Now Available – CPQSync by Cincom

Now Available - CPQSync by Cincom

A Better Way to Configure, Price and Quote Complex Products and Services

Cincom Systems, Inc., a global supplier of enterprise software solutions, announced the launch of a new product—CPQSync by Cincom. The solution builds upon 25-plus years of CPQ experience and delivers an unprecedented way for companies to take the frustration out of buying and selling their complex products and services.

CPQSync is a fully SaaS, cloud-based solution that delivers a better selling experience for sales reps, partners and customers.

With CPQSync, businesses can:

  • Sync sales with business – Save time by eliminating informational silos.
  • Sync teams across departments, divisions and regions – Easily work together from the same playbook.
  • Sync data sources – Gain clear insights from streamlined reporting.
  • Get more from their Microsoft Dynamics 365 investment – CPQSync is a native, Microsoft Azure, multi-tenant solution fully embedded within Microsoft Dynamics 365 for Sales (no popovers or new windows). It is open platform with APIs that enable extensibility. Businesses can integrate workflows with Microsoft Flow and Power BI-based reporting.

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According to David Allison, Cincom CPQSync Senior Product Manager, “CPQSync helps companies transform their customer buying experience from a rigid, disconnected point solution into a seamless end-to-end journey. They’ll be able to improve insights across channels in order to make strategic decisions that will evolve their companies to the next level.”

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Cincom is a global software company with a legacy of innovation dating back to its founding in 1968. Cincom solutions help organizations improve the way they do business, from multi-channel, configure-price-quote solutions for complex products and services to software that improves customer communications management capabilities. In other words, Cincom builds solutions to help clients improve their most critical business processes and operating results.

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MarTech Interview with Patrick Moorhead, CMO at Pricefx

MarTech Interview with Patrick Moorhead, CMO, Price f(x)

[vc_row][vc_column][vc_row_inner][vc_column_inner width=”2/3″][vc_empty_space height=”40px”][vc_single_image image=”91500″ img_size=”400×400″ alignment=”center”][vc_empty_space height=”20px”][/vc_column_inner][vc_column_inner width=”1/3″][vc_empty_space height=”35px”][vc_wp_text]“SaaS is the future of data analytics.SaaS architecture enables data to become real-time and to become useful, and immediately applicable to real business conditions – our software is intentionally designed to do just that.”[/vc_wp_text][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/4″][/vc_column_inner][vc_column_inner width=”1/4″][easy-profiles profile_twitter=”https://twitter.com/chimediaguy” profile_linkedin=”https://www.linkedin.com/in/chimediaguy/”][/vc_column_inner][vc_column_inner width=”1/4″][/vc_column_inner][vc_column_inner width=”1/4″][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column width=”5/6″][vc_column_text]

How exciting is the current SaaS ecosystem today?

SaaS is literally on fire – its a very exciting time, particularly in the pricing space. Pricefx was truly the first cloud native solution to enter the B2B pricing space, and at the time most in the industry were sceptical, saying there was no way pricing would move to the cloud because of the sensitivity of the data – yet here we are today, and our 100% SaaS cloud solution is doubling revenue each year for 3 years straight, and most all of the legacy providers in the space are scrambling to develop cloud services and migrate their customers to their SaaS offerings… In a certain sense its obvious, as high speed internet gets cheaper and more ubiquitous, and virtual server capacity gets cheaper and bigger, software no longer needs to be tied to on-premise installations that come loaded with expensive armies of billable service teams to run them… SaaS is totally of fire.

Tell us about your role and journey into Technology. What inspired you to start at Pricefx?

I was a big ad agency guy for the first part of my career, and in my various roles at Razorfish and FCB, I was always looking at the vendors and partners from the tech side and thinking “man that’s where all the action is!”

So when I got the opportunity to jump over to a product and tech company (Catalina Marketing) in 2012, I took the leap. Its been a great journey. I spent more than 2 years working at Twitter, where I got to see how a truly innovative and scaled tech organization works from the inside, and its really an eye opening experience. But it also helped me clarify that I really wanted to be in early and growth stage companies. After a stint scaling another high growth SaaS tech company (Label Insight) the opportunity at Pricefx seemed to good to pass up – high growth SaaS B2B tech, proven traction in the market, well-funded, global, and ready for some serious marketing top spin. I’m thrilled to be here today.

What is Pricefx and how does it scale the growing demand for SaaS pricing information?

Pricefx is the world’s leading pricing analysis, optimization, management and realization platform, entirely 100% Cloud-native since day one.

The enterprise pricing software industry has classically been dominated by expensive, heavy weight systems that required on-premise installations and legions of services teams to set-up and operate, which is an incredibly expensive feat.

Pricefx is a true SaaS solution, with quick and easy activation, and simple business terms – a monthly subscription that customers can cancel with no fuss. We’re super easy to do business with, and we’re cost-effective. We also have a very low churn rate for a SaaS company because we’re customer-centric in our core.

Our customers experience outstanding results in areas of margin improvement, profitability, promotion impact, quote management, contract negotiation, rebate management pricing rule and guidance setting, pricing optimization and simulation, and ultimately ROI on their investment in our technology solutions.

As we continue to deliver efficient value in pricing for enterprise, we’re increasingly seeing pricing and price optimization jump to the top of many large companies digital transformation initiatives – once leaders realize that pricing is literally the fastest path to profitability and growth, and how easy we make it to master this function, our deals move pretty quickly!

How do you focus at bringing SaaS and data analytics together at Pricefx? What are the core technologies driving your product?

The short answer is – SaaS is the future of data analytics.

SaaS architecture enables data to become real time and to become useful; and immediately applicable to real business conditions – our software is intentionally designed to do just that.

Our suite of technologies are designed to conquer a full life-cycle of enterprise pricing challenges, from Pricing Analytics and price optimization and simulation, to price building and management, to contract negotiation, CPQ, off-invoice conditions management, and integrations with existing systems including ERP, CRM, PLM and more.

Our flexible Cloud architecture powers embedded applications for Salesforce, Microsoft Dynamics, and SAP, and enables an industry leading rapid implementation time and time to value. Customers tell us they have unlocked margin and profitability improvements within months of implementation and cut time to quote and time to contract for their Sales teams from weeks to minutes with our innovative SaaS solution.

Which businesses and geographies are you currently marketing to? What’s your Ideal Customer Profile?

Today, we count more than 95 enterprise B2B and B2C customers across more than 50 countries worldwide. While Pricefx can deliver results to any vertical enterprise, our customer portfolio today includes numerous global leaders in automotive, distribution, industrial manufacturing, retail, e-commerce, chemical manufacturing, building supply and materials, aftermarket supply, IT, pharmaceuticals, packaging, and more.

Tell us about your most recent Digital Marketing campaign and the audience it was targeting? How did you measure its performance?

We’ve recently been focusing on targeted brand awareness campaigns as we work to introduce ourselves to the US market. We’ve been practicing with very specific targeting and creative combinations on LinkedIn, and we’ve been supporting those efforts with click-stream and cookie targeting on Google. We’re been measuring those on website traffic and impression volume since its mainly a visibility project, but we’re also really focused on refining our understanding of targeting and reach so later when we flip to performance models we know how to address them.

Which Marketing and Sales Automation tools and technologies do you currently use?

We’re a Salesforce and Pardot shop. We’ve been using Plannuh for budget management, which I really like, and we’re implementing UpContent on our new website which we’re excited about.

What are your predictions on the most impactful disruptions in AI and Data Management technology for 2019-2020?

Machine learning and AI are changing the game in many industries and pricing software is one of the areas where you can see real gains from the application of this technology. We believe that to compete effectively going forward, companies need a pricing solution with the combination of AI and Machine Learning and business rules to prescribe optimal prices into deals and transactions.

What is the future of Pricing Software? How should CMOs prepare for the future?

CMOs should prepare for the future of pricing software by anticipating and strategizing around a few facets, like AI and machine learning, which we discussed earlier. Another facet is channel disruption, which is accelerating in many industries, especially for traditional B2B companies, and businesses need a solution to help them optimize and consistently apply pricing in this complex environment. Focus on customer-centric pricing, using value and market-based principles – the standard on which the future will be based.

Build strategies around data-driven intelligence, which depends on data from multiple sources, both internal systems like ERP and CRM and external systems for competitive data, indexes and other leading indicators that companies factor into their pricing decisions. Businesses also need to keep up with how quickly the world is changing. It’s critical to have the ability to update your prices, logic and rules based on changing market conditions. Dynamic and competitive pricing that is fast and flexible for business users to make changes without waiting and depending on IT is key to agility.

What startups in the technology industry are you watching keenly right now?

I think there is a big growth wave headed to the automation of B2B supply chain logistics. ZenCargo raising money recently is an early indicator, this will be a huge market. Check out a company in Chicago called fraight…

I’m also really interested in the IoT hardware / software hybrids coming out right now, some cool things I’ve seen in stealth mode around home security and law enforcement…

How do you prepare for an AI-centric world as a Marketing leader?

Focus on ideas and artistry – doesn’t matter how smart a computer is, AI will never be able to compete with or replace the creativity and inventiveness of passionate human thought!

How do you inspire your people to work with technology?

Be a user first – if I can use something or figure something out and show them how it makes work better, that’s the best way to get engagement.

One word that best describes how you work.

Conductor

What apps/software/tools can’t you live without?

MacBook Pro, MS teams, Twitter, Google Pixel, Eero home WiFi

What’s your smartest work related shortcut or productivity hack?

Eat the frog (look it up!)

What are you currently reading?

I’m reading about enneagram recently – The Road Back to You by Suzanne Stablie, and also really enjoying Bare Minimum Parenting from James Breakwell.

What’s the best advice you’ve ever received?

Double down on your strengths, and wear life like a loose garment.

Tag the one person in the industry whose answers to these questions you would love to read:

Leslie Berland, Chief Marketing Officer & Head of People at @ Twitter

Thank you, Patrick! That was fun and hope to see you back on MarTech Series soon.[/vc_column_text][vc_empty_space height=”30px”][/vc_column][vc_column width=”1/6″][/vc_column][/vc_row][vc_row][vc_column][vc_tta_tabs][vc_tta_section title=”About Patrick” tab_id=”1501785390157-b58e162d-0ae25a4b-c27aca64-108e51b0-80edaf37-bd3d357a-6c46d712-3b68db8f-23cb1f8d-177f”][vc_column_text]Patrick Moorhead is a senior media, marketing, and strategy executive with 20 years of experience delivering innovation to market, focused on high growth technology and SaaS solutions marketing.[/vc_column_text][/vc_tta_section][vc_tta_section title=”About Pricefx” tab_id=”1501785390320-2d44fa50-740c5a4b-c27aca64-108e51b0-80edaf37-bd3d357a-6c46d712-3b68db8f-23cb1f8d-177f”][vc_column_text]pricefx logo

Established in 2011 in Germany, Pricefx AG is a provider of full suite price management and CPQ SaaS solutions. Our suite is based on the latest in native cloud architecture and offers flexible support for the entire price management closed loop cycle which includes pricing strategy, controlling, setting and realization.

Our solution is suitable for B2B and B2C clients and is able to serve a wide array of industries. The platform is also designed to meet the specific pricing challenges of commercial organizations of any size or geographical location.

Pricefx’s vision is to become the leading SaaS pricing solution provider by offering an easily implemented and flexible tool that is inexpensive, risk-free and fully comprehensive. Our business model is based entirely on the satisfaction and loyalty of our customers. If we do our job, they stay, and more importantly, they tell others about us.[/vc_column_text][/vc_tta_section][/vc_tta_tabs][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”20px”][vc_separator color=”black” style=”shadow” border_width=”10″][vc_empty_space height=”20px”][vc_row_inner][vc_column_inner width=”1/4″][mnky_heading title=”MarTech Interview Series” link=”url:http%3A%2F%2Fmartechseries.com%2Fcategory%2Fmts-insights%2Finterviews%2F|||”][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text]

The MTS Martech Interview Series is a fun Q&A style chat which we really enjoy doing with martech leaders. With inspiration from Lifehacker’s How I work interviews, the MarTech Series Interviews follows a two part format On Marketing Technology, and This Is How I Work. The format was chosen because when we decided to start an interview series with the biggest and brightest minds in martech – we wanted to get insight into two areas … one – their ideas on marketing tech and two – insights into the philosophy and methods that make these leaders tick.

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ClickDimensions Launches Intelligent Dashboards, Powered by Sweetspot

ClickDimensions Launches Intelligent Dashboards, Powered by Sweetspot

New Marketing Analytics Offering Brings Enterprise-Quality Reporting Capabilities to Businesses of All Sizes That Utilize Microsoft Dynamics

ClickDimensions, the leading marketing technology and services provider for Microsoft Dynamics, announced that the company has launched ClickDimensions Intelligent Dashboards. ClickDimensions acquired Sweetspot, a marketing intelligence platform, in the first quarter of 2019 and is now launching a groundbreaking marketing analytics solution which democratizes this technology, making it accessible to businesses of any size.

ClickDimensions Intelligent Dashboards, which is powered by the Sweetspot marketing intelligence platform, is a comprehensive set of pre-built marketing dashboards that integrate marketing data sources with CRM and sales data to provide a complete picture of marketing and sales performance and measure KPIs to track revenue impact. This solution helps marketers understand what is working and what isn’t by providing a holistic view of sales and marketing performance across all activities so they can see what channels, tactics and campaigns are driving revenue and driving it most efficiently.

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Marketers today have access to more technology and more data than ever before, but still struggle to understand what activities are driving results and to effectively and meaningfully report on the impact their efforts have on revenue and sales pipeline. Historically, adoption of marketing intelligence platforms has been limited to agencies and large enterprises, primarily due to the required resources and skills as well as the high price point. To build this type of solution with traditional business intelligence tools would require seven different skillsets and well over 1,500 development hours.

ClickDimensions Intelligent Dashboards provides an easy and affordable new alternative. Intelligent Dashboards is instant-on with no implementation project, with all upgrades and integration maintenance included. This all comes at a price that allows small- and mid-sized businesses access to enterprise-class marketing intelligence that has been out of reach until now.

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“Having a single view of which sales and marketing activities are driving results is a significant challenge for marketers today, particularly for those that don’t work for enterprise-level businesses. With ClickDimensions Intelligent Dashboards, we aim to solve that challenge for all marketers, regardless of the size of their organization,” said ClickDimensions CEO, Mike Dickerson. “With the new Intelligent Dashboards, ClickDimensions adds the next critical component in our marketing cloud, which is the only complete marketing solution for Microsoft Dynamics. We are the leader in marketing technology for Dynamics because our focus has always been on ensuring that Microsoft Dynamics marketers have the most innovative tools at their disposal to achieve marketing success, and we are confident that this new marketing analytics offering builds on that legacy in a way that is unrivaled in the industry.”

Within ClickDimensions Intelligent Dashboards, customers will have access to 12 marketing and sales dashboards designed by marketing, sales and IT experts, tracking more than 150 best practice KPIs across their marketing automation, CRM, web, social and advertising channels all available in less than 24 hours from first login.

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Now in private preview, Intelligent Dashboards will be generally available to all ClickDimensions and Microsoft Dynamics customers later in Q4 2019.

Talkdesk Supports Cognosante Contact Center Operations for 2,400+ Agents

Talkdesk Supports Cognosante Contact Center Operations for 2,400+ Agents

Talkdesk Cloud Cures On-Premises Condition for Cognosante to Transform the Health Care System Through Technology Solutions

Talkdesk, Inc., the cloud contact center for innovative enterprises, announced Cognosante selected Talkdesk to power its customer service operations. As a leader in technology solutions for health and social services programs, Cognosante is on a mission to transform the healthcare system by providing technology solutions and business process outsourcing to federal, state and local government health agencies. Talkdesk Enterprise Cloud Contact Center enables Cognosante to leverage cloud scalability to meet its fluctuating customer service needs while future-proofing its contact center operations. Talkdesk also met and exceeded Cognosante’s security compliance requirements with the industry’s most comprehensive set of security certifications and standards to ensure sensitive customer healthcare data is safe.

@Talkdesk cures @Cognosante on-premises condition and supports 2,400+ contact center agents transforming #healthcare systems

“Customer support is critical to the integrity of our solutions, but information security and compliance is Cognosante’s most urgent requirement when handling sensitive customer data. Talkdesk addresses our security concerns by allowing us to own and control our call recordings,” said Michael Zurat, director of engagement solutions, Cognosante. “No other solution was able to provide this level of data security on a scalable cloud platform while still meeting our customization and product integration needs.”

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Prior to Talkdesk, Cognosante customer service operations utilized several disparate systems through an on-premises platform. Contact center administrators wrestled with the inflexible nature of its on-premises platform, resulting in lost time and revenue due to agent training and ramp-up. Talkdesk Enterprise Cloud Contact Center offers easy customization in a scalable cloud solution that is ideal for customer service providers like Cognosante with frequently changing service levels. As its service levels fluctuate throughout the year, Cognosante utilizes the power of Talkdesk Studio to design and build customized call flows to meet its specific needs through an easy-to-use interface.

“Flexibility and the power to scale services up and down as business needs change is a core component of Talkdesk and exclusive to our cloud-native architecture,” said Talkdesk chief executive officer, Tiago Paiva. “Talkdesk offers customer service organizations a simple and easy path to customize their contact center using clicks, not code, and instantly bring new agents online, including remote agents in any location, to quickly meet customer expectations.”

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With a customer service operation that routinely adds several hundred agents at multiple times throughout the year, maintaining an outstanding customer experience is a top priority for Cognosante. Through seamless integrations of its Salesforce customer relationship management (CRM) system, agents are automatically connected to customer information with comprehensive historical reports in Salesforce allowing them to focus on the customer’s issue rather than finding their records. Cognosante also utilizes Microsoft Dynamics integration through Talkdesk to personalize each interaction for the customer and streamline agent workflow to boost productivity by eliminating manual data entry, resulting in effective and efficient customer experience.

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Avaya and Tenfold Create Improved Customer Conversations, Enabling Integrated AI Solutions that Amplify Salesforce, ServiceNow, Microsoft Dynamics and Other Leading CRMs

Avaya and Tenfold Create Improved Customer Conversations, Enabling Integrated AI Solutions that Amplify Salesforce, ServiceNow, Microsoft Dynamics and Other Leading CRMs

Integrated Contact Center solution will help maximize performance, profit and productivity for sales and service organizations globally, while improving customer experiences

Avaya Holdings Corp., a global leader in solutions to enhance and simplify communications and collaboration, and Tenfold, the world’s leading provider of next generation CTI solutions, announce a strategic partnership to enable joint clients to improve their customer experience, increase productivity of their sales and service teams and operationalize AI with richer contextual customer data to drive predictive engagement.

This collaboration will natively connect Tenfold’s real-time cloud integration layer and intelligent integrated desktop agent with the market-leading Avaya IX Contact Center and Avaya IX™ Workplace unified communications platforms on which clients of all sizes around the world depend for powering customer conversations.

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Tenfold’s real-time cloud integration layer provides productized and repeatable integrations between Avaya’s on-premise and cloud offerings and leading CRM solutions including Salesforce, ServiceNow, Microsoft Dynamics, NetSuite and many others. Tenfold automates data capture and workflow for sales and service teams, while ensuring they have a relevant real-time view of their customers and prospects when they need it most–at the moment of interaction.

“Every enterprise is looking for ways to differentiate, by delivering a uniquely amazing customer experience, while at the same time making their internal teams and processes more intelligent and efficient-hitting both the top and bottom-line,” said Frank Ciccone, senior vice president of sales, Avaya. “Partnering with Tenfold provides Avaya clients with innovative AI-driven cloud technology that arms their teams with relevant real-time customer data and insights to more thoroughly and efficiently serve their customers.”

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“Customer expectations have changed, putting demands on sales and service teams to deliver personalized and contextual experiences at scale in real-time. Our joint clients will benefit from this strategic partnership, creating seamless integrated experiences for their customers and employees across all interactions and channels,” said Jeff Cotten, CEO, Tenfold. “Voice powers more than 60 percent of customer interactions, but typically, voice interaction data lives across siloed systems, limiting companies’ ability to operationalize AI. This partnership will unlock that data, connecting it into a company’s CRM empowering joint customers to drive predictive customer engagement.”

Integrating the Tenfold real-time cloud integration layer and intelligent integrated desktop agent into Avaya’s market-leading outbound and inbound voice solutions, Avaya IX Contact Center and Avaya IX Workplace, Avaya OneCloud™, extends the value of clients’ existing Avaya and CRM investments while enabling highly impactful AI-driven outcomes.

As part of the partnership, Tenfold will join A.I.Connect, an Avaya-led initiative that brings together an ecosystem of vendors and developers taking an active part in building AI-driven solutions. A.I.Connect is accelerating the adoption of AI solutions in contact center and unified communications solutions, bringing together world-class companies and products enhancing customer and user experiences through AI.

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Avaya and Tenfold Create Improved Customer Conversations, Enabling Integrated AI Solutions that Amplify Salesforce, ServiceNow, Microsoft Dynamics and Other Leading CRMs

Avaya and Tenfold Create Improved Customer Conversations, Enabling Integrated AI Solutions that Amplify Salesforce, ServiceNow, Microsoft Dynamics and Other Leading CRMs

Integrated Contact Center Solution Will Help Maximize Performance, Profit and Productivity for Sales and Service Organizations Globally, While Improving Customer Experiences

Avaya Holdings Corp., a global leader in solutions to enhance and simplify communications and collaboration, and Tenfold, the world’s leading provider of next generation CTI solutions, announce a strategic partnership to enable joint clients to improve their customer experience, increase productivity of their sales and service teams and operationalize AI with richer contextual customer data to drive predictive engagement.

Learn how @Avaya & @growtenfold are creating improved customer conversations through an integrated #AI #ContactCenter solution. #ExperiencesThatMatter

This collaboration will natively connect Tenfold’s real-time cloud integration layer and intelligent integrated desktop agent with the market-leading Avaya IX™ Contact Center and Avaya IX™ Workplace unified communications platforms on which clients of all sizes around the world depend for powering customer conversations.

Tenfold’s real-time cloud integration layer provides productized and repeatable integrations between Avaya’s on-premise and cloud offerings and leading CRM solutions including Salesforce, ServiceNow, Microsoft Dynamics, NetSuite and many others. Tenfold automates data capture and workflow for sales and service teams, while ensuring they have a relevant real-time view of their customers and prospects when they need it most–at the moment of interaction.

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“Every enterprise is looking for ways to differentiate, by delivering a uniquely amazing customer experience, while at the same time making their internal teams and processes more intelligent and efficient-hitting both the top and bottom-line,” said Frank Ciccone, senior vice president of sales, Avaya. “Partnering with Tenfold provides Avaya clients with innovative AI-driven cloud technology that arms their teams with relevant real-time customer data and insights to more thoroughly and efficiently serve their customers.”

“Customer expectations have changed, putting demands on sales and service teams to deliver personalized and contextual experiences at scale in real-time. Our joint clients will benefit from this strategic partnership, creating seamless integrated experiences for their customers and employees across all interactions and channels,” said Jeff Cotten, CEO, Tenfold. “Voice powers more than 60 percent of customer interactions, but typically, voice interaction data lives across siloed systems, limiting companies’ ability to operationalize AI. This partnership will unlock that data, connecting it into a company’s CRM empowering joint customers to drive predictive customer engagement.”

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Integrating the Tenfold real-time cloud integration layer and intelligent integrated desktop agent into Avaya’s market-leading outbound and inbound voice solutions, Avaya IX Contact Center and Avaya IX Workplace, Avaya OneCloud™, extends the value of clients’ existing Avaya and CRM investments while enabling highly impactful AI-driven outcomes.

As part of the partnership, Tenfold will join A.I.Connect, an Avaya-led initiative that brings together an ecosystem of vendors and developers taking an active part in building AI-driven solutions. A.I.Connect is accelerating the adoption of AI solutions in contact center and unified communications solutions, bringing together world-class companies and products enhancing customer and user experiences through AI.

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Crowe Named to Microsoft Dynamics Inner Circle

Crowe Named to Microsoft Dynamics Inner Circle

Firm listed as top 1% of Business Application partners

Crowe LLP was recently recognized as an FY20 Microsoft Business Applications Inner Circle partner. This list represents the top 1% of all organizations in the Microsoft Business Applications group. Crowe is a public accounting, consulting and technology firm with offices around the world.

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“This recognition by Microsoft is a validation of the deep industry specialization Crowe has focused on for more than a decade,” said Josh Cole, managing principal of the consulting team at Crowe. “Crowe remains committed to building specialized solutions within the Microsoft Azure cloud platform and looks forward to continued collaboration with Microsoft’s Business Applications teams.”

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Crowe is a global Microsoft Partner that specializes in industry vertical and digital accounting solutions. The firm extends the Microsoft Dynamics 365 platform to address the industry needs of manufacturing and distribution, metals, financial services, public sector and healthcare. Crowe digital accounting solutions include lease accounting, debt management and anomaly detection offerings.

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Nimble Signs Reseller Agreement with Gold Microsoft Partner SherWeb to Deliver Simple CRM for Office 365

Nimble Signs Reseller Agreement with Gold Microsoft Partner SherWeb to Deliver Simple CRM for Office 365

CSP Resellers Help First Time CRM Users to Adopt The Modern Office 365 Workplace

Nimble — the Simple, Smart CRM for Office 365 — announced a global reseller agreement with SherWeb, a leading cloud distributor and award-winning Gold Microsoft partner. SherWeb is enabling its 5,000 reseller partners globally to rapidly build their digital transformation practice and adopt a modern go-to-market strategy using Nimble CRM as The Simple CRM for Office 365 and gateway to Azure and Dynamics.

Nimble Signs Reseller Agreement with @Microsoft Gold Partner @SherWeb to Deliver Simple #CRM for Office 365 #MSPartner #MSInspire #BetterwithOffice

SherWeb partners can provision Nimble from within SherWeb’s online Cloud Marketplace, where the entire Office 365 family, Microsoft Dynamics portfolio, and Azure services are supported for turnkey Cloud Service implementations.

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The Modern Office 365 Workplace

“In a digital workplace, Nimble CRM delivers immediate value to small business teams struggling to manage customer and contact data across email, spreadsheets, social media channels and SaaS apps,” said Jason Brown, Vice President, Product at SherWeb. Nimble’s unified source of enriched contact records ensures our partners’ business teams can easily reach, inform, and engage prospects and customers at scale using personalized, customer-centric communications, which is a clear competitive advantage.”

While Microsoft Dynamics 365 is ideally suited for businesses with 250+ users that want an enterprise-class business management solution, Brown recommends Nimble to partners with small teams of up to 50 people.

“First time CRM users readily adopt Nimble because it’s so easy to access and easy to use,” added Brown. “As their needs evolve, partners can integrate Nimble with Dynamics 365 and any number of SaaS-based marketing automation, customer service, and accounting applications, extending employee access to every contact record, regardless of their source, everywhere they engage.”

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The Modern CRM for Office 365

Nimble enables channel partners and Office 365 users to manage relationships more effectively within a single, enriched system of record. The contact relationship manager builds a team database from contacts in email, appointments, social media, and SaaS-based connections with social insights and business context. It also delivers contact and business profiles within Office 365, across the web, in popular SaaS-based business applications, and on mobile devices.

“We are excited to partner with SherWeb to help SMB channel partners modernize their 2019 go-to-market strategy,” said Kevin Turner, Head of Strategic Partner Development at Nimble. “As employees realize Nimble’s ‘what’s in it for me’ factor, they readily embrace the digital workplace and, in turn, can help their small business customers do the same.”

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Nimble, Microsoft Gold Partner + Simply Mail Solutions Bring Simple, Smart CRM for Office 365 to UK Customers

Nimble, Microsoft Gold Partner + Simply Mail Solutions Bring Simple, Smart CRM for Office 365 to UK Customers

Microsoft Channel Partner Fills The Office 365-Dynamics 365 SMB/SME Gap with Nimble

Nimble – the Simple, Smart CRM for Office 365 and G Suite – announced a partnership with Simply Mail Solutions, (SMS) Ltd., a Microsoft Gold Distribution Partner and world-class managed cloud service provider. The partnership addresses small to mid-sized enterprises’ (SMEs) or small to mid-sized businesses’ (SMBs) need for an easy-to-implement, easy-to-use contact relationship manager. Newly available to Simply Mail Solutions’ 4,500 small- and mid-sized customers, Nimble provides an intelligent, intuitive way for teams of 2-25 people to cultivate their sales, marketing, and business networks without the high cost or complexities of an enterprise CRM solution.

Microsoft Gold Distribution Partner @simplyms_status offers Nimble to its 4,500 small- and mid-sized customers, the latest in a series of partner announcements with Microsoft Gold Partners

The partnership is enabled by Microsoft’s partner-to-partner cloud marketplace in Partner Center. In pilot since 2017, the program makes it easy for partners to sell, provision, and bill Microsoft customers for third-party solutions that address specific business needs.

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Nimble Contact Management Features for Office 365 Workgroups

Backed by SMS’s latest cloud technology, 24/7 UK Support, and highly-qualified engineers, Nimble enables Microsoft Office 365 users to cultivate relationships in authentic and meaningful ways, without ever leaving their inbox.

  • Nimble ties all your contacts together. It combines social contacts with individual email users’ contacts, emails, and calendars from Outlook (desktop and mobile) and Office 365 in an easy-to-use contact relationship manager.
  • It fills the gap between Office 365, Dynamics, and more. For customers with more complex environments, Nimble syncs contacts from Microsoft Dynamics, social media, and more than 160 SaaS-based solutions.
  • Nimble empowers teams to connect more effectively by enriching contacts automatically with social context and business insights.
  • It automates administrative tasks: Nimble tracks email and Twitter engagement history as people work, freeing them from tedious data entry in the CRM.
  • Nimble is easily accessible anywhere you need it: Nimble delivers team profiles in the inbox, calendars, and contacts as well as across the web, on social platforms, and in cloud-based business applications.

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“Virtually all our customers need a contact relationship management platform like Nimble that centralizes and shares customer knowledge across the organization so teams can treat every contact like a VIP,” said SMS CEO Colin Smith. “Depending on the customer’s environment, Nimble can either work as a stand-alone CRM for Office 365, Outlook and Outlook mobile, or as an intelligent add-in to popular SaaS sales, marketing, accounting, and customer service applications.”

“We are delighted to combine the power of Nimble with SMS’s unbeatable combination of premier cloud technology, 24/7 UK support, and highly qualified engineers,” said Kevin Turner, Nimble’s Head of Strategic Partner Development. “Our partnership empowers customers to gather contact relationship data under one roof, automate data enrichment and data entry, and effectively communicate with customers and prospects within a scalable, secure, and constantly connected environment.”

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Purely CRM Implements Microsoft Dynamics 365 CRM Solution for Dupuis Langen

Purely CRM Implements Microsoft Dynamics 365 CRM Solution for Dupuis Langen

In early 2018, Dupuis Langen contacted Purely CRM for a functional and technical assessment of a previously implemented Microsoft Dynamics CRM on-premise solution. By conducting a 30-day Discovery engagement, Purely CRM assessed the extent to which Dupuis Langen’s key business requirements and data capture needs were represented in the solution.

Purely CRM implements Microsoft Dynamics 365 Solution for Dupuis Langen

The challenges reported with the existing CRM solution included issues such as poor shared User Experience, unreliable data, and technical limitations. Business development roadblocks and potential missed deadlines were difficult to identify in time to prevent them. For many reasons both technical and functional, Purely CRM recommended that the entire solution be re-implemented.

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Building upon the Discovery Engagement findings as the foundation for the functional and technical requirements and design, Purely CRM replaced the existing Microsoft Dynamics CRM. This included implementing a SharePoint integration which enables users to easily access related documents when outside the office and away from their desks.

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Purely CRM’s expertise with Dynamics CRM and years of business analysis acumen ensured that Dupuis Langen can now effectively run their core business processes with powerful tracking and reporting capabilities. The President of Dupuis Langen, Diane Dupuis, quotes “we went live before our most intense business period, and our new CRM solution supported this whole process. This enabled us to focus our business on immediate time-sensitive concerns as well as long-term strategic pursuits. As the president, the visibility I now have into what is going on in all areas of the business is of tremendous value to me.”

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Formstack Announces Plans for Unified Platform as a Result of Strategic Acquisitions

Formstack Announces Plans for Unified Platform as a Result of Strategic Acquisitions

Leader in Data Capture Aims to Improve Workplace Productivity

Formstack, a software-as-a-service (SaaS) company with a mission to transform the way people collect information and put it to work, announces its vision for a full-stack, integrated data platform for workplace productivity. Bolstered by strategic acquisitions—most recently, Bedrock Data—Formstack’s new suite of data collection products will allow users to build, connect, engage and analyze data for impactful business outcomes.

The platform will deliver data collection capabilities with the flagship Formstack Forms solution, Formstack Salesforce app (birthed from the acquisition of Fast Forms in 2017) and upcoming Formstack Surveys (stemming from the acquisition of QuickTapSurvey in 2018). Taking data collection one step further, the platform will also ensure processes are more efficient by providing additional products:

  • Formstack Sync for simplified data transfer across various systems
  • Formstack Documents for contract and document generation
  • Formstack Flow for process automation
  • Formstack Payments for a seamless way to collect money

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“The explosion of SaaS offerings, which has ultimately fueled more innovations and made almost every user’s life easier in some way, has also resulted in disparate processes, disconnected systems and too many tools that don’t integrate,” said Chris Byers, CEO of Formstack. “We saw that our users needed a unified data management system that not only transformed how teams collected data but also how that data was put to use to impact the bottom line. Our recent acquisitions have been vital in rounding out our new workplace productivity solution and its ability to increase efficiencies across any department in the enterprise.”

Formstack’s recent acquisition of Bedrock Data, an online data integration platform that syncs customer data between systems through pre-built connectors, gives Formstack customers immediate access to 14 advanced integrations, including Microsoft Dynamics, Oracle NetSuite, HubSpot and Marketo. Additional integrations will be released to customers in the months ahead.

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“Bedrock Data’s core belief—that data is a powerful tool that helps teams do better work while forging deeper connections—aligns directly with Formstack’s vision,” said Taylor Barstow, CEO of Bedrock Data. “While Bedrock syncs data, Formstack workflows help manage the processes around how data is used within a department or team. Together, we give users access to a

more dynamic platform that will change how the industry views workplace productivity and data management.”

Customers can expect to see changes throughout 2019 that reflect Formstack’s transformation into a platform with multiple product lines.

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Seismic Surpasses 70 Technology Integrations Available to Customers

Seismic Surpasses 70 Technology Integrations Available to Customers

Integration Capabilities Range from Allowing Sellers to Automatically Personalize Content at Scale to Improving Lead Scoring for Marketers

Seismic, the recognized leader in sales and marketing enablement, announced that the company now boasts more than 70 integrations across the technology ecosystem found among sales and marketing teams. With powerful integrations ranging from CRMs to marketing automation platforms, Seismic is the most integrated sales enablement platform in the market with the widest array of integration use cases.

“For enterprises to truly align their sales and marketing teams today, their technologies need to be aligned as well. No other sales enablement platform on the market today offers that level of powerful technology integration to the extent that Seismic does,” said Doug Winter, co-founder and CEO, Seismic. “With Seismic as the connector between the tools sales and marketing teams use every day, the result is greater sales productivity, more effective marketing initiatives, and a greater return on technology spend.”

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More than 90 percent of customers take advantage of Seismic’s integration capabilities, which include:

  • Customer relationship management: Salesforce CRM, Microsoft Dynamics, Sugar CRM, Siebel, CRM
  • Marketing automation: Marketo, Oracle Eloqua, Salesforce Marketing Cloud
  • Data vendors: FactSet, Morningstar, Google AdWords
  • Sales readiness: Brainshark, MindTickle
  • Content management systems: Box, DropBox, OneDrive, Google Drive
  • Email clients: Microsoft Outlook, Gmail
  • Web content management: Sitecore, Adobe AEM

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Seismic offers unparalleled capabilities in syncing content between integrated technologies to ensure marketers and sellers have access to the right materials and information wherever they work. Unique to the sales enablement market, however, is the level to which Seismic incorporates data and functionality from integrated technologies to help sellers be more productive. Specific examples of this include:

  • Seismic’s dynamic content assembly technology LiveDocs leverages third-party data from sources ranging from financial data sources such as FactSet and Morningstar to CPQ systems and market intelligence platforms to help sellers automatically personalize pitch decks, quarterly reviews, and other customer-facing content with the information most pertinent to each unique customer.
  • Seismic’s integration with marketing automation tools such as Marketo and Oracle Eloqua allow marketers to see for the first time page-by-page content and engagement data at every stage of the buyer’s journey, resulting in unprecedented insights into campaign performance, personalization, and lead scoring.
  • Seismic’s predictive content functionality, available within CRMs such as Salesforce and Microsoft Dynamics, surfaces content to sellers that is proven most likely to engage each unique opportunity through integrations with a wide array of technologies housing customer data. This includes marketing automation platforms and commercial analytics providers such as Dun & Bradstreet. More than 300 enterprises are currently using Seismic’s Salesforce integration.

“Seismic’s Salesforce integration is a great resource for our sales and marketing teams,” said Sara Cabral, Product Operations Manager at Intapp. “By automatically providing our sales teams with the exact content they need to move deals forward right within their Salesforce interface, not only have we seen a noted increase in sales productivity, but Salesforce adoption has increased, increasing the ROI of that tool as well.”

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Advancing Amazon Connect Implementation Success in United Kingdom

Advancing Amazon Connect Implementation Success in United Kingdom

Voicefoundry, Leading Consulting Services Provider for Amazon Connect, Expanding into the United Kingdom

VoiceFoundry, a principal provider of enterprise cloud-based contact center solutions with a unique focus on customer experience and automation in North America, Australia and New Zealand, announced that it is expanding consulting services for Amazon Connect to the United Kingdom.

VoiceFoundry continues to gain momentum in the delivery of Amazon Connect deployments, supporting innovative contact center implementations leveraging complementary Amazon Web Services (AWS) solutions like Amazon Lex and Amazon Polly. Founded in 2016 specifically to support the Amazon Connect ecosystem, VoiceFoundry recently achieved Advanced Consulting Partner status in the AWS Partner Network (APN) for delivering design and deployment services in support of Amazon Connect.

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With a deep legacy of knowledge around Contact Centers and Customer Experience, VoiceFoundry brings an in-depth understanding of the major technology platforms currently driving Contact Center operations. A team of expert professionals, including solutions consultants, application developers, technical architects and AWS certified engineers, with over 100+ years of cumulative experience, deliver exceptional contact center solutions across North America, APAC and now the UK.

Global delivery of services for Amazon Connect continues with VoiceFoundry.

No contracts or no minimum commitments are necessary with Amazon Connect and there is just a simple price per minute for usage. Amazon Connect continues to revolutionize the way businesses experience Contact Center and Customer Experience technology and services and has disrupted the status quo of the traditional players.

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John Marino, VoiceFoundry CEO, said, “As the momentum for Amazon Connect grows globally, VoiceFoundry will be ready to help support customers as they seek to migrate or implement Amazon Connect into their contact centers. We are excited to have our team in the UK join us on this journey and look forward too many customer successes abroad.”

VoiceFoundry also works with leading cloud workforce management and optimization platforms offering standard AWS connectors for CRM vendors including Zendesk, Salesforce, ServiceNow, Microsoft Dynamics and Freshdesk. This is complemented with a full suite of application development, implementation, consulting and managed services to deliver a comprehensive Contact Center solution. VoiceFoundry works as the single point of contact and delivers a complete solution in order to make the implementation of AWS as seamless as possible.

InsideSales.com Announces AI Sales Platform Integration with SAP Cloud for Customer

InsideSales.com Announces AI Sales Platform Integration With SAP Cloud for Customer

Fuels 30% Sales Growth with Predictive & Prescriptive B2B Buyer Intelligence for SAP, Salesforce.Com, Microsoft Dynamics, and Infor CRM

InsideSales.com, the No. 1 artificial intelligence (AI) platform for sales and business growth, announced a new integration with the next-generation SAP Cloud for Customer (C4C) CRM, extending its unparallelled buyer insights to SAP customers. InsideSales.com for SAP accelerates pipeline development to increase sales by up to 30 percent with the same AI insights and Collective Intelligence InsideSales.com has long provided users of Salesforce.com, Microsoft Dynamics, and Infor CRM.

“It’s the unfair advantage our AI system of growth has long provided to users of Salesforce, Microsoft Dynamics, and Infor CRM. And now SAP C4C users can compete using AI-powered buyer intelligence to discover optimal accounts, build more pipeline, and expand the value of deals by almost 85 percent.”

“To compete and win, sales professionals need far more than just CRM. Sellers need timely actionable insights from AI-powered collective buyer intelligence,” said InsideSales.com CEO, Dave Elkington. “It’s the unfair advantage our AI system of growth has long provided to users of Salesforce, Microsoft Dynamics, and Infor CRM. And now SAP C4C users can compete using AI-powered buyer intelligence to discover optimal accounts, build more pipeline, and expand the value of deals by almost 85 percent.”

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InsidesSales.com Extends AI Advantage to SAP CRM Users

SAP Cloud for Customer CRM users can expect to see dramatic sales productivity gains and deal expansion using the Amazon-like B2B sales recommendation engine. With AI-driven insights into InsideSales.com’s Collective Intelligence knowledge base of more than 100 million B2B buyer profiles and 120 billion behavioral interactions, sales teams can:

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  • Optimize ROI from existing CRMs and systems of engagement by uncovering millions in opportunities hidden within unusable data.
  • Identify, prioritize, and build new pipeline with greater efficiency, to keep sales representatives focused on achieving the most important KPIs from activities and dials to pipeline contribution and average deal size.
  • Prioritize and engage with net new accounts and customers by reaching out with the right message at the right time.

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Teckst Builds Integration with Microsoft Dynamics CRM Along with Companion App

Teckst Builds Integration with Microsoft Dynamics CRM Along with Companion App

Teckst Seamlessly Incorporates Two-Way Messaging into Dynamics Interface with Workflows for Sales and Customer Care

Enterprise customer care and sales messaging platform provider Teckst has built a first-of-its-kind integration with leading CRM Microsoft Dynamics. Organizations using Dynamics for sales and/or customer support can now message with prospects and customers from within the Dynamics interface. Integrations can be completed within one to three business days, depending on the complexity of the customer’s CRM configuration and business requirements.

The Teckst widget displays on the contact page for sales reps, allowing them to communicate with prospects via text with no need to learn a new system or interface. For companies using Dynamics for customer support, Teckst lives on the case. To help reps and agents be more effective, Teckst automatically runs a “landline checker” so only mobile numbers that are available to text appear.

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Josh Rochlin
Josh Rochlin

Each message sent and received is pushed as a transcript activity into Dynamics, enabling messaging data to flow directly into native CRM analytics and reporting. Depending on the organization’s requirements, Teckst also offers the ability to import single messages in real-time or batch import entire conversations into Dynamics every 24 hours.

“We’re thrilled to be the first enterprise messaging platform with a Microsoft Dynamics integration in place alongside other leading CRM’s like Salesforce and Oracle,” said Josh Rochlin, CEO of Teckst. “Like many of our innovations, this integration came at the request of current customers, and we were happy to accommodate them.”

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Companies that take advantage of Teckst’s Dynamics integration can also download the companion mobile app. The iOS and Android apps allow sales reps to be available when it’s most convenient for their customers, regardless of working hours or CRM access. All text conversations held in the app sync with Dynamics in real time, ensuring that the rep and organization have clear visibility into all communications regardless of channel.

To further enhance the experience, each sales rep has their own individual instance of the app and only receives access to their own conversations. They can opt in to receive push notifications or emails about new messages, and filters will help them identify conversations that need immediate attention. Prospects can also be assigned priorities based on their value.

Rochlin commented, “Teckst allows customers to communicate with businesses on their own terms and their own time, but it’s just as important for us to give reps and agents the best experience possible. Features like the Dynamics mobile app ensure that we can do both.”

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VoiceFoundry Expands Global Deployment of Amazon Connect Services

VoiceFoundry Expands Global Deployment of Amazon Connect Services

Contact Center Leader Provides Consulting and Best Practice Support for Customers Looking to Migrate To Amazon Connect in ANZ

VoiceFoundry, a principal provider of enterprise cloud-based contact center solutions with a unique focus on customer experience and automation in North America, announced that it is now expanding services to Australian and New Zealand businesses.

VoiceFoundry offers a deep legacy of knowledge around contact Centers, how they function and operate and an in-depth understanding of the major technology platforms currently driving contact Center operations. With over 100+ years of cumulative experience delivering exceptional contact center solutions, VoiceFoundry brings experienced professionals including solutions consultants, application developers, technical architects and AWS certified engineers across North America, UK and APAC.

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VoiceFoundry’s expansion into the Australian and New Zealand region is fueled by the global demand for Amazon Connect – Amazon’s contact center and self-service offering. Founded in 2016 specifically to support the Amazon Connect ecosystem, VoiceFoundry was among the first APN partners to provide design, integration and implementation services to support customers using the AWS offering. VoiceFoundry continues to gain momentum as a key partner focused on Amazon Connect deployments, supporting some of the most advanced implementations on the planet leveraging complimentary AWS products like Amazon Lex and Polly.

Amazon’s entry into the contact center market has changed the software-as-a-service model completely; no contracts, no minimum commitments – just a simple price per minute for usage. It is set to revolutionize how businesses consume contact Center and customer experience services and significantly disrupts the traditional players in the Contact Center market.

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Luke McNamara, VoiceFoundry Country Manager, said “Amazon’s entry into the contact Center space is a pivotal moment for the customer experience industry in this region. It is the first contact Center to deliver on real cloud principles – always on, accessible everywhere, scalable, continuous improvement, APIs and genuine consumption-based pricing.”

VoiceFoundry also partners with leading cloud workforce management and optimization platforms and offers standard Amazon connectors for CRM vendors including Zendesk, Salesforce, ServiceNow, Microsoft Dynamics and Freshdesk. This is complemented with a full suite of application development, implementation, consulting and managed services to deliver a comprehensive contact Center solution.

Lynn Teague, Director Strategic Accounts, said “We have built a singular focus around Amazon Connect because we believe the Amazon offering to deliver the most robust suite of features and capabilities in the industry. The significant growth we have seen in North America has allowed us to accelerate our plans to move into the ANZ market and we couldn’t be more excited.”

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Momentum Grows for Act-On Among Manufacturing Marketers

Momentum Grows for Act-On Among Manufacturing Marketers

Marketing Automation Platform Optimizes Channel and Customer Engagement to Measurably Accelerate Sales Outcomes

Act-On Software, the leading provider of adaptive marketing automation for fast-growing businesses, recently announced that global manufacturers such as Konecranes, Abracon, and Hitachi have adopted the Act-On platform with industry leaders like Avery Dennison, Mity-Lite, and Carlisle Interconnect Technologies renewing their commitment to Act-On. A growing number of manufacturers are choosing Act-On’s marketing automation solution to help their agile marketing teams effectively engage with large distribution channels to optimize engagement.

Helping manufacturers to effectively meet the simultaneous challenges presented by small marketing teams who must effectively engage large distribution channels and maximize small profit margins, Act-On is quickly becoming a de-facto standard for marketing automation in manufacturing. With the help of Act-On’s marketing automation platform, manufacturers are able to effectively work with channel partners, sharing communication templates, easily flowing leads to distribution partners, and optimizing team productivity to measurably grow sales outcomes.

Peter Hoffman

“Our success is dependent on reaching engineers at the beginning of their problem-solving process,” said Peter Hoffman, VP of Sales and Marketing at R.M. Hoffman, manufacturer of industrial automation components, “Act-On has become crucial to our marketing and sales effort. We get vital information that accelerates our ability to talk to customers more intelligently early in the sales process.” Indeed, this advantage has helped the firm grow its sales leads 33% year over year, which has translated into 15% sales revenue growth.

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James Moat

Bisco Industries, makers of electronic components, hardware and fasteners, grew its conversion rate 1,285% while increasing the number of campaigns it runs by 78%. And, Avery Dennison, a global supplier of adhesive technology, display graphics and packaging materials, increased its email open rate 3x with Act-On while saving countless hours of labor. According to James Moat, Director of Global Digital Corporate Communications at Avery Dennison, “Act-On’s automated programs have tripled our email open rates, saved us countless hours of labor, and has generated so many well-nurtured leads that our biggest concern is providing enough staff to follow up with them.”

Act-On’s Marketing Network capabilities allow manufacturers to create and share with channel partners templates for landing pages, emails and more. Thus, empowering small, agile marketing teams to engage with large distribution channels all while maintaining brand consistency and providing ease-of-use. Moreover, Act-On leads the market in its native CRM integration with popular solutions like Microsoft Dynamics, Sugar CRM and NetSuite that allow manufacturers to optimize the efficacy of marketing processes.

Momentum for Act-On is growing among manufacturing marketers as it has a powerful platform that enables successful marketing in the new digital era, while being easy to use and doesn’t require certified experts or IT hand-holding.

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