CRM

Articles Tagged CRM:

  • Paradox of Change: Users, Employees, and Sales

    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:…

  • Insurance and Social Media

    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…

  • Marketing: Based on First Principles

    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 In marketing, first principles mean moving beyond trendy tactics or outdated playbooks…

  • n8n: Automate AI Agents Without Limits – Build Smarter Workflows Fast

    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.…

  • Vendasta: Building a Customer Engagement Flywheel with Vendasta's AI: A Step-by-Step Guide

    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…

  • Amperity: ID Resolution Agent

    From Fractured to Functional: How Identity Resolution Powers Smarter AI

    As the race to operationalize artificial intelligence (AI) accelerates, enterprise brands face a critical roadblock: messy, fragmented customer data. AI promises breakthrough personalization and insights—but only if it has one essential input: accurate, connected customer profiles. Unfortunately, most brands aren’t there yet. 78% of global organizations do not feel “very ready” to implement natural language tools like large language models…

  • How Mapping Software Raises Sales Team Output and Profits

    How Mapping Software Raises Sales Team Output and Profits

    Applying mapping software to sales processes is directly tied to more sales, quicker service delivery, and measurable cost reductions. Those gains come from visualizing data, optimizing travel, fine-tuning territory assignments, and feeding managers the facts they need. The following sections detail how these effects play out using current data and real-world use cases. Speed, Savings, and More Sales Calls Field…

  • RocketReach: Find the Right Business Contacts, Fast—And Win More Business

    RocketReach: Find the Right Business Contacts, Fast—And Win More Business

    Today’s go-to-market teams are inundated with tools—but still struggle with one essential task: reaching the right people at the right time. Whether you’re sourcing candidates, pitching a service, or driving B2B growth, bad contact data can cost time, money, and momentum. It’s no longer enough to guess who your buyers are—you need precision, context, and automation. That’s where RocketReach delivers.…

  • How Is AI Redefining Content in the Attention Economy?

    How Is AI Redefining Content in the Attention Economy?

    While writing this article, I did my best to really concentrate my effort to make it as sharp and as impactful as I could. But I kept getting distracted — checking work messengers and swiping away endless push notifications. These days, it is nearly impossible to focus one’s mind on any activity without getting bombarded by countless notifications every minute.…

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