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

Martech

JANUARY 25, 2022

Customer relationship management (CRM) is the technology brands use to nurture relationships with their customers. These solutions are designed to help sales and service agents communicate with customers more effectively. Customer segmentation. Automated data entry. Process scaling.

CRM 98

CRM Agriculture Hospitality Healthcare 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.

Cross-sell 52

Cross-sell Sales Pipeline Follow-up 52