Reps are arguing in Slack about “who owns Berlin” while two hot inbound demos sit unworked. Every new hire triggers a border dispute. These challenges sound familiar to every sales leader. It’s a territory problem that only gets worse as teams add headcount. To provide clarity, sales organizations need to automate assignment with dynamic rules…
How to migrate marketing automation workflows from legacy CRMs: A guide for B2B SaaS companies
When B2B SaaS companies decide to migrate from legacy CRM systems, one of their biggest concerns isn‘t just moving data—it’s ensuring their existing marketing automation workflows continue running without interruption. A single gap in automated nurture sequences or lead scoring can mean lost opportunities and confused prospects, and who wants that? The stakes are high:…
Implementing AI in Your Demand Forecasting — Tips and Tricks You Need to Know
I was recently assigned the task of forecasting demand for a project. I set to work using my usual methods, but I’ve not explored AI in demand forecasting. My recent project got me thinking about AI’s role and whether AI could (a) aid the demand forecasting process and (b) save time. I needed expert advice…
13 Ways AI Can Benefit Your Business [+ New Data and Gen AI Prompts]
I think that we’ve all faced the music: AI is (whether we want it to or not) changing the way that we do business. And, in my humble opinion, I’m not mad at it. Its offerings have been pretty beneficial thus far. But even if you’ve accepted this fate (or maybe you’re cautiously on the…
Content marketing vs inbound marketing (& why they both still matter)
If there’s one thing I’ve learned in years as a marketer, it’s that understanding the key distinctions of content marketing versus inbound marketing can transform how you attract and convert customers. The two strategies are like the Baldwin brothers — closely related but dramatically different, so employing the wrong one could mean the difference between a…
Here’s exactly how the HubSpot blog team uses AI
I’m going to be real with you: I’m exhausted. We blinked, and it felt like everything was run by artificial intelligence (AI). I’m being dramatic, of course, but AI is transforming how we work, play, and live faster than any tech I’ve seen in my decade-long marketing career. With so many changes and unknowns, it’s…
Automated lead routing is essential for multi-product companies — here’s the how and why
For sales teams, speed and precision in handling new leads can be the difference between winning and losing a deal. But, for multi-product organizations, the challenge goes beyond simply assigning a rep. Each lead may align with different products, territories, or account histories, making manual routing slow and prone to errors that leave money on…
Why you should build relationships backward (and how)
Today’s master has things kinda backward. But she shared with me one of the most clever strategies for collaborative content and brand awareness that I’ve ever heard. (And I talk to a lot of marketers, so that’s saying something.) And whether you’re working on brand partnerships, influencer marketing, or creator campaigns, you just might start…
Support tickets everywhere? Here’s how D2C brands with 10,000+ tickets can unify them from email, chat, and social
Every year, customers ask more from support teams. They want quicker replies, seamless handoffs, and answers that feel personal across every channel. That rising bar makes the job harder. Agents burn out chasing context, while customers grow impatient when they have to repeat themselves. The scale of the challenge is only increasing. Gartner predicts 30%…
How marketers can boost their executives’ presence on LinkedIn, from a LinkedIn Top Voice
Of all the consulting requests I receive, helping executives (or their teams) strengthen their LinkedIn presence is the most common — and for good reason. LinkedIn is no longer optional for executives. It’s where top talent, investors, journalists, and industry peers vet leaders and build trust — often before they’ve ever met you. I’ve seen…