Salesforce

NOVEMBER 18, 2024

These agents generate responses that are consistent with your company’s brand voice and guidelines using trusted business data, including Salesforce Customer Relationship Management (CRM ) data, external data from Data Cloud , and more. Back to top.

Service 52

Service Non-Profits Territory Trust 52

Salesforce

JANUARY 11, 2024

About $3 trillion — that’s Forrester’s estimate for B2B sales by 2027, almost double what it was in 2021. Customer relationship management helps you build long-term relationships with your customers that lead to loyalty and retention. And B2B salespeople are a big reason why it’s growing.

B2B 59

B2B B2C Manufacturing Government 59

Salesforce

JANUARY 8, 2024

Businesses collect a lot of it, but they don’t always know how to manage it. That’s where data management and harmonization come in. They bring together data from multiple sources — think your customer relationship management ( CRM ) and order management system s — to provide a holistic view of all your business activities.

Angle 73

Angle Healthcare Technology Technology 73

SalesLoft

NOVEMBER 20, 2023

It’s no wonder that Gartner expects sales enablement budgets to increase 50% by 2027. Customer relationship management (CRM) The CRM is a master record keeper of the most up-to-date information and all prospect and customer interactions across an organization. Shayne Jackson, Sr.

Customers 52

Customers Sales CRM Customer Relationship Management 52

Salesforce

OCTOBER 9, 2024

It evaluates and refines the plan, extracting data from customer relationship management (CRM) and other systems. That’s why 82% of large companies plan to implement agents by 2027. Central to this is a reasoning engine that generates an action plan based on what a user is trying to do.

Pharmaceutical 123

Pharmaceutical Technique Transportation Healthcare 123

Highspot

JANUARY 30, 2025

This intelligent automation can range from basic rule-based actions that populate forms to advanced AI algorithms that offer predictive analytics for portfolio management. Automation resolves these problems by helping wealth management firms manage the sales pipeline , meet deadlines, and provide smooth customer experiences.

Finance 52

Finance Clients Relationship Management Technology 52