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On-Demand Webinar: Improving Predictability, Win Rate, and Accountability With Intelligent Systems and Forecasting

On-Demand Webinar Improving Predictability, Win Rate, and Accountability With Intelligent Systems and Forecasting Overview Sixty-nine percent of all B2B companies, regardless of size, consider their forecasting efforts to be ineffective (according to Forbes). Whether you’re struggling with manually intensive, outdated, or surprising forecasting capabilities, you’re not alone. In this webinar, our leaders walk through the […]

On-Demand Webinar: Intelligent Systems in Higher Education

On-Demand Webinar Intelligent Systems in Higher Education Overview There’s never been a more challenging time in higher education. With the onslaught of remote opportunities — and virtual learning as the new normal for traditional students as well as nontraditional students — come remote challenges. How can higher education institutions address roadblocks across enrollment, retention, and […]

On-Demand Webinar: 5 Steps to Get You Started with Your CRM Analytics Journey

5 Steps to Get You Started with Your CRM Analytics Journey

On-Demand Webinar 5 Steps to Get You Started With Your CRM Analytics Journey Overview This webinar will walk you through the best practice guidelines we follow when guiding our customers on their analytics journey with CRM Analytics (formerly Tableau CRM). Whether the goal of your project is to transform your sales, service, or marketing function, […]

Salesforce’s Anthony Rizzo Discusses Financial Services Customer Success

The expectations we have for customer success in financial services are changing. To explore the market and talk about major emerging themes from the Salesforce perspective, our CEO Chris Heineken spoke with Anthony Rizzo (Senior Vice President, Customer Success, Financial Services at Salesforce). They discussed the top success patterns that separate average Salesforce outcomes from […]

The Next Normal in Banking: How to Reimagine Customer Experience Profitably

Everyone wants to get back to business as usual, and perhaps none more so than those in financial services and healthcare — two industries that shape our everyday experiences. From a macro perspective, while banks were already evolving how they offered their products and services prior to COVID-19, the pandemic has consequently accelerated consumer adoption […]