The default CRM setup only records data about and for one-on-one customer interactions. Imagine a situation where your sales and customer service teams have a complete, 360-degree view of each customer from the CRM. They can see every prior engagement with the...
Many organizations are increasing customer touchpoints to increase visibility and improve customer experiences. Every touchpoint is an opportunity to build personalized experiences and connections that fuel growth. However, if those experiences are fragmented and...
Is it a Copilot? An agent? Both? Choosing between Copilot features and AI agents can feel tricky when you’re focused on your pipeline, but we’re here to help. In this series, we’ll unpack the differences and share practical use cases for sales and marketing to help...
Think about all the things vying for your customers’ attention daily. They've got an overflowing inbox, social media notifications, and an unending stream of online content. How can you capture their attention when you've got such stiff competition? The first step is...
B2B customer engagement isn’t about showing up when something’s broken. Or sending a check-in email after six months of silence. Real engagement today means being proactive. It means understanding your customer’s goals, pain points, and timing, often before they say a...
We all know Tony Stark—the genius billionaire who can build a suit mid-air. But let’s not forget J.A.R.V.I.S.—the loyal AI assistant working behind the scenes, automating, optimizing, and saving Stark from total chaos more times than we can count. Now imagine...
B2C marketing automation transforms how businesses connect with customers. Instead of sending generic messages to everyone, it lets you deliver the right message to the right person at exactly the right moment. Think about it. When you abandon a shopping cart, receive...
Marketing automation trends are reshaping how businesses connect with customers. With most companies already automating some part of their marketing and the market projected to hit $81.01 billion by 2030, the question isn’t if you’ll automate, but what and how fast?...
Most teams using Dynamics 365 CRM are barely scratching the surface of what's possible. Organizations invest heavily in this powerful platform, roll it out company-wide, and then watch as adoption rates stagnate and ROI remains frustratingly out of reach. The...
Enterprise marketing automation helps large organizations streamline their marketing and drive more revenue. With the global market projected to reach $15.58 billion by 2030, companies are investing heavily in platforms that can handle complex customer journeys and...