Martech

AUGUST 8, 2024

Addressing these challenges requires a strategic approach, improving integration, enhancing team capabilities, managing costs and staying current with technological advancements. This is where the Pareto principle can become a powerful strategic tool for you and your team. Isolated tools are red flags.

Objectives and Key Results 124

Objectives and Key Results Strategize Technology Technology 124

Search Engine Land

AUGUST 5, 2024

PPC advertisers must take a strategic and nuanced approach to campaign management to stay ahead of the competition. For lead generation campaigns, optimize for qualified leads by integrating with your CRM to target lower-funnel lead stages This is the best way to test broad match in your account.

Campaign 101

Campaign Lead generation CRM B2B 101

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. We’ve designed our platform to integrate with Salesforce CRM, providing intelligent prospecting solutions that work seamlessly with your existing workflow.

Prospecting 130

Prospecting Technique Pipeline Sales 130

Salesforce

JULY 18, 2024

Get your next business solution Check out the AppExchange collection “Trailblazer Top Picks” for software to enhance your company’s own CRM experience. Data points came from a variety of sources, including Marketing Cloud, Experience Cloud, CRM, and third-party data into the customer profiles.

A/B testing 98

A/B testing Retail CRM Consult 98

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 52

CRM Customers Objectives and Key Results Strategize 52

Martech

APRIL 9, 2025

Those who can strategically use AI will gain a clear advantage. With AI handling the heavy lifting, you can dedicate more time to strategic planning, creative experimentation and customer engagement. AI has become a strategic partner, helping us focus on core value-creation activities. Contact enrichment. Prospect research.

GTM 130

GTM Strategic planning Strategize B2B 130

Heinz Marketing

SEPTEMBER 29, 2024

CRM Integration: Clay seamlessly integrates with popular CRM systems like Salesforce, HubSpot, and Pipedrive. This means that enriched data can be automatically synced with your CRM, enabling you to keep your sales pipeline updated without manual entry.

CRM 93

CRM Pipeline Prospecting Consult 93

Heinz Marketing

SEPTEMBER 26, 2024

Strategic clarity and focus. Early planning ensures that financial decisions support the company’s strategic initiatives and growth objectives for the upcoming year. Technology & Tools: AI, analytics, automation, CRM, and other Martech tools. Benefits of Early Budget Planning There are many benefits to getting started early.

Objectives and Key Results 96

Objectives and Key Results Strategize Growth Start-ups 96

Closing Bigger

FEBRUARY 10, 2025

They look beyond the immediate quarter and set a strategic course for the future. The Role of CRM and AI in Bridging Leadership and Management Technology, when used correctly, can enhance both sales management and leadership. Leverage CRM and AI Effectively Dont just collect datause it to make informed leadership decisions.

Objectives and Key Results 85

Objectives and Key Results CRM Sales Strategize 85

Martech

OCTOBER 1, 2024

The problem statement: A marketing team is limited by its inability to cross-match customer contact profiles (typically user roles and personas in the CRM ) with the specific product modules licensed by the account (stored in the companies ERP). The first file had CRM contacts in the following format: Sample data set generated from ChatGPT.

Construction 122

Construction CRM Contact Follow-up 122

Martech

JULY 30, 2024

Once your business reaches the scale-up phase, it’s important to adapt by implementing customer relationship management (CRM) systems and marketing automation platforms. Identifying variations in strategic approaches Where similarities exist, so do distinctions.

X-functional 116

X-functional Territory Customer Relationship Management CRM 116

Martech

JULY 26, 2024

Take CRM as an example. CRM plays a very different role across industries. For example, many reports show high failure rates for CRM implementations. Strategic martech investments Outperformers benefit, but low performers need to address foundational issues first. Current martech metrics are not doing the job.

Pharmaceutical 117

Pharmaceutical CRM B2C Technology 117

Martech

JANUARY 7, 2025

Make sure youre working with pillar pages linking to in-depth blogs like How CRM helps sales teams close deals faster. For B2B, this content should be strategically distributed across all stages of the buyer journey: awareness, education, technical understanding of solutions, and ultimately purchase intent.

B2B 114

B2B Engineering Education Trust 114

Martech

SEPTEMBER 5, 2024

The LinkDR platform includes AI-powered prospecting to find relevant websites and influencers, a verified email finder, customizable outreach templates and follow-up sequences, a CRM-style pipeline for managing link-building campaigns, and an analytics dashboard to track ROI and link quality metrics.

Retail 112

Retail Gaming Campaign Engineering 112

Veloxy

DECEMBER 9, 2024

Implement strict data entry standards and regular audits to keep your CRM clean and reliable. Common CRM Adoption Failures and How to Avoid Them Salesforce isn’t just a piece of software. It should be a strategic asset directly tied to your business objectives. It reduces errors and ensures your CRM remains reliable.

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

Martech

JULY 16, 2024

AI can help identify patterns and predict outcomes based on historical data, but these insights must be aligned with clear, strategic goals. However, CMOs must ensure that their teams are trained to interpret and act on AI-generated insights, bridging the gap between technical data analysis and strategic decision-making.

Finance 126

Finance Non-Profits Click Through Rate Strategize 126

Martech

APRIL 2, 2025

Dig deeper: 5 ways to transition from tactical to strategic marketing Defining your target audience A critical part of the audit is clearly defining your target audience or customer persona(s). Delve AI : A more sophisticated platform that uses first-party data (like Google Analytics and CRM data) and second-party data (e.g.,

Objectives and Key Results 116

Objectives and Key Results Strategize B2C CRM 116

Understanding the Sales Force

MAY 18, 2025

The sales process is not thoroughly integrated into CRM. There isnt any continuity or reinforcement, milestones do not appear and cannot be completed, and playbook capable CRMs arent properly leveraged. Instructions are provided to integrate the process into CRM and the process is provided in several formats.

Process 125

Process CRM Pipeline Sales 125

Salesforce

SEPTEMBER 9, 2024

Core financial services systems like FIS, Mambu, and DuckCreek, customer relationship management (CRM) platforms, and external data providers each contribute to a vast pool of data that often remains isolated in silos. Back to top.)

Service 97

Service Customer Relationship Management Clients Relationship Management 97

Martech

NOVEMBER 6, 2024

Updated CRM object merge behavior to be aware of. This automation improves cash flow management and streamlines the collection process, allowing managers to focus on other strategic tasks without worrying about overdue invoices. Step up live call productivity with AI-powered Copilot assistance.

Objectives and Key Results 119

Objectives and Key Results CRM Contact Pipeline 119

Martech

SEPTEMBER 23, 2024

Integration of marketing technologies: A martech manager is responsible for integrating various marketing technologies, such as customer relationship management (CRM) systems, email marketing platforms, social media management tools, and analytics software. Here are the key responsibilities and functions of a MarTech Manager: 1.

Technology 111

Technology Technology Customer Relationship Management Campaign 111

Martech

NOVEMBER 4, 2024

Answer: Transitioning to martech (marketing technology) from a background in digital marketing and analytics can be a strategic and beneficial move, especially given your decade of experience in the field. Career advancement: Martech roles often come with opportunities for leadership and strategic influence within organizations.

Technology 117

Technology Technology Niche Strategize 117

Salesforce

MARCH 5, 2025

Enter the customer relationship management (CRM) manager a professional dedicated to ensuring your CRM strategy and tools work effectively to support your business goals. This guide explores the role of a CRM manager, their key responsibilities, the skills they bring to the table, and how they can help your business succeed.

CRM 92

CRM Growth Customer Relationship Management Follow-up 92

RingDNA

JULY 2, 2025

CSE – Certified Sales Executive The Certified Sales Executive (CSE) credential from Sales and Marketing Executives International (SMEI) is designed for senior-level sales leaders seeking to sharpen strategic, operational, and leadership skills. Topics include lead conversion, pipeline management, reporting, and automating daily tasks.

Retail 62

Retail Technical Sales Consult CRM 62

Salesforce

JULY 18, 2024

For an SMB, Einstein 1 can bring together applications for customer relationship management ( CRM ), trusted AI, and connected data, all on one integrated platform. If you’re a small business, start with Salesforce Starter — the easiest way for SMBs to grow with CRM or learn more about all of our products for small businesses.

Gaming 52

Gaming E-commerce CRM Customer Relationship Management 52

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% ” This contrarian nature became Veeva’s strategic advantage. What are you doing?

E-commerce 95

E-commerce Price Pharmaceutical CRM 95

SaaStr

JULY 1, 2025

Administrative quicksand: CRM updates: 14% of time Email follow-ups: 18% of time Scheduling coordination: 12% of time Proposal/contract admin: 16% of time Internal meetings/reporting: 12% of time The Performance Gap : Most AEs are terrible at the non-selling stuff—and they know it. CRM data accuracy sits at 47% across most sales orgs.

Territory 87

Territory CRM Negotiate Relationship building 87

Salesforce

OCTOBER 30, 2024

These are important, time-consuming things that an agent can do for workers, freeing them up to collaborate with colleagues wherever they may be, and focus on more strategic work. This example shows how context-aware agents can enhance real-time communication and collaboration among dispersed teams.

CRM 105

CRM Customer Relationship Management Launch Follow-up 105

Salesforce

MARCH 13, 2025

Finding it can guide your strategic plans, help you prioritize opportunities, and keep all your teams on the same page. How to calculate TAM Common challenges in TAM calculation and how to avoid them How to use TAM in strategic planning What is total addressable market (TAM)? And use CRM data to find the average revenue per user.

Minimum Viable Product 100

Minimum Viable Product Strategic planning Territory E-commerce 100

Martech

AUGUST 7, 2024

Think about the tools you use every day in marketing and sales — your CRM system, marketing automation platform or sales enablement tools. Before you use these tools headfirst, evaluate how well they align with your strategic objectives. Embedded AI solutions nestle right in these familiar environments.

B2B 127

B2B Objectives and Key Results Legal Territory 127

Partners in Excellence

JANUARY 7, 2025

The team went through the usual litany of CRM, sales enablement, research, marketing/outreach, conversational intelligence and other platforms. They were looking at a strategic change in how they engaged and grew their larger customers. The seller seemed to be pretty well prepared, he had done some research.

Process 125

Process Strategize Clients Technology 125

Martech

NOVEMBER 11, 2024

Central to this is the execution team — a skilled group that includes UX designers, web experts, email marketers, social media strategists, CRM managers, campaign analysts and operational strategists. Here’s an in-depth look at each role, highlighting how each function contributes to making strategic blueprints real-world successes.

A/B testing 116

A/B testing UX CRM Strategize 116

Salesforce

MARCH 12, 2025

AI agents are already doing it in customer relationship management (CRM) tools , just about everywhere. AI Tools for Small Business Try the #1 AI CRM for Small Business Kickstart Agentforce for Small Business How To Create An Online Store (In 7 Steps or Less) What is an AI Agent For Small Business?

Represent 98

Represent Customer Relationship Management CRM Relationship Management 98

Martech

DECEMBER 9, 2024

It drives most personalization, scoring and segmentation features of marketing automation, email marketing, CRM, social media and SEO systems. AI assistants let project leaders focus on strategic decisions and determine next steps. What new capabilities does your technology provide that are driven by AI and other data solutions?

A/B testing 120

A/B testing Gaming Drivers/motivators Technology 120

Martech

JUNE 6, 2025

Building an AI-first buying journey is now a strategic imperative for CMOs and lean GTM teams. Choosing how to act : As CMOs recalibrate their GTM strategy to compete in an AI-shaped market, the priority is understanding where AI delivers the most strategic lift. Email: See terms. Here’s what worked — and where there’s room to grow.

GTM 112

GTM Customers B2B Strategize 112

Martech

APRIL 30, 2025

For marketing and marketing operations professionals, it’s past time to recognize that data enrichment and hygiene are strategic, ongoing commitments to effectively navigate the complex B2B landscape, deliver personalization, ensure privacy compliance and drive ROI. Email: Business email address Sign me up!

B2B 106

B2B Objectives and Key Results Territory Negotiate 106

RingDNA

MARCH 31, 2025

Sales operations has evolved into a critical function for scaling revenue, optimizing sales efficiency, and driving strategic decision-making. The modern sales ops team is no longer just responsible for reporting and CRM management. Poor CRM hygiene creates duplicate records, bad lead scoring, and wasted rep effort.

Government 62

Government Cross-sell Objectives and Key Results CRM 62