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New Supplyframe Research Reveals That Digital Maturity Is Stuck Below 3.0 as Manufacturers Globally Struggle to Get Ahead of Supply Chain Disruption

Supplyframe unveiled new DSI Maturity Model research revealing that global manufacturers’ average digital maturity score is just 2.9 out of 5. While slightly better than the average score (2) from last year’s report, which focused on North American manufacturers, this new research indicates there is still significant room for growth.

Highlighting this opportunity, Supplyframe’s research divulges that a scant 5% of organizations globally can proactively predict and mitigate disruption before it impacts their business. This illustrates how many are stuck in a “reactive” mindset when it comes to risk mitigation. Furthermore, 75% of global manufacturers are still utilizing static systems and siloed organizations with minimal collaboration between engineering and supply chain teams.

Read More: SalesTechStar Interview with Jagan Reddy, Founder and CEO of RightRev

Yet, interestingly, electronics industry professionals are largely aware that continuing to rely on ad hoc spreadsheets for sourcing, and manually validating and optimizing bills of materials without access to real-time intelligence, keeps them in firefighting mode and can limit their growth potential. The research shows that 80% of global manufacturers recognize the need for “outside-in” market intelligence in either report form or as part of an integrated system. This is particularly crucial in a world in which events and policy changes related to tariff negotiations, geopolitical turmoil, climate change, rising product complexity, global pandemics, and chip shortages have created near-constant and elevated risk for global manufacturing and supply chains.

“Our survey data shows that global manufacturers generally agree on the need for outside-in intelligence and cross-functional collaboration,” said Steve Flagg, Supplyframe CEO and founder. “Given the level of uncertainty and risk in 2025, many are unsure of where to start and remain hesitant to invest without a clear roadmap. Our hope is that this new report, combined with the self-assessment survey, will help illuminate the path forward.”

Read More: The ‘Predictive Pipeline Orchestrator’: Using AI to Anticipate Bottlenecks and Optimize Lead Flow for Maximum Conversion

“Opportunities for further digital maturity and transformation exist across the globe, regardless of any global manufacturer’s location or size,” added Richard Barnett, chief marketing officer and SaaS sales leader at Supplyframe. “Digital maturity models like this one can empower transformation leaders to develop unique roadmaps that focus on root cause changes to continuously address uncertainty and risk, which is more prevalent than ever in 2025.”

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Exl and Genesys Collaborate to Transform Customer Experiences with Ai-Driven Insights and Intelligent Orchestration

EXL is a premium Genesys AppFoundry partner, bringing advanced data, AI, and domain expertise to the experience orchestration engine

EXL, a global data and AI company, and Genesys®, a global cloud leader in AI-powered experience orchestration, announced a collaboration to transform customer engagement and business operations across industries. By combining EXL’s advanced data, AI and domain expertise with Genesys’ industry-leading Contact Center as a Service platform, this collaboration will enable organizations to leverage data-driven insights, enhance customer engagement and drive meaningful business outcomes.

By integrating EXL’s data and AI capabilities into the Genesys orchestration engine, enterprises gain the ability to transform customer interaction into a strategic lever for improving experience and fostering growth. Leveraging a real-time, 360-degree customer view built from enriched first- and third-party data, EXL enables improved identification of customer intent, life events, and behavioral signals. These insights fuel intelligent routing and decisioning across critical inbound use cases over various customer channels—including fraud detection, complaint resolution, collections, dispute handling, account opening, and real-time identification of up-sell and cross-sell opportunities—optimizing both service efficiency and revenue capture for various industries.

Read More: SalesTechStar Interview with Sahil Rekhi, Chief Revenue Officer at Graia

“Customers don’t just want better experiences – they demand seamless, intuitive interactions powered by real-time intelligence,” said Anand “Andy” Logani, chief digital and AI officer at EXL. “By bringing together EXL’s data-driven expertise and agentic solutions with the Genesys Cloud platform, we’re enabling companies to transform customer engagement and deliver measurable, lasting impact.”

Together, EXL and Genesys will deliver results by combining AI-driven next-best-action models with omnichannel engagement to create a differentiated, data-powered customer experience platform that boosts conversion rates, accelerates value realization, and enhances customer lifetime value, driving operational efficiency and measurable business impact at an enterprise scale.

“Enterprises need to move beyond traditional marketing tactics and embrace AI-driven, data-first approaches,” said David Porter, managing director banking, finance services, and insurance at Genesys. “Partnering with EXL allows us to bring our industry-leading AI capabilities to a broader audience, helping institutions enhance customer journeys with precision and agility.”

Read More: SalesTech for Sales Email Engagement – What Works and What Doesn’t

The joint offering empowers enterprises across industries – including insurance, banking, healthcare and retail – to unlock greater engagement, satisfaction, and long-term loyalty through intelligent personalization and predictive engagement.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

Shiplify Revolutionizing Revenue Retention Through Accessorial Identification Technology

Shiplify’s accessorial ROI Calculator brings clarity to freight invoicing, reducing disputes, building trust and driving smarter spending decisions

Shiplify, the primary accessorial revenue identifier for carriers, shippers and third-party logistics (3PL) providers, introduced the first of its kind accessorial ROI calculator. This tool brings unprecedented upfront visibility into freight invoicing for shippers, carriers and third-party logistics (3PL) providers.

With increasing pressure on margins and relationships across supply chains, Shiplify’s ROI Calculator arms users with real-time estimates of potential savings and billing clarity before a shipment moves. More than just a cost-saving tool, the calculator signals a broader shift of improving collaboration and accountability across partners.

Read More: SalesTechStar Interview with Nima Hakimi, CEO of Convoso

“Freight invoicing has long been reactive, with surprise charges damaging trust and profitability,” said North Winship, President, Shiplify. “Our calculator reinforces a commitment to being the single source of truth in accessorial data while actively strengthening the relationship between shippers, carriers and brokers by making freight spend transparent from the start.”

The ROI Calculator builds on Shiplify’s mission to eliminate guesswork in billing by providing instant insights into where and how accessorials, such as residential delivery, liftgate use and limited access, impact shipping costs. Users enter their shipping volumes and monthly accessorial fees to get an instant estimate. The calculator uses proven benchmarks and Shiplify’s proprietary data to give the most accurate view of accessorial savings.

Read More: The “Digital Marketplace Concierge”: How SalesTech Empowers B2B Industrial Sales With Self-Service and Automated Leads

“We want revenue to stay with our users,” added Winship. “Rather than getting hit with surprise accessorial fees, shippers, brokers and carriers can now think strategically – and in harmony – about the way they move freight.”

Additionally, according to recent research from Bart De Muynck Strategic Advice, accessorials continue to erode margins, spark dispute between financial stakeholders and strain relationships internally as well as externally. Location visibility remains at the forefront of potential solutions, providing the necessary visibility into proactive accessorial billing.

“Without clear visibility into and proactive management of these accessorials, businesses are left vulnerable to financial surprises and disputes, hindering strategic planning and impacting customer trust,” concluded Bart De Muynck, Founder, Bart De Muynck Strategic Advice. “Shiplify directly confronts these pervasive pain points in LTL freight management.”

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ClarityPay Achieves Profitability, Raises Growth Capital to Advance POS Financing

The round was led by TTV Capital with participation from Vesey Ventures. Proceeds will be focused on scaling operations to meet growing market demand.

ClarityPay, a provider of configurable pay over time plans that help merchants convert shoppers into customers, announced the closing of an equity round led by TTV Capital with participation from Vesey Ventures. As part of the round, Gardiner Garrard, Co-Founder and Managing Partner at TTV Capital, and Lindsay Fitzgerald, Co-Founder and General Partner at Vesey Ventures, will join ClarityPay’s Board of Directors, bringing decades of fintech investment and scaling expertise to support the company’s next stage of growth. They will join the existing board which includes CEO & Founder Houman Motaharian and previous investors, Neuberger’s Outpost Ventures fund, represented by Peter Sterling and Zhengyuan Lu.

The equity financing follows the announcement of a $1 billion capital purchase program with funds managed by Neuberger Specialty Finance group in February. Now profitable, ClarityPay operates a proven, scalable platform that modernizes how merchants leverage consumer credit to drive sales.

ClarityPay solves longstanding challenges in aligning consumer financing with merchants’ complex and highly segmented growth strategies. Their modular approach enables personalized credit offers across acquisition channels, at the right economics, to help merchants convert more customers and grow profitably.

Read More: SalesTechStar Interview with Jagan Reddy, Founder and CEO of RightRev

ClarityPay enables merchants to:

  • Approve more customers across the full credit spectrum—from super to subprime—with full approvals that match total order values

  • Offer flexible payment plans, from 4-week installments to 84-month revolving terms

  • Establish dedicated credit lines tied to their brand, driving repeat purchases and long-term customer loyalty

  • Maintain full control of customer experience and data—with no competitive cross-sell

“From day one, we’ve been focused on delivering measurable value to merchants—creating a scalable, configurable credit solution that helps them acquire and retain more customers,” said Houman Motaharian, CEO and Founder of ClarityPay. “With this additional capital and achieving profitability, we are uniquely positioned to give merchants more credit controls and greater flexibility to drive long-term loyalty. This next chapter is about scaling that impact by staying focused on a merchant-first approach, with major national merchants already operating at scale on our platform and additional partners to be announced soon.”

Read More: The ‘Predictive Pipeline Orchestrator’: Using AI to Anticipate Bottlenecks and Optimize Lead Flow for Maximum Conversion

ClarityPay supports merchants in industries such as retail, elective health, wellness, travel, home improvement, and auto services. Integration is available via API or through major commerce and lending platforms—enabling seamless financing across in-store, online, and telesales channels.

“We’ve been investing in fintech infrastructure for over two decades, and ClarityPay is one of the most compelling companies we’ve seen,” said Gardiner Garrard, Co-Founder and Managing Partner at TTV Capital. “Houman and his team bring a rare mix of operational discipline and market insight, with a product that solves real pain points in point-of-sale credit. The opportunity to modernize merchant-aligned lending—across categories and credit tiers—is massive, and ClarityPay is uniquely positioned to lead it.”

“ClarityPay is tackling one of the most stubborn gaps in embedded finance: how to make credit work for merchants, not just adjacent to them,” said Lindsay Fitzgerald, Co-Founder and General Partner at Vesey Ventures. “The team has deep credit expertise, commercial rigor, and the urgency to execute in a market that’s changing fast. What they’ve built—profitable growth, strong unit economics, real merchant traction—is incredibly rare. We’re excited to support them as they scale a solution that creates real alignment between lenders, merchants, and consumers.”

The new equity funding will support operational scale, product development, and continued hiring across technology, partnerships, client success, and customer service.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

SalesTechStar Interview with Jagan Reddy, Founder and CEO of RightRev

Jagan Reddy, Founder and CEO of RightRev chats about the benefits of revenue automation systems and what’s missing in most adoption processes for these technologies in this SalesTechStar catch-up:

_________

Hi Jagan, take us through RightRev’s story and your recent funding.

RightRev was founded with a clear mission to simplify revenue management for agile businesses exploring dynamic, recurring, and usage-based business models. Having spent over three decades in finance and technology, including building Leeyo Software, which Zuora acquired, I saw firsthand how legacy systems and manual processes slow down even the most innovative companies. Simply put, our overall vision is to be the most trusted brand for the Office of the CFO in all aspects of revenue accounting.

Since launching in 2020, we’ve focused on building a comprehensive, AI-assisted revenue automation platform that streamlines everything from revenue recognition to compliance and reporting. And perhaps, as importantly, RightRev helps ensure that upstream data from systems like CPQ and Billing is accurate, as well as the validation of revenue accounting through AI-based methods.  Today, we’re trusted by both large enterprises and fast-growing startups, helping them manage complex revenue scenarios with speed, accuracy, and confidence.

In May 2025, we closed our $13 million Series A financing, co-led by Cheyenne Ventures and Innovius Capital, with participation from Snowflake Ventures, Salesforce Ventures, and Norwest. This brings our total funding to over $31 million. The new capital will accelerate our product innovation and expand our market reach, especially as demand for AI-assisted, automated revenue management continues to surge.

What about modern automated revenue management, do B2B SaaS teams not fully grasp yet?

Many B2B SaaS companies still underestimate the complexity of modern pricing models, contract terms, and global compliance requirements in revenue management. It’s not just about generating invoices or recognizing revenue. It’s about managing a dynamic, interconnected data web across CRM, ERP, billing, and product systems.  While AI currently plays a limited role in this process, judiciously utilizing AI-based technology to automate repeatable tasks for revenue accounting will increase in importance.

What’s often missed is that automation isn’t just a “nice-to-have” for efficiency. Automation is essential for:

  • Ensuring compliance with standards like ASC 606 and IFRS 15
  • Reducing manual errors that lead to revenue leakage
  • Providing real-time, actionable insights for decision-making
  • Enabling flexibility to experiment with new pricing models or enter new markets

Without automation, teams get bogged down in manual reconciliations, fragmented data and delayed closes, ultimately stifling growth and innovation.

As B2B team structures evolve, who should be more responsible for revenue management, in addition to revenue and sales leaders? How will better automated revenue management tools help here?

While revenue and sales leaders have always played a central role, today’s B2B SaaS environment requires a cross-functional approach. Revenue management now sits at the intersection of sales, finance, operations, and, increasingly, RevOps (Revenue Operations).

  • RevOps teams are becoming the backbone, aligning sales, marketing, and customer success with finance to ensure data consistency and process efficiency.
  • Finance teams remain critical for compliance, reporting, and audit readiness.
  • Sales and customer success teams are the primary point of contact for customers, providing the data and context necessary for accurate revenue forecasting and recognition.

One thing we’re seeing more of is that – while CFOs traditionally left revenue accounting to the technical accountants – today’s CFOs are moving more into the ‘front office’ and as a result are much more interested in how complex or hybrid sets of products and services impact what revenue will be reported and how that affects Gross Margin and overall profitability.

AI-based, automated revenue management tools empower all these stakeholders by centralizing data, automating workflows and providing role-based dashboards. This system reduces manual work and ensures everyone is working from the same source of truth, driving better alignment and faster, more strategic decisions.

Read More: SalesTechStar Interview with Nima Hakimi, CEO of Convoso

What alignment tips would you share with revenue and finance leaders, as better internal processes will help teams manage inflows, deal cycles, structures, and more?

Alignment between revenue and finance leaders is critical for managing inflows, deal cycles and deal structures. Today’s innovation isn’t just in engineering; it’s also in how innovative companies price and package their offerings to gain a larger share of wallet from their customers and accelerate growth.  Here are a few of my practical tips:

  • Establish a single source of truth by integrating systems and applications so all teams access the same real-time data for forecasting, reporting, and analysis.  Data hygiene is fundamental to success in the revenue area, and we regularly see companies struggle with this essential objective.
  • Set shared KPIs and targets to define common goals around revenue growth, churn reduction, profitability, and track them collaboratively.
  • Collaborate on process design by involving both sales and finance in designing compensation, discounting, and approval workflows to balance flexibility with compliance.
  • Automate wherever possible to eliminate manual handoffs, reduce errors and expedite the quote-to-cash cycle.
  • Foster open communication with regular cross-functional meetings to help surface issues early and build mutual understanding between teams.  New revenue models (most notably, consumption models) don’t just affect reported revenue; they impact margins and revenue visibility as well.

Five tips you’d share with revenue, sales, finance teams, as revenue automation tools become more mainstream.

  1. Embrace Automation Early:Don’t wait until manual processes break down. Start automating repetitive tasks like invoicing, revenue recognition and reporting to free up time for strategic work.  AI will increasingly play a role in this automation over time. What we’ve seen is remediation off of manual processes where accuracy was compromised, creating more work for accounting teams to reconcile to historically reported results.
  2. Integrate Your Systems:Ensure your CRM, ERP, billing and revenue management tools are tightly integrated for seamless data flow and real-time insights.  And data volume is high, ensure the technology used by these tools is built to handle that volume.
  3. Prioritize Compliance:Use automation to enforce ASC 606/IFRS 15 compliance and create audit-ready documentation and reporting to reduce risk and simplify audits.
  4. Focus on Data Quality:Automation is only as good as the data it processes. Invest in data hygiene and governance to ensure accurate, actionable outputs.
  5. Invest in Cross-Functional Training:Equip teams across sales, finance and RevOps with the skills to interpret and act on automated insights, fostering a culture of continuous improvement.

The future of revenue management is automated, integrated, and collaborative. By embracing these principles, B2B SaaS companies can gain new efficiencies, stronger compliance and higher growth. At RightRev, we’re excited to help lead that transformation.

Read More: The ‘Predictive Pipeline Orchestrator’: Using AI to Anticipate Bottlenecks and Optimize Lead Flow for Maximum Conversion

RightRev | LinkedIn

RightRev tracks the entirety of your revenue contracts, from quote, order, invoice, all the way to revenue recognition and management reporting.

Jagan is the Founder and CEO of RightRev and a pioneer of revenue recognition software, leading the company’s corporate vision and product development. Before founding RightRev, Jagan’s extensive accounting, IT and ERP background led him to build the first-to-market revenue recognition software, RevPro by Leeyo, in 2009. At Leeyo, he grew the company to over 200 employees and 100+ customers, with several Fortune 1000 companies among its clients. Jagan then joined Zuora in June 2017 as part of Zuora’s acquisition of RevPro. At Zuora, he led the revenue recognition franchise and was responsible for sales, engineering, product and customer success. His accomplished background, which combines accounting and software engineering, helped him solve a massive gap in revenue accounting. Jagan holds a Bachelor of Commerce in Accounting and Finance.

Parloa Names Chris Silver as Chief Revenue Officer Following $1Bn Valuation

Parloa, a global leader in agentic AI for customer experience, announced the appointment of Chris Silver as Chief Revenue Officer (CRO). Chris joins Parloa’s C-suite weeks after the company closed a $120m Series C raise, bringing deep expertise in scaling technology organizations as well as a passion for building customer-centric teams.

With more than a decade of experience driving growth for high-performing companies like Five9 and AT&T, Chris is uniquely positioned to help Parloa deepen its footprint across enterprises in North America, Europe and beyond. At this stage of expansion, Parloa’s vision – to help the world’s most customer-focused companies earn and retain loyalty with powerful AI agents – demands commercial leadership that combines rigor, optimism, and clear direction.

“What excites me about Parloa is the team’s relentless focus on turning that idea into reality with technology that is visionary, precise, and deeply human. ” Chris Silver, CRO, Parloa

“Bringing Chris on board is about more than evolving our world-class go-to-market organization,” said Malte Kosub, CEO and Co-Founder of Parloa. “It’s about ensuring that as we grow, we never lose sight of what makes Parloa different: our belief that every interaction can be transformed into a seamless, personalized experience. Chris shares that vision. His stellar track record shows he knows how to translate ambitious goals into real-world impact without ever compromising on craft or care for customers.”

Read More: SalesTechStar Interview with Sahil Rekhi, Chief Revenue Officer at Graia

As CRO, Chris will oversee all aspects of revenue generation, customer success, and market strategy. Having led strategic sales organizations with leading cloud contact center provider Five9, Chris brings the in-depth industry and market experience necessary to empower teams and partners to deliver the value Parloa’s clients expect, both now and as their needs evolve.

“I’ve spent my career helping organizations grow by putting the customer relationship at the center of everything,” said Chris Silver. “What excites me about Parloa is the team’s relentless focus on turning that idea into reality with technology that is visionary, precise, and deeply human. We’re at an inflection point; it’s essential to scale not just quickly but with intent, making every partnership and customer outcome a building block for the future. I’m honored to join a company that truly guides its customers forward, and I can’t wait to help write the next chapter with this exceptional team.”

A defining moment for Parloa and the industry

Customer expectations are changing faster than ever. Businesses need solutions that don’t just keep pace, but anticipate needs, adapt instantly, and create relationships that deepen over time. Parloa’s platform delivers on this promise, with progressive agentic AI that turns every conversation into an opportunity for connection, loyalty, and growth.

Read More: SalesTech for Sales Email Engagement – What Works and What Doesn’t

Parloa is committed to raising the bar for what’s possible in customer experience, at global scale, and the addition of Chris Silver as CRO is a testament to that commitment. In the past year, the company has invested in strategic senior-level hires, including executives from IBM, AWS and Adyen. As the company accelerates its international expansion, Chris will play a vital role in building the teams, partnerships, and strategies that ensure every Parloa customer can unlock the full potential of relationship-driven AI.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

HubSpot Launches First CRM Connector for Anthropic’s Claude

  • Claude can now generate tailored answers, summaries, and visualizations based on each team’s unique context in HubSpot.

  • Teams can then take action on insights directly in HubSpot, from optimizing campaigns to accelerating lead engagement.

  • The HubSpot connector for Claude is available now to HubSpot customers across all tiers with a paid Claude subscription (Pro, Max, Team, or Enterprise).

More go-to-market teams are using multiple AI tools to move faster—but without customer context, those tools can only go so far. HubSpot is changing that.

we’re introducing the first CRM connector for Claude—bringing each customer’s unique HubSpot context into Claude. With this connector, customers can ask questions in plain language, generate visualizations like charts and graphs, and take action on insights directly in HubSpot.

“The HubSpot connector makes Claude more useful for our customers by grounding its responses in real context from their business,” said Karen Ng, EVP and Head of Product at HubSpot. “It’s a simple, powerful way to get insights you can trust, wherever you work. And it’s another step in making advanced AI accessible to every business.”

Read More: SalesTechStar Interview with Sahil Rekhi, Chief Revenue Officer at Graia

Now, teams can use Claude to get personalized answers that help them work smarter and stay focused on what matters most, with visualizations tailored to their needs:

  • Marketing teams can ask Claude to find contacts who opened a recent email campaign but didn’t click through, and generate a pie chart to support follow-up segmentation.
  • Sales teams can ask for a summary of active deals organized by name, amount, and stage, and sorted by closing date to help prioritize the week.
  • Support reps can ask for all open tickets assigned to them, sorted by priority and creation date.
  • Customer success teams can ask Claude to compare resolution approaches and outcomes across support channels to drive consistency and quality.

“Claude is designed to reason through complex questions and deliver thoughtful, conversational answers,” said Scott White, Head of Product, Claude.ai. “With the HubSpot connector, customers can bring their real-time CRM context into Claude—making it more valuable for HubSpot-powered teams looking to gain insight and take action.”

We built the HubSpot connector for Claude to ensure users only see the CRM data they’re allowed to access in HubSpot. For example, individual sales reps will only see pipeline data for deals they have permission to view. Anthropic does not use the data shared through HubSpot to train its models except in certain instances, like when a customer chooses to provide feedback or opts into training. Customers can refer to the terms (consumer & commercial) in their specific Anthropic plan.

Read More: SalesTech for Sales Email Engagement – What Works and What Doesn’t

The HubSpot connector for Claude is available now to all HubSpot customers across all tiers with a paid Claude subscription (Pro, Max, Team, or Enterprise). It’s part of a growing set of AI connectors from HubSpot designed to bring CRM context into the LLMs our customers use every day.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

Loopio Introduces Industry-First Unleash Connector to Simplify RFP Response Management With Enterprise AI Search

Partnership delivers the most comprehensive access to organizational knowledge across more than 80 common data sources, enabling faster, higher quality proposals

Loopio, the leading response management platform trusted by enterprises, and Unleash, an innovative enterprise AI platform, announced the launch of the Loopio <> Unleash Connector, a new integration between the two solutions. The partnership represents the first enterprise-grade integration of a response management platform and enterprise AI technology.

“The partnership represents the first enterprise-grade integration of a response management platform and enterprise AI technology.”

Organizations often waste resources and hundreds of hours searching for information spread across multiple systems to find relevant content for responses. Traditionally, proposal teams are forced to manually search through dozens of databases and up to thousands of files, leading to slower responses, inconsistent quality and reduced productivity.

The Unleash Connector solves this common pain point by combining Loopio’s decade of response management expertise with Unleash’s proprietary Retrieval Augmented Generation engine (RAG). This cutting-edge AI technology is designed to deliver accurate answers based on enterprises’ internal knowledge sources, ensuring responses progress properly, are completed on time, and include the best answers from across an organization.

Read More: SalesTechStar Interview with Nima Hakimi, CEO of Convoso

With it, organizations can surface knowledge spread across their entire technology stack, including content clouds, sales enablement solutions, their primary data storage hubs and external sources. Supported integrations include tools such as Salesforce, Confluence, Sharepoint, Highspot, Google Drive, Slack, Notion and many more.

Together with the Loopio Library, these additional sources enable users to automatically respond to more questions in RFPs without sacrificing answer quality. It supports multiple formats, ranging from documents to decks, internal documentation and more, making information accessible regardless of how it is stored. The Loopio Library empowers organizations to capture the best approved and curated response content in one accessible location.

Read More: The “Digital Marketplace Concierge”: How SalesTech Empowers B2B Industrial Sales With Self-Service and Automated Leads

Key features of Loopio’s Unleash Connector include:

  • 360° Knowledge Access: Automatically pull relevant information from completed RFPs and more than 80 sources, eliminating the need to manually search multiple systems.
  • AI-Powered Response Automation: AI handles the heavy lifting of content discovery and automates responses, allowing teams to focus on strategic refinement.
  • Seamless Content Governance: Maintain security and access controls, ensuring users only access content they have permissions for and providing controlled use of external sources.
  • Organic Content Library Growth: Enable teams to save high-quality responses back to Loopio Library for future use, creating a continuously improving knowledge base.

“In the Generative AI era, content is abundant—but trust is scarce,” said Eugene Ho, Chief Product Officer of Loopio. “Unleash enables teams to search across the enterprise with incredible speed and ease. When paired with Loopio, that content is run through our Response Intelligence engine to ensure every answer is accurate, consistent, and trusted. It’s the best of both worlds: broad discovery and confident delivery, so customers can shine in every response.”

“Unleash unlocks the power of enterprise AI to allow users to deploy knowledge to support mission-critical tasks. Our partnership with Loopio accelerates the response management process, an essential function for sales teams,” said Itay Itzhaki, CEO and co-founder of Unleash. “An organization’s entire knowledge base is now easily accessible. Teams no longer need to craft answers from scratch, duplicate work or rely on outdated information. Instead, they can shorten sales cycles and craft winning responses.”

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

Alvaria and CallMiner Partner to Empower Organizations with Advanced AI and Conversation Intelligence, Enhancing Operational Efficiency and Customer Experience

Alvaria and CallMiner platform users benefit from deep customer insights, compliance-first agent guidance, personalized outreach capabilities, and more

Alvaria, a global leader in compliance-focused contact center software, announced a strategic partnership with CallMiner, the leading provider of AI-powered conversation intelligence to improve customer experience (CX). This collaboration combines the power of Alvaria customer experience solutions with the CallMiner platform, including advanced AI capabilities, to support joint customers with world-class analytics, personalized outreach campaigns, and actionable customer insights.

By combining Alvaria’s proven compliance-first outbound, digital, and AI-driven engagement expertise with CallMiner’s robust conversation intelligence technology, organizations can unlock insights into customer behavior across channels—boosting operational efficiency, ensuring regulatory compliance, and enhancing overall CX.

“We are thrilled to expand our partnership with CallMiner, collectively bringing next-generation AI capabilities to our joint customers,” said Michael Judd, CEO of Alvaria. “Our strengthened integration empowers organizations to harness deep insights from every interaction, fueling both compliance adherence and personalized customer engagement. Our shared vision is to help enterprises transform their contact centers into growth engines that deliver remarkable customer experiences.”

Read More: SalesTechStar Interview with Nima Hakimi, CEO of Convoso

Key Benefits of Jointly Leveraging Alvaria and CallMiner:

  • AI-Powered Insights: Gain accelerated time-to-value and quickly uncover hidden trends, risks, and opportunities with CallMiner’s advanced AI capabilities, including generative and agentic AI features.
  • Streamlined Agent Workflows: Automatically generate objective, consistent call summaries, reducing after call work (ACW) and freeing agents to focus on complex, high-value interactions.
  • Flexible & Scalable Architecture: Leverage CallMiner’s powerful, open framework that can continuously evolve with new AI capabilities, ensuring enterprises stay ahead in a rapidly changing market.
  • Enterprise-Grade Compliance: Maintain the highest standards of regulatory adherence—critical for industries such as financial services, healthcare, and insurance—through Alvaria’s leading compliance-first platform.
  • Personalized Outreach: Deliver contextually relevant surveys, follow-ups, and feedback requests triggered by specific customer interactions via CallMiner Outreach, improving response quality and driving higher customer satisfaction.

Read More: The “Digital Marketplace Concierge”: How SalesTech Empowers B2B Industrial Sales With Self-Service and Automated Leads

“CallMiner has always focused on helping organizations unlock actionable insights from every customer conversation,” said Benedetto A. Miele, Chief Revenue Officer at CallMiner. “By empowering organizations to ingest data from Alvaria directly into the CallMiner platform, we’re enabling contact center leaders to make data-driven decisions faster, reduce costs, and deliver more personalized, proactive customer engagement. Further, CallMiner AI Assist and other AI capabilities ensure users can get to these outcomes quicker and easier than ever before. Together, Alvaria and CallMiner are helping global organizations embrace innovation, compliance, security, and enterprise-wide improvement.”

This partnership underscores Alvaria’s dedication to driving exceptional customer experiences while meeting stringent regulatory requirements. By empowering joint Alvaria and CallMiner customers with seamless integration and industry-leading AI capabilities, enterprises gain a 360-degree view of the customer journey—enabling them to scale rapidly, address customer needs proactively, and deliver meaningful interactions that foster long-term brand loyalty.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

LinkSquares Strengthens Global Leadership Team with New VP of Sales for Next Phase of Growth in AI-powered Contract Lifecycle Management

International Sales Executive Brings Enterprise-level Growth Experience to LinkSquares

LinkSquares, the leader in AI-powered Contract Lifecycle Management (CLM) solutions, proudly announces the appointment of James Newman as VP of Sales. Newman brings three decades of enterprise revenue experience from leading-edge technology companies.

Most recently, Newman served as Head of Enterprise & Large Enterprise Sales North America for LinkedIn Learning, where he led sales aligned to LinkedIn’s Talent Solutions business. There, he helped customers build the critical skillsets they need to thrive in a rapidly evolving world, covering the most in-demand skills in tech, AI, business, leadership, creative and more. His previous leadership roles at Glint, Evertrue, Smarterer, and Cornerstone OnDemand, illustrate his long-standing commitment to growing revenue, supporting complex sales organizations, and meeting customer needs in demanding markets.

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“James is a celebrated and welcome addition to the LinkSquares revenue organization,” said Steve McKenzie, Chief Customer and Revenue Officer, LinkSquares. “James’ storied experience and expertise growing teams and revenue will support LinkSquares’ continued success and revenue momentum. We are excited for our growth and growing team.”

James Newman is an influential and strategic extension of the LinkSquares leadership team. His extensive experience building commercial teams from the ground up, leading large dispersed teams, and overseeing triple digit growth and hundreds of millions of dollars in revenue on a global stage is key to LinkSquares’ vision as the organization continues to evolve.

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“I am thrilled to join LinkSquares at such an exciting stage of growth,” said Newman. “As an early AI innovator delivering real, lasting value, on a proven and trusted platform, its mission instantly resonated with me. The passion, product, and culture all clicked — I’m excited to roll up my sleeves and help drive the next phase of strategic growth with this talented team.”

LinkSquares’ AI-powered CLM platform is revolutionizing contract management, helping businesses streamline processes, reduce risk, and increase efficiency. With a focus on customer success and a clear vision for the future, LinkSquares reaffirms its commitment to maintaining its market leadership with this addition.

LinkSquares has been named to the Inc. 5000 list of fastest-growing private companies in America for the fourth time, ranking #707. This recognition highlights the company’s commitment to growth and delivering value to customers.

Additionally, LinkSquares has been recognized on the Deloitte Technology Fast 500™ for the fourth year in a row, securing the #174 spot. This recognition highlights a 675% growth during the last period and underscores the trust customers place in the company’s AI-powered contract analytics and management solutions.

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