article thumbnail

Create Successful Marketing Automation Campaigns for Healthcare

Perficient

When most people think about marketing automation, they think about sending emails to contacts. But, what can you really do with the right marketing automation tool? With that being said, how can marketing automation benefit the healthcare industry? HIPAA compliance and industry leadership.

article thumbnail

Addressing the Need for Personalization in the Financial Services Industry

Perficient

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. What does your brand portray to the market? Salesforce Financial Services Cloud is purpose built to meet the needs of the financial services industry.

Industry 294
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Quickly Leverage Marketo Engage

Perficient

Adobe’s Marketo Engage marketing automation tool is powerful in creating a cohesive relationship between marketing and sales and driving sales through your pipeline. Brands need email and marketing automation to help buyers more than ever before. Marketing Automation IQ. Marketo Email Send Quickstart.

article thumbnail

Introducing Salesforce Data Cloud and Einstein GPT for the Financial Services Industry

Perficient

The ability to unify disparate data sets, generate personalized content, and automate tasks will drive accelerated value from the Salesforce platform and its industry clouds. Data Cloud can be used to unify data from a variety of sources, such as CRM systems, marketing automation platforms, and third-party data providers.

Industry 221
article thumbnail

Making Magic from Muggle Reports

Perficient

Creating reports to showcase the ROI of your marketing automation platform is imperative, yet many people struggle to report accurately. A few ideas: Creating a report of target industries (or companies) and group by job title / function etc. to understand contacts at target companies.

Report 322
article thumbnail

A Bank Automation Summit Preview: Key 2023 Banking Automation Trends

Perficient

Perficient is looking forward to bringing our unique combination of automation technical know-how along with financial services and payments industry expertise to the Banking Automation Summit in Charlotte, North Carolina on March 2-3.

Trends 474
article thumbnail

Passing The Middle-Market Automation Exam

PYMNTS

The value is obvious to a lot of people in the industry, but it also tells me that a lot of these banks reaching out … may not have the right value proposition in explaining the benefits of those programs.”. Even some of the resellers do not have the terms straight,” he said.