Salesforce

DECEMBER 2, 2024

Get started with CRM A customer relationship management (CRM) helps you stay organized by keeping all your customer info in one place. It tracks conversations, reminders, and follow-ups so you don’t miss out on anything. CRM for small businesses doesn’t have to be costly or complex. See the benefits 5.

CRM 106

CRM Technique Finance Start-ups 106

Salesforce

AUGUST 6, 2024

One is a new lineup of products and services for homeowners: smart home technology, sustainable living solutions like solar panels, and predictive maintenance on big-ticket systems like internet-connected HVACs. Smart home technology is just what homeowners are looking for. The other is its push into commercial real estate maintenance.

Real Estate 128

Real Estate Non-Profits Click Through Rate CRM 128

Martech

JULY 26, 2024

Here’s why a strong digital presence is indispensable: Strategic engagement : A website that strategically engages visitors with personalized experiences enhances customer loyalty and drives conversions.

Strategize 131

Strategize User Experience High impact Construction 131

Salesforce

AUGUST 15, 2024

For sales and service teams, customer relationship management (CRM) software is an essential part of the puzzle. CRMs offer a comprehensive view of customer data. When choosing other tools, look for CRM-compatible integrations so you can use your data everywhere, collaborate across teams, and simplify your workflows.

Product 89

Product E-commerce CRM A/B testing 89

Veloxy

OCTOBER 22, 2024

We designed it to integrate with tools like Salesforce CRM, giving sales reps contextual, real-time data that makes decision-making faster and smarter. The Inner Workings of AI At the heart of AI’s effectiveness is machine learning , a technology that enables systems to learn from past data and improve over time. The result?

Prospecting 130

Prospecting Technique Pipeline Sales 130

Martech

SEPTEMBER 9, 2024

I am the first generative AI chatbot for marketing technology professionals. This data can typically be found in your customer relationship management (CRM) system or sales reports. Google Analytics : This tool allows us to track website traffic and conversions. I am trained with MarTech content. Prompt: How to calculate CAC?

Customers 113

Customers Commission Customer Relationship Management Retail 113

RingDNA

MARCH 18, 2025

Conversation intelligence is the future of smarter selling—helping you close more deals, coach more effectively, and drive continuous improvement. Our conversation intelligence platform empowers sales teams to sell with confidence, turning every interaction into actionable insights. What is conversation intelligence?

Conversion 62

Conversion Objectives and Key Results Sales CRM 62

Martech

AUGUST 8, 2024

Underutilization of existing tools: Marketers use only 33% of their martech stack’s capabilities, down from 58% in 2020, according to Gartner’s 2023 Marketing Technology Survey. Adapting to emerging technologies: Keeping pace with rapidly evolving technologies like AI and predictive analytics is an ongoing challenge.

Objectives and Key Results 124

Objectives and Key Results Strategize Technology Technology 124

Veloxy

FEBRUARY 12, 2025

Veloxy Integration Options My deep involvement in sales technology has taught me the value of smooth integration. Salesforce Sales Cloud - CRM Platform My experience as a sales productivity platform CEO has exposed me to many CRM solutions. The platform works with over 90 tools and syncs smoothly with major CRM systems.

Product 130

Product CRM Price Objectives and Key Results 130

Martech

OCTOBER 22, 2024

Conversely, lower points should be given to leads outside your service area. Conversely, if you’re targeting SMBs, adjust your scoring model accordingly. Technology stack Leads using technologies that integrate with or complement your solution should receive additional points.

Cross-sell 124

Cross-sell Lead generation GTM Territory 124

Martech

AUGUST 9, 2024

” Solutions have included manual review of customer conversations and then pre-deep learning natural language processing models. ” Improvements in deep learning technology and the development of generative AI have enabled a deeper dive. Echo AI was able to shine a light on those conversations.

Technology 117

Technology Technology Clients Campaign 117

Martech

AUGUST 19, 2024

Dig deeper: 22 must-have reports for measuring CRM health The 6 high-churn personas marketers need to watch closely There are at least six high-churn personas marketers and sales teams need to watch closely. Everyone was eager to adopt new technology and had high expectations for what that technology would do.

B2B 122

B2B Contract Consult Price 122

Martech

OCTOBER 1, 2024

In other words, we can claim agency (control) to use these technologies to benefit customers AND our business processes. The first file had CRM contacts in the following format: Sample data set generated from ChatGPT. Let’s dive into how we claim agency over AI agents. Are agents just re-packaged versions of automation?

Construction 122

Construction CRM Contact Follow-up 122

Heinz Marketing

JULY 19, 2024

As we work to adapt their strategies to the ever-changing market, one key decision that is becoming more common is whether to leverage AI technologies or partner with a specialized agency to achieve their goals. AI-Powered Tool Examples: HubSpot : For automated email marketing and customer relationship management (CRM).

Strategize 113

Strategize B2B Lead generation Objectives and Key Results 113

Martech

OCTOBER 31, 2024

This technology enables the company to effectively serve this specific demographic with high-quality vehicles and affordable loans. Instead of sifting through long forms, the bot interacts using a conversational format, guiding users step by step. These are good credit risk customers; they simply present in different ways.

Objectives and Key Results 135

Objectives and Key Results Retail Finance Launch 135

Martech

SEPTEMBER 6, 2024

Salesforce acquires Tenyx Earlier this week, Salesforce also announced a definitive agreement to acquire Tenyx, which develops AI-powered conversational voice agents for customer service. The Own acquisition is a reminder that CRM users are trusting their most valuable data to clouds managed and secured by SaaS vendors. Why we care.

CRM 114

CRM Trust Service Closing 114

Salesforce

OCTOBER 14, 2024

With the technical sophistication that’s available now, the industry is rapidly evolving from assistive conversational automation to role-based automation that augments the workforce. Einstein Copilot was a generative AI-powered conversational assistant that derived its intelligence from a mechanism called Chain-of-Thought reasoning (CoT).

Engineering 128

Engineering Represent CRM Follow-up 128

Martech

JANUARY 7, 2025

LLMs, more than traditional search engines, are host to conversational queries, like How can I protect my business from ransomware attacks? This includes conversational headings like The best software to protect businesses from ransomware attacks. where a similar Google query might be ransomware attack protection for businesses).

B2B 114

B2B Engineering Education Trust 114

Martech

SEPTEMBER 13, 2024

” The company compared the new technology to that of self-driving cars in that it can interpret data to adapt to conditions in real time and can act independently within a company’s guardrails. Benioff said Agentforce has the lowest hallucination rate of any generative AI but did not say what that rate is.

Launch 118

Launch Pitch Represent Campaign 118

Martech

JULY 16, 2024

While it is relatively easy to define “top of the funnel” (TOFU) and “bottom of the funnel” (BOFU) metrics, such as click-through rates and sales conversions, the metrics for middle-of-the-funnel (MOFU) activities are often ill-defined and generic. However, technology alone is not enough. Are you getting the most from your stack?

Finance 126

Finance Non-Profits Click Through Rate Strategize 126

Martech

DECEMBER 20, 2024

Library of skills and integrations This library spans key business applications like CRM, Slack and Tableau, and integrations from AppExchange partners. Here are some examples: The CRM Skills let you create agents to automate and enhance customer experiences. It learns from conversations in Slack channels and direct messages.

CRM 109

CRM Engineering Clients Represent 109

Heinz Marketing

SEPTEMBER 26, 2024

Review your metrics from the past few years to identify successful channels and campaigns based on lead engagement and conversions. Technology & Tools: AI, analytics, automation, CRM, and other Martech tools. Technology & Tools: AI, analytics, automation, CRM, and other Martech tools.

Objectives and Key Results 96

Objectives and Key Results Strategize Growth Start-ups 96

Martech

JANUARY 7, 2025

Since its launch at the Dreamforce conference in September 2024, Salesforce Agentforce changed the conversation around AI, customer experience and customer service. 25, 2024, with pricing starting at $2 per conversation, with discounts available to large users Salesforce also announced the Agentforce Partner Network at the launch.

Launch 129

Launch Represent Engineering CRM 129

Salesforce

JANUARY 9, 2025

Higher conversion rates One of the best ways to increase productivity and revenue is by improving your conversion rates. Spending time on leads that are more likely to close often means a higher conversion rate and more closed deals. That can increase the likelihood of a purchase.

Closing 98

Closing Represent Territory Lead generation 98

Martech

SEPTEMBER 4, 2024

What if you could test-drive an entire marketing technology platform and simulate marketing and sales efforts without risking a single dollar? A customer data platform (CDP) unifies customer data from various sources — think website interactions, CRM interactions and email engagement — in one platform. Why build a CDP simulator?

SQL 122

SQL Healthcare Finance Campaign 122

Martech

DECEMBER 9, 2024

This helps you craft your AI impact story, a narrative highlighting how AI improves marketing performance and conversions. It drives most personalization, scoring and segmentation features of marketing automation, email marketing, CRM, social media and SEO systems. Structure your story around three key benefits: New capabilities.

A/B testing 120

A/B testing Gaming Drivers/motivators Technology 120

Salesforce

MARCH 12, 2025

Technology is becoming more innovative with every passing day. One of the most exciting developments in technology is the rise of autonomous and assistive agents. AI agents are already doing it in customer relationship management (CRM) tools , just about everywhere. Spoiler alert: The answer is, you need both agents.

Represent 98

Represent Customer Relationship Management CRM Relationship Management 98

Martech

NOVEMBER 6, 2024

Updated CRM object merge behavior to be aware of. By reducing friction and ensuring seamless future transactions, businesses can enhance customer convenience, improve conversion rates, and drive revenue growth. How it helps you This standardization simplifies CRM object management and supports future enhancements for merge options.

Objectives and Key Results 119

Objectives and Key Results CRM Contact Pipeline 119

Martech

SEPTEMBER 6, 2024

By creating different variations of CTAs you can increase their relevance, leading to higher engagement and conversion rates. How it helps you These updates significantly boost the capability of your forms, enabling you to gather more information without negatively impacting the user experience or conversion rates.

User Experience 117

User Experience Contact Campaign CRM 117

Martech

AUGUST 2, 2024

The simple funnel formula of awareness, consideration, conversion and retention is a basic example. These include the CRM , customer data platform (CDP) , call analytics platforms and customer experience tools. Future trends in customer journey mapping There’s more complexity in store for customer journey maps as technology evolves.

Customers 115

Customers B2B Start-ups CRM 115

Martech

JULY 21, 2025

While you’ve been busy optimizing conversion rates and A/B testing button colors, your competitors figured out something you missed: technology isn’t just about efficiency anymore, it’s about connection. Not just track clicks and conversions, but recognize the hopes, doubts and motivations driving those behaviors?

Referrals 77

Referrals A/B testing Manufacturing Drivers/motivators 77

Salesforce

OCTOBER 30, 2024

And because agents built with Agentforce have access to Salesforce customer relationship management ( CRM ) data like marketing, sales, service, commerce and industries, they provide real-time, data-driven insights, grounded in your business context, so teams and agents can make informed decisions and take action within the CRM environment.

CRM 105

CRM Customer Relationship Management Launch Follow-up 105

Martech

DECEMBER 4, 2024

The risks of technology-led strategy The appeal of new technology lies in its promise of transformation. Step 1: Anchor martech decisions in business outcomes Before considering any technology, CMOs must first define what success is. Let’s explore how to cut through the noise and deliver quantifiable value.

Objectives and Key Results 128

Objectives and Key Results Technology Technology High impact 128

RingDNA

MAY 16, 2025

If someone is buying your CRM , and you suggest adding a conversation intelligence tool to improve coaching, that’s cross-selling. During the conversation, the rep learns that the customer’s team plans to grow in the next few months. Let’s say a customer is about to purchase your CRM platform. What is Cross-Selling?

Cross-sell 62

Cross-sell Sell X-functional CRM 62

SalesPop

JULY 18, 2025

Despite new tools and technologies, many organizations still struggle to unlock the full potential of their sales teams. Listen for subtle signals: Silence, disengagement, or superficial CRM updates may indicate burnout or more significant underlying issues. The shift led to more in-depth and productive coaching conversations.

Drivers/motivators 66

Drivers/motivators Technique Sales Pipeline 66

Martech

OCTOBER 14, 2024

I am the first generative AI chatbot for marketing technology professionals. Marketing technology stack management: Ensure you have a well-integrated marketing technology stack that aligns with your marketing objectives. Tools: Customer relationship management (CRM) software (e.g., Lead conversion rates.

Objectives and Key Results 116

Objectives and Key Results Territory Click Through Rate CRM 116

SaaStr

JULY 1, 2025

When personalization doesn’t connect to conversation history, you sound robotic. Early movers who consolidate now will have cleaner data and faster cycles when the technology catches up. CRM data accuracy sits at 47% across most sales orgs. The other 72%?

Territory 87

Territory CRM Negotiate Relationship building 87