The inbox is having her moment again. Newsletters have made a full-blown comeback, and the rules of play have gotten a little more … complicated. The concept of newsletters has evolved from just sending emails to a sophisticated ecosystem of automated platforms, personalization strategies, and monetization models. To help break down the latest trends, we […]

In the age of AI, sales organizations face a fundamental shift in how prospecting gets done. Artificial intelligence can now handle repetitive tasks that once consumed entire workdays. Reps can partner with AI to research leads and craft the right messages, so they can focus on fostering connection. Savvy sales teams strike the right balance, […]

Running a financial-services business is about far more than moving money in and out of accounts — it’s about managing client trust, regulatory complexity, personalized advice, ongoing service relationships, and layered compliance. The challenge? CRM needs in the financial services industry are uniquely demanding. Firms must track high-value clients, nurture relationships over long horizons, monitor […]

I spent three years creating product-led blog posts and case studies for B2B SaaS companies before I realized something obvious: sales enablement content credibility determines whether reps will actually use what you create. When a rep shared my article in a prospect conversation or referenced a customer story during a demo, that content became part […]

Planning events is about more than venue bookings and catering — it’s about orchestrating countless moving pieces, building relationships, delivering memorable experiences, and sustaining them over time. The challenge? CRM needs in the event-planning industry are uniquely demanding. Event-planning businesses must juggle multiple stakeholders (clients, vendors, attendees, and sponsors), shifting timelines, varied event formats (virtual, […]

Running a cleaning company is about more than mops and elbow grease — it’s about managing relationships, schedules, recurring contracts, field teams, and customer retention. The challenge? CRM needs in the cleaning industry are uniquely demanding. Cleaning businesses juggle high-volume recurring work, on-the-move teams, location-based services, spot‐jobs, and varying customer preferences, all while trying to […]

As a team scales, so does its knowledge, and with it, an ever-expanding volume of documents. The key to managing this growth isn’t just adding more hands, but empowering the entire operation with a new level of intelligence. AI for document management offers this power, making chaotic document libraries into organized, searchable, and secure knowledge […]

Prospecting is one of the most critical but time-consuming tasks in sales. Researching prospects and personalizing outreach can easily consume hours each day. AI prospecting tools promise to automate much of this work, but to be effective, they must integrate directly with a CRM. Without deep CRM integration, AI outputs can create duplicates, fragment your […]

TL;DR: Loop marketing enhances inbound marketing for the AI era by adding four continuous stages (Express, Tailor, Amplify, Evolve) that use AI and unified data to personalize, distribute, and optimize content, without replacing inbound’s customer-first foundation. Layer loop onto your existing inbound assets with AI-powered personalization, multi-channel distribution, and real-time testing, starting with whichever stage […]

Support leaders share the same headache — tickets keep piling up, but adding more agents isn’t an option. AI-driven knowledge bases can cover the gaps. An AI knowledge base uses artificial intelligence to deliver accurate answers to customers. AI tools, like HubSpot’s AI agent Breeze, can help teams craft knowledge base documentation to solve common […]