Martech

DECEMBER 18, 2023

Leading customer relationship management (CRM) and other marketing platforms are integrating sophisticated AI capabilities that promise to assist with key functions like gauging customer sentiment, training employees, making product recommendations, enriching data and even auto-generating targeted campaigns.

X-functional 119

X-functional Customer Relationship Management CRM Relationship Management 119

Search Engine Land

FEBRUARY 23, 2024

To do this, the platform suggests utilizing its Audience Targeting tools, like Audience Insights and Matched Audiences. The platform also advises prioritizing building audience trust through clear and transparent messaging about the data value exchange, alongside straightforward opt-in and opt-out options as you invest in first-party data.

A/B testing 119

A/B testing Finance Campaign CRM 119

Salesforce

DECEMBER 6, 2023

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.

CRM 102

CRM Service Retail User Experience 102

Martech

SEPTEMBER 6, 2023

The AI’s features include: AI Assistants, which are generative AI capabilities that help teams create content, images, websites and reports. Dig deeper: How to prepare for the GPT age in CRM and email One example is the ChatSpot feature. Syncing HubSpot’s Smart CRM with LinkedIn Sales Navigator (currently in private beta).

CRM 119

CRM Sales Launch Prospecting 119

Martech

DECEMBER 14, 2023

Today, Salesforce announced significant updates to its Einstein 1 Platform that will unify business data to help inform AI prompts for those who use the Einstein Copilot AI assistant. The company also announced improved AI search capabilities through Einstein Copilot Search, available February 2024. Why we care. Customer service.

CRM 107

CRM Service Clients Technology 107

Martech

JANUARY 18, 2024

Does your organization’s martech stack resemble a disjointed patchwork of tools and platforms? Let’s explore how integrating your martech platforms and tools can enhance your marketing strategy and drive meaningful business growth. Without crushing these barriers, your martech stack risks being limited in capability.

Strategize 103

Strategize Growth Technology Technology 103

Veloxy

AUGUST 23, 2023

AI Sales Tools offer features for email deliverability, analytics & forecasting capabilities, CRM optimization, training & coaching opportunities as well as advertising/marketing automation to maximize revenue generation. provides sales forecasting as its primary capability. Apollo Drift Smartlead Zoovu Tact.ai

E-commerce 130

E-commerce Represent CRM Customer Relationship Management 130

Martech

FEBRUARY 7, 2024

HubSpot, of course, is one of many widely used platforms for marketing and sales. Similarly, the integration between Sybill AI and HubSpot can take your CRM beyond just recording meetings. That’s not to mention all the CRM-related tasks it helps with, from drafting emails to building reports or whipping up CRM records.

Technology 124

Technology Technology CRM Finance 124

Martech

MARCH 27, 2024

Leading CRM platforms like Salesforce, Dynamics, Zoho and HubSpot are introducing new AI features for autonomous chats, automatic campaign launches, product suggestions and sentiment analysis. Tech firms will roll out more reliable and tested capabilities over the next year. That’s great and exciting. You’re not alone.

Territory 121

Territory CRM Manufacturing Pipeline 121

Heinz Marketing

JANUARY 24, 2024

By Cameron Katoozi , Marketing Consultant at Heinz Marketing Introduction Customer Relationship Management (CRM) tools have evolved significantly since their inception. With the arrival of big data, a term that epitomizes the massive, complex datasets generated in the digital era, the landscape of CRM has undergone a transformative shift.

CRM 97

CRM Customer Relationship Management Technique Technology 97

Martech

MARCH 7, 2024

Salesforce’s Spring 2024 release brings new features to help brands elevate performance built on the foundation of data, AI, CRM and trust. Draft smarter promotions fast Harnessing the power of Einstein AI and trusted data from the Salesforce Platform, this feature allows users to draft promotions effortlessly. Let’s dig into it.

User Experience 105

User Experience Promote Trust CRM 105

Martech

JANUARY 9, 2023

What factors are driving marketing automation platform use, and what capabilities do MAPs provide for B2B marketers? Our new report, “ B2B Marketing Automation Platforms: A Marketer’s Guide ” is now available for free download. How vendors differentiate on capabilities. Native CRM integration.

B2B 121

B2B Campaign CRM Drivers/motivators 121

Martech

MARCH 21, 2024

In this first article of our four-part series, we’ll outline the fundamental steps for incorporating AI into MOps, paving the way for the subsequent articles to delve deeper into planning AI integration with people, process, data and platforms. This sets the course for your entire AI-driven strategy. Avoiding redundancy.

Objectives and Key Results 107

Objectives and Key Results Strategize Technology Technology 107

Salesforce

NOVEMBER 13, 2023

Indeed, in addition to their ability to generate content, Large Language Models (LLMs) are capable of reasoning and orchestrating tasks. But to build the next generation of AI applications securely and successfully, you need a platform that is designed specifically for the AI revolution. This is an exciting time for app development.

Customer Relationship Management 130

Customer Relationship Management Trust Relationship Management Presentation 130

Salesforce

DECEMBER 7, 2023

Our Five Elements Framework outlines how to implement AI using trust, alignment, human design, a platform mindset, and innovation. Get more value out of your Salesforce investment Learn how Salesforce Professional Services can help your business accelerate time to value with Data + AI + CRM + Trust.

Objectives and Key Results 119

Objectives and Key Results Government User Experience Trust 119

Martech

JUNE 22, 2023

Editor’s note: This is Part 2 of a four-part series on how AI will be infused into marketing automation platforms. Some still question generative AI’s ultimate impact, but the mainstream adoption indicates that much of the focus on content-focused capabilities is warranted. They are foundational in martech stacks.

Government 110

Government Contact CRM Gaming 110

Martech

DECEMBER 6, 2023

Channel99, the B2B performance marketing platform, has launched its new “view-through” technology for digital campaigns. The pixel can be deployed on digital campaigns run on platforms including Demandbase, Google, HubSpot, Marketo, Microsoft and Outreach. A pixel to track campaign efficiency.

Launch 107

Launch Campaign Technology Technology 107

Martech

NOVEMBER 13, 2023

The stack includes Pronto’s CRM (Pronto is an Australia-based business management vendor). That then feeds into our ecommerce platform, which is Commerce Vision. We now have data from all of those platforms baked into ActiveCampaign.” POSIFiQ By Onesend, a platform that integrates POS systems with ActiveCampaign.

Education 106

Education Campaign CRM Sales 106

Martech

NOVEMBER 28, 2023

In addition, the CRM giant is launching connections for AWS’ cloud that will make it easier to customize large language models. Data cloud integration : Salesforce and AWS will integrate their data management capabilities to streamline data access and utilization for Salesforce’s Data Cloud platform.

Sell 97

Sell Territory Networking CRM 97

Martech

MARCH 23, 2023

This is part one of a four-part series on AI’s infusion into marketing automation platforms. AI-enabled enhancements to the core uses of marketing automation platforms — data management, campaign/lead management and workflows/integrations — are being introduced by Salesforce , HubSpot and other market leaders. Why it matters.

Campaign 111

Campaign CRM Follow-up Presentation 111

Martech

JANUARY 26, 2023

It’s easy to see why call analytics platforms have become an essential martech tool. Also, make sure all potential internal users are on the demo call, and pay attention to the following: How easy is the platform to use? Onboarding What makes this platform technically unique from all the others? Click here to download!

Contract 113

Contract Price CRM Quota 113

The Lost Book of Sales

JANUARY 30, 2024

Advanced CRM Solutions: Beyond basic customer management, advanced CRM systems now offer predictive analytics, integrating AI to forecast sales trends and customer behaviors. Integrated Communication Platforms: Tools like Slack and Microsoft Teams have revolutionized team communication.

CRM 52

CRM Negotiate Sales Strategize 52

Hubspot

NOVEMBER 22, 2023

That's where Customer Relationship Management (CRM) software comes in. A well-implemented CRM empowers you to understand your customers on a deeper level and deliver experiences that make each individual feel like a VIP. CRM Tips and Tricks 1. Use social listening One unique CRM tip is to leverage the power of social listening.

CRM 57

CRM Cross-sell Customer Relationship Management Drivers/motivators 57

Martech

JUNE 29, 2023

Dig deeper: MarTech’s marketing AI experts to follow Here is a roundup of AI-powered martech products, platforms and features announced this week. XFactor.io’s MIKEY is a first-of-its-kind AI platform for driving revenue-based growth decisions at scale. Vyond’s Vyond Go is an AI-powered script and video creator.

Technology 95

Technology Technology Retail Campaign 95

Martech

JANUARY 25, 2022

Customer relationship management (CRM) is the technology brands use to nurture relationships with their customers. And because 91% of businesses with more than 11 employees use a CRM, marketers would be wise to learn about all they have to offer. In this piece, we’ll dive deep into CRM systems and their impact on marketing teams.

CRM 97

CRM Agriculture Hospitality Healthcare 97

Salesforce

APRIL 9, 2024

Today, advancements in artificial intelligence (AI) and AI-era data platforms may be the key that finally unlocks the value of big data — not by, yet again, reinventing the way data is processed and stored, but by reimagining the way it’s accessed and disseminated throughout an organization. And they go much further.

SQL 110

SQL Retail Service Represent 110

Adaptive Business Services

FEBRUARY 9, 2022

I had a chat with a gentleman recently who wanted to use Nimble CRM to monitor a contact’s social activity. Time flies but I guess that it was about 5 years ago that Facebook and LinkedIn both decided to cut off third-party access to their platforms. If the social networks won’t come to my CRM, can my CRM go to them?

Networking 143

Networking CRM Contact Consult 143

Heinz Marketing

MARCH 28, 2024

By Lisa Heay , Director of Business Operations at Heinz Marketing What platforms come to mind when you think of marketing automation? I’d say that 90% of the clients we worked with had one of those traditional marketing automation platforms, and if they didn’t – they didn’t use marketing automation at all.

E-commerce 68

E-commerce Niche Real Estate Healthcare 68

Martech

OCTOBER 12, 2021

Timed to coincide with the opening of this year’s virtual Inbound conference today, HubSpot has announced CRM enhancements designed to make their offering more customer-centric. CRM enhancements. Doubling down on CRM. We spoke with HubSpot VP of Product Andy Pitre about the significance of HubSpot’s focus on CRM.

CRM 108

CRM User Experience Launch Start-ups 108

Martech

OCTOBER 4, 2022

Martech capabilities are increasing but marketers are making less use of them. Just 42% of marketers say they are utilizing all the capabilities of their martech stack, according to a new report from Gartner. That’s a 16% drop from 2020, when 58% said they were maximizing their stacks’ capabilities.

Technology 117

Technology Technology CRM Gaming 117

Martech

MARCH 27, 2024

Ultimately, you must have the capability to exclude or update accounts from all targeting based on their status with the sales team in order to provide the desired experience to the client. It is the go-to platform for B2B marketers. Where to start? The best place to start is LinkedIn.

B2B 108

B2B Objectives and Key Results Strategize CRM 108

Martech

MAY 3, 2022

Precision marketing provider Integrate has announces new capabilities for Precision Social and Cross-Channel Insights within its Demand Acceleration Platform. Precision Social includes capabilities for: Account targeting, using customer intent to prioritize accounts for social targeting on LinkedIn. What Precision Social does.

CRM 90

CRM B2B Lead generation Campaign 90

Search Engine Land

OCTOBER 6, 2023

The rise of artificial intelligence (AI) and its integration into search engines is reshaping how businesses and consumers interact with digital platforms. Multi-modal search capabilities: Text, voice, image, core business information. Brands must leverage the right CMS, CDP and CRM for personalizing user experiences.

UX 119

UX User Experience Engineering Government 119

Salesforce

OCTOBER 12, 2023

Everyone wants generative AI applications and their groundbreaking capabilities, such as creating content, summarizing text, answering questions, translating documents, and even reasoning on their own to complete tasks. Here’s how it works: The Einstein Trust Layer interacts with existing models and CRM apps. But where do you start?

Trust 138

Trust Engineering Government CRM 138

Martech

MARCH 29, 2022

CRM marketing platform Optimove has announced that it has acquired Scotland-based mobile messaging provider Kumulos in an expansion of its messaging capabilities, enabling brands to orchestrate multichannel marketing journeys across web, email, and mobile channels. New capabilities. Why we care.

CRM 86

CRM Growth Customers Customer Relationship Management 86

Salesforce

SEPTEMBER 13, 2023

You’ll be able to transform the way you interact with your customers and your marketing systems, to do things like: Fuel creativity with data-driven answers with new embedded intelligence, strategic partnership integrations, and segmentation capabilities for marketers in Data Cloud. Availability : General availability in November ‘23.

Referrals 136

Referrals Strategic partnership CRM Launch 136

SaaStr

MARCH 30, 2024

It’s early days for us with Vitally , but it feels like an amazing improvement over the homegrown dashboards and Notion-based CRM we hacked together ourselves. #3. What’s the number one top new app you’ve added the past year? Other than your own, what app would you never let anyone take away from you no matter what: 6Sense.

CRM 78

CRM Launch Growth Contact 78