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Unlock Financial Services Data and Scale Impact

Salesforce

The Mulesoft Connectivity Benchmark Report 2024 found that 88% of IT decision makers across FSIs agree that data silos create challenges. 2024 continues to be a landmark year in financial services, marked by significant changes in digital transformation. But many FSIs are held back by data silos and integration challenges.

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CDP and customer experience: Best of the MarTechBot

Martech

Additional technology needed: To enhance customer experience, integrating the CDP with a customer relationship management (CRM) system can be beneficial. Take our brief 2024 MarTech Replacement Survey Email: Business email address Sign me up! This allows for better tracking of customer interactions and preferences. Processing.

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Digital asset management and content management systems: Best of the MarTechBot

Martech

Customer relationship management (CRM): A CRM system helps manage customer interactions and data throughout the customer lifecycle. Take our brief 2024 MarTech Replacement Survey Email: Business email address Sign me up! Examples include HubSpot and Marketo. Now it’s your turn to give MarTechBot a try. Processing.

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Key marketing lessons from startup to scale-up

Martech

Once your business reaches the scale-up phase, it’s important to adapt by implementing customer relationship management (CRM) systems and marketing automation platforms. AI, machine learning and big data analytics can help drive your decision-making, streamline operations and enhance customer engagement.

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22 must-have reports for measuring CRM health

Martech

Take our brief 2024 MarTech Replacement Survey Reports to help support the sales team Whether marketing and sales forecast together or not, effective growth requires clean data easily accessible between departments. Companies with no domain : Identifies companies’ missing domain information, key for digital outreach and validation.

CRM
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Are Your Store Associates Ready for Holiday Shopping Season?

Salesforce

According to a June 2024 Bizrate Insights survey, almost three-quarters of U.S. Real-time inventory management : Integrated POS systems provide real-time visibility into inventory levels, so associates can check product availability instantly. There’s a reason we champion an omnichannel approach for retailers. Back to top. )

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How to clarify marketing metrics to impress the C-suite

Martech

Marketing automation platforms , customer relationship management (CRM) systems and advanced analytics tools can provide the data and insights needed to measure performance accurately. However, technology alone is not enough. CMOs must ensure that their teams are skilled in using these tools and interpreting the data they generate.