Martech

AUGUST 12, 2024

Prompt: How might a marketer for a large B2C company incorporate a CDP into their martech stack to improve the customer experience, increase customer engagement, and increase conversion rates? Centralized customer data management Unified customer profiles: A CDP aggregates data from various sources (e.g.,

Customers 115

Customers A/B testing B2C Cross-sell 115

Hubspot

AUGUST 7, 2024

SaaS worker is a CRM platform holding their life together. If you're new to the world of CRMs, then prepare to have your world turned upside down. When someone on LinkedIn casually mentioned their CRM, it was like I was given superpowers. Everyone needs a CRM, but SaaS teams have an above-average need. User Experience.

CRM 81

CRM Price User Experience Customer Relationship Management 81

Sales Pop!

APRIL 25, 2022

Sales pipelines are used to aggregate the progress of potential customers all through the sales life cycle. They are usually visually represented in CRM software so sales team members can easily keep track of the deals that are in the pipeline at any time. A sales pipeline is a collection of potential customers for a business.

CRM 244

CRM Pipeline Customer Relationship Management Sales 244

Sales Pop!

APRIL 16, 2022

Every company generally has endless documents associated with CRM—for opportunities, for particular sales process stages, and other uses. Introducing Pipeliner CRM’s new Document Management! We’ll humbly say that no other CRM vendor has such a system without adding on, usually at a cost. Two Main Types. Document Templates.

CRM 244

CRM Pipeline Appointment Finance 244

Sales Pop!

DECEMBER 18, 2023

Since we often get questions about how Pipeliner integrates with other applications in a company, we will answer the most frequently asked questions about CRM and integration in this series of articles. The chef has baked an amazing cake that will be the dessert of the customer’s life, but the server does not bring it over.

CRM 210

CRM Pipeline Electricity Prospecting 210

Martech

AUGUST 2, 2024

How well does your organization know how customers engage with your brand? Customer journey maps can’t fix all of these problems, but they do give businesses the opportunity to visualize the various touchpoints and experiences our customers pass through as they move from awareness to post-sale. But we’re rarely sure.

Customers 112

Customers B2B Start-ups CRM 112

Martech

SEPTEMBER 11, 2024

Organizations often claim to be customer-centric. Many companies operate with rigid boundaries between the marketing, sales and customer success departments. This creates artificial barriers that negatively impact customer satisfaction and the company’s bottom line. UX/UI is in charge of making life easier for customers.

Cross-sell 111

Cross-sell Customers UX A/B testing 111

Martech

AUGUST 13, 2024

Misnomer or not, the term has stuck, and in essence means the possibility of CDPs activating data within a customer’s data warehouse (or “lakehouse”). “Be absolutely engaging,” is the motto of customer engagement platform Braze. Does that mean the data is being copied into Braze?

Customers 118

Customers GTM Launch Campaign 118

Salesforce

MARCH 5, 2025

Building strong customer relationships is at the heart of every successful business. Enter the customer relationship management (CRM) manager a professional dedicated to ensuring your CRM strategy and tools work effectively to support your business goals. For your SMBs, a CRM can be a critical tool. Lets dig in.

CRM 92

CRM Growth Customer Relationship Management Follow-up 92

Sales Pop!

APRIL 30, 2022

We’ve seen that many customers have not taken advantage of Pipeliner’s powerful email integration features. Like CRM Without Email Integration. It’s the same as using a CRM system without email integration. Today integrating email within Pipeliner CRM is easier than ever. Driving Without Navigation. Extra Cost.

Pipeline 246

Pipeline Customers Appointment CRM 246

Martech

AUGUST 21, 2024

Delivering a seamless customer experience is crucial for staying competitive. An integrated customer technology strategy resolves this issue by aligning all these technologies to work together. Sales and customer support departments operate the same way. This silo approach only serves the company, not the customer.

Technology 110

Technology Technology Customers Transportation 110

Sales Pop!

SEPTEMBER 9, 2023

For our final article in the series on CRM adoption, let’s take a detailed look at the difference Pipeliner CRM makes. Comparing the CRM Industry to Others First, let’s consider the significant differences between our industry—the CRM industry—and products outside that industry. Adoptability needs to be managed.

CRM 173

CRM Pipeline Account management Appointment 173

Martech

AUGUST 12, 2024

This month, the big news is all about improved data management, making customer interactions smoother and cutting down the time you spend on busy work. How it helps you This update allows marketers to engage in live, two-way conversations with customers, transforming SMS into a powerful relationship-building tool.

CRM 122

CRM Pipeline Contact Conversion 122

Adaptive Business Services

MAY 7, 2025

Now when you open up a group message that you wish to send, you can add these people directly from this interface including doing a custom search for contacts. That would suggest things like newsletters, product announcements, and maybe lead nurturing. Are you thinking about a CRM? For example, select a tag or a segment.

CRM 71

CRM Contact Pipeline Clients 71

Salesforce

APRIL 2, 2025

And when the samples are so good that you decide without prompting to buy the product on the spot? That’s a classic example of product-led sales (PLS). Samples of donuts, pizza, or almond croissants don’t require a lengthy explanation or complicated product demonstration. Why are product-led sales important?

Product 86

Product Territory Sales Price 86

Salesforce

MAY 5, 2025

As the company expands internationally into the United States and Europe, it remains committed to keeping customers at the center of its business strategy. With 15 million daily customers, thats no easy feat. But the OXXO team knew that establishing personalized customer connections at scale would be critical to their success.

Conversion 96

Conversion Customers Strategic partnership Campaign 96

Veloxy

JANUARY 7, 2025

This is the foundation of your sales management, outlining the progression from prospect to customer. A sales cycle is the process your sales team goes through in order to close a sale with a customer. Every stage reflects adistinct interaction level between your team and the customer. What is a Sales Cycle?

Objectives and Key Results 130

Objectives and Key Results Negotiate CRM Sales 130

Salesforce

AUGUST 6, 2024

Imagine a company where every decision, strategy, customer interaction, and rote task is augmented by AI. To jumpstart growth, Sandstone has expanded its product portfolio, and has decided to break into the more lucrative commercial real estate market. Now Sandstone is ready to reach out to its targeted customers.

Real Estate 128

Real Estate Non-Profits Click Through Rate CRM 128

Salesforce

DECEMBER 2, 2024

When you run a small business or startup, you may feel like you need to be great at sales, marketing, finance, and customer service, right? Stay up to date on what’s new Keep up with the latest trends and tools, like changes in digital marketing or new customer tools. You’re not alone.

CRM 106

CRM Technique Finance Start-ups 106

Martech

DECEMBER 6, 2024

While structured data has long been the foundation of CRM, unstructured datalike conversationsholds the key to deeper insights into customer sentiment, behavior, and intent, said HubSpot CEO Yamini Rangan in a company release. The terms of the deal werent disclosed. Email: Business email address Sign me up! Processing.

Conversion 117

Conversion CRM Technology Technology 117

Adaptive Business Services

APRIL 30, 2025

Making the sale is not the same thing as making a customer. A sale is transactional; a customer is relational. While a single sale might boost your numbers this month, a loyal customer can contribute to your success for years to come. You exceeded customer expectations – You made the sale and you made a customer!

Customers 71

Customers CRM Quota Trust 71

Martech

OCTOBER 1, 2024

My two previous articles on personalized customer experiences focused on the need to embrace AI and the goal of AI that truly understands customer data. In the end, I chose “Agency” because I continue to believe we all have to personally embrace these martech trends in order to drive better customer experiences.

Construction 120

Construction CRM Contact Follow-up 120

Salesforce

OCTOBER 2, 2024

For instance, with the right customer relationship management (CRM) you can install a free chatbot to respond to customers. Get AI for your SMB Get started with artificial intelligence (AI) for your small business and scale fast with the #1 AI CRM for SMBs. Consider the collection and verification of customer data.

Customer Relationship Management 122

Customer Relationship Management Education CRM Relationship Management 122

Martech

JULY 19, 2024

Can you think of a lot of companies that need a CRM or marketing automation platform today but don’t have one? The good news for martech vendors is the SaaS business model revolves around recurring revenue from subscriptions, so there’s a steady flow of cash coming from the customers. Free users are upgrading to starter products.

Cross-sell 116

Cross-sell Growth CRM Up-sell 116

Veloxy

OCTOBER 22, 2024

AI's Efficiency AI doesn’t just boost productivity – it sharpens accuracy, too. We designed it to integrate with tools like Salesforce CRM, giving sales reps contextual, real-time data that makes decision-making faster and smarter. As a co-founder of Veloxy, I’ve built our platform with this vision in mind.

Prospecting 130

Prospecting Technique Pipeline Sales 130

Martech

JULY 26, 2024

An optimized website is key for customer engagement and retention, impacting every phase of the customer journey. 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 129

Strategize User Experience High impact Construction 129

Martech

JANUARY 8, 2025

Whether thats adding complexity to a simple process or frustrating customers with needless back and forth, friction is bad news for deal velocity. The fix Automate lead assignment in your CRM (think HubSpot, Salesforce or whatever youre using). Pro tip : Use customer feedback to regularly update your content.

CRM 124

CRM Follow-up Sales Prospecting 124

Martech

NOVEMBER 6, 2024

Step up live call productivity with AI-powered Copilot assistance. Updated CRM object merge behavior to be aware of. Deliver in-app customer support with mobile chat SDK. Flexible editing with drag-and-drop areas in custom email templates. Seamlessly connect HubSpot tickets to Microsoft Teams.

Objectives and Key Results 116

Objectives and Key Results CRM Contact Pipeline 116

Heinz Marketing

SEPTEMBER 24, 2024

6sense uses AI to surface prospects most likely to be in-market for your product by monitoring buyer intent signals such as web searches, content engagement, and company behavior. Its AI-driven analytics help SDRs focus on leads that are showing active interest in your product or service.

Objectives and Key Results 105

Objectives and Key Results GTM CRM Follow-up 105

Salesforce

SEPTEMBER 10, 2024

Generative AI has already transformed the way shoppers find products online. As a product manager focusing on search and SEO at Salesforce Commerce Cloud , I’ve seen first hand the significant shifts happening at break-neck speed in customer behavior and business strategy over the past year. This is a notable shift.

Product 69

Product Engineering User Experience Conversion 69

Martech

JULY 29, 2024

For a jewelry brand, this could include high-resolution images of products, promotional videos, and marketing collateral. It’s where you build your online presence, including product pages, blog posts, and landing pages. This is crucial for understanding customer preferences and improving engagement.

Objectives and Key Results 118

Objectives and Key Results Customer Relationship Management Technology Technology 118

SaaStr

OCTOBER 30, 2024

75% of Customers Are Onboarded By Partners Partners don’t just matter in the enterprise. Agencies and other shops are repsonsible for onboarding a stunning 75% of all HubSpot customers. #2. Sales Hub, Growing Almost Twice as Fast as Marketing Hub HubSpot really has become a CRM company even more than a marketing one.

CRM 126

CRM Launch Price Up-sell 126

Salesforce

JANUARY 7, 2025

The world of customer service, or customer experience (CX), is changing fast. As customers expect faster, more personal, and helpful service, businesses must invest in AI education to empower their teams with the skills and knowledge to harness this technology effectively. Learn how Agentforce can help your company today.

Education 97

Education Customers Price Service 97

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. The bots are customized using inexpensive, low-code tools. Service Agent , which replaces chatbots in handling customer service. How does Agentforce work?

Launch 127

Launch Represent Engineering CRM 127

Salesforce

JULY 18, 2024

How MOL Group went digital to become their customers’ number one travel companion. With AI assistants now automating customer service , writing scripts, and balancing budgets, the business uses of generative AI seem endless. MOL Group studied this data and determined that using AI would help them achieve business and customer success.

A/B testing 98

A/B testing Retail CRM Consult 98

Sales Pop!

FEBRUARY 17, 2022

Software publishers and customers alike are constantly optimizing and making their processes better. In other words, it’s nothing like the product many of us remember from our childhoods: Nutella. Compare that to our product Pipeliner CRM. In the last year, we made a couple of thousand changes to Pipeliner CRM!

CRM 245

CRM Pipeline Launch Start-ups 245

Search Engine Land

AUGUST 14, 2024

Qualifying leads for ad platforms using CRM data. Among the advantages of a well-oiled AI setup are: Improved productivity. CRM or other database Everything you do in lead gen revolves around generating inbound queries. Something like a reCAPTCHA will drastically reduce the number of bots and spammers who end up in your CRM.

CRM 116

CRM Campaign Niche Negotiate 116