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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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Marketing work management: the forgotten essential

Martech

When talking about martech, we most often think about tools that allow us to perform a specific task related to marketing — analyze traffic on our websites, aggregate and understand customer data, deliver personalized messaging, etc. But most marketing initiatives require we employ multiple tools to achieve our objectives.

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Top 10 customer service software tools

Sprout Social

Customer service software is integral to any company’s tech stack today. Strong service leads to longer-term customers, positive word-of-mouth and a more productive team. But providing personalized and speedy service is easier said than done by hand. What is customer service software?

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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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MarTech’s CRM experts to follow

Martech

Martech is marketing and CRM is arguably the original martech. Because it is so useful, CRM is constantly evolving to meet the newest challenges and customer behaviors. So here, in alphabetical order, are MarTech’s CRM experts to follow. So here, in alphabetical order, are MarTech’s CRM experts to follow.

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11 Indispensable B2B MarTech Solutions Cybersecurity Marketers Actually Use

KoMarketing Associates

Choosing the right stack of MarTech solutions can be a difficult task for B2B marketers, especially for those working in cybersecurity, who may have a more complicated sales cycle, changing regulations, and other obstacles. Lauren Patrick, VP of Marketing at Curricula. How can that be accomplished?