CRM migration is the process of moving customer data — such as contacts, companies, deals, and activities — plus workflows and integrations from one CRM to another. A successful CRM migration starts with clear goals, scope, and success criteria before moving any records. Migrations can get messy when teams carry poor-quality legacy data into the…
Sales teams are under more pressure than ever to do more with less. Using Claude for sales goes well beyond writing emails — it can research prospects, prepare reps for calls, analyze pipeline activity, summarize account history, and help teams decide where to focus their efforts. The limiting factor is context. When customer and deal…
A prospecting strategy defines who a sales team targets, how the sales team reaches out, and how the team qualifies responses. Done well, a prospecting strategy turns prospecting from an individual habit into a repeatable operating system that produces predictable pipeline — and it is now table stakes for any B2B sales team past the…
If your CRM holds names, emails, call logs, or deal notes on anyone in the European Union or United Kingdom, the General Data Protection Regulation (GDPR) applies to how you collect, store, and use that data. For sales leaders and RevOps teams, CRM and GDPR intersect in very concrete ways. Together, they create operational workflows…
When go-to-market systems are fragmented or manual, revenue operations becomes a bottleneck instead of an asset. RevOps automation is how modern teams fix that. Automation shifts the focus from maintaining the system to improving it. The result is faster pipeline velocity, cleaner data, and better alignment across revenue-generating teams. This guide covers what RevOps automation…
AI in sales examples are most useful when they show what the AI actually does, what the rep still owns, and how the workflow gets built. According to HubSpot’s 2024 State of AI in Business and Sales, 64% of sales professionals save one to five hours per week using AI to automate manual tasks —…
Customer-facing teams run on meetings. Each successful conversation takes several steps before and after the call. Meeting productivity software can help keep everything organized. The best tools cover scheduling, note-taking, and updates. The right choice depends on which problem the team is trying to solve and how much of the output needs to sit inside…
CRM single sign-on (CRM SSO) uses an identity provider (IdP) to authenticate users, so employees can sign in to the CRM through the same identity system they use for other workplace tools. Security Assertion Markup Language (SAML) and OpenID Connect (OIDC) handle authentication, while System for Cross-domain Identity Management (SCIM) handles a separate job: provisioning…
CRM selection is challenging because it often lacks a consistent way to compare the options in the first place. Feature lists blur together, every vendor claims to be “AI-powered,” and pricing pages are designed to obscure rather than clarify. As a result, buying committees spend months in CRM demos and still end up choosing based…
AI CRM extends traditional CRM by adding predictive models, copilots, and AI agents to help teams automate repetitive work. The best AI CRM software combines a system of record with artificial intelligence that scores leads and recommends next steps, so revenue teams can act on their data. Choosing the right AI CRM tools is harder…