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In fast-moving markets, static sales playbooks aren‘t just outdated — they can be a massive liability.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 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
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
Expanding your territory-based sales team? How to automate territory assignments in your CRM
Reps are arguing in Slack about “who owns Berlin” while two hot inbound demos sit unworked. Every new hire triggers a border dispute. These challenges sound familiar to every sales leader. It’s a territory problem that only gets worse as teams add headcount. To provide clarity, sales organizations need to automate assignment with dynamic rules
Implementing AI in Your Demand Forecasting — Tips and Tricks You Need to Know
I was recently assigned the task of forecasting demand for a project. I set to work using my usual methods, but I’ve not explored AI in demand forecasting. My recent project got me thinking about AI’s role and whether AI could (a) aid the demand forecasting process and (b) save time. I needed expert advice
13 Ways AI Can Benefit Your Business [+ New Data and Gen AI Prompts]
I think that we’ve all faced the music: AI is (whether we want it to or not) changing the way that we do business. And, in my humble opinion, I’m not mad at it. Its offerings have been pretty beneficial thus far. But even if you’ve accepted this fate (or maybe you’re cautiously on the
Automated lead routing is essential for multi-product companies — here’s the how and why
For sales teams, speed and precision in handling new leads can be the difference between winning and losing a deal. But, for multi-product organizations, the challenge goes beyond simply assigning a rep. Each lead may align with different products, territories, or account histories, making manual routing slow and prone to errors that leave money on
Support tickets everywhere? Here’s how D2C brands with 10,000+ tickets can unify them from email, chat, and social
Every year, customers ask more from support teams. They want quicker replies, seamless handoffs, and answers that feel personal across every channel. That rising bar makes the job harder. Agents burn out chasing context, while customers grow impatient when they have to repeat themselves. The scale of the challenge is only increasing. Gartner predicts 30%
How to use AI conversation intelligence to improve deal velocity
SaaS sales teams are feeling a slowdown. Deals drag on for weeks, decision committees keep growing, and reps are under pressure to deliver faster results with fewer resources. In a tough landscape, AI tools like conversation intelligence (CI) can be a genuine game-changer. Conversation intelligence uses AI to analyze customer interactions to extract actionable insights.
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