Salesforce

NOVEMBER 18, 2024

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.

Service 52

Service Non-Profits Territory Trust 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

JANUARY 11, 2024

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.

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. Sales enablement, and sales enablement tools, help them do just that.

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. 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.

Pharmaceutical 123

Pharmaceutical Technique Transportation Healthcare 123

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. This increases regulatory risk and delays client service.

Finance 52

Finance Clients Relationship Management Technology 52