Insights

Practical thinking on CRM
and marketing automation.

Articles, guides, and frameworks from our team — built for operators who want results, not theory.

Why your sales team ignores the CRM (and what to do about it)

Adoption failures aren't a training problem — they're a design problem. Here's how automation makes CRM the path of least resistance.

Triggered vs broadcast: choosing the right email strategy

Broadcast campaigns have their place. But triggered emails driven by CRM signals outperform them on every metric that matters.

Building a lead scoring model your sales team will actually trust

Most lead scores fail because they're built without sales input. Here's how to co-design a model that drives real follow-up.

Multi-touch attribution in B2B: a practical guide

Last-click attribution lies to you. Here's how to set up a multi-touch model that actually reflects how your buyers make decisions.

Dynamics 365 Marketing: what's new in 2025 and what to prioritise

A breakdown of the most impactful updates and the features actually worth your implementation time this year.

How to structure your CRM for account-based selling

Moving from lead-centric to account-centric requires rethinking your CRM object model. Here's a template to get started.