Four Effective Ways to Create Accurate Lead Data

2022-06-07T02:52:48+00:00

Four Effective Ways to Create Accurate Lead Data More and more companies depend on reliable data to inform their decision-making. Using a customer relationship management (CRM) tool like Salesforce means maintaining accurate lead data. For instance, one study revealed that 72% of businesses have become more reliant on data in their digital transformation efforts. Therefore, ensuring high-quality lead data is essential. First, let’s review what leads are in Salesforce and dig deeper into the importance of their reliability. In Salesforce,

Four Effective Ways to Create Accurate Lead Data2022-06-07T02:52:48+00:00

How to Use Salesforce for Wealth Management

2021-11-23T18:18:16+00:00

How to Use Salesforce for Wealth Management According to Deloitte Financial Services, analytics and big data are set to transform the wealth management industry. Savvy firms will leverage internal and external data to create comprehensive prospect profiles and improve customer acquisition. Advisors will be able to track key drivers and business results more efficiently and more accurately to provide better investment recommendations for their clients. New technology-driven tools will let clients rebalance their portfolios in real-time and make smarter investment

How to Use Salesforce for Wealth Management2021-11-23T18:18:16+00:00
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