Martech

NOVEMBER 7, 2024

The promise here is simple: use a combination of intent data (such as keyword searches, third-party signals and industry-specific trends), CRM data and website visitation behavior to prioritize accounts most likely to convert. Predictive analytics This is the first and arguably most critical function of an ABM platform. Sounds great, right?

B2B

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? Businesses are born, then they reach the point in their growth where they need a CRM. If a customer is looking to save money, dropping the CRM platform is a drastic move. But save some blame for a maturing market.

Cross-sell

Martech

JANUARY 9, 2025

CRM, MAP, CDP) by asking: Can this platform reduce dependency on external vendors? Clean data is easier to process and unify across platforms (CDP, CRM, data warehouse), reducing the need for extensive ops/IT involvement and enabling faster use. Is there accessible data governance for marketers and stakeholders?

Government

Martech

AUGUST 21, 2024

A governance policy for software replacement, customer data and a shared feature backlog. The impact is reflected by the way we govern and manage customer technology. The governance policy Company technology Customer technology Output controlled by : Company. Customer technology has to serve the customer and follow suit.

Technology

PandaDoc

JUNE 22, 2025

This means effective customer relationship management (CRM) is essential. A solid CRM strategy can enhance customer satisfaction while fostering loyalty, ultimately leading to more sustainable business growth. Modern CRMs are integrated platforms that can help you deliver personalized experiences at scale.

CRM

PandaDoc

JUNE 27, 2025

A CRM (customer relationship management) system is key to keeping organized. The benefits of CRM in business are vast, from streamlining the sales process and boosting collaboration to helping your team close deals faster. What is a CRM? A CRM is all about helping you work smarter, not harder.

CRM

PandaDoc

JULY 23, 2025

Customer relationship management (CRM) software is a popular choice for many businesses. But even though companies use CRM software , many haven’t taken the time to build a cohesive strategy around the customer information within their database. What is a CRM strategy? Explain how the system should be used. Who needs it and why?

CRM

RingDNA

MARCH 31, 2025

The modern sales ops team is no longer just responsible for reporting and CRM management. The Growing Importance of Data Governance in Sales Ops Sales ops is no longer just about tracking numbers, it’s about ensuring data integrity across the entire revenue funnel. “If your data isn’t accurate, your forecasts aren’t reliable.

Government

Salesforce

OCTOBER 15, 2024

Government clients also use the invoice number to record the tax liability and even process payments. With Revenue Cloud , you can automate invoices by combining all sales channels in your CRM and then using the built-in invoice scheduler. Here are common best practices: Integrate revenue management with your CRM.

Finance

PandaDoc

JUNE 26, 2025

CRM systems are meant to help your teams manage customer relationships more effectively. But without a solid document workflow in place, even the best CRM can become a bottleneck. With CRM documentation, you can achieve greater speed and consistency, as well as smarter collaboration across your team. So, what’s the answer?

CRM

Salesforce

AUGUST 29, 2024

Using Agentforce Agents, access to data is governed by permissions and sharing models. For example, an LLM could use metadata to present CRM data to the user in a more useful and actionable way (ad hoc UI). The same permissions and sharing models apply regardless of where the data is accessed from: traditional applications or agents.

Trust

Martech

OCTOBER 14, 2024

Familiarize yourself with tools such as CRM systems, marketing automation platforms (like Marketo or HubSpot), and analytics tools. Data management and analytics: Prioritize data governance to maintain data quality, integrity and privacy. Tools: Customer relationship management (CRM) software (e.g., Salesforce, HubSpot).

Objectives and Key Results

Understanding the Sales Force

APRIL 6, 2025

The article was incomplete because while it discussed which category of sales process you had, what a proper sales process must include, the importance of a predictive sales scorecard, and the benefits of both, it did not include anything about governance. This is where executive leadership enters the picture. What are the next steps?

Government

Martech

MAY 2, 2025

With the acquisition, Fivetran now sees itself as a fully managed platform that enables enterprises to move governed, automated and real-time data across their entire stack, from source systems to data platforms and now back into the business applications that drive decisions. Email: Business email address Sign me up!

Government

Martech

APRIL 14, 2025

Sales Strong fit with sales and commerce: personalization, proposals and CRM support. When genAI tools help close deals more efficiently, they are adopted immediately, regardless of governance considerations. Governance and compliance (4.1%). Underuse of ads and promotion aligns with that function sitting elsewhere.

Territory

SaaStr

JULY 5, 2025

at IPO 1,432+ customers paying average of $1.75M annually 7,291 employees – from 650 at IPO 20%+ growth at massive scale, highly profitable Dominant market position : 80%+ market share in life sciences CRM This represents a 29.8% Here’s pharma CRM – that’s like a pinprick. market cap – up from $2.4B

E-commerce

Martech

JULY 15, 2025

Like any system, they’re only as good as the data and governance that shape them. Teams adopt tools independently, creating new silos, governance headaches, and integration costs. Here’s why: AI will normalize across the enterprise, becoming as routine as cloud computing or CRM. AI isn’t going away.

Government

PandaDoc

JUNE 26, 2025

A CPQ (configure, price, quote) tool that can smooth out the quoting process and can integrate directly with your CRM. You can use CRM data to tailor feedback and help your reps improve in specific areas. Streamline processes with technology CRM and CPQ tools are heroes of the sales process. What’s even better?

CRM

PandaDoc

OCTOBER 15, 2024

Key Features: Workflow automation : set up who is on your team, what their role is, and hook integrations with your CRM, proposal management system, and contract management software. PandaDoc helps you integrate your CRM, CPQ, or ERP tools your team uses. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy.

Legal

Salesforce

JANUARY 9, 2025

Agentforce Skills for Merchandising draws from the #1 CRM, governed by the Salesforce trust layer, and powered by the Atlas Reasoning Engine for natural, adaptive responses. Think of it as digital labor improving your efficiency in those areas.

Retail

Highspot

JULY 29, 2025

Is data entry (think CRM profile updates for target accounts) and analysis (like evaluating product launch effectiveness and your pricing strategy) taking too much time? They implemented sales enablement automation tools to unify previously siloed content and establish consistent governance standards across multiple job sites.

Go To Market

Martech

MAY 22, 2025

At its core, a model context protocol is a set of rules governing how an AI model communicates with external systems, like databases, APIs or brand assets, to retrieve additional context when generating content. Dig deeper: Is your CRM lying to you? Governance over what data the model sees and how it’s used.

Government

Martech

JULY 17, 2025

As causal AI enables us to quantify the time-lagged, material impact of GTM investments on future business outcomes, we are standing at the threshold of a radical shift in how we account for, govern and invest in GTM. A brand investment that moves pricing power for four years isn’t an expense — it’s an asset.

GTM

Hubspot

OCTOBER 10, 2024

Since 2018, the General Data Protection Regulation (GDPR) has been the EU’s law for governing data privacy and security. Setting up a system, like using a CRM with built-in GDPR compliance tools, is essential to manage these requests automatically,” he says. Before we dig into this, let me make sure we’re all on the same page.

Cold Call

Martech

FEBRUARY 24, 2025

Enterprises rely on a mix of tools marketing automation, CRM, content management, analytics, CDPs and more each solving specific challenges but often overlapping in functionality. Whether you use a traditional CRM, a CDP or a data lake, all those repositories could effectively live in a unified, AI-interpreted environment.

Objectives and Key Results

Salesforce

OCTOBER 29, 2024

Some neighborhoods, government buildings, or private properties prohibit door-to-door sales. You can accomplish this by turning to your CRM data or even calling ahead if you know whom you’ll be speaking with. This information, housed in your CRM , can be used to develop or improve products that better meet customer needs.

Objectives and Key Results

SaaStr

JUNE 19, 2025

With Duplo’s platform, companies can: Accelerate time-to-market with automated infrastructure provisioning Reduce operational costs through intelligent resource optimization Ensure compliance and security with built-in governance frameworks Scale effortlessly as their business grows Duplo Cloud has become the go-to choice for B2B companies looking (..)

Government

PandaDoc

JUNE 23, 2025

Sometimes, you can even guess what kind of CRM they’re using because it’s a HubSpot CRM administrator. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy. So I check those people as well, like who they are. And sometimes, just by knowing their positions, you can determine the use case.

Objectives and Key Results

Highspot

JULY 7, 2025

Zappi gains visibility into ABS content effectiveness The sales team at Zappi, an agile consumer insights platform, needed a way to deal with governance and permissions issues when sharing account-based selling collateral externally with prospects.

Sell

Highspot

FEBRUARY 28, 2025

After all, you didnt hire your team to take notes, update the CRM system, or hunt through endless folders for the right content. With Highspots AI-powered content management , they gained a single source of truth, leading to a 62% improvement in content governance and an 83% increase in findability.

Follow-up

PandaDoc

MARCH 25, 2025

Take buying a CRM, for example. Luckily, there are various tools teams can use, like CRM platforms and Configure Price Quote (CPQ) software to make this easier and more efficient. Using a CRM for complex sales A customer relationship management platform (CRM) helps organizations centralize customer data.

Objectives and Key Results

Salesforce

NOVEMBER 18, 2024

These agents generate responses that are consistent with your company’s brand voice and guidelines using trusted business data, including Salesforce Customer Relationship Management (CRM ) data, external data from Data Cloud , and more.

Service

Hubspot

JULY 10, 2025

This tier includes HubSpot branding and is ideal for solo users or teams testing CRM solutions. This tier includes HubSpot branding and is ideal for solo users or teams testing CRM solutions. Additionally, users get 500 calling minutes per account per month, supporting outbound outreach directly from the CRM.

Price

Hubspot

JANUARY 14, 2025

Its inherently dynamic, influenced by consumer preferences and the fluctuating economy, and factors such as government policies. Customer Relationship Management (CRM) While the real estate entrepreneurs life is full of rewards, its no lie that youve got to do the work to reap them. One of those rewards? Happy clients.

Real Estate

Martech

APRIL 11, 2025

Breeze AI analyzes lists in HubSpots Smart CRM to identify contacts who share attributes and actions similar to those of a users best customers. Journey Governance helps marketing teams work together with the correct permissions and oversight. This creates a new list of high-potential prospects to use in campaigns.

Territory

PandaDoc

MARCH 25, 2025

Connect with your existing tools PandaDocs CPQ integrates with popular CRM systems, creating a seamless sales workflow without complex technical setup. These integrations allow your team to manage deals without leaving their familiar CRM environment, and the centralized document platform supercharges your efficiency.

E-commerce

Martech

JULY 2, 2025

When it comes to data, marketers have focused primarily on the quality of the structured data in their CRM and marketing automation platforms over the past 15 years. In my March article , I discussed why current data governance and management processes must be revisited.

Customers