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Automation & Integrations, Industry insights and trends

EU AI Act Approved: What It Means for AI in Sales and Support

March 22, 2024 Krzysztof Balicki Comments Off on EU AI Act Approved: What It Means for AI in Sales and Support

On 13 March 2024 the European Parliament approved the Artificial Intelligence Act. If you run a small firm that uses AI writing assistants and chatbots in sales and support, here is what it means in practice: transparency and good housekeeping. Not a ban. That is the short version of the EU AI Act for small […]

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CRM best practices and tips, CRM Guides, Security & Data

CRM Security: Best Practices for 2024

February 25, 2024 Krzysztof Balicki Comments Off on CRM Security: Best Practices for 2024

CRM security, or securing your Customer Relationship Management system, comes down to access controls, multi-factor authentication, updates, encryption and staff training. As companies continue to digitalize their operations, CRM platforms store vast amounts of sensitive customer data, financial information, and internal business processes. A breach in this system can lead to severe consequences, including financial […]

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CRM Guides, Industry insights and trends

Third-Party Cookies Phase-Out: Why First-Party Data Matters

February 20, 2024 Krzysztof Balicki Comments Off on Third-Party Cookies Phase-Out: Why First-Party Data Matters

Chrome has started restricting third-party cookies. Retargeting and cross-site analytics get shakier as a result, and first-party data - the stuff prospects hand you directly - becomes the dependable way to find and follow up leads. Run a small B2B company that lives off ad retargeting and website analytics for enquiries? Then yes, this touches […]

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Automation & Integrations, Industry insights and trends

Gmail and Yahoo Sender Rules 2024: What Changes for CRM Emails

January 26, 2024 Krzysztof Balicki Comments Off on Gmail and Yahoo Sender Rules 2024: What Changes for CRM Emails

From February 2024, the Gmail Yahoo sender requirements oblige anyone mailing these inboxes to do three things: authenticate messages, make unsubscribing easy and keep spam complaints low. Fail those checks and your mail may be rejected. Or it lands in spam, which is hardly better. And no, this is not only a big-marketer problem. A […]

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