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

Hubspot

DECEMBER 27, 2019

The job outlook for consultants is expected to increase by 14% through 2028 , proving there is plenty of opportunity in this growing field. While there are increasing opportunities for consultants, you’ll need a steady stream of clients to sustain a consulting business. Identify your ideal client. What is your ideal project?

Consult 87

Consult Clients Niche Referrals 87

Martech

APRIL 12, 2024

Market to triple by 2028 The global market for customer data platforms is expected to triple in size by 2028, according to a recent report by Mordor Research (See Figure 1). billion in 2028. It employs specialized teams to handle regulated markets such as financial services. Dig deeper: Does your company need a CDP?

Customers 113

Customers B2C Healthcare Retail 113

Martech

JANUARY 25, 2022

These solutions are designed to help sales and service agents communicate with customers more effectively. At their core, CRM tools offer solutions to help support sales and service agents with customer communications. Its geographic reach, cloud service, and customer service management make it a contender for the leader group.

CRM 98

CRM Agriculture Hospitality Healthcare 98

Search Engine Land

FEBRUARY 9, 2023

billion in 2028. But for many on the agency and even client side, it’s a skill too few understand. The account manager needs to get buy-in from client services. Clients have access to all marketing channels. In 2023, SEOs are going to be challenged by clients as marketing budgets are squeezed.

X-functional 98

X-functional Clients Account management Niche 98

Highspot

MARCH 13, 2024

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.

Sales 52

Sales Cross-sell Pipeline Follow-up 52

Hubspot

MARCH 21, 2025

They may also provide services that help customers get the most out of your product. Ecosystem partners offer complementary products, services, or both to improve the experience for shared customers, creating more value for everyone involved. Additional partner services and integrations allow B2B companies to expand their offerings.

Commission 41

Commission Strategize Cross-sell Click Through Rate 41