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Revenue operations and intelligence (RO&I) is a fast-emerging sales tech category that now sits at the center of digital sales strategy. It captures digital interactions that take place between buyers and providers along the buyer’s journey and then analyzes and applies this data to a range of revenue optimization activities. While investment is surging in this category in 2021, overlapping functionality and inconsistent definitions have left many buyers (and some providers) confused.
This webinar removes the ambiguity around the category, providing revenue and technology leaders with guidance on the capabilities within major market segments to inform their technology strategies.
Key takeaways:
Target audience level: intermediate and advanced
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Buyer orchestration and sales forecasting require robust insights into what interactions are taking place, with whom, and whether interactions are progressing deals.
In this report, we help operations professionals understand what sales forecasting changes mean for B2B organizations and provide considerations for determining the right approach to leverage a fast-changing array of forecasting capabilities.
B2B buyers are rapidly adopting AI-powered search as one of their primary sources of information. Providers will have to shift their marketing strategy to engage buyers in zero-click environments before they arrive at their sites.This webinar looks at how buyers are using AI-powered search, how zero-click search is impacting the revenue engine, and how to coordinate activity across portfolio marketing, content, communications, and digital to engage buyers in this new environment.Key takeaways: Understand how to adjust your marketing goals and strategies for zero-click search.Learn how to measure your performance on zero-click search.Discover digital, content, and messaging techniques for reaching buyers through zero-click search.Target audience level: intermediate
Today’s public sector environment changes daily. Tech leaders in government groups are pushed to maximize the budget they have. The most logical place to start? Portfolio rationalization. Techniques such as project prioritization, resource allocation, and redundancy elimination are essential to streamline operations and enhance overall efficiency. Although these steps will help drive down cost — the goal is creating a more adaptive platform that is responsive to changing needs and capable of integrating advanced technologies, including AI. This AI-ready framework enables agencies to leverage data-driven insights for better decision-making, predictive analytics for future planning, and automation to reduce manual workloads, ultimately driving innovation and delivering superior outcomes for their constituents.Key takeaways: Learn how to assess and rank projects based on strategic importance and resource availability to ensure optimal portfolio composition.Discover techniques to streamline operations by removing overlapping or unnecessary initiatives, thereby improving efficiency.Gain insights into effective resource management strategies that enhance operational effectiveness and drive better outcomes for government agencies.Target audience level: beginner and intermediate
Generative AI (genAI) has distinct security-, efficiency-, and agility-boosting effects in customer identity and access management (IAM), anti-money laundering (AML), and fraud management. This webinar highlights how to use these capabilities.Key takeaways: Learn the uses of genAI in customer IAM.Discover the uses of genAI in fraud management and AML.Explore the risks of genAI and how to overcome them.Target audience level: intermediate and advanced
CRM is a critical piece of technology infrastructure that underpins a firm’s ability to deliver next-generation financial services. It connects organizational silos to drive customer and business value. CRMs are integrating AI and adding intelligent agents to boost productivity and deliver personalized customer experiences at scale. This makes CRM an indispensable tool for financial services firms aiming to enhance customer experiences, streamline operations, and drive growth.Despite the benefits, we often hear that financial services firms struggle to justify the investment in CRM modernization, and firms that have done so say that they’re struggling to extract value. This makes it more important than ever to choose the right vendor. But the financial services CRM market is bifurcating, making vendor choice even harder.Key takeaways: Understand the financial services CRM market, key vendors, and common financial services use cases.Learn how AI (predictive, generative, and agentic) is transforming CRM and what it means for financial services firms.Uncover the mistakes that are leading to the underutilization of CRM by financial services firms.Identify the key considerations that should inform financial services firms’ CRM purchasing decision.Target audience level: intermediate and advanced