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Two Powerful Platforms Now Play Together for B2C Producers in Financial Services

SalesLoft

Salesloft is the first sales engagement platform to merge the Person and Account fields, allowing a seamless flow of information between the platforms. . Platform integration at your fingertips helps save time, manage productivity, and optimize performance. . Two Platforms, One Workflow. That all changes today.

B2C 52
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Strikedeck Announces the Industry’s First Self-Service Customer Success Platform

SBI

Strikedeck Announces the Industry’s First Self-Service Customer Success Platform. Strikedeck Blitz shatters the existing barriers of cost and complexity to put a comprehensive platform for Customer Success into the hands of new or growing small and medium teams.

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Driving Performance in Financial Services: The Allego Advantage

Allego

Companies have a wide selection of sales enablement platforms to choose from, but none deliver the unique blend of compliance focus and enablement support that Allego does for financial services firms. Each case study underscores Allego’s role in not just meeting but exceeding the unique needs of financial services firms.

Insurance 118
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Groove Launches the First Sales Engagement Platform for Salesforce Financial Services Cloud

Groove.co

Today, Groove officially launched the first sales engagement platform built for Salesforce’s industry-specific CRM systems, Groove for Salesforce Financial Services Cloud. According to the Salesforce State of Sales 2020 report , 82% of salespeople in Financial Services say that their digital transformation has accelerated since 2019.

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In the Race to Win More Customers, Sales Needs Digital Transformation

Salesforce users were surveyed about the forces shaping today's workplace. Discover the results and why investments in digital transformation and automation are pushing sales teams ahead.

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Unmasking the Best Social Media Advertising Agency: A Guide

SocialSellinator

Discover how to find the best social media advertising agency for your business with our comprehensive guide covering key services, platforms, and success metrics.

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Is Email the Best Way to Engage With an Audience?

Smooth Sale

Be an avid user of two social platforms to attract different audiences to your work. Be genuine and believable no matter which platform you may use. Consistency in messaging is essential across all platforms. Compare which type of communication works best on each platform. Each day, strive to build up your audience.

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Redefining the CDP: 8 Data-Driven Designs for Successful Customer Journeys

In this guide, discover 8 use cases for how a customer data platform can tackle common challenges faced by marketing, commerce, service, and sales teams.

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7 Must-Have Automated Documents for Sales Success

Companies are increasingly implementing technology to bring efficiency to their workforce. Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success.