Wed.Oct 25, 2023

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System review: CogniClick for instant, personalised research reports using AI

Red Star Kim

CogniClick is a nifty system (backed by an expert team) to enable you to conduct fast, quick polls and pulse surveys amongst your clients and stakeholders and to also develop maturity assessments and similar thought leadership content. It has the potential to transform client communications, fast-track the generation of research and thought leadership and fuel content management campaigns.

Banking 130
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I Debated ChatGPT: 'Commission Should Be Done Away With'

Hubspot Sales

Last month, I debated ChatGPT about whether AI will replace conventional salespeople. We had a constructive conversation, learned more about each other and ourselves, and contributed to its ever-expanding bank of insight that might ultimately doom humanity — so I'd say it was mostly productive. The piece got decent traction, was fun to write, and produced some interesting perspectives on both sides of the argument — so I figured it might be worth it to try the process again with another hot-butt

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4 Key Traits Of The Most Successful Sales Leaders

Sales Gravy

The Best Sales Leaders Share These 4 Traits On this episode of the Sales Gravy Podcast, Sales Gravy Senior Master Sales Trainer Brad Adams talks with Learnit CEO Damon Lembi about maintaining authenticity and integrity as a sales leader. They discuss the importance of doing the right thing, the four key traits for successful leadership (humility, curiosity, integrity, and courage), the significance of continuous learning and sharing knowledge with the team, and why organizations should invest in

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Sales Interview Questions To Elevate Your Recruiting

RAIN Group

TL;DR? Download a PDF of these questions to use in your sales interviews. As a sales leader or sales enablement executive, you know just how important it is to hire the right sales reps for your team. The key to raising your hiring success rate, as we’ve written elsewhere , is to follow a process built on strategy, sourcing, screening, scoring, and selling.

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AI Strategies for Sales Managers: How to Cut Down on Tedious Admin Work

What if you could help your sellers stop wasting 72% of their day on non-selling activities and focus on bringing in revenue? Incorporating AI in your enablement workflows can help you cut down on busy work, get projects done faster, and let your team (and you!) focus on making a bigger impact. We put together this guide to show you how to use AI to cut time and costs for projects, including collateral creation, development of training videos, and automating tedious processes.

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Revenue Kickoff Events: Catalyst or Catastrophe?

SOAR Performance Group

Do you believe Revenue Kickoff (RKO) events are a critical catalyst for a great sales year? Most revenue leaders see RKO as an opportunity to: celebrate successes in the […] The post Revenue Kickoff Events: Catalyst or Catastrophe? appeared first on SOAR Performance Group.

Sales 59
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How Banks Can Avoid Customer Anger from Uncoordinated Marketing

NG Data

Lack of internal communication is very common in bank marketing, leading to annoyed customers and lower conversion rates. Greater use of first-party data, an objective evaluation of organizational structure and improved analytics will reduce both waste and the potential for customer churn. The post How Banks Can Avoid Customer Anger from Uncoordinated Marketing appeared first on NGDATA.

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More Trending

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How Credit Unions Can Mitigate Risk and Drive Growth

NG Data

Consumer preference for online transactions continues to shape how credit unions adapt and serve their members. People appreciate a seamless digital experience when opening new accounts that is simple and secure. Yet, 51% of consumers have considered abandoning a new account opening because of a negative experience, according to a recent Experian report.

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3 Exceptional Examples of Strategic Planning in Higher Education

Envisio

The landscape of higher education is one of rapid change and innovation. Institutions are constantly challenged to adapt and plan strategically to ensure that they stay relevant, on-mission, and competitive. While current and prospective students are critical stakeholders for higher-education institutions, there is also a board of governors, a complex internal employee system of both educators and administrators, and the broader local community.

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Marketing in a World of ‘Infinite Data’

NG Data

The concept of 'infinite data' refers to the seemingly limitless amount of information available from new sources and for new applications. This creates exciting opportunities and new challenges for marketers. How will financial marketers keep pace with this deluge of data combined with emerging technologies and expanding customer expectations? The post Marketing in a World of ‘Infinite Data’ appeared first on NGDATA.

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Get ready for the future of AI in customer experience

Zendesk

Hear that? It’s the deafening buzz of AI chatter—chatter about AI and chatter about another awkward transcript from ChatGPT. It’s tempting for businesses to deploy technology like generative AI in a trend-induced panic, and we know it is better to deploy strategically with the customer and human CX professionals top of mind. Still, it can be difficult to know which AI innovation will burn out and which will be with us for the long term, across industries and job functions.

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2024, The Year of the Customer

2023's struggles fueled a shift: companies are ditching wasteful strategies in favor of data and AI-powered growth. Enter 2024, the year GTC takes center stage. Discover 5 ways a customer-centric approach unlocks new revenue and delivers lasting success.

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CFPB data privacy rule coming later this month

NG Data

The Consumer Financial Protection Bureau plans later this month to release its long-awaited rulemaking to implement Section 1033 of the Dodd-Frank Act, concerning financial data privacy, Director Rohit Chopra said today. During a speech in Washington, D.C., on possible future actions by the bureau, Chopra didn’t provide any specifics about the rule other than it will “seek to accelerate America’s shift to open, competitive and decentralized banking while also safeguarding against abuse of our pe

Banking 52
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11 ways to use AI for a better employee experience

Zendesk

What is AI for employee experience? AI for employee experience means leveraging artificial intelligence technology to improve all aspects of the employee journey, including onboarding, performance, development, support from internal service teams, and access to information to perform daily tasks. The key to running a successful business is creating an environment that fosters an exceptional employee experience (EX).

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How banks can lead from the front with digital

NG Data

It's the digital age. Between work, shopping and entertainment, we're online several times a day (and an increasing number of us are online "almost constantly," according to Pew Research). So why am I, a digital marketer, talking about traditional marketing? Because we still operate in the physical world. While online consumes much of our daily life, it's not everything—not yet.

Banking 52
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5 Essential Skills of Exceptional Sales Managers

Brooks Group

Exceptional sales management is key to an organization’s success—yet the role of a sales manager is one of the most challenging. Leading a sales team has become more difficult due to an evolving business landscape, technological advancements, changing customer expectations, and a host of other factors. The past few years have seen these challenges intensify as the business environment becomes more complex and dynamic.

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How to Prove Marketing Value: Demonstrate Content ROI and Contribution to Sales

Every marketer knows how important it is to prove their efforts drive sales opportunities, but that’s easier said than done. When problems like sales and marketing misalignment, lack of data, and wasted efforts persist, marketers can’t measure, prove, or increase their impact on revenue at a time when demonstrating marketing value is critical. Using analyst and expert data, this guide to marketing impact and content attribution explains: How B2B buyers use content The most common types of conten

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Article: Financial Brand – How Banks Can Avoid Customer Anger from Uncoordinated Marketing

NG Data

Digital marketing and direct mail are essential tools for financial institutions to reach their customers effectively. However, siloed work and lack of internal communication can lead to marketing overlap, which can be both annoying and costly. Bank marketers should be cautious when sending promotions to both physical and digital mailboxes, as one in three customers would leave a brand they love.

Banking 52
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Prioritizing go-to-market-fit and getting to $800M ARR with ZoomInfo CEO Henry Schuck

Zendesk

Over the past five years, ZoomInfo grew 10x to an $800 million run-rate business with more than 3,000 employees and 25,000 customers. ZoomInfo’s growth is incredible, especially considering its early beginnings in Henry Schuck’s law school dorm. The journey from dorm room to global business has been a remarkable one, driven by a strategic approach and a commitment to innovation.

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Article: Financial Brand – Marketing in a World of ‘Infinite Data’

NG Data

Data analytics in marketing emerged with credit card companies in the US, who used direct mail to improve their marketing effectiveness. As new technologies emerged, relationship-based strategies emerged, focusing on descriptive, predictive, and prescriptive data. The exponential growth of digital technologies, social media, e-commerce platforms, and IoT devices has led to an exponential growth of.

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5 Tips to Build Stronger Relationships in Account Planning

Janek Performance Group: Account Planning

In B2B selling, we often focus on new accounts. These build business and increase revenue. With that, it’s easy to neglect existing clients. We assume, if they’re buying, they don’t need attention. However, according to Altify: Companies receive 60 percent of their sales revenue from existing customers. When selling to existing customers, 56 percent achieve win rates greater than 50 percent.

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How to Stay Competitive in the Evolving State of Martech

Marketing technology is essential for B2B marketers to stay competitive in a rapidly changing digital landscape — and with 53% of marketers experiencing legacy technology issues and limitations, they’re researching innovations to expand and refine their technology stacks. To help practitioners keep up with the rapidly evolving martech landscape, this special report will discuss: How practitioners are integrating technologies and systems to encourage information-sharing between departments and pr

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Article: ABA Banking Journal – CFPB data privacy rule coming later this month

NG Data

The CFPB is set to release its long-awaited rulemaking to implement Section 1033 of the Dodd-Frank Act, focusing on financial data privacy. Director Rohit Chopra stated that the rule aims to accelerate America’s shift to open, competitive, and decentralized banking while safeguarding against personal data abuse. Chopra also highlighted concerns about the cost, speed, and competitiveness of the.

Banking 52
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Elevate Your Game: Strategic Prep for 2024

AchieveIt

A quick look around outside reveals the leaves are beginning to fall and temperatures are starting to drop. For many in the business space, this means one thing: it is time to start annual planning for 2024. At the top of the priority list for each organization on a calendar year format is deciding the direction of their strategic plan for the upcoming new year.

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Article: ABA Bank Marketing – How banks can lead from the front with digital

NG Data

In today’s digital landscape, banks must continually adapt their digital toolkits to remain competitive and deliver consistently positive customer experiences. AI plays a central role in developing a customer-led culture, allowing banks to prioritize understanding customer needs, preferences, and pain points. By leveraging data analytics and AI, banks can gather valuable insights on customer.

Banking 52
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Why Leadership is Important in Sales

DemandFarm

In the ever-evolving sales landscape, organizations grapple with post-pandemic shifts. Efficient sales leadership becomes essential to navigate these challenges and remain competitive. Sales leaders not only set strategies and inspire teams to achieve results but also play a vital role beyond mere management. While motivational speeches matter, true leadership demands flexibility, keen observation, and the agility to adjust leadership styles to market changes for efficient sales.

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1st, 2nd, and 3rd Party Intent Data: Which Is Right for You?

How do 1st, 2nd, and 3rd party intent data compare? 1st, 2nd, and 3rd party data each have specific advantages and disadvantages. It comes down to four factors: accuracy, cost, control and quantity. This infographic explains the pros and cons of each and helps you understand which one is best for meeting your business objectives. Intent data can be a great way to fill your pipeline and close more deals.

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Article: Credit Union Times – How Credit Unions Can Mitigate Risk and Drive Growth

NG Data

Credit unions must adapt to the increasing preference for online transactions, as 51% of consumers consider abandoning new accounts due to negative experiences. Over half of consumers feel they are more targeted for online fraud, with identity theft, stolen credit card information, and online privacy being the biggest concerns. To provide a frictionless member experience, credit unions need to.

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The Strategic Account Manager’s Playbook: A Guide to Long Term Success

SmartKarrot

In the dynamic world of business, the role of a Strategic Account Manager (SAM) goes beyond onboarding and tracking usage. A SAM is crucial for nurturing key relationships, ensuring customer satisfaction, and driving growth. As a result, having a robust playbook at your disposal is pivotal for achieving long-term success. In this blog, we’ll break down the core components of having a strategic playbook and how having one will ensure client retention and advocacy.

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Why Every Key Account Manager Needs a Crisis Playbook

SmartKarrot

Leading a team of being part of the team, preparedness for unforeseen contingencies stands paramount. They hold the weighty responsibility of ensuring client contentment, fostering growth, and maintaining the integrity of long-term business partnerships. The unpredictable nature of crises, be they operational, reputational, or external, renders them a significant threat to the stability and health of these critical relationships.

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Key Account Management Playbooks: Your Secret Weapon for Proactive Risk Mitigation

SmartKarrot

In the ever-evolving realm of business, Key Account Management (KAM) remains a pivotal aspect of sustaining and nurturing crucial client relationships. The stakes in managing key accounts are high; these are typically the clients that account for a significant portion of revenue. Therefore, understanding and mitigating the risks associated with Key Account Management is crucial.

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ABM Evolution: How Top Marketers Are Using Account-Based Strategies

In times of economic uncertainty, account-based strategies are essential. According to several business analysts and practitioners, ABM is a necessity for creating more predictable revenue. Research shows that nearly three-quarters of marketers (74%) already have the resources needed to build successful ABM programs.