Technology

What an AI Sales Agent's Audit Log Should Show, and Who Reviews It Each Week
What an AI Sales Agent's Audit Log Should Show, and Who Reviews It Each Week

An AI sales agent audit log only helps if the right people actually read it. Here is who should review it each week and what they should be looking for in the data.

Outsourced SDR Teams and Contractors: Giving Access Without Handing Over Your Data
Outsourced SDR Teams and Contractors: Giving Access Without Handing Over Your Data

Thinking about outsourced SDR teams? Nearly half of breaches trace back to third parties, so see the access rules that keep your sales data safe and compliant.

Your CRM Vendor Is Not Your Backup: Recovering Deleted Contacts and Campaign History
Your CRM Vendor Is Not Your Backup: Recovering Deleted Contacts and Campaign History

CRM data backup isn't something your vendor handles for you. See why that assumption puts your contacts and campaign history at risk and what to do instead.

Peak Season Sends: Stress-Testing Your Email and Order Systems Before the Holiday Rush
Peak Season Sends: Stress-Testing Your Email and Order Systems Before the Holiday Rush

Stress testing email and order systems before peak season is what separates a record sales month from a crashed checkout. Find out what to test before holiday traffic hits.

Becoming a Defense Subcontractor Changes How You Email, Share Files and Close Deals
Becoming a Defense Subcontractor Changes How You Email, Share Files and Close Deals

Thinking about defense subcontracting? Your everyday email habits could cost you the contract. Here is what CMMC expects before you send your next message.

Campaigns Send at 2 AM, Nobody Is Watching: After-Hours Monitoring for Revenue Systems
Campaigns Send at 2 AM, Nobody Is Watching: After-Hours Monitoring for Revenue Systems

Late night campaigns look smart until a tracking error goes unnoticed. After hours monitoring is how smart teams protect revenue while everyone else sleeps.

Trade Show Lead Capture: Securing Badge Scans, Laptops and Hotel Wi-Fi on the Road
Trade Show Lead Capture: Securing Badge Scans, Laptops and Hotel Wi-Fi on the Road

Trade show lead capture security is easy to overlook until a lost laptop or sketchy hotel Wi-Fi exposes your entire pipeline. Here is how to avoid that nightmare.

Email Retention Policies for Sales Teams: What to Keep, Delete and Prove Later
Email Retention Policies for Sales Teams: What to Keep, Delete and Prove Later

Email retention policy for sales teams sounds boring until an audit hits. Here is what to keep, what to delete, and how to prove an email is real when it counts.

Hosting Webinars From the Office: Bandwidth, Backup Links and What Kills Live Events
Hosting Webinars From the Office: Bandwidth, Backup Links and What Kills Live Events

Hosting webinars from the office sounds easy until bandwidth tanks mid-presentation. Here is what actually keeps your live event running when it counts most.