Blog
Expert insights on AI-powered sales automation, industry trends, and best practices
CRM & IntegrationIntelligent Document Processing in Sales: Contract Analysis with AI
How AI reads enquiries, contracts and orders in sales and brings them into the CRM, how to start in five steps and where a person needs to check.
CRM & IntegrationSAP + AI: how the German Mittelstand automates sales in SAP
How AI handles enquiries, status updates and quote preparation around SAP while SAP remains the leading system. With a five-step plan.
CRM & IntegrationMicrosoft Dynamics 365 + AI: automation strategies for SMEs
Which sales and service tasks SMEs can automate with Microsoft Dynamics 365 and AI, and how to get started step by step.
CRM & IntegrationPipedrive AI automation: smart add-ons for your pipeline
Which tasks you can hand over to Pipedrive automations, add-ons and AI assistants, how to choose extensions and where the limits are.
CRM & IntegrationCRM data quality: how AI keeps your customer data clean and usable
Duplicates, outdated contacts, notes in the wrong field: how AI helps with data maintenance, where people have to decide and how to go about it.
CRM & IntegrationSalesforce AI integration: beyond Einstein with external AI tools
Where Salesforce Einstein reaches its limits, how to connect external AI tools via API or middleware and which data protection questions to settle first.
CRM & IntegrationHubSpot AI automation: power up your CRM with intelligent workflows
Five HubSpot workflows with AI that have proven themselves in SMEs, a four-step rollout and the most common pitfalls.
CRM & IntegrationAI + CRM integration: a complete guide to connecting your sales stack
How to connect AI to your CRM, which integration options exist and how to build a sales stack in four steps where no enquiry gets lost.
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