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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., Data quality and governance: Ensure the data collected is accurate, up-to-date, and compliant with regulations (e.g., Take our brief 2024 MarTech Replacement Survey Email: Business email address Sign me up!

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

Salesforce

Onboard fast, sell faster See how Sales Cloud speeds up the sales cycle with data and AI, making you more efficient at every step. Learn more How to get started: To get started with Agentforce, make sure to enable Foundations in your org. Then, navigate to Agent Builder in Setup and enable Pipeline Management.

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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. Boost sales with proactive service, upselling, and cross-selling To revamp your contact centers, you should transform service agents into trusted customer advisors.

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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? You can start with small jobs to be done and expand your implementation from there — this doesn’t have to be a complete overhaul. Back to top.

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What is customer engagement? Strategies and best practices to know

Highspot

Customer engagement is the ongoing relationship management with your customers through direct interactions that help establish and maintain trust, spark interest in new products or services, and make them feel valued in every touchpoint with your business. Timely Follow-Up Do we follow up with useful, personalized messages?

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