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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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5 Myths About Autonomous Agents

Salesforce

It evaluates and refines the plan, extracting data from customer relationship management (CRM) and other systems. There are already a handful of out-of-the-box agents for customer service, commerce, sales coaching, and more. That’s why 82% of large companies plan to implement agents by 2027.

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What Is B2B Sales: Strategies & Best Practices

Salesforce

About $3 trillion — that’s Forrester’s estimate for B2B sales by 2027, almost double what it was in 2021. B2B sales best practices Examples of B2B sales B2B sales tools Grow revenue faster with a single source of truth Discover how Sales Cloud uses data and AI to help you build relationships and close deals fast.

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10 Ecommerce Trends That Will Influence Online Shopping in 2024

Salesforce

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.

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How to pick sales enablement tools that create outstanding customer experiences

SalesLoft

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.