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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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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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12 High-Impact Tools for Revenue Operations Teams in 2024

Zoominfo

Choosing the best-fit revenue operations tools can dramatically enhance cross-departmental collaboration, enabling unified platforms where sales, marketing, and customer service teams are able to access and share critical data. To help with the vetting process, here are some suggestions of the top RevOps tools worth considering.

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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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24 Key Sales Operations Tools for 2024

Zoominfo

In this environment, your sales operations tools and platforms can’t just be effective — they need to be transformative. If you’re looking to assemble a new sales operations tech stack — or simply want to upgrade your existing tools — this comprehensive guide to the key categories can help. What Are Sales Operations Tools?

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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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Enhance: Enriching Your CRM for Deeper Customer Insights

Zoominfo

Personalized interactions become a breeze, marketing messages strike a chord with your target persona, and your sales are trending in the right direction. Enhance is a stepping stone for businesses to capture a competitive edge in their market by getting a more complete view of their customer.