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For every dollar your management invests in a CRM system, they expect you to get more than a 5X return. Your sales team can contribute to this ROI by embracing the CRM as a valuable part of their daily sales activities. Integrating business messaging with your CRM is one way to help salespeople use it as
Earlier this summer, Salesforce published 9 trends that will have the most impact on the future of sales. This post focuses on Trend 4: Modern selling continues to expand into more digital channels, including SMS messages. Their assertion is that channels previously reserved for just marketing and customer service—including business text messaging—will now be just
While email still has the lion’s share of a financial firm’s business communications, social media and text messaging are growing in importance to both advisors and investors in how they conduct business. This shouldn’t be surprising given that 30% of financial advisors are Millennials, while another 44% belong to Generation X. It’s not just your
The overwhelming majority (88%) of consumers belong to five or less loyalty programs. But 65% of them say they engage with less than half the loyalty programs to which they belong. While executives attribute this lack of use to competing loyalty programs, continued use of physical cards, and a lack of understanding the best contact
Consumers want to be served on the channels they use every day, not those that happen to be convenient for your business. Research conducted with contact centers conclude that they’re enabling messaging channels for customer service, but consumers say the reality just isn’t so. What’s interesting is, if a majority of organizations have enabled digital