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. Shortly after the launch, Salesforce announced it was hiring more than 1,000 employees to meet the demand for Agentforce. Table of contents What is Agentforce?

Launch 129

Launch Represent Engineering CRM 129

Martech

AUGUST 7, 2024

Many leading brands implement a marketing-focused customer data platform (CDP) with seamless data integration from various sources, such as CRM systems, social media analytics and email marketing tools.

Objectives and Key Results 128

Objectives and Key Results Campaign Strategize Retail 128

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 119

Cross-sell Growth CRM Up-sell 119

Search Engine Land

JULY 25, 2024

In some companies, this step is completed with exhaustive research, business intelligence data and financial information backed up end-to-end through CRM or other platforms. Getting the assets you need to launch or amplify your plan requires time and money.

Objectives and Key Results 110

Objectives and Key Results Start-ups Launch Follow-up 110

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

OCTOBER 31, 2024

Narrowed the scope of the AI agent by: Training it only on internal pre-approval FAQs and CRM. Testing of the pre-approval bot is currently underway in select markets, with plans for a nationwide launch in 2025. Prohibiting it from engaging in conversations outside the context of a pre-approval application.

Objectives and Key Results 135

Objectives and Key Results Retail Finance Launch 135

Martech

OCTOBER 22, 2024

The following capabilities are now available: Not only fast launch of online storefronts, but storefronts with built-in CRM. It’s also notable to see Salesforce targeting small and growing businesses. A closer look. With a suite spanning marketing, sales, service and commerce, personalized messaging and support become easier.

Price 120

Price CRM Launch Follow-up 120

Salesforce

OCTOBER 14, 2024

At Salesforce, we’ve tapped into the latest advancements in large language models (LLMs) and reasoning techniques to launch Agentforce. Get started The evolution from Einstein Copilot to Agentforce Earlier this year we released Einstein Copilot, which has now evolved into an Agentforce Agent for customer relationship management (CRM).

Engineering 128

Engineering Represent CRM Follow-up 128

Sales Hacker

JULY 11, 2025

How do you actually launch one that gets the job done? This edition walks through five different paths to launch an AI agent. This path is best for automating glue work: outbound, follow-ups, lead research, CRM updates. And without CRM tracking, you won’t know what’s working. Some teams are quietly building.

Launch 83

Launch GTM SQL CRM 83

Martech

AUGUST 13, 2024

Off to the races We spoke with Kevin Wang, Braze’s chief product officer, about composability just as Braze launched a new offering, the Braze Data Platform. “We have some customers for whom we are their CRM system. ” But the data has to be in Iterable at some point in order for it to be activated, right?

Customers 121

Customers GTM Launch Campaign 121

Martech

SEPTEMBER 11, 2024

Collect this feedback in your CRM so it can be used and rules can be applied for priority action (e.g., This helps keep personas from becoming stale on the shelf and makes VOC a contributor for everyone trying to improve performance or launch a new product or campaign. customer persona, product feature, sentiment).

Cross-sell 113

Cross-sell Customers UX A/B testing 113

Martech

JANUARY 14, 2025

HubSpot launched 97 updates in December 2024. From upgrading data permissions to improving your ability to track customer satisfaction with feedback-linked tickets, these updates give you better control over your CRM and actionable insights for smarter decision-making. Control who can create CRM objects with new create permissions.

Objectives and Key Results 67

Objectives and Key Results CRM Campaign Pipeline 67

Martech

APRIL 9, 2025

By assigning specialized tasks to these agents and integrating them with my CRM, I can directly connect their outputs to benefit my demand gen efforts. My agents handle: ICP (ideal customer profile) building. Company research. Lead conversion. Fostering AI fluency within teams is essential for CMOs and leaders.

GTM 130

GTM Strategic planning Strategize B2B 130

Hubspot

SEPTEMBER 4, 2024

If you’re looking for CRM (Customer Relationship Management) software for your startup, a third-party review website like G2.com com ought to help… Except that G2 returns a list of over 700 recommendations when you search for CRM. That's an overwhelming amount, especially considering you need just one CRM tool.

CRM 73

CRM Price Contact Pipeline 73

Salesforce

AUGUST 8, 2024

After setting up your segments, content, and send times, you can launch your campaign with a click of a button. Explore the possibilities Take a free tour of Marketing Cloud and see how you can build trust with AI and customer data right in your CRM. Track Campaign Engagement. Show me more

Click Through Rate 111

Click Through Rate A/B testing E-commerce Campaign 111

Salesforce

AUGUST 29, 2024

A marketing agent, much like a self-driving car, can use “sensors” (real-time data) to detect changing business conditions and respond proactively (adjust pricing, launch a campaign, and so on). For example, an LLM could use metadata to present CRM data to the user in a more useful and actionable way (ad hoc UI).

Trust 130

Trust Represent Price Government 130

Salesforce

JANUARY 9, 2025

And customer relationship management (CRM) integration also significantly improves the sales process by centralizing customer data and sales activity. Companies using CRMs typically have improved workflow and communication. Back to top ) Want to take the #1 CRM for a test drive? Take the free tour

Closing 98

Closing Represent Territory Lead generation 98

Highspot

JULY 9, 2025

With our Summer 2025 Launch , we’re introducing powerful innovations across the platform—all anchored by Highspot Nexus , our unified AI and analytics engine. More great innovations to help your teams move faster Beyond AI, this Summer Launch delivers even more ways to streamline workflows, protect your brand, and scale your programs.

GTM 52

GTM Launch Objection handling Negotiate 52

SaaStr

FEBRUARY 2, 2025

Under his leadership, the company has developed innovative AI-powered solutions for restaurant websites, online ordering, CRM, and marketing automation. Her company specializes in API integration platforms that enable SaaS companies to launch integrations faster and automate complex business processes.

Negotiate 84

Negotiate Price Legal Engineering 84

Salesforce

OCTOBER 28, 2024

This feature, integrated directly into our customer relationship management (CRM) software, provides a seamless customer experience, allowing humans to control how many communications and emails they receive. Before launching Agentforce, we subjected our AI agents to over 8,000 adversarial inputs to pressure-test their boundaries.

Trust 111

Trust Represent Legal Customer Relationship Management 111

SaaStr

JULY 4, 2025

“Industry Cloud” Becomes Standard Every major SaaS company will launch industry-specific versions of their platform. The company that defined SaaS is now a mature, slow-growth utility. Zoom is no longer growing. Meanwhile, Samsara (IoT for logistics) is growing 33%.

E-commerce 129

E-commerce Non-Profits Construction Real Estate 129

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 92

E-commerce Price Pharmaceutical CRM 92

Heinz Marketing

JUNE 5, 2025

Pair that with CRM and ABM platform insights to assess the stage accurately. Revisit your journey every 6–12 months or whenever you launch a new product, enter a new market, or observe significant shifts in buying behavior. How do we identify what stage a buyer is in? How often should we revisit or update our buyer’s journey map?

B2B 62

B2B Pipeline Campaign Sales 62

Martech

MARCH 6, 2025

Both integrate with their respective CRM systems. Microsoft’s agents will work with Dynamics 365 Sales and some third-party CRMs like Salesforce, while Agentforce 2dx is deeply embedded within the Salesforce platform. Salesforce launched the AgentExchange marketplace and the Agentforce Developer Edition alongside Agentforce 2dx.

CRM 90

CRM Sales Strategize Launch 90

Hubspot

NOVEMBER 15, 2024

Finally, but by no means least, HubSpot CRM is used by Jason English , entrepreneur and CEO of CG Tech. What I like about this: HubSpot’s CRM makes forecasting simple. Instead of importing and analyzing data in spreadsheets, sales teams or trend forecasting teams can get a seamless picture directly from the CRM.

CRM 36

CRM Territory Launch Price 36

RingDNA

APRIL 11, 2025

By tracking these call outcomes in your CRM, you can view a report that gives a bird’s-eye-view of a rep’s call outcomes. This is possible with a call tracking tool that integrates with your customer relationship management (CRM), where your revenue data is stored. Or if they are simply launching into a long sales pitch.

Quota 62

Quota Sales Pipeline Contact 62

Hubspot

DECEMBER 2, 2024

The holidays are almost bound to delay projects launching on time. Check your CRM and engagement data. It'll help you know the path to purchase — and once you understand that, become a project manager. Constantly communicate with your buyer, and put some measured, reasonable pressure on them. Make them understand that.

Sales 69

Sales Closing Up-sell Prospecting 69

Salesforce

MAY 2, 2025

Launch new products quickly Discounts and promotions do not have to be reserved for old products. You can use introductory pricing during a product launch to create buzz and juice sales early on, attracting early adopters and gathering reviews. Learn how Revenue Cloud can help. Connect every touchpoint

Promote 52

Promote Price Profit margin Objectives and Key Results 52

Salesforce

NOVEMBER 19, 2024

Importance of competitive pricing in business Types of competitive pricing strategies Pros and cons of competitive pricing Steps to developing a competitive pricing strategy Unify sales, finance, and legal on the #1 AI CRM When sales, finance, and legal are disconnected, the customer feels the pain. Learn how Revenue Cloud can help.

Price 52

Price Profit margin Territory Cross-sell 52

Salesforce

MAY 29, 2025

Earlier this year, we launched CRMArena to help evaluate LLM agents on basic B2C customer service tasks. While other benchmarks may work with disconnected or unrealistic data samples, CRMArena-Pro offers full CRM context providing a rigorous, enterprise-standard way to evaluate and improve agent behavior. What is CRMArena-Pro?

B2C 95

B2C CRM B2B Negotiate 95

Salesforce

MARCH 13, 2025

Let’s say you’re launching a new product. And use CRM data to find the average revenue per user. You need to understand how big the market is in order to determine whether it’s worth the investment. This number exists in the form of total addressable market (TAM). Narrow your target market to realistic user segments.

Minimum Viable Product 100

Minimum Viable Product Strategic planning Territory E-commerce 100

Martech

SEPTEMBER 16, 2024

Sample goals: Launch three co-marketing campaigns, generating a 20% increase in leads. Sample goals: Launch two new product positioning campaigns, increasing market share by 10%. Field marketing: Enhancing event follow-ups Integrate event management tools with CRM to streamline lead capture and post-event follow-ups.

Go To Market 67

Go To Market Objectives and Key Results A/B testing Territory 67

Hubspot

JULY 22, 2025

AI agents for sales are task-specific tools trained to perform actions a rep would normally handle manually like sourcing leads, writing follow-ups, updating CRM fields, or summarizing calls. On top of that, Gong updates the CRM for you, detects coaching gaps, and even predicts revenue outcomes using hundreds of behavioral signals.

Objectives and Key Results 59

Objectives and Key Results Price Follow-up CRM 59

Highspot

FEBRUARY 20, 2025

For instance, if you’re selling a CRM tool, highlight how it centralizes contact data, improving lead management and shortening the sales cycle by helping sales reps respond more quickly and minimize back-and-forth delays. This could include cost savings, efficiency gains, or revenue growth potential.

Product 52

Product GTM Objectives and Key Results Cross-sell 52

Salesforce

JUNE 5, 2025

Today, we’re thrilled to announce the Beta launch of Zero Copy File Federation , a powerful evolution that makes it even better to shatter data silos and unlock the full value of your enterprise data. Enrich CRM with Unified Data from Databricks The service tier and benefits for customers varies based on their loyalty tier.

Retail 52

Retail CRM Launch Territory 52

Martech

SEPTEMBER 27, 2024

She’s the host of the popular and long-running HubSpot Hacks series on YouTube and more recently launched a more general series on marketing challenges, Marketing Deconstructed. Ali moved into marketing consulting under the name Schwanke Marketing, then in 2016 launched her current business, Simple Strat.

Pitch 73

Pitch Launch Sports Consult 73

Salesforce

AUGUST 27, 2024

What you’ll learn How to unlock B2B data outside of your CRM How to use AI to create more personalized journeys for better prospects How to activate B2B data to send the right ad, to the right person, on the right platform B2B innovation starts here Data and AI are accelerating B2B marketing innovation.

Campaign 64

Campaign B2B CRM Represent 64