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Unlock Financial Services Data and Scale Impact

Salesforce

Data is crucial for financial services institutions (FSIs) to succeed. The Mulesoft Connectivity Benchmark Report 2024 found that 88% of IT decision makers across FSIs agree that data silos create challenges. 2024 continues to be a landmark year in financial services, marked by significant changes in digital transformation.

Service 97
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Nimble CRM Tips & Updates – March 15 2024

Adaptive Business Services

This also eliminates the need to update contact records on two services … Nimble and your email marketing program. Before the introduction of Customer Relationship Managers (CRM), we had Contact Managers. Say it ain’t so! Another video!?:)

CRM 71
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How Can Financial Services Firms Grow Business With Agentforce?

Salesforce

Financial services firms are bullish on artificial intelligence (AI), and the conversation is shifting from the benefits of an AI strategy to how to implement and realize those benefits while maintaining regulatory compliance and customer trust. How do AI agents in financial services help firms grow business? Let’s dive in.

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Local search in 2024: Key trends and tactics for marketers

Search Engine Land

This article discusses the top areas location-based businesses need to focus on in 2024 and key metrics to measure performance and success. Local is more about experiences than listings management Below are the top five areas that location-based businesses need to focus on in 2024. Customer interactions with the business. “We

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Service as a Strategy: How Manufacturers Are Reimaging Success

Salesforce

In today’s digital and customer-centric world, manufacturers must evolve to remain competitive and drive growth. Many view service as a major opportunity. According to our research , almost all (97%) manufacturers are pursuing strategic changes to their service and aftermarket operations. Back to top.)

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Why We Chose Salesforce vs. ServiceNow for Customer Service Management (CSM)

Salesforce

Last year, we got an unexpected phone call telling us that our 20-year-old customer service management (CSM) system for our technical support organization would be deprecated. We already had Sales Cloud as our customer relationship management ( CRM ) software, and ServiceNow as our IT service management (ITSM) solution.

Service 69
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Must-Attend Events For Small Business Owners (2024)

Salesforce

The list of the must-attend small-business events of 2024 (and beyond) to help you stay ahead of the curve and connect with other business owners: The Small Business Expo The Small Business Expo is an annual event that brings together small businesses and entrepreneurs to connect and grow.