
This report shows how B2B portfolio marketers can leverage generative AI across their range of responsibilities.
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B2B buyers and vendors are rapidly adopting generative AI (genAI) to conduct research, create content, and simulate and support human interactions. How will genAI embedded in the marketing and sales tech stack impact the way buyers and sellers interact?
Key takeaways:
Target audience level: all levels
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This report shows how B2B portfolio marketers can leverage generative AI across their range of responsibilities.
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B2B frontline marketers should leverage conversation automation with generative AI to derive insights to address critical marketing challenges.
In our 33-criterion evaluation of providers of conversation automation solutions for B2B, we identified the most significant ones and researched, analyzed, and scored them.
This report explores best practices for conversational interactions in B2B, three types of conversations organizations should have with customers, and considerations for conversational content.
The B2B Buying Signals Framework identifies signals to deliver valuable interactions across the customer lifecycle and drive revenue process transformation.
This report highlights the need and key considerations for a conversational data strategy that connects conversational data to business requirements.
B2B revenue leaders are challenged with the conundrum of delivering crucial sales training to their team: Training both amplifies their reps’ competencies and yet draws precious time away from customer-facing activities. Often delivered at an inopportune time, leveraging unpopular modalities, and lacking adult learning best practices, sales training remains ineffective unless delivered as part of a comprehensive and permanent sales talent lifecycle management strategy. In this webinar, we highlight the “what, when, how, and who” behind optimal everboarding for your quota-bearing individual contributors.Key takeaways: Learn the best (and worst) learning modalities for your B2B sales reps.Understand how to time learning delivery so it's sticky.Discover how to engage your first-line sales managers to amplify ongoing sales learning and development.Target audience level: intermediate
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
Every B2B sales rep wants professional development, but no one wants to take time from selling to participate in learning. For years, both HR and sales leaders defaulted to traditional learning management systems to provide sales training for reps, only to see invitations ignored and attendance embarrassingly low.In this webinar, learn how HR-owned LMS tools differ from revenue enablement platforms and how the latter better suit real-time training delivery to improve your sellers' competencies most effectively.Key takeaways: Learn how to reverse-engineer your sales training technology environment to suit learner needs.Discover what high-performing B2B sales organizations do to optimize learning participation and adoption.Identify which best practices in adult learning are best supported by properly integrated technologies.Target audience level: intermediate
B2B buyers have always been changing and adapting to evolving markets, technologies, and economic turmoil. Are sellers equally tuned in to the same elements? This webinar looks at these elements from the perspective of both buyers and sellers.Key takeaways: Learn how to identify and react to alarming negative sentiment expressed by B2B buyers, even after successfully making a purchase.Learn how to stop signaling that your sales team members are "coin-operated" with coach-like management techniques.Discover how to leverage generative AI capabilities for revenue enablement — that you're probably already paying for.Target audience level: 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