Strategies, insights, and practical guidance to help your B2B sales team close more deals in the AI era.
Attio’s Ask Attio shows the shift to an ask your CRM workflow. Learn why dashboards fail, how query-first CRMs work, and what you need to copy it safely.
In 2026, CRM data quality benchmarks mean measuring 25 Tier-1 fields with clear error-rate limits for missing, stale, conflicting, and duplicate data that breaks AI, routing, and scoring.
A 2026 buyer guide to decode AI agent, copilot, and workflow automation in CRMs. Use a decision tree and scoring framework to evaluate vendors and governance.
In 2026, cold outbound deliverability is a diagnostics problem, not a setup checklist. Use controlled tests, verify SPF, DKIM, DMARC alignment, then fix complaints, lists, and spammy copy.
In 2026, AI deals take longer because buyers require a proof stack: baseline metrics, instrumentation, audit logs, data lineage, and a 30-60-90 plan for ROI and risk control.
Most pipeline hygiene issues are capture issues. Learn a conversation-to-CRM workflow that turns emails, calendar events, and call transcripts into accurate pipeline updates with rules, scoring, and approvals.
Salesforce Spring 26, starting Feb 23, 2026, signals the agentic enterprise era. See what SMB and mid-market teams should copy, what to ignore, and how to avoid agent sprawl.
Salesforce’s State of Sales 2026 positions AI agents as the top growth tactic. This guide outlines a 30-day, human-in-the-loop rollout for lead research, inbox triage, and outbound drafts.
Agent washing is “agent” branding without true agent behavior. Use these 12 practical tests to tell real AI sales agents from scripts, rules engines, and chatbots.
In 2026, AI sales costs are driven by meters like tokens, agent runs, enrichment, email sends, and phone minutes. Use a motion-based forecast model and guardrails to avoid surprise bills.
AI agents fail when your CRM has duplicates, missing fields, and stale stages. Use a weekly CRM data hygiene process to fix identity, routing, and outreach quality fast.
Deliverability in 2026 depends on implementing outreach infrastructure in the right order. Set up secondary domains, align SPF DKIM DMARC, add one-click unsubscribe, and enforce complaint thresholds.