#crm

Case Study: Unifying Customer Data Boosted CS Efficiency & Resolution Rates

Learn how a tech-enabled service firm overcame fragmented communication and boosted CSAT by using AI to provide unified customer views and proactive i...

How We Built an AI Agent That Automates CRM Chaos for B2B Fintech (Saves 32+ Hours/Month Per Rep)

A B2B fintech sales team scaled to $1M ARR, then hit a wall. Reps wasted 3+ minutes per call digging through CRM chaos. We killed manual work with AI...

From Gut Feel to Data-Driven: A RevOps Journey

We present a framework for transitioning to data-driven decisions using communication channels, CRM, and internal knowledge as a single source of trut...

How to Achieve Data Quality in Your CRM for Better Sales Operations

Ensure your CRM data quality for smoother sales operations and better forecasting. This guide outlines essential steps to clean, enrich, validate, and...

Insights on the State of RevOps: Data Challenges and CRM Adoption

RevOps teams are facing a data dilemma that's holding back revenue growth. From data quality issues to CRM adoption struggles, we dive into the challe...

How we Analyze Our Own CRM

Find out how we streamlined our customer engagement process by integrating our AI with our CRM to build stronger, more meaningful relationships.

How AI-Driven CRM is Transforming B2B Sales

Leverage AI-driven CRM to enhance sales and product strategies. Discover how AI-driven CRM systems provide actionable insights for growth.