Remove contact help
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HubSpot’s November 2023 releases: The manager’s guide

Martech

View purchased products on the contact or company record (beta) Eliminate the need for opening all associated deals, scrolling through all the line items and noting in an outside tool which products your customers purchased by using the new Product History card in the middle panel of the contact or company record.

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The data disconnect: Why understanding your data landscape matters more than ever

Martech

If you were asked, right now, on the spot, to cite every possible source creating new contacts, leads, or supplemental data points in your CRM , could you do it? Understand what business conditions might exist that would make certain contacts marketable — or not. Under what conditions? You can stop reading here.

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Sales Contracts: Elements, Process & Best Practices

Salesforce Marketing Cloud

They detail the scope of work/product and the conditions of the sale to prevent misunderstandings between the buyer and seller. A sales contract is a legally binding agreement between a buyer and seller that outlines the mutually agreed upon terms of a transaction. Sales contracts are vital to completing any business transaction.

Process 110
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HubSpot’s September 2023 releases: The manager’s guide

Martech

Help your team better understand the purpose of specific reports and workflows at a glance by using the AI Assistant for workflow descriptions (beta) and report descriptions (beta). Prevent duplicate values of properties across different records by enforcing uniqueness on contact properties.

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3 considerations before leaving your martech vendor

Martech

Or their solution might deliver only one service, like email, sales contacts or social media posting and metrics, which is holding back your organization’s efficiency. If you find more enticing benefits that will help you bridge current gaps while helping you move toward your longer-term goals, it’s time to say goodbye.

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3 Ways Patient Advocates Can Boost Your Healthcare Content Marketing

Contently

Patient advocates are a new wave of bloggers, vloggers, and influencers who spread the word about life with their health conditions. In a way, they’ve become experts in their field, providing a “face” to life with difficult conditions. And it’s here where I‘m asking for your help. View this post on Instagram.

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How to transform customer experience with AI

Martech

AI-powered tools help companies analyze customer data, understand preferences and craft messages that resonate with their target audience and individual customers. Help me achieve what I need to achieve.” AI and CX One of my pet peeves when it comes to conversations about AI and CX is that it’s all about the contact center.