Insightly

JANUARY 30, 2024

The latest trend shaping the customer relationship management (CRM) horizon is the growing importance of the ability to integrate. One key takeaway from 2023 is that CRM systems should not operate in isolation. It leads to greater efficiency, deeper insights, and a better ability to meet the evolving needs of your customers.

CRM 52

CRM e-Learning Facilitation Decision-making 52

Mike Kunkle

NOVEMBER 23, 2023

Even if you’re quietly doing the analysis for yourself, at first, I would still confirm your approach with a colleague in your finance team, to ensure it aligns with the way they track and report finances. This should also allow you to correlate stick rates/customer retention improvements, reduced churn, and account growth.

Sales 258

Sales Finance Decision-making Profitability 258

Red Star Kim

FEBRUARY 8, 2024

At the recent Business Development for Professionals – 2024 Virtual Conference – MBL Seminars I presented a session entitled “Supporting Fee-Earners in Sales Targeting”. Client relationship management (CRM) – how many close social (kimtasso.com). As well as prospecting tools for CRM ( Vainu , Apollo , Bloobirds ).

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Insightly

JANUARY 10, 2024

To help you answer this question, Ascend2 and Insightly fielded The Future of Martech 2024 survey in September, 2023. This report, titled The Future of Martech 2024 , represents the opinions of the 310 marketing professionals responding to the survey who represent companies with fewer than 500 employees. A few are even over 40%!

Finance 52

Finance CRM Acquisition Decision-making 52