools do you need to be using right now?