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. 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. You must also understand the B2B sales process and how companies think about these big decisions. What is the B2B sales process? What is the B2B sales process and who leads it?

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. Process enablement – how do we streamline sales processes to make the sales teams more productive and create alignment between sales and marketing teams? Traditional sales content management systems include Highspot , Seismic , and Showpad.

Customers 52

Customers Sales CRM Customer Relationship Management 52

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

Salesforce

OCTOBER 9, 2024

Unlike chatbots, agents can process vast amounts of data, make decisions, and learn from their environment, allowing them to manage workflows, optimize processes, and make strategic recommendations. It evaluates and refines the plan, extracting data from customer relationship management (CRM) and other systems.

Pharmaceutical 123

Pharmaceutical Technique Transportation Healthcare 123

Highspot

JANUARY 30, 2025

Key Takeaways Automation in wealth management involves using artificial intelligence (AI), machine learning, and robotic process automation (RPA) to handle repetitive tasks and manage data efficiently. These challenges already feel overwhelming, especially as outdated processes fail to meet clients’ evolving expectations.

Finance 52

Finance Clients Relationship Management Technology 52