Marketing Platforms and CRM – Page 3

Better Salesforce Formula Editor Demo [Video]

Post author By Curator
Post date January 26, 2023

Better Salesforce Formula Editor has the following features: – Syntax highlighting – Field and Metadata autocomplete – Live …

Tags CRM, Customer Relationship Management, Salesforce

Marketing Platforms and CRM

Advisor Channels Converge at FSIs Annual Conference [Video]

Post author By Curator
Post date January 25, 2023

Theres long been a bifurcation in the wealth management industry of commission-based brokers versus fee-only registered investment advisors and independent contractors versus employees. But as models are converging in the independent broker/dealer world, those lines are blurring.

Tags Automations, CRM, Customer Relationship Management

Marketing Platforms and CRM

Clean Room Tech Powering TelevisaUnivisions First Hispanic Graph Agency Integration Beet.TV [Video]

Post author By Curator
Post date January 25, 2023

LAS VEGAS If advertisers are better able to target Hispanic audiences, new “clean room” software could have something to do with it.

Tags Automations, CRM, CRM Software, Customer Relationship Management

Marketing Platforms and CRM

Microsoft forecast suggests gloomy tech environment will continue [Video]

Post author By Curator
Post date January 25, 2023

Microsoft’s business weakened in December. Now it expects those patterns to continue to play out through March, including in its critical Azure cloud.

Tags CRM, Customer Relationship Management, Microsoft Dynamics

Marketing Platforms and CRM

Ultimate Guide: Getting started with Pipedrive [VIDEO]

Post author By Curator
Post date January 25, 2023

In this in-depth article & guided video, you’ll learn how to get started with Pipedrive, my favourite CRM tool for managing sales & increasing productivity