Martech

NOVEMBER 4, 2024

Answer: Transitioning to martech (marketing technology) from a background in digital marketing and analytics can be a strategic and beneficial move, especially given your decade of experience in the field. Career advancement: Martech roles often come with opportunities for leadership and strategic influence within organizations.

Technology 117

Technology Technology Niche Strategize 117

Salesforce

SEPTEMBER 9, 2024

Core financial services systems like FIS, Mambu, and DuckCreek, customer relationship management (CRM) platforms, and external data providers each contribute to a vast pool of data that often remains isolated in silos. Back to top.)

Service 97

Service Customer Relationship Management Clients Relationship Management 97

PandaDoc

JULY 23, 2025

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 52

CRM Customers Objectives and Key Results Strategize 52

Salesforce

OCTOBER 30, 2024

These are important, time-consuming things that an agent can do for workers, freeing them up to collaborate with colleagues wherever they may be, and focus on more strategic work. This example shows how context-aware agents can enhance real-time communication and collaboration among dispersed teams.

CRM 105

CRM Customer Relationship Management Launch Follow-up 105

Salesforce

MARCH 12, 2025

AI agents are already doing it in customer relationship management (CRM) tools , just about everywhere. AI Tools for Small Business Try the #1 AI CRM for Small Business Kickstart Agentforce for Small Business How To Create An Online Store (In 7 Steps or Less) What is an AI Agent For Small Business?

Represent 98

Represent Customer Relationship Management CRM Relationship Management 98

Salesforce

MARCH 5, 2025

For startups and small to medium-sized businesses (SMBs) , the challenge often lies in managing those relationships efficiently as the company grows. Enter the customer relationship management (CRM) manager a professional dedicated to ensuring your CRM strategy and tools work effectively to support your business goals.

CRM 92

CRM Growth Customer Relationship Management Follow-up 92

Salesforce

JULY 18, 2024

For an SMB, Einstein 1 can bring together applications for customer relationship management ( CRM ), trusted AI, and connected data, all on one integrated platform. Einstein 1, our complete portfolio of products and services, can help. So, what does Einstein 1 mean for small businesses? Back to top.) Ready to give it a try?

Gaming 52

Gaming E-commerce CRM Customer Relationship Management 52

Salesforce

OCTOBER 28, 2024

Imagine a world where AI agents handle many of your everyday tasks, freeing you up to focus on what truly matters — building relationships, making strategic decisions, and innovating. This isn’t a distant dream, though: It’s the reality we’re shaping in partnership with our customers at Salesforce.

Trust 111

Trust Represent Legal Customer Relationship Management 111

Martech

OCTOBER 14, 2024

Marketing technology stack management: Ensure you have a well-integrated marketing technology stack that aligns with your marketing objectives. Familiarize yourself with tools such as CRM systems, marketing automation platforms (like Marketo or HubSpot), and analytics tools. Tools: Customer relationship management (CRM) software (e.g.,

Objectives and Key Results 116

Objectives and Key Results Territory Click Through Rate CRM 116

Martech

SEPTEMBER 16, 2024

The answer is in understanding the unique challenges and opportunities each function faces and positioning martech as a strategic enabler. The role of a martech COE in driving strategic alignment Every organization is different. The key is to recognize martech as a strategic partner, not just a tool.

Go To Market 67

Go To Market Objectives and Key Results A/B testing Territory 67

PandaDoc

APRIL 28, 2025

This technology integrates with product catalogs, pricing databases, and customer relationship management (CRM) systems to produce detailed and accurate quotes swiftly. Data integration: The software connects with existing CRM systems, product catalogs, and pricing databases to access real-time information.

Price 52

Price CRM Customer Relationship Management Sales 52

RingDNA

APRIL 11, 2025

By tracking these call outcomes in your CRM, you can view a report that gives a bird’s-eye-view of a rep’s call outcomes. More successful reps might be more strategic about when they dial prospects. If you’re leading a B2B sales team , you are probably tracking opportunities in CRM.

Quota 62

Quota Sales Pipeline Contact 62

Highspot

JULY 3, 2025

Modern B2B sales enablement is a strategic, collaborative discipline designed to equip customer-facing teams with the resources, skills, and insights needed to engage buyers effectively and drive predictable revenue growth. What is B2B sales enablement? However, every GTM team plays a part in the success of B2B buyer enablement strategies.

B2B 52

B2B GTM Objectives and Key Results Sales 52

Highspot

JULY 7, 2025

Account-based selling is a strategic GTM approach that aligns sales and marketing teams around highly targeted, high-value accounts, enabling them to deliver hyper-personalized and consistent buying experiences across every interaction in their companies’ respective sales cycle.

Sell 52

Sell GTM Objectives and Key Results Cross-sell 52

Salesforce

SEPTEMBER 10, 2024

Agents should have the same holistic view of customer interactions , via your customer relationship management (CRM) platform, as the sales, marketing, and account management teams. Next, integrate your CRM system with the contact center software.

Service 69

Service Customers Cross-sell Contact 69

Hubspot

JANUARY 14, 2025

At their core, all preconceived notions aside, real estate entrepreneurs are pretty good salespeople, and theres a ton to learn from them, from making profit to closing deals, even client relationship management stuff. By prioritizing your CRM strategy as a core responsibility in your business. Short answer: No. Happy clients.

Real Estate 64

Real Estate Non-Profits Strategic planning Education 64

Salesforce

FEBRUARY 24, 2025

Thats where software-as-a-service customer relationship management (SaaS CRM) yes, its a mouthful can make business easier. Our research shows that small businesses understand the value of CRM systems, with 92% of small marketing teams adopting CRM tools a rate that surpasses mid-market and enterprise adoption.

CRM 52

CRM Customer Relationship Management Relationship Management Price 52

Salesforce

APRIL 30, 2025

Kickstart your SMB with Starter Suite Get started with CRM and see results from day one with Starter Suite the all-in-one suite with the marketing, sales, service, and commerce tools you need to succeed. Content is king: Create valuable content that resonates with your audience in the form of videos, blogs, or podcasts. Try it for free 4.

E-commerce 88

E-commerce Minimum Viable Product Growth CRM 88

PandaDoc

MARCH 25, 2025

Take buying a CRM, for example. Managing complex sales processes As you can see, there are more steps and intricacies involved in navigating the complex sales process. Luckily, there are various tools teams can use, like CRM platforms and Configure Price Quote (CPQ) software to make this easier and more efficient.

Objectives and Key Results 52

Objectives and Key Results Contract Legal Sales 52

PandaDoc

MARCH 25, 2025

Leverage technology strategically Technology can be a great equalizer between SMBs and enterprise competitors but only if you deploy it strategically. Connect with your existing tools PandaDocs CPQ integrates with popular CRM systems, creating a seamless sales workflow without complex technical setup.

E-commerce 52

E-commerce Contract Legal Sales 52

Salesforce

MAY 14, 2025

By automating routine data analysis, BI frees up time so your team can focus on more strategic tasks. For example, your customer relationship management (CRM) system can provide valuable customer insights, while marketing platforms offer information on your campaigns’ performance.

CRM 84

CRM Niche Growth Customer Relationship Management 84

Salesforce

JULY 25, 2025

Understanding exactly where your business stands right now helps you make smarter decisions about everything — your team structure, workflow systems, customer relationship management (CRM) tools, and financial processes. Marketing becomes more strategic. Financial management : Improving financial planning and management.

Growth 52

Growth CRM Profit margin Legal 52

Salesforce

FEBRUARY 20, 2025

Their strategic guidance helps businesses navigate critical growth phases, with many investors looking for signs of scalability and technological readiness. Tools like customer relationship management (CRM) platforms can demonstrate a business’s potential for systematic growth and strategic planning.

Pitch 52

Pitch Strategic partnership Strategize Entertainment 52

Salesforce

JULY 23, 2025

This guide brings them to life with practical strategies, real solutions, and smart uses of tools like customer relationship management (CRM). Get it now Solution: Personalize every interaction through a deeply unified CRM 83% of SMBs believe customer experience is their key differentiator in a competitive market.

CRM 52

CRM Trust Growth Follow-up 52

Highspot

JULY 9, 2025

By connecting outcomes to CRM records, you can track which content is used and when, which engagement activities move the needle, and what activities correlate to stalled deals. The key is a strategic approach that focuses on one high-impact pain point that your teams experience every day, like content chaos or inconsistent onboarding.

Manufacturing 40

Manufacturing GTM Objectives and Key Results Sales 40

Salesforce

MARCH 26, 2025

AI Tools for Small Business Try the #1 AI CRM for Small Business Kickstart Agentforce With Foundations What is Agentforce For Small Business? Consider delegating order management , inventory management , rule-based pricing , and maintenance work. What is an AI Agent? How can AI help small businesses?

Price 52

Price Campaign A/B testing CTR 52

Salesforce

MAY 15, 2025

No matter where you are on your journey as a small business owner, you can get started with Starter Suite the all-in-one AI CRM your SMB needs. In business, however, the focus shifts to extracting valuable information through strategic questioning. Start with a CRM like Starter Suite. Just get started. Start it up 7.

CRM 59

CRM Presentation Pitch Legal 59

Salesforce

NOVEMBER 11, 2024

For example, with Salesforce’s AI-powered customer relationship management (CRM) you’re getting your customer data ready to be used by an AI agent. It manages customer inquiries, schedules meetings, and predicts sales trends. This allows you to focus on what matters most — growing your business.

Real Estate 105

Real Estate CRM Hospitality Retail 105

Salesforce

JULY 7, 2025

AI Tools for Small Business Do More With AI CRM For Small Business What is Agentforce For Small Business? Kickstart your SMB with Starter Suite Get started with CRM and see results from day one with Starter Suite — the all-in-one suite with the marketing, sales, service, and commerce tools you need to succeed. What is an AI Agent?

Objectives and Key Results 52

Objectives and Key Results E-commerce CRM A/B testing 52

Salesforce

JUNE 30, 2025

This includes creating and managing online stores, processing transactions, and engaging with customers effectively. Salesforce CRM can help you: Streamline your store transactions with a no-hassle experience‌ from anywhere. But tools like AI CRM have your back. So where do you begin building with these templates? Back to top.)

Cross-sell 52

Cross-sell CRM B2C Up-sell 52

Sales Hacker

JUNE 24, 2025

Gaiia is an end-to-end ERP, billing, and CRM platform for independent internet service providers (ISPs), tackling a niche but high-value market with massive infrastructure needs. Discussed in this Episode: Centari built trust with top law firms by pairing deep domain credibility with a thoughtful, relationship-driven sales approach.

GTM 70

GTM Legal Contract Go To Market 70

Salesforce

OCTOBER 29, 2024

We already had Sales Cloud as our customer relationship management ( CRM ) software, and ServiceNow as our IT service management (ITSM) solution. Strategic roadmap. This was a huge shock — but as my company’s VP of global technical support, I quickly saw an opportunity to improve our technology. Integrations.

Service 69

Service Customers X-functional Pharmaceutical 69

Salesforce

JANUARY 6, 2025

Sales teams can leverage AI-powered customer relationship management (CRM ) like Salesforce to boost efficiency. For example, Crexi saved sales reps 5 hours a day by automating lead tracking and allowing reps to focus more on customer relationships. Turn data into clear, strategic reports for actionable insights.

Finance 111

Finance Campaign CRM Customer Relationship Management 111

Salesforce

NOVEMBER 14, 2024

Central to this system is a Customer Relationship Management (CRM) system, such as the Salesforce platform , which manages and analyzes large amounts of customer data. Integrate your customer service platforms, CRM, and other relevant systems using tools like Data Cloud to gain a holistic view of your customer data.

Trust 105

Trust Service Customers Appointment 105

Martech

MAY 23, 2025

That famously happened with CRM decades ago. Customer relationship management as a B2B business function was the province of account management until SFA (Salesforce Automation) software arrived and rebranded itself as CRM. Now, the term CRM simply means a sophisticated marketing database.

B2B 99

B2B CRM Strategize Account management 99

Salesforce

APRIL 28, 2025

Create content with modern AI customer relationship management (CRM ) tools that can give you a major advantage. Research popular hashtags within your industry and use them strategically in your posts. Salesforces CRM for Small Businesses helps track this across platforms. Make the process simple for them.

Follow-up 59

Follow-up CRM Contract Trust 59

Martech

FEBRUARY 17, 2025

Sales: Familiarity with sales processes, lead generation, and customer relationship management. Technical proficiency: Familiarity with CRM systems (e.g., Project management: Strong organizational skills to manage multiple projects and initiatives. Salesforce), marketing automation tools (e.g., Google Analytics).

GTM 117

GTM Engineering Customer Relationship Management Lead generation 117