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CRM & Automation Articles
Page 2 of 6. Guides on CRM and workflow automation. Lead pipelines, integrations, AI intake and qualification, and the connected systems that let operations scale without adding headcount.
Page 2 of 6
The newest CRM & Automation guides and analysis
Klaviyo flows drive 41% of email revenue from just 5.3% of sends. Build the 8 core lifecycle flows in the right order and layer in 2026's AI features.
#Klaviyo#Email Marketing+5 more
2026-06-29
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MoEngage acquired Aampe to put a dedicated AI agent behind every customer. Inside martech's shift from segment rules to per-user agentic decisioning.
#MoEngage#Aampe+6 more
2026-06-27
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Anthropic's Claude Tag (beta June 23, 2026) gives teams one shared @Claude in Slack that anyone can steer — a persistent, multiplayer AI teammate, not a bot.
#Claude Tag#Anthropic+5 more
2026-06-26
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Zeta Global rearchitects its Data Cloud on Palantir Foundry, targeting $100M+ revenue. Why data governance is the real unlock for agentic marketing.
#Zeta Global#Palantir Foundry+5 more
2026-06-25
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Salesforce Summer '26 ships Brand Center and Real-Time Offer Management as the pattern for agent-first marketing. Rawlings cut campaign time 75% — the lessons.
#Salesforce#Summer '26+5 more
2026-06-24
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WhatsApp's 3.3B users make it 2026's top SMB channel. The per-message pricing shift, 24-hour window rule, and AI-agent compliance rails, explained for SMBs.
#whatsapp-business#conversational-marketing+5 more
2026-06-23
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Zoho CRM layers workflow rules, Blueprint, CommandCenter, and Zia agents into a four-tier automation stack. An SMB playbook for agentic lead routing.
#zoho-crm#agentic-crm+5 more
2026-06-22
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RFM, behavioral, and predictive segmentation in one 2026 framework. Score customers with no ML, avoid over-segmenting, and pick the right refresh cadence.
#customer segmentation#rfm analysis+5 more
2026-06-19
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Only 36% of reps follow their enablement process, yet those who do hit quota 6.3x more. A 2026 framework on enablement content, tools, and process adherence.
#sales-enablement#revenue-operations+6 more
2026-06-18
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Databricks launched CustomerLake, a warehouse-native agentic CDP governed by Unity Catalog. What it means for marketers and the CDP market in 2026.
#databricks#customerlake+5 more
2026-06-17
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Your knowledge base, not your model, is the biggest lever on AI resolution rates. A 2026 IA playbook for content that serves both humans and AI retrieval.
#knowledge-base#information-architecture+6 more
2026-06-16
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CPQ kills manual quoting errors and discount leakage for complex B2B sales. A 2026 buyer's guide to AI-powered quoting, the vendor landscape, and build-vs-buy.
#cpq#configure-price-quote+5 more
2026-06-15
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Salesforce is buying Fin (formerly Intercom) for $3.6B. What its 76% auto-resolution AI agent means for the agentic customer-service platform decision.
#salesforce-fin-acquisition#agentic-customer-service+5 more
2026-06-15
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Salesloft's June 9, 2026 release adds three AI-usage metrics to Analytics plus native Claude access via MCP, and bulk admin through new Cadence Collections.
#salesloft#claude-mcp+5 more
2026-06-14
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Most B2B teams run without a written sales-marketing SLA. This is the contract itself: MQL and SQL definitions, reciprocal commitments, governance cadence.
#sales-marketing-alignment#smarketing+5 more
2026-06-13
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The global CRM market hit ~$113B in 2025, heading toward $163B by 2030. A sourced reference on CRM market size, vendor share, adoption, and ROI.
#crm-statistics#crm-market-size+6 more
2026-06-12
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AI SDRs cut cost-per-opportunity up to 54% in hybrid pods, but pure-AI deployments wreck meeting quality. A sober look at landscape, pricing, and vendor claims.
#AI SDR#sales automation+6 more
2026-06-12
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A health score is a churn-prevention tool, not a dashboard ornament. Build one around 4-6 decay-weighted signals with segment thresholds and a wired playbook.
#customer health score#churn prevention+5 more
2026-06-11
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CDPs in 2026 split into packaged and composable architectures, and neither is universally right. A decision matrix for when to build, buy, or skip a CDP.
#cdp#customer-data-platform+6 more
2026-06-10
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ZoomInfo's GTM.AI is a headless, MCP-native layer injecting verified data into any agent. Why grounding is now a distinct purchasable tier in the agent stack.
#zoominfo#gtm-ai+6 more
2026-06-09
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A 90% deflection rate can hide a 40% resolution rate. Why resolution beats deferral, the Gartner quality gap, and the retrieval-plus-action layer that closes it
#ai-customer-service#support-automation+6 more
2026-06-09
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HubSpot now converts an AEO visibility gap into a Breeze-drafted blog post in three clicks, and extends Pipeline Rules to Contacts and Companies. What's real.
#hubspot#aeo+6 more
2026-06-08
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Summer '26 graduates multi-agent orchestration to GA on June 15. A prioritized 90-day deployment order for Agentforce, starting with the lowest-friction wins.
#salesforce#agentforce+6 more
2026-06-08
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Salesforce bought Contentful for a reported $1-1.5B to give Agentforce a content layer. The down-round math, the pilot-vs-GA gap, and the independent-CMS case.
#salesforce#contentful+6 more
2026-06-07
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