CRM data encryption guide for financial firms: AES-256 and TLS 1.2/1.3, centralized key management, encrypted backups, and compliance with GLBA, PCI DSS, NYDFS.
Define, standardize, and govern shared GTM metrics—CAC, LTV, pipeline velocity—to align sales, marketing, finance, and RevOps for better revenue and retention.
Prevent breaches and compliance failures from third-party CRM integrations with data governance, layered security, vendor due diligence, and continuous testing.
How AI combines predictive scoring, dynamic content, ABM, and conversational tools to personalize B2B campaigns, boost pipeline, and shorten sales cycles.
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