CRM

Data is crucial for financial services institutions (FSIs) to succeed. Whether you’re looking to understand your clients on a more personal level or looking to gauge the market to capitalize on industry trends, the ability to use data effectively can give you a significant competitive advantage.  But many FSIs are held back by data silos […]

So, you’ve sworn off commission spreadsheets and realized that sales incentive software will vastly improve efficiency, transparency, and your personal sanity. Problem solved, right? Not quite yet. If you’ve decided to invest in any new solution, your work is just getting started. There’s no shortage of sales commission software on the market, and trying to

Dreamforce is a whirlwind of innovation, interaction, and inspiration — especially for a first-time attendee. This will be my seventh conference, but there’s nothing quite like experiencing it as a newbie. It’s exhilarating, informative, and so much fun. But navigating sessions, networking, and the vast Dreamforce campus can be overwhelming.  As you gear up for

The history of software development is an ongoing pursuit to build increasingly higher layers of abstraction. More abstractions mean less boilerplate and infrastructure code, freeing up time to build differentiating features and innovation. Early applications had very few abstractions and were true monoliths, tightly coupling UI, business, and data access logic into a single code

When you’re running a business, especially at the start, it can be easy to get excited about a new contract and estimate your Annual Contract Value (ACV) with a bit too much optimism. It’s common to look at a new deal and think it might be the one that turns the tide, projecting future returns

Generative AI has officially entered its second act, driven by a new generation of AI agents capable of taking action just as deftly as they can hold a conversation. These autonomous AI systems can execute tasks, either in support or on behalf of humans through their ability to leverage external tools and access up-to-date information

Click here for part 1 of this blog. Building an ecosystem for thriving customer-driven relationships is a two-step process. The first step is honing a strategy and org structure that can support seamless handoffs between your internal departments no matter where the customer is in their journey. The second is having the data foundation in

Allow me to be a little blunt: businesses reflect their org chart to the customer way too often. Every interaction with a different department feels like a new starting point and reintroduction to the brand. That makes for a frustrating experience because the customer has to rewind to the beginning every time they engage with

A profitable business is a successful business. But if you focus only on revenue, you might miss the key to your success: your customers. Measuring customer lifetime value (CLV) helps you understand your customers. This metric provides insights into your customers’ history, buying habits, and vulnerability to churn. Understanding your customers’ buyer journey helps you