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    CRMTechZone
    CRM System

    The Ultimate Guide to Financial CRM Applications in 2024

    By Dhanik Sahni15 August 20241

    This guide dives deep into the world of top financial CRM applications, providing a comprehensive overview of the industry’s current trends and features.

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    CRM System

    The Ultimate Features for Your Financial Services CRM

    By Dhanik Sahni7 August 20242

    This guide delves into the top five essential features that a financial services CRM must have, providing detailed examples to demonstrate their significance.

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    CRM System

    How can Salesforce Financial Services Cloud benefit the insurance industry?

    By Bhawani Sharma4 July 20240

    Salesforce Financial Services Cloud (FSC) offers a powerful solution to manage policies, claims, quotes, and commissions for insurance industry.

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    CRM System

    Top 10 Security Vulnerabilities in CRM Systems

    By Dhanik Sahni30 June 20240

    CRM systems help businesses manage customer data and streamline operations. This article delves into the top ten security vulnerabilities in CRM systems.

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    CRM System

    10 Ways AI is Revolutionizing Medical Diagnostics

    By Dhanik Sahni15 June 20243

    Artificial intelligence is transforming medical diagnostics and treatment, providing examples and insights into the technology’s impact on modern medicine.

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    CRM System

    Enhancing User Security using Salesforce Multi-Factor Authentication

    By Dhanik Sahni11 June 20241

    Salesforce Multi-Factor Authentication is additional security measure to authenticate user using two or more forms of verification channels.

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    CRM System

    AI transforming customer service in the retail Sector

    By Dhanik Sahni7 June 20241

    AI transforming customer service in retail sector. Customer service space changing the way businesses engage with their customers.

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    CRM System

    Top 7 Use Cases of Salesforce Data Cloud That Are Transforming CRM Strategy

    By Dhanik Sahni23 June 20251

    Discover 7 powerful Salesforce Data Cloud use cases that boost CRM with real-time insights, personalization, unified data, and AI-driven customer engagement.

    Salesforce Buys Informatica to Strengthen AI and Data Cloud Strategy

    27 May 2025

    How Salesforce Service Cloud Transforms Customer Support for Modern Businesses

    19 May 2025

    Ultimate Guide to Mastering Salesforce Revenue Cloud in 2025

    29 January 2025

    Top CRM Reviews

    CRM System

    The Ultimate Comparison of CRM and ERP Systems

    By Dhanik Sahni10 December 20241

    Understand the differences between CRM and ERP : CRM enhances customer engagement, while ERP integrates business operations for efficiency and effectiveness.

    10 Ways AI is Revolutionizing Medical Diagnostics

    15 June 2024

    Top 5 API Mocking Tools for CRM Professionals

    3 March 2024

    Boost Your Salesforce Experience with Best Survey Apps

    2 December 2023

    Top CRM News

    CRM News

    Salesforce Buys Informatica to Strengthen AI and Data Cloud Strategy

    By Dhanik Sahni27 May 20250

    Salesforce revealed on Tuesday that it will acquire Informatica for roughly $8 billion. Salesforce buys Informatica to strengthen AI and data cloud strategy.

    Salesforce Recognized as a Leader in Gartner® Magic Quadrant for B2B Marketing Automation

    21 October 2024

    Driving Success: Salesforce and Workday Join Forces

    24 July 2024

    Enhancing Chatbot Experiences with Salesforce’s New Einstein Service Agent

    17 July 2024
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