CRM
Articles Tagged CRM:
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E-commerce and Retail
Should Your Brand Should Implement Website-Embedded 1:1 Video Chat?
As digital shopping and remote service continue to reshape customer expectations, a growing number of companies are embedding live, one-on-one video chat directly into their websites. These interactions allow site visitors to initiate face-to-face conversations with product experts, sales reps, or support teams—mimicking the immediacy and personal connection of in-store service. This once-novel feature has matured into a measurable and…
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Analytics & Testing
Ruler Analytics: Connect Revenue to Marketing with Closed-Loop Attribution
Most marketers are flying blind when it comes to proving the real impact of their efforts. The disconnect between lead generation and sales makes it difficult to know what’s working and what’s wasting your budget. That’s where closed-loop analytics comes in—providing the missing link between marketing activity and revenue outcomes. What is Marketing Attribution? Marketing attribution is the process of…
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E-commerce and Retail
Zuora: Mastering Monetization Across the Subscription Economy
For modern businesses navigating the shift to recurring revenue models, monetization has grown far more complex than simply selling a product. Pricing innovation, payment preferences, revenue recognition, customer lifecycle retention, and tech stack integration all now play a central role. To compete in this evolving landscape, companies need a system that is as dynamic and adaptable as their customers’ expectations.…
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Email Marketing & Automation
Marketing Automation Decoded: How Top Platforms Define the Terms That Drive Results
Marketing automation has evolved dramatically over the last decade, transitioning from simple email scheduling to encompassing full-scale customer lifecycle orchestration powered by AI. As platforms expand in complexity and capability, so too does their terminology, resulting in subtle yet significant differences in how core concepts are implemented and understood. For businesses evaluating tools or working across teams, clarity in these…
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Sales Enablement, Automation, and Performance
Blinq: Beyond Business Cards, Power Your Team’s Professional Identity Across Every Digital Touchpoint
Professional impressions are made everywhere—on-screen, in-person, or asynchronously— and traditional business cards are no longer enough. Today’s teams need a way to consistently present themselves across digital and physical environments, ensuring every interaction is intentional, professional, and on-brand. Blinq Blinq is more than a digital business card platform—it’s a unified identity suite that equips teams to show up with impact,…
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Sales and Marketing Training
The Paradox of Change: Despised by Users and Employees But Required For Sales and Competitive Growth
In the dynamic landscape of marketing and sales technology, change is inevitable and essential for growth and survival. For Software as a Service (SaaS) companies, staying competitive requires continuous innovation—introducing new features, enhancing user interfaces (UI), and integrating advanced technologies to meet evolving customer needs. Table of ContentsWhy Change is Necessary in BusinessThe Paradox of Change: Risky and UncomfortableChange Management:…
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Content Marketing
How Insurance Companies Are Leveraging Social Media for Marketing, Sales, and Retention
In an industry built on trust, relationships, and long-term value, the insurance sector has often lagged behind more agile verticals in adopting digital-first strategies. But that has changed. Today, social media is no longer just a nice-to-have—it’s become a strategic pillar for insurance companies and representatives seeking to drive acquisition, build brand affinity, and retain policyholders. Unlike fashion, tech, or…
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Marketing Books
The Four Universal Truths of Marketing: Based on First Principles
First principles thinking is a problem-solving approach that breaks complex issues into their most basic, undeniable truths, free from assumptions or conventional wisdom. Popularized by thinkers like Aristotle and later applied by innovators like Elon Musk, it involves questioning established practices and rebuilding solutions from the ground up. In marketing, first principles mean moving beyond trendy tactics or outdated playbooks…
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Artificial Intelligence
n8n: Automate AI Agents Without Limits – Build Smarter Workflows Fast
Modern teams face a relentless demand for efficiency, integration, and real-time intelligence. But stitching together systems, cleaning data, and operationalizing AI is often a tangled mess. Developers burn hours on repetitive logic. Business users wait days for changes. And workflows break the moment complexity scales. If automation feels more like a limitation, it’s time to rethink the tools you’re using.…
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Email Marketing & Automation
Building a Customer Engagement Flywheel with Vendasta’s AI: A Step-by-Step Guide
Marketing professionals and agencies are under constant pressure to not only acquire leads but to nurture them into loyal, long-term customers. Relying on traditional funnel-based approaches often results in missed opportunities, siloed data, and one-off conversions that fail to deliver sustainable growth. That’s where the customer engagement flywheel comes in. Unlike the linear funnel, the flywheel is a dynamic, self-reinforcing…
