Insightly

OCTOBER 20, 2023

Customer Relationship Management or CRM trends are a leading indicator of overall trends in SaaS. Because, according to BigCommerce.com and many other historical accounts, CRM is commonly thought of as the first SaaS application that was ever available. What will AI look like in CRM?

CRM 52

CRM Customer Experience Software Software 52

Insightly

OCTOBER 20, 2023

Customer Relationship Management or CRM trends are a leading indicator of overall trends in SaaS. Because, according to BigCommerce.com and many other historical accounts, CRM is commonly thought of as the first SaaS application that was ever available. What will AI look like in CRM?

CRM 52

CRM Customer Experience Software Software 52

Insightly

JANUARY 10, 2024

To help you answer this question, Ascend2 and Insightly fielded The Future of Martech 2024 survey in September, 2023. She has expertise in all areas of go-to-market, sales operations, CRM, product development, and digital advertising. AI caused a panic in 2023, but we’ll see a change in 2024.

Finance 52

Finance CRM Acquisition Decision-making 52

ProlifIQ

FEBRUARY 23, 2024

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. To better understand how teams are adapting to this new environment, we surveyed over 250 professionals across sales, customer success, account management, and more about their account planning processes, challenges, and priorities for 2024.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

Upland

OCTOBER 17, 2023

Customer success leaders leverage chatbots to lighten workloads. It can create new leads in your CRM and listen to sales calls to write scripts with a high chance of converting. Your sales team lives in the CRM—your AI solution should integrate seamlessly. Many writers use AI to spark ideas.

Artificial Intelligence 195

Artificial Intelligence Sales Decision-making CRM 195

Zendesk

JUNE 15, 2023

Takeaway: Stay on topic and prioritize what the resume reviewers are looking for. Apart from the job post, conduct research on the company’s website to learn how they focus on the customer. Many companies have a page dedicated to their values, or they might profile customer success stories on their blog.

Retail 52

Retail Leadership Interpersonal Skills Software 52

Zendesk

MARCH 24, 2023

We know that customers often want to help themselves, especially with simple questions like bank balances, loan applications, and password resets. Customers also prioritize speed and simplicity when selecting between self-service and agent-assisted options. Mettle partnered with Zendesk for an agile and flexible solution. “By

Financial Services 52

Financial Services Banking Customer Experience Media 52