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When to Use AI or an Agency: Strategic Choices for B2B Companies

Heinz Marketing

By Carly Bauer , Marketing Consultant at Heinz Marketing To succeed we must adapt to remain competitive. AI-Powered Tool Examples: HubSpot : For automated email marketing and customer relationship management (CRM). We all know this, yet some companies are faster or slower to adapt than others.

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4 Ways Brands Can Use Agentic AI Right Now

Salesforce

This frees up sales reps to build deeper relationships and focus on strategic account planning. Then, when handing off to a sales rep, Agentforce can provide a summary of recent account activity, revenue performance, and compliance to aid the rep in consultative selling. Back to top.)

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How to Prepare for Small Business Week (2025)

Salesforce

The SBA also co-hosts a two-day virtual summit with Service Corps of Retired Executives ( SCORE ), a nonprofit organization that offers free business mentorship and consulting services. The all-in-one customer relationship management (CRM) tool The good news is, you only need one tool.

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CRM Best Practices: How to Choose the Best Free CRM System

Hubspot

CRM, or customer relationship management, is a strategy companies use to track customer relationships from pre- to post-sale. Any company that wants to maintain a relationship with its customers will benefit from using a CRM system. What we like: We know that data personalization is highly impactful in marketing.

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What Is a Deal Desk?

Salesforce

Professional services firms , like consultants and legal practices, use Deal Desks to define service scope, pricing, and client expectations for major engagements. Technology hardware providers and telecommunications companies rely on Deal Desks to manage large-scale, intricate sales processes.

Legal 59
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How to Become an Entrepreneur (8 Steps to Success)

Salesforce

And that starts with a customer relationship management (CRM) tool. A CRM helps you keep track of leads and manage customer relationships. Consulting with a legal professional can help ensure you cover all the necessary steps. Time management is crucial for entrepreneurs.

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9 Case Studies That’ll Help You Reduce SaaS Churn

ConversionXL

Every day, data from over 130 processes are collected in O2’s data warehouse, including the entire billing and customer relationship management system. This unified system is a huge improvement over the earlier infrastructure, which was both expensive and slow. How Buffer Improves Retention Through Trigger-Based Emails.

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