CRM insights

Mailhooks: The Unsung Hero of Email Automation

If you have ever found yourself manually forwarding emails, archiving them into a sales platform, or saving invoice attachments to the right folder, this article is for you.

Why CRM fails without the right strategy

Your CRM is not worth it! Are your expectations too high?

Why integration tops Martech product selection criteria in 2025

80% of the surveyed people selected the “ability to integrate to existing and new technology” as the most important selection criteria.

How to increase B2B sales? With optimized lead assignment!

Are you losing deals because your follow-up is too slow? In B2B sales, every minute counts.

Automate CRM Updates for Better Sales Insights

Maximize your Tray.ai investment for internal efficiency

There is so much more you can do with an iPaaS platform like Tray.ai!

How do you improve a slow high-value quoting process in B2B?

Are you sending hundreds of high-value proposals each week in B2B? Is your 50+ people sales team struggling? Is your status quo a slow and clunky quoting process within your CRM?

My top 6 reasons why CRM projects still fail!

My top 6 reasons why CRM projects still fail! 40 years after CRM was invented… and the majority of implementations fail!