Elise Gedda

CRM migration in 2026: Three shifts that decide the outcome

Your CRM now has to feed AI agents, share data with other platforms and support clear data ownership. Here are three strategic shifts to account for before your next CRM project.

Key insights for switching CRM

Are you planning to switch CRM? Then this is worth two minutes of your time.

Turn Marketing and Sales into a Revenue Engine

Does your organization struggle with outdated systems, siloed departments, and inefficient processes that prevent you from leveraging your marketing and sales efforts? You are not alone, and the problem is fixable.

Common Braze Problems and How to Solve Them

This blog post explores common challenges businesses encounter when using Braze (as experienced by a Braze consultant). Key pain points include data integration issues, such as incorrect data mapping and inadequate planning, and data management problems. It also highlights the complexities of mastering Braze’s Liquid language for personalisation. Learn about solutions including developing a detailed integration plan, regular data audits, real-time syncing, and investing time in learning Liquid. The post emphasises the importance of viewing Braze as more than a marketing tool, advocating for comprehensive training and cross-department collaboration. By addressing these challenges, businesses can fully leverage Braze’s capabilities and improve customer engagement.

Salesforce Health Check: Prep Your Instance For Sales Success

When Salesforce works well, your team can work smarter, not harder, saving time and boosting productivity. One of its many strengths is how flexible it can be, allowing you to tailor it to mirror current processes, and continuously adapt it to align with the ever-shifting requirements of the business. But with every new field and feature, every new rollout comes an inevitable accumulation of clutter - unused fields, outdated processes, and complex configurations that may no longer serve business goals. ‍Learn some best practices to routinely check to keep your instance in shape.

HubSpot will retire API keys - how to prepare for the upcoming changes

From November 30, 2022, HubSpot will retire API keys to increase security and give their customers more control and flexibility over their data & privacy. This means that on that date, all integrations deployed using this method will stop working. To prevent important, business critical integrations from breaking, HubSpot CRM users should consider alternative methods to integrate platforms such as a managed integration platform as a service solution (iPaaS).

Modern B2B Buying Starts with Customer Experience

It’s no secret that B2B buying behavior and the customer journey have undergone significant change in the digital era. From first touchpoint to sale won, buying has become increasingly more complex and difficult to predict. This is just one reason why many companies are shifting from traditional lead gen business models to a deeper focus on customer retention and loyalty.

Qualify Leads with Sales and Marketing

Knowing how and when to qualify your leads has an impact on all of your marketing and sales efforts. It should function as a well-oiled machine, making sure your sales cycle is healthy and fully operational. When it comes to improving the lead qualification process, it starts with aligning your sales and marketing teams. Here are 3 ways to do just that.