Remove CRM Remove Finance Remove Go To Market
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Max Out Your CRM: State of CRM Research Has 8 Tips & Insights To Help

Salesforce

It should come as no surprise that at Salesforce, we live and breathe CRM – customer relationship management. Acceleration of digital adoption has dramatically escalated the importance of relationships – the “R” in CRM – like never before. Read The State of CRM. CRM use has, in fact, largely plateaued over the past couple years.

CRM 98
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5 Interesting Learnings from ServiceTitan at $840,000,000 in ARR

SaaStr

Theyve built a true operating system for the tradeshandling everything from CRM to payments to field service management. FinTech products like credit card processing, ACH, and consumer financing not only drive revenue but also deepen customer reliance on the platform. Thats rare. The secret?

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PODCAST 34: The Benefit of Finance Background to Help Company Growth w/ Rob Lopez

Sales Hacker

Rob has a background in finance, but jumped into the startup world first at Groupon, where he was the GM for their Latin American division, before moving to New York to become the first sales hire for Justworks. The benefits of a career in finance on evaluating companies. They integrate into your CRM. What You’ll Learn.

Finance 70
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5 Characteristics of an Agentforce Company: The Agent-First Blueprint

Salesforce

A finance team streamlines operations, thanks to an AI agent that reconciles transactions, flags discrepancies, and generates reports in seconds. A product manager accelerates go-to-market strategies via an AI agent that instantly analyzes customer feedback and predicts trends. Check out more of Wileys story below.

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GTM 80: AI in GTM Deep Dive | Overcoming Analysis Paralysis and Tactical Use Cases with Andy Jolls

Sales Hacker

Actionable use cases like localization/translation, SEO strategy development, analyzing CRM and other datasets. Approaches for operationalizing AI learnings across go-to-market teams. 43:20) One thing that is working for Andy in go-to-market right now. 26:00) Overcoming adversity in business school. (30:00)

GTM 114
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How to Do ABM Without an ABM Tool- Part II

Heinz Marketing

Need-to-Have Tools (and their Channels): CRM and Marketing Automation. Traditionally, [ABM] was used by large enterprises where the size of the deal justified the amount of energy focused on marketing to only one business or account. So how exactly do a CRM and a MAP enable ABM at scale? Let’s get into it!

CRM 122
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What is customer engagement? Strategies and best practices to know

Highspot

It also extends into the B2B world, where go-to-market (GTM) teams—notably, sales, marketing, and customer success—must work in tandem to deliver exceptional experiences across the buyer’s journey through a thoughtful customer engagement model that builds brand loyalty. Are we learning from this data?

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