In the age of AI, sales organizations face a fundamental shift in how prospecting gets done. Artificial intelligence can now handle repetitive tasks that once consumed entire workdays. Reps can partner with AI to research leads and craft the right messages, so they can focus on fostering connection. Savvy sales teams strike the right balance,…
10 best email marketing tools for financial service businesses in 2025
Running a financial-services business is about far more than moving money in and out of accounts — it’s about managing client trust, regulatory complexity, personalized advice, ongoing service relationships, and layered compliance. The challenge? CRM needs in the financial services industry are uniquely demanding. Firms must track high-value clients, nurture relationships over long horizons, monitor…
Why your sales enablement content needs real-world credibility [new data]
I spent three years creating product-led blog posts and case studies for B2B SaaS companies before I realized something obvious: sales enablement content credibility determines whether reps will actually use what you create. When a rep shared my article in a prospect conversation or referenced a customer story during a demo, that content became part…
10 best email marketing tools for event planning businesses in 2025
Planning events is about more than venue bookings and catering — it’s about orchestrating countless moving pieces, building relationships, delivering memorable experiences, and sustaining them over time. The challenge? CRM needs in the event-planning industry are uniquely demanding. Event-planning businesses must juggle multiple stakeholders (clients, vendors, attendees, and sponsors), shifting timelines, varied event formats (virtual,…
6 best email marketing tools for cleaning companies in 2025
Running a cleaning company is about more than mops and elbow grease — it’s about managing relationships, schedules, recurring contracts, field teams, and customer retention. The challenge? CRM needs in the cleaning industry are uniquely demanding. Cleaning businesses juggle high-volume recurring work, on-the-move teams, location-based services, spot‐jobs, and varying customer preferences, all while trying to…
AI for document management: What works for growing teams
As a team scales, so does its knowledge, and with it, an ever-expanding volume of documents. The key to managing this growth isn’t just adding more hands, but empowering the entire operation with a new level of intelligence. AI for document management offers this power, making chaotic document libraries into organized, searchable, and secure knowledge…
AI prospecting tools that integrate with your CRM stack
Prospecting is one of the most critical but time-consuming tasks in sales. Researching prospects and personalizing outreach can easily consume hours each day. AI prospecting tools promise to automate much of this work, but to be effective, they must integrate directly with a CRM. Without deep CRM integration, AI outputs can create duplicates, fragment your…
Loop Marketing vs Inbound Marketing: How they work together
TL;DR: Loop marketing enhances inbound marketing for the AI era by adding four continuous stages (Express, Tailor, Amplify, Evolve) that use AI and unified data to personalize, distribute, and optimize content, without replacing inbound’s customer-first foundation. Layer loop onto your existing inbound assets with AI-powered personalization, multi-channel distribution, and real-time testing, starting with whichever stage…
The 7 best AI knowledge base examples from companies we love
Support leaders share the same headache — tickets keep piling up, but adding more agents isn’t an option. AI-driven knowledge bases can cover the gaps. An AI knowledge base uses artificial intelligence to deliver accurate answers to customers. AI tools, like HubSpot’s AI agent Breeze, can help teams craft knowledge base documentation to solve common…
REST vs SOAP APIs: The key differences explained for beginners
Often, you don’t need to choose between REST vs SOAP APIs when integrating your website with third-party services. That’s because most modern web services use REST APIs to exchange data. Since REST was introduced, it has become popular among web developers due to its simplicity and scalability.