Three Trends Affecting Payer Group Sales: Part 1

Welcome to part one of our healthcare payer market blog series! The healthcare payer market has never been more competitive. To win new group sales in today’s market, marketers must be able to deliver more value than their competition, from both a service and customer experience perspective. Let’s dive into three key affecting trends payer…

Customer Story: How Sequoia Financial Became a Trailblazer in Client-Driven Wealth Management

Sequoia Financial Group is all about personalized service. They’ve even written it into their value proposition. In an era where technology is changing how we do everything — including how we manage our money — Sequoia Financial Group needed a digital customer experience that aligned with their in-person interactions. They were up against some challenges,…

7 Types of Email Every Physician Referral Management Program Needs

When it comes to the business of physician referral management, the game has changed. While physician outreach teams used to rely on face-to-face meetings, phone calls, and occasionally fax or direct mail for marketing communications, today’s physicians now prefer lightweight and digital communication in real time. Nowadays, 73% of physicians prefer to receive communications via…

Pardot for Financial Services

Today’s customers expect more than ever from the banks, wealth managers, and financial institutions they trust with their money. They are changing the way they shop for, research, and purchase financial products — expecting the same kinds of personalized, cross-channel experiences from their banks and wealth managers that they receive from their favorite brands in…

How to Make Every Month with Sales and Marketing Alignment

Working in a sales organization with a monthly quota and correlating attainment goals often feels like riding a rollercoaster. For many, the only thing that feels consistent is the inconsistency. Sales reps frequently go back and forth between waves of heavy prospecting, followed by frenzied closing activities. At Salesforce, our sales team also operates on…