Topic: lead management

  • Migrate Marketing Workflows from Legacy CRMs: B2B SaaS Guide

    Migrate Marketing Workflows from Legacy CRMs: B2B SaaS Guide

    The primary challenge in migrating B2B SaaS CRMs is preserving marketing automation workflows that drive revenue and customer engagement, as disruptions can lead to missed opportunities and confusion. Critical revenue workflows, such as demo request automation and sales qualified lead handoffs, s...

    Read More »
  • Salesforce Winter '26 Release: Major Agentforce Updates for Marketers

    Salesforce Winter '26 Release: Major Agentforce Updates for Marketers

    The Salesforce Winter '26 release introduces **Agentforce** as a central innovation, enhancing marketing strategies with AI-driven tools for personalized customer engagement and streamlined workflows. Key upgrades include customizable campaign flows, performance insights, and dedicated agents for...

    Read More »
  • Supply Chain Intelligence: The Key to Winning Customers

    Supply Chain Intelligence: The Key to Winning Customers

    Delays in responding to B2B leads can result in lost sales, as half of all deals go to the vendor who responds first, and slow response times frustrate 90% of buyers. The disconnect between marketing promises and operational delivery often stems from isolated systems like marketing platforms and ...

    Read More »
  • Salesforce Launches Agentic Marketing Cloud Next

    Salesforce Launches Agentic Marketing Cloud Next

    Salesforce launched Marketing Cloud Next, an AI-driven update that introduces autonomous agents to manage the entire customer journey, shifting from traditional campaign-based marketing to "agentic marketing." The platform uses Agentforce technology to automate tasks like campaign creatio...

    Read More »