CRM

Try Slack for Small Business A recent Salesforce study found that small businesses using a prioritization framework reported a 20% increase in productivity, so it got us thinking: How do entrepreneurs, leaders, and startup founders really prioritize productivity? Lo and behold, we looked it up and the Eisenhower Matrix was the first strategy recommended. So […]

Unifying Constituent Data and Building a Connected Fundraising Ecosystem in Higher Education The University of Nevada, Las Vegas (UNLV) Foundation plays a critical role in advancing the university’s mission to expand access to education, foster innovation, and drive community impact. Supporting one of the most diverse and fastest-growing student populations in the United States, the

Financial advisors, bankers, and insurance agents needed a purposeful platform. One that managed complex households, deeply-rooted financial goals, and multi-generational trust, not just “contacts.” We looked at the financial sector, realized generic customer relationship management (CRM) was simply not enough, and built something entirely new ten years ago. We called it Financial Services Cloud (FSC).

Key Takeaways Only 13% of marketers are using agentic AI today — presenting a massive opportunity for SMBs to adopt early and create a durable advantage. Customers expect 1-1 personalized conversations, not broadcasts — and AI agents are the answer to delivering this at scale.  Unified data is your biggest differentiator in the AI era:

MAN Truck & Bus is one of the world’s leading commercial vehicle manufacturers, renowned for over 260 years of engineering excellence, innovation, and customer proximity. However, the industry is changing rapidly: customers now expect more than just a reliable vehicle. Digital services, data-driven consulting, and holistic solutions are becoming increasingly important. To meet these demands,

We have officially hit “Peak Slop.” Look across the internet and you will see a massive feedback loop of uninspired, repetitive, machine-generated noise. It feels smooth, reads politely… and is entirely hollow. There’s a name for this kind of content: AI slop.  Here’s the issue: Scaled content without originality is creating a sea of sameness.

While advancements in AI have been front and center in the headlines for the last couple of years, the impact on the email space has only recently started to be seen. From proofing a marketer’s content to generating brand new campaigns to prioritizing and classifying messaging in a subscriber’s inbox, there are many ways email

Check out Data 360 Data security often feels like a moving target for a small and medium business (SMB) like yours that’s likely trying to scale online. We get it, you want your team to have the data they need to close deals, but you also worry about sensitive details falling into the wrong hands.