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Data Is Key Across the Sales Enablement Platform

Perficient

My previous blog analyzed how technology and the right team can improve your sales enablement program. In addition to the technology and having the right teams involved, data – where and how it is sourced, stored, stewarded, refreshed, and enriched – is critical. Client Data Hub – Sales Intelligence. Data Analysis.

Data 322
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Addressing the Need for Personalization in the Financial Services Industry

Perficient

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. Integrate and optimize your systems and processes, and use the right tools to enhance productivity. As digital natives begin to make up the majority of the U.S.

Industry 294
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Legacy Healthcare CRM: Understanding Why It Needs to be Different

Perficient

One-to-One Relationship Management. Just for review- CRM stands for Customer Relationship Management. The optimal form of Customer Relationship Management in any industry is a one-to-one interaction with a person that knows you. One-to-Many Relationship Management. ” and you’re probably right.

Marketing 332
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Market your community bank with first-party data

Independent Banker

In addition, many marketers don’t have tools for capturing customer information themselves. They may not have customer relationship management (CRM) software, which can store customer data and handle tasks like segmenting customers and tracking leads. Marketing for a lot of folks still is a necessary evil,” Cook says.

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Adobe to Acquire Marketo: So What?

Gonzobanker

As banks and credit unions pour gasoline on their direct outreach, Adobe’s announced acquisition of Marketo shows us just how hot digital marketing automation is right now. For those not in the know, Marketo is a system vendor that automates lead management including email, mobile, social, digital ads, web management and analytics.

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Hip On HIPAA: Pushing Back to Use Patient Data

Perficient

Customer relationship management is about earning and cultivating that loyalty. A CRM database can be the tool that (just as its name describes) helps you to manage these patient relationships. helping them build the strategy, technology, and communications to impact change and community health.

Data 493
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Can fintechs enhance your bank’s marketing campaign?

Independent Banker

Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. We asked several banking leaders how they’ve employed fintech to ramp up their marketing campaigns, hone their analytic strategies and gain new patrons in the process. Photo by Janimal Photography. IncredibleBank’s valuable customer data.

Fintech 136