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5 Things Your Financial Services CRM Needs to Have

Salesforce

What if your financial services team could find the perfect tool to acquire new customers, deliver exceptional service, and drive growth? Rated as a leader by The Forrester Wave Report™: Financial Services CRM , Salesforce knows service — of any kind. Get the report 2.

CRM 102
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4 Customer Service Metrics You Should Measure

Salesforce

Customer service metrics are the performance indicators you use to measure everything from agent efficiency to customer satisfaction. It’s what every successful company tracks and monitors to improve service quality – and quality is imperative. What you’ll learn: What are customer service metrics?

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MarTech’s CRM experts to follow

Martech

Martech is marketing and CRM is arguably the original martech. Because it is so useful, CRM is constantly evolving to meet the newest challenges and customer behaviors. So here, in alphabetical order, are MarTech’s CRM experts to follow. So here, in alphabetical order, are MarTech’s CRM experts to follow.

CRM 95
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The Evolution of CRM in the Era of Big Data

Heinz Marketing

By Cameron Katoozi , Marketing Consultant at Heinz Marketing Introduction Customer Relationship Management (CRM) tools have evolved significantly since their inception. With the arrival of big data, a term that epitomizes the massive, complex datasets generated in the digital era, the landscape of CRM has undergone a transformative shift.

CRM 108
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What Is Good Customer Service?

Salesforce

Good customer service is important — whether we’re receiving or providing it. But what is good customer service, anyway? Good customer service means meeting customer needs and expectations consistently. Our research found that 88% of customers say good customer service makes them more likely to purchase again.

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From Service to Sales: How Field Service Can Drive Revenue Growth

Salesforce

Field service can help drive revenue growth by selling to your existing customers, also called upselling or cross-selling. But the question is, how can you reach this audience at the right time, with the right message, in a way that doesn’t make them feel like they’re being sold to during a service visit?

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Real-time vs. batch-based CRM data processing: Key considerations

Martech

When it comes to CRM systems, companies can choose to process customer data in real time or batches. As a marketer, it’s important to understand the differences between real-time and batch CRM data and how each can be used effectively. Real-time vs. batch-based CRM data processing: How do they differ?

CRM 109