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 65

Angle Healthcare Technology Technology 65

Salesforce

JANUARY 11, 2024

About $3 trillion — that’s Forrester’s estimate for B2B sales by 2027, almost double what it was in 2021. Because businesses typically require chains of approval, closing a B2B sales deal usually involves detailed touchpoints, presentations, product demos, and negotiations with decision-makers, leading to a long sales cycle.

B2B 59

B2B B2C Manufacturing Government 59

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

Highspot

JANUARY 30, 2025

By improving wealth manager workflows, automation prepares asset management firms for audits, strengthens data security with digital storage, and enables top-tier client service that is still personalized. What is Automation in Wealth Management?

Finance 52

Finance Clients Relationship Management Technology 52