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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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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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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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5 ways CRMs are leveraging AI to automate marketing today

Martech

Leading customer relationship management (CRM) and other marketing platforms are integrating sophisticated AI capabilities that promise to assist with key functions like gauging customer sentiment, training employees, making product recommendations, enriching data and even auto-generating targeted campaigns.

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The Generative AI Stories You Cared About Most in 2023

Salesforce

In the enterprise world, generative AI has shaken up fields from marketing and sales to service and ecommerce. We give specific, tested examples of prompts to use for sales enablement, customer research, social selling, call scripts, objection handling, and negotiation guidance.

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How AI’s ‘describe and done’ can revolutionize your work

Martech

In their “Martech for 2024” report , Scott Brinker and Frans Riemersma compared AI’s adoption to a compressed version of Gartner’s Hype Cycle. These integrations typically involve data management capabilities. To accommodate growth, the business plans to deploy a CRM/MAP for customer marketing and customer service outreach.

CRM 108
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Salesforce updates Einstein 1 Platform with unified business data

Martech

The company also announced improved AI search capabilities through Einstein Copilot Search, available February 2024. Einstein 1 Platform provides conversational AI to every cloud, including sales, service, marketing and commerce. Some genAI capabilities are currently available or in beta, while others will be rolled out in 2024.

CRM 110