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sales automation

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By: Adobe     Published Date: May 15, 2018
Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on: – General trends in retail banking, investment banking, and insurance – Internal structures their companies are using to execute digital transformation – The biggest threats/disruptions in the industry – The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention) – Main sources of sales and leads (digital + mobile are steadily increasing sources) – Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics) – Use of the cloud and AI to automate analysis and marketing – The importance of multichannel personalization – Innovation in the types/formats of products/services provided (leaders are focusing on imp
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     Adobe
By: Adobe     Published Date: Apr 23, 2018
Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on: – General trends in retail banking, investment banking, and insurance – Internal structures their companies are using to execute digital transformation – The biggest threats/disruptions in the industry – The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention) – Main sources of sales and leads (digital + mobile are steadily increasing sources) – Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics) – Use of the cloud and AI to automate analysis and marketing – The importance of multichannel personalization – Innovation in the types/formats of products/services provided (leaders are focusing on i
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     Adobe
By: HPE     Published Date: Mar 23, 2015
With new technologies, new opportunities often emerge, especially in business. The advent of innovations, such as social media and mobile devices, is changing the ways businesses interact with customers and the ways in which customers desire to be engaged. Opportunities arising from the benefits of salesforce automation, business intelligence (BI), and customer relationship management (CRM) applications are providing new levels of insight, helping businesses acquire customers more efficiently and retain those customers longer. As a direct result, organizations that invest in better understanding potential customers are likely to see higher returns than those organizations that possess a more limited understanding of their customer base. Seeking the competitive advantage resulting from improved customer focus, IT organizations have increased investment in business intelligence and analytics and the underlying infrastructure to support those applications.
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     HPE
By: Salesforce.com     Published Date: Jul 16, 2013
Sales managers have faced the same challenges since long before CRM applications were invented. However, new tools and technologies are making their jobs easier. The future of sales performance management is integrated with CRM and social collaboration. It helps managers provide real-time coaching and motivation in context to drive better sales behaviors and, ultimately, better sales results.
Tags : sales force automation, sales performance management, social performance management, crm applications, social collaboration
     Salesforce.com
By: Salesforce Pardot     Published Date: Sep 09, 2014
From social selling to personalized sales messages, the tips on the following pages will help your sales reps prioritize the automation features that they’ll find the most useful. Understand the benefits for the different types of sales team members, including Business Development Reps (or cold-callers), Account Executives, and Sales Managers — then get ready to put what you’ve learned into practice!
Tags : marketing automation, marketing team, sales team, b2b, lead nurture, lead qualification, social data, selling process
     Salesforce Pardot
By: Salesforce Pardot     Published Date: Sep 09, 2014
It’s a common misconception that marketing automation is only for marketers, and that sales will be left with yet another system to learn how to use. This couldn't be further from the truth — in fact, it only takes a few hours for sales reps to learn everything they need to know to get the most out of an automation system.
Tags : marketing automation, sales teams, lead qualification, lead nurturing, tracking, cold calls, crm & customer care, lead generation & automation
     Salesforce Pardot
By: Oracle APAC ZO OD Prime Volume CX ABM Leads June 2017     Published Date: Jul 11, 2017
Mobile, relationship intelligence, and sales coaching are necessities for today’s sales organization and are pervasive capabilities for every sales automation solution category. No vendor solely offers these capabilities without complementing them with other functions. Instead, they are embedded across the categories mentioned above. For example, sales content management providers cannot compete without extensive mobile expertise; market intelligence and customer success do not work without relationship intelligence; and sales coaching is not constrained only to the sales performance management vendors.
Tags : sales content management, customer success, market intelligence, sales acceleration, sales performance management, partner relationship, contract life cycle
     Oracle APAC ZO OD Prime Volume CX ABM Leads June 2017
By: Oracle APAC ZO OD Prime Volume CX ABM Leads June 2017     Published Date: Jul 18, 2017
For sales teams to be successful in the age of the customer, they need tools that help them close more deals, faster. Some CRM tools are underused because they’re not geared to helping reps sell in the modern era. This may be because they’re complicated to use; because they’re isolated from the apps your reps use every day; or because they don’t give reps the information they need. Today, sales automation is not (just) about managing accounts, contacts, and activities. It’s about gaining insight that provides a competitive edge, having access to predictive information, being able to collaborate in real time, creating quotes in front of the customer, updating forecasts. All at any time, from any place, using mobile devices—all helping to drive sales and pipeline.
Tags : sales, mobile, analytics, customer data, sales automation, accounts, contacts, predictive information
     Oracle APAC ZO OD Prime Volume CX ABM Leads June 2017
By: Oracle APAC ZO OD Prime Volume CX ABM Leads June 2017     Published Date: Jul 18, 2017
If you’re looking to improve sales performance, optimize ecommerce, implement marketing automation, expand social media, deliver better customer service, or utilize accurate Configure-Price-Quote (CPQ) – it’s all Oracle. And, the icing on the cake? All of these solutions are integrated, but modular. We offer a breadth of solutions that you can not only buy individually, but can also easily integrate with existing or additional solutions as your business needs grow. Adapt your customer experience strategy to new technology in Forrester's navigate the future of CRM in 2017 Report.
Tags : mobile, artificial intelligence, chatbots, internet of things, integrated suite, cloud solutions
     Oracle APAC ZO OD Prime Volume CX ABM Leads June 2017
By: Esker     Published Date: Dec 19, 2016
Electronic Data Interchange, commonly referred to as EDI, is a process that allows data to be exchanged between businesses in a standard electronic format. Sales order processing is an area of business where EDI is used extensively. However, up to one-third of EDI orders can contain exceptions — this is where problems surface. Traditional handling methods cause a host of challenges for customer service professionals and the business as a whole. This eBook aims to expose these issues, while showing how order processing automation can work with existing EDI environments to streamline exception handling and fix any potential problems before they mess up your ERP system and bottom line. Learn more about EDI Exceptions, download now!
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     Esker
By: Oracle CPQ BB     Published Date: Feb 05, 2016
How much selling power are you really getting from your sales teams? Are you making the most out of your CRM investment? Companies have a universal need for revenue growth, profitability, and customer satisfaction. In hopes to satiate this need, most companies have made significant investments in sales force automation to capture sales data, increase visibility to sales pipeline, and gain business insight to make better business decisions. However, few companies can say they have fully realized the benefits they hoped to achieve from their CRM investment. Additionally, with today’s modern, informed buyer, CRM technologies need to empower sales users with better information that’s easy to find and helps them sell. Read more to learn how Oracle Configure, Price, and Quote (CPQ) Cloud extends sales automation to simplify and streamline modern quote-to-cash processes and more!
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     Oracle CPQ BB
By: Oracle OMC     Published Date: Nov 30, 2017
Your marketing budget and sales staff provide a finite set of parameters around how your business creates revenue. You need a way to get the most out of them while delivering on the brand promise and experience your customers expect. Enter Account-Based Marketing (ABM), the truest way to align your sales organization and marketing operations to drive holistic account interactions that yield higher returns. It’s the next generation of B2B marketing automation. According to Demandbase, “ABM is the process of identifying the companies most likely to buy, and then marketing to them. B2B companies understandably want to focus their marketing dollars on accounts with the highest potential to deliver sustainable revenue.”
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     Oracle OMC
By: CA Technologies     Published Date: Feb 13, 2015
In areas such as sales force automation and customer relationship management, cloud-based computing services have become the norm—and substantially improved the economics, capabilities, and effciencies customers have realized. Today, organizations can enjoy similarly substantial benefits by migrating their IT service management functions to a Software-as-a-Service model. This paper shows how CA Cloud Service Management enables organizations to make the most of this opportunity by providing a service management solution with a breakthrough in time.
Tags : service management, crm, cloud computing, customer relationship, saas
     CA Technologies
By: Pega     Published Date: Sep 11, 2015
This paper examines three areas to compare Pega Sales Automation and Sales Cloud’s ability to deliver in a complex environment. The key areas that we will explore include: -Anticipating sales rep and customer needs and delivering real-time actions and offers -Connecting the end-to-end sales process, seamlessly and consistently -Delivering long-term value by keeping up with changing market and sales needs
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     Pega
By: Riverbed     Published Date: Feb 26, 2015
In order to be successful today, operations teams require complete application-level visibility across the entire environment.
Tags : customer relationship management, security, human resources, sales force automation, application integration, data protection, network performance
     Riverbed
By: Pivotal CRM     Published Date: Dec 21, 2007
Most businesses today are under increasing pressure to respond to change expeditiously—to adapt to the ongoing needs and demands of their customers, the changing competitive landscape, and the evolution of the marketplace. An organization’s CRM system can either effectively support or hinder their business agility and capacity to respond to change, affecting overall corporate performance and customer satisfaction.
Tags : pivotal, crm, customer relationship management, sfa, sales force automation, salesforce, flexibility, architecture
     Pivotal CRM
By: Salesforce.com     Published Date: Jul 25, 2013
Download the 2013 Gartner Magic Quadrant Report and find out what Gartner analysts have to say about Salesforce.
Tags : sales force automation, account management, contact management, opportunity management, sales, solution, technology
     Salesforce.com
By: Salesforce.com     Published Date: Sep 16, 2013
New Gartner research positions salesforce.com in the Leaders Quadrant for Sales Force Automation. Download the 2013 Gartner Magic Quadrant Report and find out what Gartner analysts have to say about Salesforce.
Tags : gartner, salesforce.com, leaders quadrant, automation, report, best practices, cloud
     Salesforce.com
By: Invoca     Published Date: Jan 21, 2014
In the rush to digital, B2B marketers have ignored a crucial element that salespeople and buyers need: direct human interaction. Sales teams know that calls close customers, and 97% of B2B technology buyers want direct interactions with the provider during the research and purchase process. So why have we left voice conversations behind? In order to get more sales qualified leads and master marketing automation in a multichannel world, we need to bring back human engagement. Join Invoca and guest Forrester Analyst Lori Wizdo as they examine:
Tags : b2b marketing automation, marketing automation, customer lifecycle, b2b buyers, b2b technology buyers, inbound calls, crm solutions/software, customer experience/engagement
     Invoca
By: SAP     Published Date: Mar 22, 2016
Nearly all store sales will be influenced by digital in 2020, and the retailer of the future will excel at orchestrating core processes in the maze of near-infinite purchase paths available to ever-more discerning consumers. Digital transformation will impact all areas of retail business processes as retailers seek new ways to reach consumers while maximizing efficiencies within their own operations. Automation, speed, and contextually driven decisions will create opportunities for retailers and help transform relationships with their suppliers, consumers, and employees. Learn more about how digital transformation is impacting the retail industry. Download a complimentary copy of the Retail in a Digital World white paper.
Tags : sap, digital retail, digital businesses, business technology, internet marketing, e-commerce
     SAP
By: FICO     Published Date: Mar 02, 2018
Sales and Operations Planning (S&OP) isn’t just about aligning supply and demand. Ultimately, businesses across all industries need to synchronize plans across all functions to strike the right balance between demand, resources and other constraints. Companies are realizing that their use of analytics to help improve decision making needs to evolve beyond just reporting to include machine learning and optimization. Download our latest Q&A now with published author and supply chain expert Mike Watson, and learn how virtually any S&OP decision can benefit from advanced analytics and automation. You’ll get practical advice to help build a strawman, so you can move forward quickly – before your competitors! Read this Executive Brief to know the Top 7 Questions to ask before deploying your Sales and Operations planning.
Tags : operations, sales, supplier, inventory, resources
     FICO
By: FinancialForce     Published Date: Jun 21, 2017
Continue reading and uncover the top 9 reasons why Professional Services works better on the Salesforce platform to help drive growth and bridge the services and sales divide for smarter services delivery.
Tags : professional services automation, psa, services automation, professional services, project management, project management software, resource management, time & expense management
     FinancialForce
By: FinancialForce     Published Date: Jun 21, 2017
Download the report to learn how organizations that leverage Salesforce CRM & FinancialForce PSA achieve many things.
Tags : professional services automation, psa, services automation, professional services, project management, project management software, resource management, time & expense management
     FinancialForce
By: FinancialForce     Published Date: Jun 21, 2017
FinancialForce PSA streamlines processes to effectively manage projects and portfolios of projects. Download now to learn more.
Tags : professional services automation, psa, services automation, professional services, project management, project management software, resource management, time & expense management
     FinancialForce
By: Gleanster Research     Published Date: Nov 08, 2012
This comprehensive 30pg benchmark report explores how companies are implementing and augmenting CRM/SFA platforms with lead management and sales automation capabilities to maximize the value of CRM investments.
Tags : crm, customer relationship management, sfa, salesforce automation, sales, operations, salesforce, sfa
     Gleanster Research
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