CRM
Articles Tagged CRM:
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Seriously… Why Are You Still Doing These Things
Marketing today is more capable, automated, and data-driven than ever—but most teams are still chasing activity over outcomes. It’s not a lack of intelligence or resources holding companies back. It’s a distraction. It’s noise. It’s the endless pursuit of the next thing instead of committing to the right thing. We work with sophisticated organizations across industries. Their challenge isn’t access…
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BoldSign: Powerfully Simple eSignatures for Modern Teams
When your business relies on getting documents signed quickly, securely, and with minimal friction, legacy eSignature solutions can hinder progress with clunky interfaces, limited functionality, or hidden costs. Whether you’re closing deals, onboarding clients, or managing compliance, your eSignature platform needs to be fast, intuitive, and flexible enough to fit your workflow—not the other way around. BoldSign BoldSign is a…
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Avoiding Marketing Automation Pitfalls: Preparing for AI-Driven Model Connection Platforms
Marketing automation is undergoing a seismic shift. What once relied on static workflows and rule-based triggers is now being reimagined through the lens of AI—specifically, with agentic AI, predictive modeling, and generative content engines (GenAI) becoming integral to campaign execution. At the heart of this transformation is the emergence of the MCP: a new orchestration layer designed to connect, route,…
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CRMOne: Boost Sales With This Sales-Driven AI-First CRM
For startups and growing businesses, managing customer relationships, tracking sales, and scaling marketing efforts can become overwhelming quickly. Disconnected tools, limited automation, and high subscription costs often hinder progress. Leaders need solutions that don’t just support their teams — they need platforms that accelerate them. CRMOne CRMOne is an all-in-one, AI-powered CRM designed specifically for startups and fast-growing businesses. With…
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The Evolution of Personalization: From Merge Tags to AI-Powered Experiences
What began as Dear {FirstName} has transformed into dynamic, predictive, generative, and increasingly immersive personalization. Organizations with personalization programs supported at the C-level are 2x more likely to report high ROI. Forrester Sophisticated retailers and businesses now operate within a layered experience ecosystem: identity resolution, predictive decisioning, generative messaging, immersive AR/VR entry points, and AI-powered virtual assistants (VA) that accompany…
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MakeWebBetter: Build and Grow Your E-commerce Business with WooCommerce and Hubpot
There’s no doubt about the far-reaching impact of HubSpot as a CRM and marketing automation platform and WordPress as a Content Management System (CMS). Because it’s a simple plugin and add-on, WooCommerce has been growing in popularity as an e-commerce platform to implement easily. While WordPress has released its own CRM, the platform lacks the maturity of HubSpot in terms of its ability to drive processes for the…
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What Martech Can Learn from Crypto Community Management
Web3 projects aren’t just building products—they’re building tribes. These decentralized, often anonymous communities are core to the success or failure of any blockchain initiative, yet they operate outside traditional customer engagement playbooks. For Martech professionals, crypto community management offers a compelling glimpse into the future of brand interaction, loyalty-building, and engagement at scale. Table of ContentsUnderstanding the Crypto EcosystemThe Challenge:…
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Zoho Bookings: Free Up Time with AI-Powered Self-Service Appointment Scheduling
Managing appointments shouldn’t feel like a full-time job. But for service-based businesses, consultants, healthcare providers, and educators, juggling calendars, coordinating schedules, and confirming meetings often results in more friction than value. Endless emails, missed connections, and the occasional double booking can erode productivity and revenue. Zoho Bookings Zoho Bookings is an AI-powered appointment scheduling platform designed to simplify the management…
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Rethinking Influence in the Age of Connection
The influencer marketing industry continues to struggle with a fundamental flaw: the over-reliance on vanity metrics. Since the early days of social media, I’ve voiced concerns that most influencer platforms don’t truly measure influence. They measure audience size, reach, or follower counts—metrics that may correlate with influence but certainly don’t guarantee it. What is often overlooked is the critical but less…
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Podium: Supercharge Customer Conversations with AI That Closes the Deal
For small businesses and service-based enterprises, capturing leads is only half the battle—responding quickly and converting those leads into real revenue is where many fall short. When customers expect replies within minutes (not hours) and want interactions that feel personal, responsive, and reliable, traditional staffing models often struggle to keep up. That’s where an AI-first platform like Podium becomes a…
