Customer Data Platforms Articles
Customer Relationship Management (CRM) and Customer Data Platforms (CDP) are essential tools for businesses looking to effectively manage customer interactions, streamline sales and marketing processes, and leverage data-driven insights for growth. These platforms help companies centralize customer data, automate workflows, and gain a comprehensive view of the customer journey. Key subtopics within CRM and data platforms include customer data management, data integration, data analytics, and marketing automation. Implementing a robust customer data platform strategy can improve customer engagement, optimize marketing campaigns, and ultimately drive more sales. Check out the articles below to discover how CRM and data platforms can help you take your customer relationships to the next level.
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The Ultimate Guide to Developing Sales Playbooks: Why You Need Them and How to Design Playbooks That Close the Deal
Every high-performing team, whether on the field or in business, relies on more than raw talent to win—they rely on preparation. Success doesn’t come from improvisation alone but from executing a well-rehearsed plan that guides every move toward a specific…
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TablePlus: The Modern Way to Manage Databases with Speed and Style
Virtually every marketing environment is data-driven today. Teams aren’t just analyzing spreadsheets; they’re navigating massive, complex databases that power digital campaigns, customer insights, and performance dashboards. Marketers, analysts, and data engineers alike are juggling MySQL, PostgreSQL, and increasingly, high-performance analytical…
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Birthdays: A Free Slice of Cheesecake Is A More Powerful Marketing Strategy Than You Think
Every year, I look forward to one memorable but straightforward reward: a free slice of cheesecake at The Cheesecake Factory on my birthday. It’s not just the dessert—it’s the experience. I don’t need a reminder of what day it is.…
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The Rise of Low-Code and No-Code Integration Platforms in Marketing and Sales
As marketing and sales technology stacks grow more complex, the need for seamless data flow across tools has become mission-critical. Customer data now moves between CRMs, analytics platforms, email marketing systems, ad networks, and e-commerce storefronts—all of which depend on…
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Why MarTech Stacks Fail Marketers
I’ve spent years working with B2B brands that sell through distributors, dealers, and resellers. Over and over, I see the same challenge: MarTech stacks are great for direct engagement, but they weren’t built for partner ecosystems. This is where through-channel…
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The Top Five B2B Trends That Will Shape Marketing In 2026
B2B markets are entering a period of rapid transformation. Advances in artificial intelligence (AI), shifts in digital discovery, and increasing sustainability demands create both challenges and opportunities for growth. Success in 2026 will require clarity, adaptability, and aligning strategy with…
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The Power Of Simplicity: Why Less Is So Hard To Master
In nearly every corner of business, 1 the winning strategy. It reduces friction, speeds up decision-making, increases adoption, and fosters trust. Yet, despite all this evidence, most organizations tend to drift toward complexity. We add features to products, layers to…
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Digital Marketing for Beginners: How to Start in 2025
The Digital Marketing Landscape in 2025 In our increasingly connected world, digital marketing has transformed from an optional business strategy to an absolute necessity. By 2025, the digital landscape has evolved at an accelerated pace, with new technologies and consumer behaviors reshaping…
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Business Cards Are Dead, Aren’t They? How To Optimize Your Mobile vCard
For decades, the business card was the marketer’s and salesperson’s badge of introduction. It was the tangible token of credibility—slid across a boardroom table, clipped to a brochure, or tucked into a pocket at a conference. Yet as mobile technology…
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GMass: Capture Instant Feedback with One-Click Email Polls
Collecting feedback should be simple, but it rarely is. Traditional surveys demand extra clicks, new browser tabs, and sometimes even sign-ins—adding friction that kills response rates. Worse, embedding an HTML form directly inside an email doesn’t work across most clients.…
