How professional services firms can transition from spreadsheets to a CRM with automated sales pipelines


Especially in the age of AI, professional services firms are in the business of relationships. People work with people, and once a certain bar of expertise is met, closing sales requires trust and a deep understanding of the people on the other side of the table. Despite this need, many organizations still rely on spreadsheets […]

A guide on real-time sentiment analysis for enterprise support teams


With the cost of enterprise software continuing to rise, renewal conversations have become more complicated than ever. Because of this, every customer interaction matters, and keeping customers happy becomes critical to retaining business. Leveraging real-time sentiment analysis for enterprise-level support teams can help businesses meet the growing demand of today’s software customers. By surfacing negative […]

Sales playbook automation for companies with 3+ product lines and vertical-specific messaging


In fast-moving markets, static sales playbooks aren‘t just outdated — they can be a massive liability. When sales reps can’t quickly access messaging tailored to their prospect’s industry and use case, they generalize their selling approach. In turn, deals stall, and competitors with more targeted approaches win. This problem scales exponentially with product complexity. To […]

How ABM website personalization rules can help you reach 100+ target accounts


Generic account based marketing campaigns just swap out prospects’ names and call it “personalization.” At a small scale, that might pass. But in large ABM programs, this one-to-many approach quickly feels shallow, and the target accounts stop paying attention.

How to implement SDR coaching in remote sales teams with coaching triggers and conversation intelligence


High-velocity inside sales teams thrive on speed, consistency, and the ability to convert conversations into pipeline. But in a remote environment, coaching sales development representatives becomes more complex. Managers can’t overhear calls, feedback comes too late, and new hires take longer to ramp. The result is missed opportunities. Sales coaching and conversation intelligence change that […]

How automated renewal workflows help exceed customer retention targets


Churn isn’t always about unhappy customers. Sometimes, customers leave due to changing priorities, missed touchpoints, or even poor communication. Missed customer health signals and late outreach can cause valuable accounts to drift away. Teams need a proper system to track which accounts are up for renewal. Automated renewal workflows can reduce the headache. HubSpot’s CRM […]

AI website builders vs. traditional web development: The business case for both


If you’re trying to decide between AI website builders versus traditional web development, you probably want to save time, cut costs, and ensure a high-quality site. Is there a way to have it all? (Spoiler alert: Yes, I think so.) This article will help you compare speed, cost, scalability, and risk so you can choose […]

How B2B sales teams reduce admin time from 5 hours to 30 minutes daily with unified CRM data


Salespeople spend nearly 70% of their week caught up in the whirlwind of administrative tasks. Only 30% of their time actually goes to selling. Reps are drowning in spreadsheets and melting in admin tasks that assistants could handle. Unified CRM data systems can help. These integrated technology platforms consolidate customer-related information from multiple sources into […]