Red Star Kim

OCTOBER 25, 2023

I had the pleasure of meeting Helen Kensett at the recent PM Forum Conference. It integrates with most CRM and email automation systems. Another valuable AI-powered tool for the MarTech armoury. So here’s a brief system review: CogniClick for instant, personalised research reports using AI.

Banking 130

Banking Artificial Intelligence Cybersecurity Key Account Management 130

Red Star Kim

FEBRUARY 9, 2023

While some firms used CRM systems (Microsoft Dynamics and SalesForce were mentioned) to overcome a lack of internal communication about referrers and clients and past and current cases, many reported that they lacked good enough data to conduct analysis to support cross-selling initiatives.

Management 130

Management Emotional Intelligence Cybersecurity CRM 130

Apptivo

OCTOBER 11, 2023

Security measures With increasing cybersecurity threats, it’s essential that your chosen software has robust security protocols to protect sensitive customer and company data. Customer Relationship Management (CRM) Software An essential tool for businesses to manage and optimize their interactions with customers is the CRM software.

Software 52

Software Software Sales CRM 52

PandaDoc

OCTOBER 3, 2023

AI-powered CRM systems like Salesforce can automatically log details, adjust inventory, and set strategic follow-ups, which is simply impossible within a strict meeting schedule. List all sales and marketing software, CRMs, analytics tools, data storage systems, etc., Identify limitations — does your CRM offer AI capabilities?

Artificial Intelligence 52

Artificial Intelligence Sales CRM e-Learning 52

PandaDoc

SEPTEMBER 19, 2023

Best practices for vertical sales and marketing include targeted advertising, content marketing, participating in industry events, establishing thought leadership, social media marketing, direct outreach, referral programs, industry partnerships, cross-selling, upselling, SEO, and CRM. See also What type of companies use a CRM?

Marketing 52

Marketing Advertising Value Proposition Sales 52

SBI

NOVEMBER 7, 2019

Salespeople have a lot of information and data thrown their way and CRM doesn’t make. Morgan & Morgan needed a tool to synchronize Outlook and Salesforce that would allow their attorneys, paralegals, and the case staff to access CRM. Every CRM has a number of leads that are old and unresponsive. Renewal Management.

Acquisition 20

Acquisition Account Planning B2B Onboarding 20