Remove customer-lifecycle-management
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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. Get the report 2.

CRM 102
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Asset Service Management: Why It’s So Important to Field Service

Salesforce

Think about what could happen if you don’t have a good handle on your field service assets. You might even jeopardize the safety of your employees, contractors , and customers. Enter asset service management, the process of effectively managing and maintaining physical assets in field service.

Service 59
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How AI Improves Audience Engagement For Streaming Services

Salesforce

It’s a challenging time for streaming services. Nearly half of consumers say streaming services are too expensive and nearly a third plan to trim back on their subscriptions, with prime demographics leading the way on the cutbacks — 62% of millennials and 57% of Gen Z. But those days appear to be numbered.

Service 52
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Two Powerful Platforms Now Play Together for B2C Producers in Financial Services

SalesLoft

Now, financial services organizations who are serving the B2C space and using the Person Account record within Salesforce are supported through the Salesloft Connect extension, effectively putting Salesloft directly within Salesforce. . Platform integration at your fingertips helps save time, manage productivity, and optimize performance. .

B2C 52
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Subscription Management: What It Is & Why You Need It

Hubspot

Excited about the potential of subscription-based offerings, you convince your team to launch a new subscription service. The initial response is promising, with customers signing up left and right. Customers are complaining about billing errors, experiencing delays in service activations, and struggling with subscription changes.

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Want More App Engagement? Try Human-Centered Design

Salesforce

Its capabilities – including advisor assignment, alert management, and success analytics – received enhancements by the accelerator from Attain Partners, a management and technology consulting firm. Integrating Service Cloud , Experience Cloud , and Marketing Cloud increased the app’s efficiency.

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Build, Test, and Ship Your AI App — A Roadmap for IT Managers

Salesforce

You have managed systems rollouts and cloud migrations. Whether you are building a healthcare diagnostics or a customer service app, you can take a step-by-step approach and use this as a roadmap. And, closer to home, your competitors are deploying AI chatbots to handle customer service around-the-clock.