CRM & Service
Marketers Use CRM Segmentation To Drive Holiday Sales
Use a CRM recency ladder to prioritize customer segments and coordinate holiday campaigns across email and paid media.
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CRM & Service
4 stories from the past week in CRM & Service, from The 5:45 Ops Desk.
How to Test Sales Call Transcription Accuracy Before You Buy
A practical buyer worksheet for evaluating sales-call transcripts, speaker labels, critical details, summaries, and Salesforce updates.
Conversation Intelligence RFP Template for Salesforce Teams
A reusable conversation intelligence RFP for Salesforce sales teams, with evidence requests, demo tests, scoring, and total-cost questions.
GRC Customers Have Spoken: Four Market Realities Vendors Can’t Ignore
This week, I published the Buyer’s Guide: Governance, Risk, And Compliance Platforms, 2026, summarizing how satisfied clients are with their governance, risk, and compliance (GRC) platforms. The report is based on customer reference data from the The…