Most AI tools charge for access. HubSpot is now charging for outcomes.

Effective April 14, 2026, HubSpot is moving two of its Breeze AI agents to outcome-based pricing — a model that bills customers only when the agent delivers a defined result, not simply when it is used. The change applies to Customer Agent and Prospecting Agent, and it represents one of the more direct acknowledgments yet from a major software vendor that the current model of charging for AI potential has a credibility problem.

What Changes and How It’s Priced

Customer Agent, which HubSpot says resolves 65 percent of customer conversations and has cut resolution time by 39 percent across 8,000 customers, is moving from $1.00 per conversation to $0.50 per resolved conversation. The distinction is meaningful: under the old model, an unresolved conversation costs the same as a resolved one. Under the new model, customers pay only when the agent actually closes the issue.

Prospecting Agent is shifting from a recurring monthly charge per enrolled contact to $1 per qualified lead handed off to a sales team. Again, the trigger is outcome, not activity — customers pay when a prospect is qualified and passed to their team, not when outreach is simply initiated.

Also Read: SEO Is Not Dead. But It No Longer Works Alone.

Why HubSpot Believes Its Agents Can Back This Up

Outcome-based pricing is a credible offer only if the product consistently delivers outcomes. HubSpot’s argument is that its agents have a structural advantage over generic AI tools: access to the customer data already stored inside the HubSpot platform. That context — CRM history, conversation records, contact activity — is what generic tools lack and what HubSpot believes makes its agents meaningfully more accurate and effective in practice.

“Businesses are being asked to make big bets on AI right now. Too often, that means paying for potential rather than performance,” said Jon Dick, Chief Customer Officer at HubSpot. “Outcome-based pricing removes that risk. You pay when it works, full stop.”

The Broader Signal

The pricing shift reflects a tension that has been building across the enterprise software market since AI features became standard. Vendors have largely charged for AI access — seats, tokens, usage tiers — regardless of whether those capabilities produced measurable results for customers. For buyers under pressure to justify AI investment, that model is increasingly difficult to defend internally.

HubSpot is not the first company to experiment with outcome-based pricing for AI agents, but the move by a platform of its scale — and the specificity of the metrics it is tying pricing to — makes it worth watching. If the model holds, it puts meaningful pressure on competitors still charging for potential rather than performance.

The new pricing takes effect April 14, 2026.

The post HubSpot Now Charges Only When Its AI Actually Works appeared first on MartechView.

HubSpot introduced a wave of new updates in June. We’ve explored them all to separate the nice-to-haves from the game-changers. June’s biggest updates include improving your data management, automating more routine tasks, and streamlining workflows. Sales teams will also be excited to hear about new enhancements to research tools and lead prioritization.

Without further ado, here are HubSpot’s June 2024 updates that HubSpot admins and managers need to know:

Updates HubSpot managers will love

• Store sensitive data in HubSpot, including data covered by HIPAA.
• Quick deal summaries with custom views.
• Boost sales research efficiency with company research on CRM records.
• Gain quick revenue insights with customer spend trends.
• Boost chatbot engagement with quick replies outside the chat window.

Updates HubSpot administrators will love

• Automatic budget and spend data sync between ad campaigns and campaigns.
• Accurate tracking with DateTime properties.
• Automate association labels with new workflow actions.
• Custom user properties for enhanced data management
• Proactive data health with the weekly digest.
• Quickly identify workflow issues with the health tab.
• Simplify lead prioritization with new lead-scoring tools.
• Expanded workflow triggers with new date options.
• Advanced ticket management with ticket lists.

Also Read: 9 Powerful B2B Demand Generation Tools to Supercharge Your Marketing Efforts

Updates managers shouldn’t miss

Store sensitive data in HubSpot, including data covered by HIPAA

What’s new: HubSpot now supports the storage of personal, protected health information (PHI) for HIPAA-covered entities, ensuring compliance with HIPAA regulations.

How it helps you

This update is crucial for healthcare, finance, and insurance organizations that handle sensitive data. Managers can now use HubSpot to track contact lifecycles, segment contacts, and automate business processes while maintaining HIPAA compliance. This integration allows for better sales and service processes by providing a comprehensive view of contacts and enabling secure data management.

Learn more about storing protected health data in HubSpot.

Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Enterprise

Quick deal summaries with custom views

What’s new: HubSpot now offers Deal Insights across all custom Deal views, providing a quick overview of deal information at the top of each view.

How it helps you

This update lets managers get a quick summary of deals filtered by specific criteria, such as deals managed by a particular rep or those in a specific pipeline stage. Previously limited to default views, Deal Insights now enhances all custom views, making monitoring and assessing deal progress easier. This feature ensures efficient oversight and better-informed decision-making.

Status: Public Beta
Applicable HubSpot Hubs: Sales Hub
Applicable HubSpot Tiers: Starter, Professional, Enterprise

Boost sales research efficiency with company research on CRM records

What’s new: You can now add a Company Research card to your Company record page, displaying AI-driven summaries of a company’s competitors, technology stack and company news.

How it helps you

This feature significantly improves sales research efficiency by consolidating crucial information directly within the CRM. Instead of browsing through various online sources, users can quickly access relevant company data (company news, competitors, and the company’s technology), helping them prepare for customer calls and prospecting activities more effectively.

This means managers can focus more on core tasks and less on manual research, leading to better productivity and informed decision-making.

Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers

Gain quick revenue insights with customer spend trends

What’s new: HubSpot introduces a card for Company or Contact record pages that displays customer spend trends and deviations, powered by AI insights and detailed revenue reports.

How it helps you

This feature lets managers quickly understand buying trends and identify deviations, enabling proactive responses to negative trends like downgrades. The card provides instant access to crucial revenue data, saving time on report creation.

Simply add the card from Settings and customize it to reflect your business process. This streamlined access to spend trends ensures you can make informed decisions quickly and effectively.

Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers

Boost chatbot engagement with quick replies outside the chat window

What’s new: HubSpot now enables quick reply options for chatbots to be displayed outside the chat window, enhancing the visibility and effectiveness of your in-chat call-to-actions.

How it helps you

This update addresses previous friction points by immediately surfacing quick reply options, encouraging more interaction with your chatbots. Managers can expect improved engagement rates with chat widgets, potentially leading to better lead generation.

With this feature, your team can set up quick replies that appear below the welcome message, making it easier for users to respond without opening the chat window fully. This change simplifies user interaction and can significantly boost your chatbot’s performance.

Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers

Updates HubSpot admins shouldn’t miss

Automatic budget and spend data sync between Ad Campaigns and Campaigns

What’s new: The Campaigns “budget” tab automatically syncs budget and spend data from associated Ad campaigns.

How it helps you

This update simplifies the workflow for HubSpot administrators by automating the sync of digital ad spend data from ad campaigns into the HubSpot Campaigns tool. This reduces manual data entry, enhances accuracy, and saves time. You can effortlessly ensure that your campaign budget and spending data are up-to-date and precise, allowing for better financial tracking and reporting.

Status: Live
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Professional, Enterprise

Accurate tracking with Datetime properties

What’s new: HubSpot now allows the creation of custom DateTime properties, enabling precise timestamping within the CRM.

How it helps you

This update enhances data accuracy by allowing true timestamping, enabling detailed tracking of when events occur. This is essential for measuring time-sensitive processes in hours or minutes (rather than days) and improving workflow management and reporting.

Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers

Automate association labels with new workflow actions

What’s new: HubSpot introduces new workflow actions for automating association labels, enhancing the efficiency of managing associations between records.

How it helps you 

This major update allows HubSpot administrators to streamline processes by automating record association and the application and updating and removing association labels. Tasks previously manual, like labeling buying roles for contacts associated with deals or using associations to track referrals, can now be handled automatically to reduce workload and improve data consistency.

This new capability also eliminates the need for third-party tools or custom-coded solutions many HubSpot customers rely on for these tasks, simplifying maintenance and lowering costs.

Learn more about managing CRM record associations with workflows

Status: Public Beta
Applicable HubSpot Hubs: Marketing, Sales, Service, Operations
Applicable HubSpot Tiers: Professional, Enterprise

Custom user properties for enhanced data management

What’s new: HubSpot introduces the ability to add custom properties to users, making users fully functioning CRM objects.

How it helps you

This update empowers HubSpot administrators to tailor the platform to align with unique business processes. By adding custom properties to users, admins can enhance reporting, streamline automation, and integrate specific employee data across HubSpot tools, improving overall system efficiency and data management.

Status: Public Beta 
Applicable HubSpot Hubs: Sales and Service
Applicable HubSpot Tiers: Enterprise

Proactive data health with the weekly digest

What’s new: HubSpot introduces the Data Quality Digest, a weekly notification summarizing your account’s data health, highlighting volume changes and ongoing maintenance needs.

How it helps you

This feature proactively identifies data inconsistencies, reducing the need for manual checks. Delivering integrated insights via email, Slack, and Bell Notifications ensures administrators can effortlessly maintain accurate data, preventing issues before they escalate and enhancing overall data quality management.

Status: Public Beta
Applicable HubSpot Hubs: Operations Hub
Applicable HubSpot Tiers: Pro, Enterprise

Quickly identify workflow issues with the Workflow Health Tab

What’s new: The Workflow Health Tab summarizes workflows with potential issues, unused workflows, and (for Enterprise users) similar workflows that may be redundant.

How it helps you

This feature is essential for HubSpot administrators who manage numerous workflows. The Health Tab lets you quickly identify and address workflow issues, reducing redundancy and conflicts. Administrators can efficiently troubleshoot and optimize workflows by providing a clear overview of workflow health, ensuring smooth operations.

Status: Public Beta
Applicable HubSpot Hubs: Marketing, Sales, Service, Operations
Applicable HubSpot Tiers: Professional, Enterprise

Simplify lead prioritization with new Lead Scoring tools

What’s new: A heavily revamped and simplified Lead Scoring system, which provides flexible score-building based on contact behavior, campaign interactions, and demographic data.

How it helps you

This update drastically simplifies the lead scoring process, making identifying and prioritizing high-potential leads easier. With separate engagement and fit scoring tools, built-in time decay, and default score maximums, administrators can now set up lead scoring with best practices and without complicated criteria workarounds. This simplifies scoring while making it more accessible to teams using lead scoring for the first time.

Status: Private Beta
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Professional, Enterprise

Also Read: Salesforce in Advanced Talks to Buy Informatica

Expanded workflow triggers with new date options

What’s new: Calendar date and date property trigger workflow options are available to all customers.

How it helps you

HubSpot has overhauled its options for triggering workflow automation based on dates. You can start workflows based on date properties in associated records and trigger them a specified number of days before or after a date property. The update also expands annually recurring workflow capabilities to users that don’t have Operations Hub.

Leverage these new workflows to:

• Check-in with a customer exactly three months after their purchase.
• Send recurring email reminders every few days promoting an upcoming event to build excitement and drive attendance.
• Send annual birthday or anniversary emails.
• Create new deals in the months leading up to an anticipated contract renewal.

Status: Live
Applicable HubSpot Hubs: Customer Platforms, Marketing, Operations, Sales, Service
Applicable HubSpot Tiers: Professional, Enterprise

Advanced ticket management with Ticket Lists

What’s new: Users can now create and manage ticket lists, improving ticket organization and utilization.

How it helps you 

This update will give a huge boost to ticket organization. Now, you can organize tickets using any property or event data, create static lists, trigger workflows, and utilize these lists in custom reports. This allows for more precise management and automation of support tickets, improving overall efficiency and data visibility.

Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers

All in all, June’s updates empower managers and admins with better tools across a range of functions so you and your team can work smarter and make better decisions. Join us next month as we boil down the most noteworthy updates for July.

The post HubSpot’s June 2024 Updates: Enhanced Workflows, Sales Boost appeared first on MartechView.

In B2B marketing, “demand generation” is used almost as much as “leads.” It is often defined by the activities that encourage individual prospects to turn into leads. As the world we sell in becomes more saturated and buyer journeys more complex, the right tools can significantly enhance the efficacy of your marketing efforts.

Although we believe tech should only be added once you’ve proven a need, let’s look at some of the more prominent tools available for generating demand. We have received $0 for these opinions, and we always recommend that you find the best tools for your specific use case, regardless of how trendy they are.

Marketing automation and CRM

1. HubSpot

HubSpot integrates marketing automation, customer service, sales, and operations software into a unified solution. It’s invaluable for managing and nurturing leads, streamlining general marketing processes, and delivering a clearer picture of your business’s health with polished dashboards, reports, and integrations with almost every prominent product.

Why it’s valuable

HubSpot centralizes customer interactions and data, providing a single source of truth for marketing efforts. This enables stronger and more personalized marketing at scale. It’s incredibly user-friendly and offers powerful automation capabilities that empower even the smallest marketing teams to operate like major players.

From automating email campaigns based on user behavior to tracking individual interactions across every touchpoint, HubSpot supports all the functions that help build demand. We believe HubSpot has outpaced any other offering in this space and is quickly becoming the go-to player for all things go-to-market (GTM).

Also Read: Hyper-targeting: The Secret Weapon for Laser-Focused Marketing

AI-driven communication and content tools

2. ChatGPT Pro

We strongly advocate using ChatGPT Pro as a brainstorming tool. Designed to facilitate human-like communication, it can be a valuable teammate for fleshing out ideas or identifying weaknesses in your competitor’s content.

Why it’s valuable

Think of ChatGPT Pro as a brainstorming engine that can take conversational input and organize your thoughts, sometimes even more effectively than you can on your own. It’s a great tool for validating demand-generation activities or campaigns by helping you explore your initial ideas further without needing additional meetings.

While we wouldn’t recommend relying solely on ChatGPT Pro for content creation, it can significantly guide your ideas and accelerate the process by 40-50%. It’s rapidly becoming a powerful tool with frequent updates and improvements, especially when you learn to leverage its full potential.

Also Read: How AI Can Enhance, Not Replace, Customer Experience

3. Originality.ai

As AI-generated content becomes increasingly prevalent across industries, Originality.ai provides a valuable service by ensuring the authenticity of your content. This can be a lifesaver, especially when outsourcing content creation or relying on AI to maintain a high output.

Why it’s valuable 

Originality.ai becomes your best friend when identifying AI-generated content, particularly if you outsource content or use AI to meet production goals. This allows you to focus on injecting your unique perspective (POV) into the content, ensuring each piece aligns with your brand voice and resonates with your audience.

Social media and SEO management

4. Oktopost

Oktopost specializes in social media management for B2B companies, providing tools to track and optimize social media’s impact on business growth.

Why it’s valuable 

Oktopost is a valuable tool for B2B teams of all sizes, regardless of their social media expertise. The platform helps you manage, monitor, and measure the effectiveness of your social media campaigns, providing insights into how they contribute to lead generation and revenue growth.

Oktopost goes beyond basic social media management by fostering a cohesive go-to-market (GTM) strategy on LinkedIn. It streamlines social media tasks by allowing you to schedule posts for your team, analyze engagement metrics, and motivate your sales team to maintain a consistent posting schedule.

5. Ahrefs

While we prefer Ahrefs, several SEO tools can effectively improve your website’s search ranking.

Why it’s valuable 

Ahrefs offers a comprehensive suite of SEO tools, providing valuable insights into your market’s search landscape. You can track your competitors’ performance, optimize your content for organic search, and analyze backlinks to ensure you’re not targeting overly competitive keywords. Ahrefs boasts robust competitor analysis features, detailed keyword research capabilities, and a user-friendly interface that empowers you to identify optimization opportunities across individual search queries. It’s a powerful tool that delivers effective results.

Website optimization and personalization

6. Lucky Orange

Lucky Orange provides real-time analytics and screen recording tools to understand how users interact with your website.

Why it’s valuable 

Heatmapping is a crucial element of conversion rate optimization (CRO), and Lucky Orange offers valuable insights that can help you and your team improve site performance. It lets you see what visitors do on your site, including where they click, how far they scroll, and where their cursor tends to hover. This actionable data empowers you to enhance user experiences and encourage the ideal behavior you’re targeting.

7. Drift

Despite mixed opinions on chatbots, their ability to engage website visitors remains undeniable. Drift is a pioneer in conversational marketing, integrating sales and marketing platforms to facilitate real-time conversations with potential customers on your site.

Why it’s valuable 

Drift’s conversational AI utilizes chatbots and personalized messaging to guide customers through the buying journey, ultimately increasing conversion rates. Engaging website visitors quickly and authentically is crucial, and Drift facilitates this interaction.

While the initial cost can be high, Drift provides valuable visitor insights and allows for dynamic personalization. Conversations can pick up seamlessly from where they left off on previous visits, fostering stronger engagement. For companies that clearly define their ideal customer profile (ICP), Drift can be a powerful tool for driving engagement and boosting demand for your product across all levels.

Creative content development

8. Canva

Canva‘s story inspires startups to challenge industry giants. They offer a simplified design tool that caters to a specific audience—non-designers—and have achieved remarkable success. Their secret weapon? A deep understanding of their target market.

Why it’s valuable 

Canva democratizes design by empowering anyone to create professional-looking visuals without extensive training. Their ongoing improvements make design creation faster for everyone, regardless of design expertise.

B2B marketing heavily relies on visual elements. Canva offers a user-friendly and affordable solution compared to competitors. While it may not be suitable for creating high-end commercial videos, it fulfills 95% of most B2B teams’ in-house design needs.

Also Read: Jonathan Moran on the Future of MarTech: AI, Data Privacy, and Emerging Trends

Advanced advertising and marketing operations

9. Metadata.io

Metadata.io streamlines managing digital advertising campaigns, leveraging AI to optimize ad delivery and audience targeting.

Why it’s valuable 

Metadata.io addresses a common pain point for marketers: the cumbersome interfaces of social media advertising platforms. They offer a user-friendly interface that allows you to create, deploy, and track all your ads from a single location. With a click of a button, you can access comprehensive reporting metrics across all platforms, eliminating the need to navigate individual platform analytics.

Another valuable feature is the ability to run automated A/B testing for your ad campaigns. Metadata.io helps marketing teams save time by simplifying the creation of ad variations and automatically launching experiments. This can be a game-changer for optimizing your ad performance.

While Metadata.io is a powerful tool, it’s important to have a well-defined strategy before implementation. To maximize your return on investment (ROI), ensure you clearly understand your target audience, your messaging, and their online behavior.

Conclusion

Demand generation remains a top priority for marketing teams in today’s digital marketing landscape. Exploring the various technological solutions can significantly streamline and enhance your overall marketing efforts.

The post 9 Powerful B2B Demand Generation Tools to Supercharge Your Marketing Efforts appeared first on MartechView.

Postalytics, the leading direct mail automation software, is pleased to announce the release of premium integration features for HubSpot. Since its inception, Postalytics has always supported basic HubSpot integration across all plans, including the free version, simplifying the complexity of direct mail marketing. With the new premium integration features, the company is taking the HubSpot-Postalytics partnership to a new level. A few of the newly available features include:

• Postal production and delivery events and direct mail responses logged in HubSpot’s Contact and Company timelines
• Seamless integration with a wider range of HubSpot tools, including Contacts, Company and Custom Objects as well Workflows and Lists
• HubSpot-triggered postal mail and detailed variable data for segmentation and personalization

The Postalytics HubSpot Basic Integration has always provided an excellent foundation for businesses and agencies to merge direct mail with their inbound digital marketing strategy and continues to do so. However, the recently launched HubSpot Premium Integration takes this further by offering more tools for sophisticated data use, deeper insights, and greater control over synchronization with postal mail data.

“The HubSpot Premium integration has empowered HubSpot marketers and agency partners to develop truly integrated omnichannel direct mail campaigns in a fraction of the time and cost of legacy technologies. The adoption in the market has blown away our expectations as savvy marketers are learning how powerful it is,” says Postalytics CEO Dennis Kelly.

Deep HubSpot Integration Drives Powerful New Direct Mail Usage

With the HubSpot Premium Integration, marketers can seamlessly access a broader array of HubSpot data sources to drive their direct mail and omnichannel campaigns. Now, campaigns can use data stored in the HubSpot Contact, Company, or Custom Objects to trigger postal mail and supply Postalytics with variable data more efficiently for postal mail segmentation and personalization.

With seamless access to HubSpot data, Postalytics can now trigger customized direct mail based on events such as shopping cart abandonment, website visits, approaching subscription-renewal dates, and more. Furthermore, the triggers can account for buying history, previous responses to offers, or any other customer engagement that will aid in personalizing future marketing communications.

One of the most extraordinary features of the HubSpot Premium Integration is the actionable insight it provides about each direct mail piece. Common information like status updates on mail in transit or returned mail are standard. Marketers can also capture data about when mail recipients visit personal URLs (pURLs) and take action. This valuable information is now accessible in HubSpot, enabling marketers to complement their direct mail with digital messaging to offer reinforcement, fulfillment, and follow-up. All Postalytics events can appear on HubSpot’s Contact and Company timelines, like native HubSpot events, such as emails sent and opened.

“We’re excited! The Postalytics-HubSpot integration–combined with HubSpot’s newest features–provides marketers with a powerful, flexible, and efficient HubSpot direct mail integration. My favorite benefit is that it enables HubSpot users to record which and how many direct mail delivery and response events are recorded in HubSpot,” said Jesse Cunningham,

Scaled App Partner Manager, Platform Partnerships at Hubspot.

The Postalytics HubSpot Premium Integration allows marketers to leverage direct mail like they do digital marketing by providing a seamless way to use a wide range of data. This allows for targeted and personalized direct mail campaigns that mirror the precision of digital marketing strategies and the tracking and analytics modern marketers demand.

The premium integration gives marketers control over how they want the information generated by postal mail added to the HubSpot timeline or saved in the HubSpot database. Marketers can track and analyze the performance of their direct mail efforts as they do with digital campaigns.

Also Read: Reminder – Google Is Turning Off All Universal Analytics Services and APIs

Integrating with HubSpot, Postalytics allows marketers and agencies to align their direct mail campaigns with their overall inbound marketing strategy. This ensures that direct mail is not an isolated effort but part of a cohesive, multi-channel marketing approach.

“We listened to our customers, who told us they wanted more HubSpot integration features,” said Kelly. “We built the HubSpot Premium Direct Mail Integration from scratch to enable many more HubSpot direct mail uses and included the capability in all Postalytics Marketer, Pro, Agency, and Annual subscription plans.”

The post Postalytics Unveils Premium Integration Features for HubSpot appeared first on MartechView.

SugarCRM, provider of the award-winning intelligence-driven sales automation platform, announced it has acquired sales-i, a leading provider of a revenue intelligence solution that helps businesses maximize their revenue and profitability. Terms of the deal were not disclosed.

“This combination delivers actionable, intelligent sales strategies to improve revenue, maximize profitability, increase customer satisfaction, and produce more efficient salespeople.”

The acquisition comes nearly a year after Sugar announced a partnership with sales-i to improve business-to-business (B2B) sales performance by delivering AI-powered revenue intelligence that leverages the data of a business’s enterprise resource planning (ERP) system and CRM. This combination provides businesses with actionable insights that improve sales, marketing, service, and support, resulting in greater revenue and higher retention.

“We are bringing together two great companies with complementary products, a shared vision for customer success, and experience and expertise at using machine learning, AI, and generative AI to unlock the value of front-office and back-office data,” said Craig Charlton, CEO of Sugar. “This combination delivers actionable, intelligent sales strategies to improve revenue, maximize profitability, increase customer satisfaction, and produce more efficient salespeople.”

Paul Black, Founder and CEO of sales-i, added, “The partnership of sales-i and SugarCRM has enabled companies to gain unrivaled insights into their customer buying behavior. We’ll expand our capabilities and accelerate development processes to benefit customers and create a significant market impact.”

“The current business focus on margin and the increasing adoption of subscription and usage-based pricing models are changing the economics of business,” said Stephen Hurrell, Research Director in the Office of Revenue at ISG’s Ventana Research. “Relying only on CRM data sells account management short. Upselling and cross-selling to the same customers is more profitable than finding and selling new ones. Still, it requires a fuller understanding of your customer gained from building and sustaining a long-term relationship. This new announcement from SugarCRM seeks to address this need across many industries and enterprises.”

While many businesses have plenty of sales data, the challenge is sifting through large volumes of data to find cross-sell or upsell opportunities or simply ensure that existing customers meet their buying commitments.

The two companies have worked together to address the challenge, with sales-i as a sales revenue intelligence tool that captures product, price, quantity, and frequency insights from the customers’ enterprise resource planning (ERP) software system. The tool can share data with the SugarCRM solution, and the pair provides customers with specific insights on the trends between the organization and the customer at their fingertips.

The combination will allow the combined company of more than 550 employees worldwide to help customers unlock the value of their ERP data. Some core benefits include:

• Allowing customers to see, interpret, and act on their customer data using the power of artificial intelligence (AI)
• Serving as an intelligent account management system that will support companies that have large-scale management requirements
• Letting customers outmaneuver new competitive threats by unlocking the value of their existing data, while reducing churn
• Delivering actionable insights that increase sales and marketing efficiencies and effectiveness at a lower cost

There are additional benefits as well. Sales-i customers will benefit from being part of a global company enabling them to do business anywhere. They will also be able to seamlessly leverage more advanced sales, marketing, and service automation, helping them grow sales even more efficiently. SugarCRM customers will have the opportunity to unlock the rich sales data stored in their ERP systems utilizing the revenue intelligence capabilities of the sales-i solution.

As a result, both customer bases will benefit from the combined investment SugarCRM and sales-i have made in AI, machine learning, and generative AI technologies. This will enable Sugar to deliver innovative, intelligent solutions more quickly.

Customers have lauded the Sugar and sales-i partnership. Beth Freeman, Executive Vice President of FSIoffice, an independent office supply dealer in Charlotte, N.C., said one of the biggest benefits of the Sugar-sales-i integration is increased sales efficiency.

Also Read: Salesforce in Advanced Talks to Buy Informatica

“Integrating sales-i with SugarCRM has been a game-changer for our team, putting valuable sales insights right at our fingertips,” said Freeman. “I love that we can combine soft data (such as customer interactions) with hard data (such as purchase history) to better serve our customers’ needs. We are also more efficient, targeted, and effective in our outreach since sales-i unlocks insight into buying behavior and, in turn, prompts our sales team in Sugar with specific product placement suggestions. It saves us time, especially as we onboard new salespeople.”

In February, sales-i was named a 2024 SugarCRM Partner Award winner based on partner performance, customer outcomes, and commitment to Sugar’s product and service standards.

The post SugarCRM Acquires sales-i to Boost Customer Sales and Account Management appeared first on MartechView.

Veeva Systems announced Veeva Vault CRM Campaign Manager, a new industry-specific marketing application that simplifies and speeds non-personal promotion to healthcare professionals. Vault CRM Campaign Manager lives in the same Vault as Veeva Vault CRM. He shares the same customer data, giving sales and marketing the effortless synchronization needed for true customer centricity. Through orchestrated campaigns, marketing users in Vault CRM work alongside field CRM users, ensuring content is consistently applied and reused.

Features of Vault CRM Campaign Manager include:

• Campaigns: Users can define a set of campaign actions, such as emails or text messages. Shared assets like email templates, fragments, and landing pages are attached to campaigns, and all activity is tied back to the campaign for compliance and analysis.
• Segments and Target Lists: Customers can create segments and target lists manually or dynamically. Target lists can be associated with multiple campaigns and published for field collaboration. Changes to target lists are tracked and auditable.
• Mass Email: Mass email capabilities are well integrated with the field team, giving the field instant visibility and control over emails to key contacts to increase customer centricity.
• Field Suggestions: Unique to Vault CRM Campaign Manager, campaigns can target Vault CRM field users using the Vault CRM suggestions interface to drive field actions and awareness campaigns.
• Landing Pages: HTML landing pages allow for defined content and inputs, such as event self-registration. Default landing pages enable customers to get started quickly, or customers can customize pages with their branding and logos.
• Content Builder: Simple drag-and-drop tools create all content types — landing pages, message templates, email templates, and fragments. Defaults are available for all content types; customers can customize as needed.

“Veeva Vault CRM Campaign Manager is another step toward bringing sales and marketing together for customer centricity,” said Arno Sosna, general manager of CRM products at Veeva. “The simplicity of Vault CRM Campaign Manager finally makes compliant email marketing and campaign management accessible to life sciences companies of all sizes.”

Also Read: CRM vs. CDP – Understanding the Key Differences

Veeva Vault CRM Campaign Manager will be available in late 2024. Companies can see demos and learn more at the Veeva Commercial Summit in Boston, May 7-8, or at veeva.com/CampaignManager.

The post Veeva Announces Vault CRM Campaign Manager appeared first on MartechView.

Nimble, the relationship-focused CRM built for the whole company, not just salespeople, is excited to unveil its integration with PhoneBurner. This partnership blends PhoneBurner’s powerful outbound calling with Nimble’s prospecting CRM, allowing sales teams to power through their call lists 3-4x faster and reach up to 80 contacts per hour.

“By merging Nimble’s innovative CRM capabilities focused on relationship management with PhoneBurner’s advanced power dialing technology, we have created a robust suite designed to boost sales teams’ efficiency,” said Jon Ferrara, CEO of Nimble CRM. “This suite offers comprehensive tools for LinkedIn lead prospecting, contact enrichment, targeted outreach, efficient power dialing, call recording, streamlined Workflow lead qualification, and comprehensive Deal Pipeline management. We are thrilled to collaborate with PhoneBurner to offer our users a cohesive solution that simplifies sales processes and significantly improves productivity.”

Nimble and PhoneBurner empower you to navigate your call list three to four times quicker, streamlining tasks that traditionally take up time, such as prospecting on LinkedIn, compiling lists for targeted outreach, engaging in power dialing, logging, and recording calls, depositing pre-recorded voicemails, organizing follow-up activities, and efficiently moving contacts through workflow and deal pipelines. Additionally, there is no awkward pause at the start of each call, ensuring every conversation starts naturally.

“Nimble is a relationship-focused CRM. PhoneBurner is a dialer built for efficient, human-centric 1-to-1 outreach. It’s a perfect match,” said Chris Sorensen, CEO of PhoneBurner. “Nimble’s unique ability to create enriched prospect lists from LinkedIn and online sources, along with our integrated ability to facilitate live connections and lead nurturing workflows, creates an exciting opportunity to accelerate sales for our customers.”

Key Benefits of Using Nimble and PhoneBurner Together:

• Accelerate Prospecting & Call List Creation: Automatically grab and enrich leads from LinkedIn and build call lists in seconds. Utilize the robust segmentation feature of Nimble to create highly targeted outreach lists.
• Power Dial 3-4x Times Faster: Reach up to 80 contacts per hour straight from the Nimble interface. Use custom scripts and leave pre-recorded voicemails.
• Increase Call Answer Rates: Improve call deliverability and reduce the risk of Spam/Scam flags with a Tier 1 carrier and comprehensive support for several health and reputation.
• Streamline Data Entry Processes: Drastically cut the time required to log outcomes, record calls, leave messages, and schedule the next steps.
• Stay in Sync Between Nimble and PhoneBurner: Contacts, including custom data fields, are synced. PhoneBurner calls, including call recordings, outcome status, next steps, and field changes, are automatically synced to Nimble.
• Automate Workflow Lead Qualification & Deal Pipelines: Contacts are seamlessly moved through pipeline stages based on call outcomes.

Also Read: Reminder – Google Is Turning Off All Universal Analytics Services and APIs

“The Litigation Connection dedicates significant weekly time to manually prospect leads, compile outreach lists, and pursue sales closures. The Nimble / Phoneburner integration has significantly streamlined our process by importing and segmenting lists and enabling precise micro-targeting of our contacts. Previously, our sales team grappled with sluggish call logging outcomes and notes, scheduling next steps, and lead flow management, which proved time-consuming and distracting. Thanks to the seamless integration of Nimble and PhoneBurner, our sales productivity has doubled,” said Jim Duffy, President of The Litigation Connection.

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The source, who asked not to be named because the discussions are confidential, said a deal could be announced soon.

The deal discussed below is Informatica’s current stock price of $38.48.

Informatica is based in Redwood City, California, and has a market capitalization of about $11.35 billion. Its customers include Unilever and Deloitte.

Founded in 1993, Informatica offers subscription-based cloud data management services and helps automate tasks for more than 5,000 active customers.

Informatica was taken private in 2015 for about $5.3 billion by a consortium that included private equity firm Permira Advisers Ltd and Canada Pension Plan Investment Board.

Six years later, it was listed again on the NYSE. Permira and CPPIB currently have a controlling stake of over 75% in Informatica.

In early 2023, Salesforce became a target for activist investors to push for changes, resulting in cost cuts and increased share buybacks. As part of a series of steps taken since activist investors, including ValueAct Capital and Elliott Management, acquired stakes in Salesforce, the company had disbanded its M&A board committee.

Some activists had also pushed the company to increase growth and margins, buy back more shares, and raise concerns about its acquisitions.

Salesforce acquired workplace messaging app Slack Technologies in 2020 in a $27.7 billion deal, betting on an extended run for remote working.

The San Francisco-based cloud computing pioneer has historically been keen on deals and investments. Slack was Salesforce’s largest acquisition. In 2019, it bought data analytics platform Tableau Software in an all-stock deal valued at $15.7 billion.

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There’s a significant difference between a CRM and a CDP, and you do your readers a huge disservice by conflating them. Yes, both store customer data—as do data lakes, data warehouses, marketing automation, email engines, personalization tools, web content managers, and other systems. Each is designed for a specific purpose and stores customer data in a way that fits that purpose.

CRM also has its purpose—to support sales and service agents when speaking with customers—and is optimized for it. CRMs are notoriously bad at dealing with data imported from elsewhere and unstructured and semi-structured data types. They’re generally poor at sharing their data with other systems.

CDP is designed to combine all customer data into sharable profiles. It has connections to hundreds of sources, uses a data store that handles all data types, employs advanced identity-matching methods, and gives other systems easy access to its data.

Many CDPs do more with analytical, campaign, and delivery functions, but those are not what make them CDPs. Very few CDP vendors also extend to CRM functionality precisely because the technical requirements are so very different.

This confusion is not a new problem.

Several years ago, CDPI Institute launched its RealCDP certification program, which sets seven criteria to be considered a true CDP: accept data from all sources, retain all details of the original input, store data as long as the user wants, construct unified profiles, share profiles with other systems, react to events in real-time, and share individual profiles in real-time.  We chose those because we feel they are capabilities needed to support the use cases that people expect a CDP to support, such as giving CRM users a view of interactions in other channels, updating retargeting lists in real-time based on ecommerce transactions, and combining in-store and on-line transactions with building campaign lists.

The common thread is combining data from different systems and sharing results across all systems. CDPs are uniquely skilled at this. The fact that every major CRM vendor has developed a separate CDP product—despite considerable initial resistance to the concept—is the most compelling evidence that they are truly different systems.

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Intellimize announced its integration with HubSpot, a customer relationship management (CRM) platform. This collaboration aims to empower businesses with unparalleled capabilities to enhance targeting precision, showcase dynamic content, create personalized experiences, and gain deeper insights into website visitor interactions.

“We are particularly proud of this latest integration, we understand that many businesses leverage HubSpot to maintain and grow their marketing campaigns. Empowering customers to use their existing HubSpot data to build and grow their marketing campaigns is going to be a key differentiator in 2024 and beyond, and allow brands to drive impressive results.” – Guy Yalif, CEO and Co-founder, Intellimize.

With the integration, customers of both platforms can unlock enhanced targeting capabilities by leveraging key data types as audiences to target on their websites. The integration allows businesses to deliver a more compelling and personalized buyer experience, enabling brands to meet buyers where they are in their journey, improving engagement and conversion rates.

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