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

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

Insightly

JULY 23, 2023

Customer success (CS) is a commonly-used phrase in business today, often confused with customer experience and customer service. Customer service is responding to customer needs and concerns via various communications channels such as phone, chat, email, and forums. This can also be called customer support.

Customer Success 52

Customer Success Customer Experience B2B Onboarding 52

Insightly

APRIL 10, 2024

With episodes around 20 minutes or less, Closing Time dives deep into one topic to give you actionable takeaways from prominent leaders in sales, marketing, customer success, and more. All this while you’re keeping the CRM updated every day. Closing Time is the podcast and YouTube Show designed for go-to-market leaders.

Marketing 52

Marketing Healthcare CRM Media 52

PartnerTap

FEBRUARY 20, 2024

We know that the old sales playbook no longer works and sales transformation is a top priority in 2024. I hear so often from channel and partner people that “my partners are my customers” – which is wrong. We need to change this – your customer is the shared customer.

Leadership 52

Leadership Suppliers Sales CRM 52

Insightly

JANUARY 10, 2024

To help you answer this question, Ascend2 and Insightly fielded The Future of Martech 2024 survey in September, 2023. This report, titled The Future of Martech 2024 , represents the opinions of the 310 marketing professionals responding to the survey who represent companies with fewer than 500 employees. A few are even over 40%!

Finance 52

Finance CRM Acquisition Decision-making 52