Simply put, lead enrichment is a process that goes beyond regular CRM database maintenance – it is a smarter way to score leads based on explicit data, allowing sales and marketing teams to quickly segment and prioritize key
Who says that salesforce.com and Microsoft can’t play nicely?
It’s been said that the best gift is time. As many wealth advisors and their firms are busy wrapping up 2014, we thought we’d save you some time by recapping our best CRM discussions of the year.
CRM systems have historically been marketed as a productivity tool for sales, marketing and customer service teams.
Aligning marketing and sales teams is essential to the success and sustainability of every business. Although, according to a 2014 Corporate Visions Study, only ten
If you are a salesperson, you probably know the phrase, “the fortune is in the follow up.” Yet the real key to better lead conversion lies not in simply following up, but rather doing it in a timely fashion.
Your company is a manufacturer or distributor and you want to track which of your customers own what products. What’s the best way to do this, using the out of the box Asset object, or creating your
As with any marketing automation system, Pardot, salesforce.com’s B2B marketing platform, has a lot of capabilities that those whom have never had direct experience with this product category might not be
The practical application of cloud-based CRM can bring tremendous financial advantages to wealth management firms. Compared to the higher costs typically associated
With more and more companies accepting the idea that a Marketing Automation system is as necessary to the marketing department as a CRM system is to the sales department, marketers are looking for information on
With the Winter ’14 release, salesforce.com reduced the pricing for internal company use of Salesforce Knowledge. As of the release, Salesforce users no longer need