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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. This holistic view enables marketers to understand customer behavior and preferences better.

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Yes, Brands Can Turn Customer Service Into a Profit Center

Salesforce

Your contact centers offer a number of opportunities to support your broader business goals through great customer service and profitability. With AI and data analytics, agents can enhance customer satisfaction while contributing to sales through personalized recommendations, upselling, and cross-selling.

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10 Sales Automation Tips For Startups (Tools & Techniques)

Salesforce

Sales automation works like your personal assistant, handling the repetitive tasks that eat up your time. This type of automation logs customer interactions, updates records in real time, prioritizes leads based on their likelihood to convert, and sends follow-up emails at just the right moment.

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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?

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How Can Financial Services Firms Grow Business With Agentforce?

Salesforce

How humans with AI transform financial services Maximizing customer engagement and efficiency with AI agents in financial services Get started with Agentforce today What are AI agents? AI agents are autonomous, proactive applications designed to execute specialized tasks to help employees and customers. Back to top.

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What Is Product-Led Sales? The Ultimate Guide

Salesforce

The rep for the SaaS product sees that a major airline has signed up and is using their software. It also helps jump-start lead qualification since your users are already interested in your product or service. Data-driven insights: Usage data provides insights into how prospects and customers interact with the product or service.

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Complex sales CPQ: Accelerating sales cycles and eliminating bottlenecks

PandaDoc

If youre selling a cup of coffee, the options are relatively simple. You choose a price based on size, add any extras, and send your customers on their way. Closing the deal is just one step; ensuring customer success and fostering long-term relationships requires ongoing work. Take buying a CRM, for example.