Remove 2028 Remove Clients Remove Relationship Management
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How Can Financial Services Firms Grow Business With Agentforce?

Salesforce

Between 2024 and 2028, IDC forecasts that financial services will account for 20% of a worldwide AI spending surge to $632 billion. This would save investment managers time analyzing data and free them up to focus on delivering high-value client service and bringing in new accounts. Agentforce is now generally available.

Service 52
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What is CRM and how does it support marketing?

Martech

Customer relationship management (CRM) is the technology brands use to nurture relationships with their customers. billion by 2028, according to Grand View Research, Inc. Enterprises and small businesses alike have found CRM software helpful in their lead management processes. billion by 2028.

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The Impact of AI on Sales Strategies and Performance

Highspot

In the same vein, buyers are becoming increasingly AI-savvy, with projections suggesting that by 2028, 70% of B2B buyers in the U.S. This signifies a shift in how products and services are discovered, evaluated, and chosen, emphasizing the necessity for sales reps to use AI to meet client needs.