Sat.Dec 07, 2024 - Fri.Dec 13, 2024

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Why Salesforce Adoption Fails and How to Fix It

Veloxy

The average American spent over $77,000 on goods and services in 2023, according to the U.S. Bureau of Labor Statistics. Would you like to tap into this revenue? You’ve invested in Salesforce , hoping to streamline your sales process, improve customer relationships, and more. Despite this, you might be frustrated by underwhelming results and a lackluster adoption from your team.

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Why syncing email and SMS is critical to marketing success

Martech

About 65% of the worlds population use text messaging, so its no wonder SMS marketing is growing at a staggering rate. To get the best out of this, your email and SMS programs must work in perfect harmony to drive engagement and revenue. Here’s how to do that. Why do both? Have you ever seen a champion heavyweight win a fight with one hand? Of course not.

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From Flip-Flops to a $500M Exit as CRO: Lessons Learned from Taking a Startup From $0 to a Successful Exit with Martin Roth

Sales Hacker

Former Levelset CRO Martin Roth takes you behind the scenes of scaling a company from $0 to over $25 million ARR and a successful exit to Procore. With raw honesty, he shares key mistakes made along the way and invaluable lessons learned about building a winning sales playbook, culture, and team structure. The early days and career beginnings In 2012, Martin Roth joined Levelset (formerly ZLien) as one of the earliest employees, a time when the company was a mere side business for its founder, S

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Your Sales Team & Stress: How Providing Eye Care Resources Can Help

Sales Pop!

Managing stress is crucial for any workplace. According to Vivian Health, over 52% of employees take stress-related absences. Stress also leads over half of the workforce to apply for or consider moving to new jobs. Your sales team is likely to feel the strainespecially since sales is listed in the top ten of Vivian Healths rankings of the most stressful industries.

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Smart Tools & Strong Teams: A People-First Approach to AI in Sales

Speaker: Matt Sunshine, CEO at The Center for Sales Strategy

AI isn’t replacing salespeople—it’s empowering them. The most forward-thinking sales organizations are using AI to enhance human performance rather than eliminate it. From coaching and messaging to prospecting and pipeline accountability, artificial intelligence is giving managers and SDRs the new tools they need to work smarter, sell better, and close more.

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Salesforce and Highspot: Making the Most of Your Tech Stack

Highspot

Technology is imperative in todays world, and thats especially true for sellers. Our revenue-generating teams have access to more tools than ever before, but thats not necessarily a good thing. They need that technology to do their jobs, yes, but a glut of tooling means sellers focus more than they should on finding the right tools than their actual work.

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What It Really Takes to Sell To Developers and Engineers with Komodor CRO Jim Hunnewell

SaaStr

Selling to developers and technical audiences requires a different approach than traditional B2B SaaS sales. In a recent SaaStr Workshop Wednesday , Komodor CRO Jim Hunnewell who also previously led sales at companies like GitHub, shared his first-hand experience and insights for successfully selling to engineering teams. The days of pure top-down enterprise sales are over when it comes to technical products.

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How to reframe AI adoption to focus on outcomes, not tools

Martech

“How are we using AI to improve marketing performance?” Marketers are coming to dread this question even as executives are asking it more often. It makes them anxious and defensive because they lack a clear story about their team’s martech maturity. They also struggle to explain the real benefits of AI. This is because it’s not easy to measure the use of AI and its impact on results.

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Why Most Salespeople Require More Training and Repetition

Understanding the Sales Force

While in Church on Sunday, it hit me that while I’m still reading from the prayer book, the vast majority of the congregation knows the prayers and responses by rote. Why don’t I know the prayers and responses by rote? After being Jewish for the first 46 years of my life, I did not become Catholic until Easter of 2002. I have been learning the ropes for 22 years and the weekly repetition has not been enough for me to memorize the prayers as I could when I was younger.

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5 Ways Nimble CRM Can Transform Your Solopreneur Business

Adaptive Business Services

Lets start with this. The vast majority of my Nimble CRM clients are solopreneurs. I am a solopreneur. If you are a solopreneur, I speak your language. I also already understand most of your needs and concerns as many are the same as mine. While going solo certainly has its advantages, it can also mean a lot more work for you since you dont have a team behind you to help carry that load.

CRM
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Metrics Don’t Produce Revenue!

Partners in Excellence

I continue to be stunned by the dashboards people show me. The variety of things we can track and measure is amazing. Add onto this, much of it is in real time. We no longer have to wait until the end of the week/month to get reports. I reflect back to the “old days,” imagine the stone ages of 10 years ago. Then, we might have had some pipeline reports and manually generated activity reports, and they were seldom in real time.

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How to Coach Reps on Overcoming Sales Objections with Confidence

Speaker: Brendan Sweeney, VP of Global Sales and David Phelan, Account Manager

In a world where buyers are more informed and objections are more nuanced, confidence isn't optional—it’s a competitive advantage. In high-stakes conversations, knowing how to handle pushback can make or break the deal. Join industry experts Brendan Sweeney and David Phelan for a behind-the-scenes look at how teams are transforming sales coaching with real-time feedback, objection-handling role plays, and pre-call preparation that actually sticks.

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Why 2025 is the year for martech optimization, not expansion

Martech

As the economic landscape remains uncertain, marketing leaders face a challenging dilemma: how to invest in technology that drives results while navigating frozen or reduced budgets. The answer? 2025 is not the year for bold leaps into expensive platforms but a time for strategic caution. With AI promising to revolutionize marketing, but its full impact still unclear, the focus must shift to optimizing existing systems and laying the groundwork for an AI-driven future.

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Why It’s Easier for Second-Time Founders to Raise Venture Capital. Even With Nothing Even Built Yet.

SaaStr

Dear SaaStr: Why Is It So Easy For Entrepreneurs With Previous Success to Raise Funds From VCs for Their New Venture Despite Not Having Domain Expertise? Because, while risky and more expensive, betting on repeat founders works. It doesnt necessarily work better. But importantly, it does work. (And most things in venture dont really work.) The HubSpot co-founders, for example, had $100m exits the first time.

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Create Strategic Company Alignment With a V2MOM

Salesforce

Over the past few decades, we’ve grown Salesforce from a four-person company to one with more than 50,000 employees. I’ve always thought our biggest strength is how we’ve maintained alignment while growing quickly. Success depends on constant communication and complete alignment. We’ve been able to achieve both with the help of a management process I developed a number of years ago called the V2MOM, which stands for: Vision, Values, Methods, Obstacles, and Measures.

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“They Responded To Our Outreach!!”

Partners in Excellence

As you know, I participate in 100s of pipeline and deal reviews every year. One of my standard queries focuses on pipeline quality. It seems like such a simple/obvious question, but you’d be amazed at the amount of “hand waving” and confused responses I get. “How do you know this is a real deal? How do you know this is qualified?

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Welcome to the Future of Hospitality: Smart Rooms Start Here

Speaker: Jady West, VP of Hospitality & Chris Bennett, Head of Sales & Engineering

The modern hotel room is no longer just a place to stay—it’s an experience to remember. Today’s guests expect seamless 5G connectivity, personalized comfort, and high-tech convenience. From AI-powered smart room controls to in-room entertainment and app-based services, technology is redefining hospitality from the inside out. In this new session featuring industry pros Jady West and Chris Bennett, we’ll explore how high-speed, high-bandwidth connectivity powers the innovations that are enabling

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Mitel makes customer experience Talkative

Martech

“When you talk about AI, contact centers and customer experience, I think thats the best use case to illustrate return on investment,” said Luiz Domingos. Every few seconds that an agent saves in documenting the results of the call and every minute saved in gathering data about the customer and bringing it to the agent represents value. Domingos is CTO at Mitel, a half century-old Canadian communications business.

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Highspot Unveils AI Roadmap and New AI Innovation

Highspot

Company previews how Highspot Copilot Actions and Copilot Agents will bring proactive user recommendations, autonomous tasks execution, and more to customers Highspot platform now supports customers dedicated Microsoft Azure OpenAI Service instances SEATTLE, December 11, 2024 Highspot , the GTM enablement platform, today unveiled its AI roadmap, including the upcoming introduction of Highspot Copilot Actions, which deliver proactive recommendations to users, and Copilot Agents, which can be bot

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Inherent Churn vs. Fixable Churn: You Have to Attack Both

SaaStr

So theres a theme Ive been working on with all the SMB-focused founders I work with and have invested in: # 1. The Goal for SMB SaaS is 100%+ NRR. Easy in enterprise, hard in true SMB. # 2. However, SMBs have a certain level of inherent churn. Thats often 3% a month or so. You can still make them super happy, but a subset of small businesses will churn at that rate anyway. # 3.

CRM
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How to (Almost) Predict the Future With AI Financial Forecasting

Hubspot

Imagine if you could pinpoint when youll have the cash flow to hire another employee, or how a supply chain disruption would affect your business. As a small business owner, Im not a financial expert and I cant predict the future. What I cant learn or do myself, I automate. Thats how I started using AI for financial forecasting. While AI in finance is useful for entrepreneurs, its helping companies of all sizes make more accurate predictions and better, data-based decisions.

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Breaking The Commerce Bottleneck: Your SAP Exit Plan Starts Now

Speaker: Jason Cottrell and Gireesh Sahukar

Retailers know the clock is ticking–legacy SAP Commerce support ends in 2026. Legacy platforms are becoming a liability burdened by complexity, rigidity, and mounting operational costs. But modernization isn’t just about swapping out systems, it’s about preparing for a future shaped by real-time interactions, AI powered buying assistants, and flexible commerce architecture.

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In 2025, the AI-infused world will require humans bring strategy and judgement by Optimove

Martech

OpenAI an artificial intelligence research company created ChatGPT and launched the tool in November 2022. With that, 2023 became the year of humans understanding genAIs capabilities. Then 2024 was the year of genAIs integration into marketing automation solutions. Now, 2025 will be the year humans wrest control of genAI to ensure it is properly used for its role to deliver real-time, precision marketing messages.

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“I’m Trying To Think, But Nothing Happens….”

Partners in Excellence

Too often, as I look at my feeds, or as I discuss many well intended enablement/training programs, or as I look at the technologies available to “help” our sellers, I’m reminded of the old Three Stooges scene where Curly is struggling, saying, “I’m trying to think but nothing happens!” While we genuinely seek to help our sellers improve their performance, there seem to be unintended consequences to what we are doing.

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5 Interesting Learnings from Doximity at $550,000,000 in ARR

SaaStr

So one of the quiet SaaS leaders that has just crushed it in 2024 is Doximity: At $550m in ARR, it’s worth a cool $10.4 Billion (!) — or 20x ARR. And its stock it up a stunning +90% this year. What’s going on? A combination of: Growth re-accelerating. Doximity is growing 20% now, vs. 18% at $450m ARR. Insane profitability. 53% EBITDA.

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Everything About Baseline Selling on One Page

Understanding the Sales Force

On this page you’ll find everything you always wanted to know about how to get Baseline Selling content and training – all in one place. Baseline Selling is a proprietary sales process and methodology that Dave Kurlan developed in 2005. It uses the metaphor of the baseball diamond to visualize the sales process and any corporate sales process can be overlaid, integrated or married to it, making it the most flexible sales process ever to be introduced.

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New Research-Backed Strategies to Empower Managers as Culture & Engagement Leaders

Speaker: Beth Sunshine, SVP, Up Your Culture

When culture isn’t consistently lived out across the organization, engagement suffers—and it often starts with a disconnect at the top. In this session, Beth Sunshine, SVP of Up Your Culture at The Center for Sales Strategy, will reveal how HR and executive leaders can close the gap between vision and execution by equipping frontline and mid-level managers to become culture carriers.

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AI-powered martech news and releases: December 12

Martech

Its beginning to look a lot like an AI Christmas for U.K. marketers. Fifty-five percent of them are using the technology to plan and refine their seasonal campaigns, according to a study by Optimizely. Furthermore, 47% say they will use it for this next year. Also, 43% are using AI to personalize their Christmas campaigns. An Adobe study finds 63% of U.S. marketers have integrated AI into their workflows.

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Don’t Wait to Do This!

Engage Selling

Planning isn’t just for New Year’s resolutions—it’s a year-round habit of top sales pros. This video shows you why thinking ahead can be your secret weapon for sales success. For … The post Don’t Wait to Do This! first appeared on Colleen Francis - The Sales Leader.

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Top SaaStr Content of the Week: Samsara CEO, GitHub’s CRO, David Sacks on SaaS, Do 1-on-1s Still Work?

SaaStr

Top Posts: #1. Should We Still Do 1-on-1s? 93% of You Say Yes #2. Has Quitting Culture Now Crossed Into Founder CEOs? #3. Webinars Almost Always Work. If You Really Commit. Start Next Week. #4. Carta: Pre-Seed to Series A Funding is Down -9% in 2024 #5. 5 Interesting Learnings from Twilio at $4.5 Billion in ARR Top Videos & Podcasts: #1. Samsaras Rise to Vertical SaaS Leader and $1B+ ARR with Samsara’s CEO and Co-Founder #2.

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Meeting Minutes Matter — My Tips and Tricks for Note-Taking

Hubspot

I have taken my fair share of notes as a senior coordinator (and former assistant and coordinator). For most of my career thus far, Ive taken notes in at least half of the meetings Ive been in. At roughly one page of notes per meeting, 20 meetings a week for five years, thats a lot. Many individuals applying for jobs in this title range may roll their eyes when they view yet another job description stating: "Take notes during meetings to track important discussion points and next steps.

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Automation, Evolved: Your New Playbook for Smarter Knowledge Work

Speaker: Frank Taliano

Documents are the backbone of enterprise operations, but they are also a common source of inefficiency. From buried insights to manual handoffs, document-based workflows can quietly stall decision-making and drain resources. For large, complex organizations, legacy systems and siloed processes create friction that AI is uniquely positioned to resolve.

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Improving video to boost sales: Best of the MarTechBot

Martech

Best of the MarTechBot showcases the MarTechBots responses to prompts submitted by readers. See more about how marketers are using MarTechBot here. The language model is based on content from MarTech embedded on top of ChatGPT. The editors of MarTech selected this response for its usefulness and have supplemented it with additional relevant content.

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Sales Prospecting Tactics

Anthony Cole Training

'Tis the season for prospecting, right? Actually, 'tis the season for every sales leader and company to wonder: Are my people reaching out to enough prospects and customers so that we can begin the year strong? The runway is shortening, and this can be a challenging time to reach decision-makers because they, too, may be out of the office or otherwise busy.

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Is SaaS Back? (TL;DR: It Sure Feels Like It)

SaaStr

Holy cow are some top SaaS stocks on a run. Not just Palantir: – Toast now worth $40B, up 118% this year – Samsara now worth $30B, up 79% this year – Monday now worth $14B, up 63% this year – HubSpot now worth $39B, up 39% this year – Shopify now worth $148B, up 55% this year pic.twitter.com/q1qP1nwr9r — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) December 4, 2024 So it was just 8 months ago we wrote “Is SaaS Dead?

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How AI Is Transforming Cash Flow Forecasting: A Guide for Business Owners

Hubspot

As a business owner I know theres one thing that can make or break my business: cash flow. If you start a brick and mortar store with employees you may be aware of how crucial it is to know when cash is going in and out but maybe less so if you run an online business or are a consultant. At the end of the day Im a writer not a numbers person so the more I can outsource the financial side of my business, the better off we all are.

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Get Higher-Quality B2B Leads That Convert!

B2B marketers face a number of challenges, including: continuously generating great leads converting leads to active sales prospects finding vendors that deliver real results Aggregage has proven content syndication, webinar, online advertising and intent signal marketing programs that deliver higher-quality leads. More than 700 companies have already benefited from our programs.