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CDP and customer experience: Best of the MarTechBot

Martech

Centralized customer data management Unified customer profiles: A CDP aggregates data from various sources (e.g., website interactions, social media, email campaigns, and CRM systems) to create comprehensive customer profiles. Here’s how a marketer can effectively integrate a CDP: 1.

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CRM strategy: What every business needs to improve customer relationships

PandaDoc

Customer relationship management (CRM) software is a popular choice for many businesses. But even though companies use CRM software , many haven’t taken the time to build a cohesive strategy around the customer information within their database. What is a CRM strategy? Let’s hop in. Who needs it and why?

CRM
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Yes, Brands Can Turn Customer Service Into a Profit Center

Salesforce

With AI and data analytics, agents can enhance customer satisfaction while contributing to sales through personalized recommendations, upselling, and cross-selling. Next, integrate your CRM system with the contact center software. AI can also assist service teams in upselling and cross-selling initiatives.

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How to align your martech COE with organizational and go-to-market goals

Martech

Increase cross-sell and upsell revenue by 25%. Field marketing: Enhancing event follow-ups Integrate event management tools with CRM to streamline lead capture and post-event follow-ups. Use case: Use mobile event apps for real-time engagement, capturing feedback and integrating it with CRM for immediate action.

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10 Sales Automation Tips For Startups (Tools & Techniques)

Salesforce

Attract more customers with Salesforce AI Attract More Customers With Starter Suite CRM 7 AI Strategies To Boost Sales For Small Businesses Learn How Your AI CRM Scales With You AI Sales Forecasting For Startups: How To Get It Right Sales automation isn’t just a nice-to-have — it’s a must if you want to grow fast.

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13 Ways Sales Cloud, Revenue Cloud, and Agentforce for Sales Are Helping You Sell More, Faster

Salesforce

Say hello to smarter enablement with tailored coaching from Agentforce Sales Coach, now available on any deal type in your CRM. And for all you scale-ready sales leaders: Easily expand your partner ecosystem with Partner Cloud’s centralized management of enablement, pipelines, and comp planning.

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Account-based selling in 2025: Everything to know

Highspot

Key Takeaways Executing 1:1 and 1:few account-based selling strategies geared toward high-value target accounts is how leading enterprise sales teams drive sustainable revenue growth. Guide: What Good Client Engagement Looks Like Download free guide What is account-based selling?