Often fewer than the request list suggests. Before anyone designs a new object or prices a CRM customization project, sort every request into one of six verdicts, because only one of them is a real build. In one documented requirements exercise, this step showed that 11 of roughly 44 requests were features the customer already […]
Learning how to identify content gaps for AI visibility starts with a question that traditional content gap analysis doesn’t always answer: where could a brand contribute something useful to an AI-generated answer, but isn’t being mentioned or cited?
These words typically call to mind warfare among countries, battles for supremacy that often leave chaos in their wake. But in the world of business, global conflicts, while not life-threatening, still create competitive chaos for battling firms. And it’s critical to note that global competition has changed dramatically over the years. Remember the good old […]
Companies without the internal resources or budget to build a dedicated search department still need to know what options exist for running AEO without a large team. Answer Engine Optimization is no longer optional for companies that rely on search to generate leads and revenue. AI Overviews now appear at the top of search results […]
A safe CRM data migration starts by counting everything before you import: inventory the full export, and match every dropdown value against the new system’s options first. In one contact migration into Coevera (formerly Pipeliner CRM), skipping that check would have left a single status field blank on 579 of 3,432 records, 17%, with no […]
When we reviewed our Japan marketing automation programs last year, the picture wasn’t pretty. Our automated emails were generating about 12 qualified leads per month against a goal of 160. That’s a huge gap.
Transactional emails are automated messages triggered by a specific action a customer takes, sent to help that person complete or follow up on something already in progress. An order receipt, a password reset confirmation, or a shipping notification are all examples of transactional emails because each one delivers information tied to an action the recipient […]
Clients are asking about AEO. Some have seen competitors show up in AI results and want to know what it means. Others have read that AI is changing how buyers find vendors and want to know what their agency is doing about it. For marketing agencies, the challenge is delivering AEO at scale. Managing visibility […]
A discount approval process only works if it holds the quote until a manager signs off, rather than sending someone a reminder after the fact. In Coevera (formerly Pipeliner CRM), that means an approval process on the quote itself: quotes below your threshold go out untouched, and quotes above it are locked until the right […]
Digital PR has always been about earning coverage that influences the audience you can’t reach through paid channels. While the value proposition of digital PR hasn’t changed, the definition of “showing up” has. When buyers use answer engines to research a category, the brand that appears in those answers has earned a form of coverage […]
