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5 best CRMs for finance companies in 2025

Hubspot Marketing

Finance companies face unique challenges that require specialized CRM solutions. Managing complex client relationships, ensuring regulatory compliance, and handling sensitive financial data demands more than a basic customer relationship management system. Table of Contents What is a CRM for finance?

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The two approaches to AI implementation: Collaboration vs. independence

Martech

Change management experts: Driving AI adoption Change management experts ensure smooth adoption of AI across the organization. Are change management experts engaged in addressing AIs impact on workflows? Are they prepared to support scalability and data security? They tackle resistance by sharing the benefits of AI.

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Content marketing ROI: How to build and measure it

Sprout Social

Getting to a figure that accurately captures return requires connecting your data to other key business metrics. Sales teams , marketing, revenue operations, finance and business intelligence (BI) teams have the revenue and attribution data you need. These metrics only tell part of the story.

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6 challenges businesses face when deploying CDPs

Martech

While this indicates CDPs are struggling to find a niche with their users at some organizations, there’s a bigger problem facing many CDPs before users even get their hands on the technology deployment. Ask someone in finance how their ERP deployment worked out, and you’re likely in for a long story. Why is that?

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3 Ways to Ensure You Get the Marketing Budget You Need in 2018

Adobe Experience Cloud Blog

Gearing up for another fight with finance to spar over the funds you need to fuel next year’s programs and activities? Re-frame the Questions Coming From Finance. You may be familiar with “the CFO Interrogation” where finance asks questions like: How much are you spending on this vendor? It’s planning season, marketers.

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How Generative AI Tools Like ChatGPT Are Transforming Digital Marketing

Calvyn Lee Blog

Set Goals and Optimize Campaigns Through Testing Essential to digital marketing success is an iterative test-and-learn approach: Set clear goals and key performance indicators (KPIs) Measure analytics to monitor performance Test content, offers, creatives, etc. Free tools meet the needs of early-stage companies.

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The secrets of effective leadership

Martech

Turn challenges into inspiration As a marketing leader, you’re probably familiar with being in this position: Leadership passes down very ambitious goals for your department’s key performance indicators (KPIs) at the start of the fiscal year. This is especially true of the soft skills managers need, like communicating.