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Explore the Future of Client Relationship Management with Deloitte

Salesforce

Regardless of the field, professionals responsible for business development are continually looking to create more personalized client experiences to enhance relationships that contribute to the bottom line. And yet, those very insights are what drive effective sales and client service.

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4 key features in Salesforce’s Agentforce 2.0

Martech

The Sales Coaching skill lets agents actively participate in sales calls, providing real-time feedback to representatives and improving their performance. Data Cloud integrates all client data into a unified system, giving advisors a comprehensive view of their clients. Atlas can answer complex client questions.

CRM 109
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How Can Financial Services Firms Grow Business With Agentforce?

Salesforce

These agents generate responses that are consistent with your company’s brand voice and guidelines using trusted business data, including Salesforce Customer Relationship Management (CRM ) data, external data from Data Cloud , and more. Agentforce is now generally available. Back to top. Back to top. Back to top.

Service 52
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How to Conduct Sales Performance Evaluations

Highspot

Start by pulling sales performance metrics from your customer relationship management (CRM) system, like lead response times and deal progress, to get a clear picture of performance. Then, layer in client feedback for some qualitative depth. Add early, proactive engagement to strengthen relationships.

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Evaluate LLM Agents for Enterprise Applications with CRMArena-Pro

Salesforce

However, enterprise needs are broader they extend into B2B sales processes, Configure, Price, Quote (CPQ) systems, and ongoing client relationship management. It laid a strong foundation for single-turn business interactions. Enter CRMArena-Pro: a next-generation LLM agent benchmark purpose-built for the enterprise.

B2C 95
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B2B sales enablement: How to elevate your approach

Highspot

Gartner’s 2025 sales engagement survey revealed 61% of B2B buyers now prefer a sales-representative-free buying experience—but don’t let this statistic fool you into thinking sales reps are becoming obsolete. Many buyers may value the autonomy and convenience of digital customer journeys.

B2B 52
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Managing Partner: Who They Are and What They Do

Hubspot

While all partners have a stake in the company, a managing partner typically takes on leadership duties, such as: Overseeing daily operations. Managing finances and strategy. Representing the business in key decisions. According to the IRS, limited partnerships represent only 9.9% Relationship Management.