CRM

Christopher O’Donnell has hobbies. He likes music and playing guitar, but above all, he loves building software. Which is why three years after leaving HubSpot, he built Day.ai, a CRM…

Ex-HubSpot exec builds an AI-powered CRM that learns for you, with $4M seed led by Sequoia

Customer Relationship Management (CRM) software isn’t just for managing customer relationships anymore. Here’s a detailed guide to setting up your own system for pitching investors.

How to set up and use a CRM to run your VC fundraising process

HubSpot, the Boston-based marketing software maker and CRM platform, announced today it’s acquiring the B2B data provider Clearbit to enhance its platform with third-party company data spanning millions of businesses. The…

HubSpot picks up B2B data provider Clearbit to enhance its AI platform

Your B2B leads will go to waste unless you begin to create lapsed buckets and develop a strategy to attack them head-on.

Your B2B leads are going to waste

Meta’s grand experiment in building an enterprise-ready customer service platform has come to a close: The parent of Facebook has officially spun out Kustomer, the CRM startup it acquired last…

Kustomer, the CRM startup acquired by Meta last year for $1B, spins out on a $250M valuation

Clay, a startup that’s something of a personal CRM, as it’s designed to help people manage their own relationships — including those with friends, family, colleagues, industry peers and more…

Personal CRM app Clay adds an AI helper to help you navigate your relationships

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With mandate to improve acquisitions integration, Salesforce CIO went to work

When CIO Juan Perez started at Salesforce last year, he was given a mandate to more tightly integrate acquired companies, and he went to work.

7:00 am PDT • May 9, 2023
With mandate to improve acquisitions integration, Salesforce CIO went to work

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Product-led growth is propelling a wave of sales tools startups

It’s tempting to call the new generation of sales tools “PLG CRMs,” but, it turns out, they don’t quite fit that description.

10:30 am PDT • March 13, 2023
Product-led growth is propelling a wave of sales tools startups

While an associate at a VC firm, Nicolas Sharp took on the project of finding customer relationship management (CRM) software for the firm. The process, he says, was “a nightmare,”…

Attio raises $23.5M to build a next-gen CRM platform

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With 5 activists in the mix, Salesforce will report earnings Wednesday

When Salesforce reports earnings on Wednesday, it could be a critical report for the company with five activist investors circling.

10:00 am PST • February 28, 2023
With 5 activists in the mix, Salesforce will report earnings Wednesday

The uptake of customer relationship management (CRM) tools has grown immensely over the last few years such that the market size is expected to experience a 12.5% compound annual growth…

Gameball raises $3.5M to scale its CRM platform for consumer brands

Businesses often encounter challenges in configuring their customer relationship management (CRM) platforms, whether because of requirements specific to their organization or industry or a lack of institutional technical knowledge. In…

Sweep, a no-code config tool for Salesforce software, raises $28M

Salesforce co-CEO Bret Taylor’s resignation was a shock, and it’s safe to say that few if any saw this coming — even his mentor, Marc Benioff.

No one seemed to see Bret Taylor stepping away from Salesforce (even Marc Benioff)

Surfe, the startup that was originally named Leadjet, is an interesting browser extension if you spend a lot of time on LinkedIn and are tired of switching between your CRM…

Surfe brings your CRM data to LinkedIn — and vice versa

WhatsApp is used by more than two billion around the world and is an important tool for many small businesses. But as they scale up, even WhatsApp for Business might…

WATI, a CRM tool built for WhatsApp, raises $23M led by Tiger Global

Activist investor Starboard Value is taking a “significant stake” in Salesforce today. The firm believes that Salesforce could perform better.

Starboard Value reportedly taking ‘significant’ stake in Salesforce

The ultimate goal of pulling customer data together into a customer data platform (CDP) is building more meaningful customer experiences in real time. Up until now, that’s been more aspirational…

Salesforce built a data lake to transform how customer data moves on the platform

Just as traditional alternatives are becoming a consistent part of the modern portfolio, a new era of alternative assets is emerging, fueling a broader and more fragmented landscape for investing.

The alternative asset class needs new infrastructure — who will build it?

2022 is turning out to be a phenomenal year for enterprise e-commerce platforms. The pandemic was a reckoning for corporations ambivalent about e-commerce, and the result of that is evident.

Enterprise e-commerce in 2022: As TAM expands, the platform wars are heating up

To be successful in Latin America, payment orchestrators must provide a robust value proposition that meets the unique conditions of the region.

For LatAm payment orchestration startups, market fragmentation is a blessing in disguise

Y Combinator (YC) hosted a demo day for its 2022 Summer Cohort. Featuring founders from 30 countries and startups across sectors, the day saw no shortage of compelling pitches.

7 AI startups that stood out in YC’s Summer ’22 batch

A lot of important data gets lost along the sales pipeline because sales teams use multiple tools, including email, Zoom and WhatsApp, to talk with buyers. Nektar.ai wants to solve…

Nektar.ai exits stealth mode to plug CRM data leakages

Launching a B2B product within a B2C company presents distinct challenges as you attempt to strike a balance between successfully establishing a new product and maintaining your original business.

Mastering the B2C2B game: 6 lessons to learn before you launch

Rebill differs from legacy providers in that it is targeting medium to large companies, is cloud-based and sold on a subscription basis so customers just have to pay a license…

Tiger Global, YC back Rebill’s subscription payment platform for Latin America

There’s no end to digitizing the operations of small and medium businesses (SMBs) in the traditional retail sector across sub-Saharan Africa. In Nigeria alone, this industry, worth more than $200…

Pastel, a Nigerian bookkeeping and digital platform for merchants, raises $5.5M led by TLcom

There’s tremendous opportunity in a recession for growing revenue. But first, you have to fundamentally change the way you approach sales.

3 ways to optimize SaaS sales in a downturn

Glambook recently raised $2.5 million at a $12 million valuation, and I managed to talk it into letting me share its full pitch deck with you to see how the…

Pitch Deck Teardown: Glambook’s $2.5 million seed deck

Salesforce is repositioning itself in China as it looks to expand the reach of its customer relationship management software in the country. The company is “accelerating” its strategic partnership with…

Salesforce shutters Hong Kong office, leans on Alibaba in China

Large-scale and mid-sized enterprises and businesses are increasingly adopting — and offering — software-as-a-service platforms as they seek to increase their revenue and parlay their growth into greater efficiency. Now…

Emitrr raises $4 million to expand its automation offering for local businesses

RPA, and companies like UiPath, swooped into on the world of work a few years ago as a catchy way for organizations to help teams automate and speed up repetitive…

TextExpander, which lets users build shortcuts to speed up business communications, raises $41.4M, its first-ever funding