Remove Cross-sell Remove Government Remove Relationship Management
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CDP and customer experience: Best of the MarTechBot

Martech

Centralized customer data management Unified customer profiles: A CDP aggregates data from various sources (e.g., Data quality and governance: Ensure the data collected is accurate, up-to-date, and compliant with regulations (e.g., This holistic view enables marketers to understand customer behavior and preferences better.

Customers 109
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Four Decisions That Help Banking Teams Balance Personalization and Compliance

Highspot

From governance and personalization to coaching and measurement, banking sales leaders face no shortage of choices. Whether its a commercial banker structuring a mid-market loan or a relationship manager preparing for a portfolio review, your team needs to move fast. Centralize and govern your content.

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Complex sales CPQ: Accelerating sales cycles and eliminating bottlenecks

PandaDoc

If youre selling a cup of coffee, the options are relatively simple. Closing the deal is just one step; ensuring customer success and fostering long-term relationships requires ongoing work. Identifying upsell and cross-sell opportunities to drive continued revenue growth. Take buying a CRM, for example.

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How Can Financial Services Firms Grow Business With Agentforce?

Salesforce

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.

Service 52
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What is Revenue Enablement?

Highspot

It works to enable each channel and stage of the sales cycle that drives revenue growth, including marketing, customer success, account management, and more. The goal is to simplify the complexities of today’s selling environment and create a smoother experience for buyers and sellers. Why Do You Need Revenue Enablement?

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What does ‘better data quality’ mean for marketers? And how do we get there?

Martech

Data governance Assessing, standardizing and cleaning data is great. Stronger customer relationships and insights Happy customers are the key to business success. Existing customers are less costly to acquire, provide upsell and cross-sell opportunities and will become advocates for your brand.

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5 Things You’re Measuring Incorrectly With Digital Analytics & What To Do About It

ConversionXL

I’ve run into organizations that don’t know how to effectively create, participate, manage or lead analysts and often believe that “data science” or the latest technology will save the day , not the team of people with different skill sets working cross-functionally to make systematic improvements. Measuring Actual Customer Activity.

Campaign 113