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Cirrus Insight Unveils Powerful Buyer Signals Tools to Accelerate Sales and Engagement

Cirrus Insight, the industry-leading sales productivity platform, is excited to announce the new and vastly improved release of its Buyer Signals functionality. Building on the foundation of previous tracking capabilities, this enhanced suite delivers deeper, more actionable insights into buyer engagement than ever before. With intuitive analytics and enriched interaction data, the upgraded Buyer Signals empowers sales professionals to better understand prospect behavior, optimize outreach, and ultimately close deals more efficiently.

Buyer Signals lays the foundation for the next generation of AI-driven sales enablement from Cirrus Insight. By capturing rich behavioral data across emails, link clicks, and content interactions, the platform not only enhances sales performance but also helps fuel the development of future AI agents that can proactively guide reps, surface key insights, and automate engagement based on buyer intent. The Buyer Signals functionality enhances Cirrus Insight’s platform by delivering comprehensive tracking capabilities and transforming uncertainty into actionable sales opportunities. Sales teams can now precisely track email interactions, proposal engagement, and customer responses with ease and efficiency.

Key capabilities of Buyer Signals include:

  • Email Tracking: know when prospects and customers open emails, ensuring timely follow-up at peak engagement moments.
  • Link Click Tracking: insights on which links in emails capture prospect attention, allowing precise and timely outreach.
  • Reply Tracking: Quick insights into email effectiveness and customer responses, facilitating immediate and confident interactions.
  • Trending Signals Dashboard: Comprehensive visual dashboard showing trends in email opens, clicks, and replies, enabling targeted and strategic sales actions.

Read More: SalesTechStar Interview with Ann-Christel Graham, Chief Revenue Officer at Sovos

“Buyer Signals empower teams with the insights needed to engage strategically and confidently,” said Phi Dixon, CEO at Cirrus Insight. These intent signals create a powerful data foundation for AI-driven agents and tools that can anticipate buyer behavior, automate timely outreach, and guide reps with intelligent recommendations throughout the sales cycle.”

Cirrus Insight continues to drive innovation through advanced, AI-driven tools designed to empower sales teams with deeper, predictive insights into customer behavior. By integrating artificial intelligence into its platform, Cirrus Insight helps sales professionals anticipate buyer needs, streamline engagement, and significantly enhance their strategic effectiveness, moving beyond guesswork to deliver tangible, data-driven results.

Read More: AI-Powered Sales Nudges: How Micro-Automations Influence Buyer Behavior

At Cirrus Insight, we believe accelerating sales requires more than just tools—it demands a smarter, more connected workflow that puts the buyer at the center and the rep in control.

Since the early 2010s, we’ve evolved from pioneering sidebar and sync tools for Salesforce to delivering modern, AI-powered sales solutions designed for today’s complex selling environment. Our platform empowers account executives to stay in the driver’s seat while AI intelligently orchestrates the sales process—capturing critical buyer signals, automating next steps, and eliminating manual data entry.

Cirrus Insight helps reps book more qualified meetings, run more effective conversations, and close deals faster—all from the inbox. With deep CRM integration and a buyer-first approach at the core, we’re redefining sales productivity for the next era of revenue teams.

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

Parloa Integrates with Verint Open Platform to Power the Future of Customer Service

New Platform Integration Enhances Hybrid Human-AI Agent CX Teams

Parloa, a leader in Agentic AI for customer experience, announced an integration with Verint, the CX Automation Company™, between Parloa’s AI Agent Management Platform (AMP) and Verint’s CX Automation Platform. This integration highlights the importance of building a truly hybrid workforce between human and AI agents. Enterprises can launch AMP as an endlessly scalable, always-on and fully elastic team of customizable AI agents deployed, managed and coached alongside human agents within Verint’s Workforce Engagement (WFE) solutions.

This partnership allows customers to manage Parloa AI Agents the same way they manage a human workforce, giving call center managers the ability to improve customer outcomes in a cost-effective way.” –Dorothy Copeland, SVP of Parloa Partner Ecosystem

With this partnership, Parloa delivers its scalable AI agents, while Verint provides the operational infrastructure to forecast, schedule and optimize performance across the full contact center workforce. Parloa customers can easily manage AI and human agents together, creating a single, unified approach to customer service operations. This integration matches the right agent—human or AI—to each call, reducing the average cost per call. It also ensures every call is answered, improves resolution efficiency and allows for workforce scaling based on real-time demand.

Read More: SalesTechStar Interview with Ann-Christel Graham, Chief Revenue Officer at Sovos

Verint currently works with leading brands in more than 180 countries—including more than 80% of the Fortune 100 companies—helping organizations increase CX Automation to reduce costs while elevating customer experience. By leveraging the Verint Open Platform architecture, brands can now also access Parloa’s AMP capabilities, including voice, chat and language translation, providing enterprises with seamless, multilingual support across channels. Simultaneously, with Verint’s Open Platform, enterprises can analyze, coach and optimize AI agents as an integral part of their hybrid workforce.

Read More: From Data To Insight: The Role Of Predictive Analytics In Optimizing Sales Channels

“The contact center no longer consists of only human agents. It has transitioned to a hybrid workforce of humans and AI agents. This partnership allows customers to manage Parloa AI Agents the same way they manage a human workforce, giving call center managers the ability to improve customer outcomes in a cost-effective way,” said Dorothy Copeland, SVP of Parloa’s Partner Ecosystem. “By combining Verint’s leadership in CX Automation with Parloa’s innovation in Agentic AI, we are delivering a powerful combination of capabilities to the market.”

“Bringing this integration to market enables our joint customers to access both Verint’s industry-leading CX Automation Platform and Parloa’s Agentic AI solutions,” said Ken Archer, Verint’s Americas Channel Chief. “Together, these solutions enable contact center teams to see strong business outcomes by improving workforce capacity, increasing revenue and elevating CX.”

This new partnership delivers operational efficiency without disrupting current systems, supporting frictionless AI adoption and ROI.

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

Most Consumers Will Be Angry if Retailers Raise Costs – 83% of Executives Are Doing It Anyway, According to Report from First Insight

79% of Consumers Say They’ll Pledge Loyalty to Retailers That Absorb Tariff Costs; Lose Trust in Those That Raise Prices. First Insight Suggests a More Nuanced Approach to Pricing.

First Insight, the company that leverages AI to transform consumer feedback into profitable retail strategies, has released the findings of its new Tariffs & Trust: Why Retailers Risk Loyalty with Price Hikes Study. The study reveals that, despite the fact that 68% of brand and retail executives expect a negative reaction from customers–and 73% of consumers confirm they would be frustrated by price increases–83% of executives plan to raise prices anyway. Consumers say they’ll respond to retailers’ decisions with either increased loyalty or decreased trust: Nearly 80% would feel more loyal to brands that absorb tariff-related increases, while nearly 3 in 4 would abandon their favorite brand for a cheaper generic if retail prices rise.

According to First Insight, however, customers’ trust and loyalty is not solely a function of brands’ and retailers’ ability to preserve pricing when faced with market forces beyond their control. To maintain customer loyalty while navigating circumstances that put their margins at risk, 77% of surveyed executives have preemptively communicated price increases directly with customers. For those retailers and brands currently planning to issue blanket price hikes, First Insight recommends they instead engage customers directly to gain insights on what they’d be willing to spend and what pricing would be a dealbreaker on products across categories. The resulting insights can inform more nuanced pricing strategies.

First Insight’s Tariffs & Trust: Why Retailers Risk Loyalty with Price Hikes Study is a comprehensive comparison of retail executives’ and consumers’ perspectives on tariff-driven price increases. The company spoke with 306 CEOs, CFOs and COOs from major retailers and brands, as well as 1,120 U.S. shoppers (3,393 including UK and EU respondents), ranging from 18 to 80+ years old.

Read More: SalesTechStar Interview with Ann-Christel Graham, Chief Revenue Officer at Sovos

Among the U.S. findings:

  • For shoppers, any price increase is too much. Nearly one-third of shoppers (30%) said that any increase at all would cause them to shift their spending habits.
  • Shoppers are skeptical that some retailers and brands are using tariffs as an excuse to increase prices. Only 24% of shoppers say they fully believe that tariffs alone are the reason for rising costs.
  • Despite their skepticism, consumers know that brands are not ultimately to blame for rising costs. Fifty-four percent (54%) of consumer respondents acknowledged that government policy is driving up costs.
  • Retailers that increase prices can win consumers’ loyalty in other ways. Consumers said that the top two actions retailers and brands can take to offset the changes are: 1) clear communication–especially around why prices are rising. And 2) introduce new efforts to soften the blow, including offering loyalty points or discounts.
  • Consumers promise loyalty to brands that absorb price hikes. A high majority of consumers (79%) say that they would be most loyal to brands that fully absorb the costs themselves.
  • Retailers and brands expect price changes before Labor Day. Nearly 3 in 4 (73%) of retail executives said that they believe price increases will go into effect by the end of summer.
  • Executives are also paying attention to what their competitors are doing. The majority of executives (60%) said that, if they raise prices, they expect to lose market share to competitors that don’t.
  • Holiday shopping is going to be different this year, according to 92% of executives. Almost every executive foresees holiday shopping shifts, with only 8% saying they aren’t expecting noticeable changes. Of those who expect challenges, their top 3 concerns are: Reduced consumer spending (56%), shipping/logistics issues (53%), and product shortages (40%).
  • Consumers will be focusing on value this holiday season. Consumers expect that tariffs will influence how they shop this holiday season in three primary ways: They’ll use more coupons and promotions (50%), spend less overall (49%), and buy items based on price versus brand (44%).
  • Some retail categories will be affected more than others. Shoppers listed the following three categories as the ones that they would cut back on first due to price increases: Electronics/tech (50%), apparel/fashion (53%), and home goods/furniture (54%).

Read More: From Data To Insight: The Role Of Predictive Analytics In Optimizing Sales Channels

“We can hear shoppers’ voices loud and clear, and now is the time for retail executives to put what they’re saying to work,” said Greg Petro, CEO of First Insight. “While most retailers won’t be able to avoid raising prices altogether, unilateral price increases are a surefire way to lose customer confidence and trust. There are more informed ways of approaching pricing strategies and offsetting the burden on customers. Customers are forthcoming about what they’ll spend, what they’ll buy and where they’ll tap out–retailers simply need to engage them and communicate what they’re up to every step of the way.”

First Insight helps retailers and brands eliminate risk by integrating consumer feedback into every decision they make, replacing retailers’ guesswork with insight-driven decisions. Since its founding in 2007, the company has helped 600+ retailers and brands successfully navigate economic turbulence, demand shocks, and supply chain disruptions, including the 2008 Great Recession and the COVID-19 pandemic.

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

Appriss Retail Helps Retailers Optimize Cash Flow in the Face of Global Tariffs

Uncertain inventory levels and potential sales declines have retailers on edge; Appriss Retail unveils how managing returns fraud, retail loss, and shrink can strengthen profits

Appriss Retail, a leading provider of solutions designed to combat returns and claims fraud and reduce the impacts of total retail loss, is releasing expert-backed guidance to help retailers navigate the hazy economic landscape and strengthen their businesses.

“Where there’s uncertainty in the economy, retailers can focus on what they can control to safeguard profits, and retail loss and returns fraud are two areas where they can turn dollars lost into dollars gained.”

The fluctuations and shifts in global tariffs have impacted retailers big and small. The National Retail Federation (NRF) has forecasted retail businesses to grow by 2.7% in 2025, but with global tariffs in place, has said it’s very difficult to directly measure year-end sales.

Read More: SalesTechStar Interview with Ann-Christel Graham, Chief Revenue Officer at Sovos

Amid the uncertainty, retailers face fears of out-of-stock products, ships and cargo stuck at sea, and a rise in retail crime due to the difficulty of securing goods. These challenges can impede profits. However, there are some internal practices that retailers can control to optimize cash flow and boost profitability. Appriss Retail suggests to:

  1. Get predictive across retail loss, finding patterns in transactions and behaviors. To be proactive in the fight against fraud, theft, and issues of retail loss, implement AI and data analytics into EBR (exception-based reporting), identifying patterns of retail loss where teams aren’t looking such as food waste, administrative errors, supplier fraud and markdowns, and more.
  2. Optimize returns, limiting fraud and waste. For every return, a company essentially buys back used inventory, and for every fraudulent return, a retailer buys shrink. Both instances impact net sales and cash flow. To limit these losses, retailers can leverage an AI returns authorization solution to flag suspicious behaviors, catch potential abuse, and protect their profits.
  3. Trust the technology, reduce a retailer’s “insult rate.” Consumer loyalty is always important; why risk it with bad return policies or systems? AI-based return authorization can stop bad actors, and deny their returns, while providing loyal shoppers a better returns experience. This lowers a retailer’s insult rate, or percentage of good consumers being denied legitimate returns. Appriss Retail typically recommends denial or warning in less than 2% of all returns with virtually no insults. Deliver the best experience to great consumers while using the best technology possible to reduce total return loss.
  4. Incentivize consumers, recovering revenue through loyalty. Retailers can turn returns into revenue by offering personalized incentives based on each shopper’s transaction history. For example, customers might receive exclusive rewards for choosing sustainable products or opting for in-store returns over shipping — encouraging behavior that increases top-line sales and drives profitability.

Read More: From Data To Insight: The Role Of Predictive Analytics In Optimizing Sales Channels

“Where there’s uncertainty in the economy, retailers can focus on what they can control to safeguard profits, and retail loss and returns fraud are two areas where they can turn dollars lost into dollars gained,” said Michael Osborne, CEO of Appriss Retail. “When retailers feel helpless against macroeconomic trends, looking at internal processes such as where they can improve on shrink can be a way to support the business.”

Cash flow concerns are timely and valid, and retailers across sectors are feeling unnerved in the face of tariffs and inflation. To weather the storm, companies can look at internal processes to regain revenue. Appriss Retail’s solutions can help improve net sales and cash flow which helps retailers deal with uncertainty and deliver better overall results. By partnering with industry leaders such as Riskified and Optoro, Appriss Retail ensures retailers get full protection and visibility into end-to-end returns fraud and claims abuse, and wherever retail loss is occurring. Our retail customers typically see an 8-12% return reduction with virtually no impact on good consumers and their shopping behaviors.

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

Bolt and Palantir Partner to Launch Checkout 2.0: The Smartest, Most Personalized Checkout Experience Yet

Bolt, a leading checkout technology company, and Palantir Technologies Inc., a leading provider of AI software, announced a strategic partnership to usher in a new era of intelligent ecommerce checkout—one that’s personalized, dynamic and deeply informed by data.

Checkout 2.0, a self-learning, self-improving checkout, replaces static, form-based flows with an adaptive, real-time system that responds to each shopper’s unique preferences, behaviors and context. Rather than displaying the same interface to every shopper, Checkout 2.0 delivers personalized flows that evolve with the user—prioritizing preferred payment methods, remembering prior selections and surfacing relevant information at just the right time.

“Operational integration of Bolt and Palantir reduces friction for shoppers and complexity for merchants while providing a foundation to accelerate retail into the age of AI,” said Ted Mabrey, Palantir’s Global Head of Commercial. “This partnership brings together the scale and shopper intelligence of Bolt’s platform with Palantir’s proven decisioning systems to deliver superior outcomes across every transaction. Checkout 2.0 represents the best of both worlds—and the future of commerce personalization.”

Bolt will leverage Palantir’s platform to help scale Checkout 2.0 across enterprise retailers and expand it within Bolt’s recently launched SuperApp—an all-in-one finance and crypto hub that delivers real-time shopper signals. As both platforms evolve, Checkout 2.0 will bring deeper personalization and intelligence to every phase of the buying journey.

Read More: SalesTechStar Interview with Ann-Christel Graham, Chief Revenue Officer at Sovos

“Our partnership with Palantir addresses one of the biggest challenges in modern commerce: turning mountains of shopper data into real-time, actionable intelligence,” said Ryan Breslow, Founder & CEO of Bolt. “Together, we’re tackling outdated, one-size-fits-all checkout experiences and replacing them with a smarter, more adaptive flow that actually responds to individual preferences and behavior. Merchants gain powerful optimization tools to improve conversion and payment efficiency, while shoppers benefit from a faster, more personalized journey. This is not just an upgrade—it’s a reimagining of what online checkout can be.”

Over the last decade, Bolt has accumulated a wealth of intelligence regarding shopper behavior and preferences from its Universal Shopper Network of more than 80 million U.S. shoppers. Through this partnership, Bolt will integrate Palantir’s advanced decisioning engine to dynamically adapt checkout flows and enable smarter, contextually aware logic.

Read More: From Data To Insight: The Role Of Predictive Analytics In Optimizing Sales Channels

For example, a shopper who frequently buys beauty products on their mobile device and prefers Apple Pay will see a checkout flow that automatically prioritizes Apple Pay, highlights relevant upsells and surfaces loyalty features—without requiring them to re-enter information or navigate away. These adaptive experiences are designed to eliminate friction and boost conversion.

Merchants will also benefit from intelligent post-checkout payment routing. Checkout 2.0 will evaluate transaction attributes—such as volume, category or geography—and select the optimal payment gateway to maximize authorization rates and reduce processing costs. This behind-the-scenes intelligence delivers better margins and a smoother experience.

Checkout 2.0’s architecture includes:

  • Self-learning shopper profiles that adapt over time based on usage, behavior and purchase history.
  • Dynamic payment method reordering based on shopper preferences and device.
  • Post-checkout routing optimization to improve processing economics in real time.
  • Native crypto payment support, reinforcing Bolt’s commitment to flexibility and future-facing payment infrastructure.

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

EverAfter’s CX Report Reveals Only 1/3 of CS Teams Moved Beyond AI Pilots. The #1 Reason for Not Adopting AI is Data Quality

New Research Exposes Critical Disconnect Between AI Hype and Execution

EverAfter’s 2025 Digital Customer Success Benchmark reveals a striking AI implementation crisis: while 72% of CS teams call AI “critical” by 2026, only 32% run even a single live use case, with just 3% achieving extensive deployment. Based on a survey of CS professionals from April–May 2025—61% in leadership or operations roles across North America and EMEA—the study identifies data quality as the top barrier (27%), outranking budget and skills combined.

Pilot Paralysis Grips the Industry

Nearly half the market remains stuck in “pilot paralysis”—31% exploring AI solutions and 31% running pilots, unable to move to production deployment. This represents a fundamental roadblock where data quality concerns create barriers that budget allocation alone cannot solve.

Operational Scaling Challenges Persist

Beyond AI adoption, the research reveals persistent operational hurdles. CSM bandwidth remains the #1 scaling obstacle (36%), with onboarding consuming 27% of CS time—the highest single activity. Despite digital transformation efforts, 68% of teams still drive outreach from CRM lists or spreadsheets.

Early-stage CSMs manage 28 manual touches weekly versus just four automated ones, highlighting the manual burden. Mid-market teams suffer most from routine follow-ups (38% cite as biggest time sink).

Read More: SalesTechStar Interview with Ann-Christel Graham, Chief Revenue Officer at Sovos

The Personalization Confidence Gap

A confidence crisis emerges around personalization: 52% of teams feel confident in their capabilities, yet only 33% deliver personalized journeys to more than half their customers, revealing the industry’s struggle to scale high-touch practices.

Read More: From Data To Insight: The Role Of Predictive Analytics In Optimizing Sales Channels

What’s Actually Working

Organizations successfully moving to production focus on practical workflow enhancements: AI-drafted QBR summaries (19%), auto-generated next-best-action tasks (17%), and predictive churn flags (14%).

“AI cut our quarterly renewals reporting by 30+ hours—freeing us for more strategic work,” said Jeremy Donaldson, CS leader at LifeLoop.

“We’re investing in tools like EverAfter—embedding them in our customer interface to drive traffic there first,” said Joshua K. Pritchett, Director of Scaled CS at Okta.

Industry Impact

“Teams are bullish: 72% say AI will be ‘critical’ to CS by 2026. Yet only 32% run even a single live use-case. Data quality is destiny,” said Noa Danon, CEO of EverAfter.

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

Threekit Launches AI Guided Selling for AV Equipment to Drive High-Quality Leads and Accelerate Sales

Industry-leading technology debuts at InfoComm 2025, June 11-13 at the Orange County Convention Center

Threekit, the leader in AI-powered visual commerce, announced the launch of its comprehensive AI Suite for AV equipment companies. The platform transforms how buyers discover, configure, and purchase audio-visual solutions through advanced artificial intelligence and immersive visualization.

“With Threekit’s AI Suite for AV, we’re helping companies make digital buying smoother, and ultimately, get more high quality leads,” said Matt Gorniak, CEO of Threekit. “AI guided selling removes the usual hurdles, so anyone can find and configure the right AV solutions for their use case.”

Proven Business Impact for AV Companies

Threekit’s AI Suite for AV Equipment delivers measurable results across key business metrics:

  • Increased Lead Quality and Volume: Engaging, confidence-building product selection experiences deliver as many as 30% more qualified prospects
  • Higher Conversion Rates: Self-service capabilities and solution-focused selling convert browsers into buyers
  • Elevated Average Order Value: Simplified configuration of complex multi-product solutions drives product bundling and larger purchases

Read More: SalesTechStar Interview with Ann-Christel Graham, Chief Revenue Officer at Sovos

Multi-Product Guided Selling Powered by Threekit AI

The AV Suite combines four powerful tools to revolutionize the buying experience:

Threekit AI Discovery and Guided Selling 
enables buyers to communicate in natural language and upload images or requirements documents. The platform guides users through compatible product options in natural language, ensuring every recommendation perfectly fits their use case.

Multi-Product Visual Configurator
 provides real-time, photorealistic visualizations of configured spaces. Customers can make instant adjustments and see immediate results.

Lead Enrichment & Insights
 delivers exceptionally qualified leads to AV sales teams. The AI provides comprehensive summaries of the buyer journey, key considerations, constraints, and recommended next steps.

Read More: From Data To Insight: The Role Of Predictive Analytics In Optimizing Sales Channels

By unifying these capabilities, Threekit’s AV Suite reduces sales cycles by up to 60% and enables AV equipment companies to deliver modern, engaging digital experiences.

“The AV industry has long struggled with complex buying processes that intimidate customers and slow sales cycles,” said Gorniak. “Our AI Suite eliminates those friction points entirely, creating an experience where buyers feel empowered to make confident decisions quickly.”

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

AI-Powered Sales Nudges: How Micro-Automations Influence Buyer Behavior

Time is running, resources are scarce, and attention spans reduce day-by-day. Amidst such a hustle how do marketers and salespeople make sure to achieve their revenue targets?

Is there a way we can influence consumer decisions in a helpful, non-intrusive way?

The answer lies in the concept of behavioral economics; nudging.

As per its definition, a nudge is defined as any aspect of the choice architecture that helps to alter people’s behavior in a predictable way without forbidding the options available. And with the emergence of AI agents and generative AI, the concept has entered a new era. It has become scalable, personalized, and context-aware.

That gives birth to a new term called sales nudges, where nudging is not just a behavioral trick – it is a strategic lever for business growth.

In the following section, we will share insights on AI-powered sales nudges, how AI-driven micro-automations can shape buyer’s journeys, how sales nudges are working in the real world, and what the future of AI-powered sales nudges.

Let’s start digging:

AI-powered sales nudges

Sales nudges, although small, have the power to impact consumer choices in ways that feel organic and non-intrusive. When used strategically, it shapes consumer decisions. With time, they remind customers to finish their purchase decisions or highlight features that users may have forgotten.

With time, sales nudges have evolved, too. From manual strategies to AI-powered nudges, automation has taken nudging to a whole new, personalized level. AI uses real-time data, like immediate purchase history, past purchases, and behavior signals, to influence consumers’ decisions and naturally push them into a purchase.

So, they aren’t just AI-powered nudges, they are evidence-based cues or suggestions precisely meant for individual’s needs and preferences.

How AI-powered sales nudges shape consumer behavior

Dealing with modern customers has become more difficult than it was ever before. Practically, every consumer looks for a personalized interaction from his favorite brand. So to grab the attention of such consumers, brands too need to tailor each interaction according to individual; preferences and behaviors.

Fortunately, with the growing demand of consumers, we have advanced technologies like AI and machine learning that help us engage with customers based on their individual preferences. With the help of AI, you can turn a static nudge into a dynamic, real-time interaction.

So, here’s how AI helps you fine-tune sales nudges to drive deeper engagement and better conversions.

Read More: SalesTechStar Interview with Ann-Christel Graham, Chief Revenue Officer at Sovos

Dynamic, AI-powered sales nudges

Picture this: your prospect is almost at the check-out stage, he likes the product, and understands everything about it, but is still hesitant about making the final purchase. Now AI comes into the picture and understands the customer’s hesitance, it will instantly suggest a more relevant product or offer a time-sensitive discount based on their browsing behavior.

So, while traditional sales nudges, such as cart abandonment emails worked in hindsight, AI makes the nudges more responsive. AI has the power to make real-time adjustments and the interaction feels more natural and less forced.

Machine learning and predictive analytics

The real power of AI lies in machine learning and predictive analytics. Both of these technologies combined enable you to create comprehensive customer profiles and predict future actions based on past consumer behavior. AI algorithms help you a long way in understanding the whims and fancies of a consumer, and you can offer products as per the choice of a consumer much before he even starts searching for them. Predictive models refine your sales nudges and fine-tune them to offer specific products at the right time to the right prospect.

Personalized nudges through chatbots and voice assistants

Today, sales nudges are not limited to emails or in-app notifications or screens. AI-powered sales nudges are transforming the sales landscape with voice assistants and chatbots. These AI-driven assistants are becoming smarter day by day and delivering real-time nudges across various customer touchpoints. So, whether it is suggesting a recipe while a customer cooks or reminding them of a quick sale, these advanced assistants know their job well.

For instance, Spotify analyses its listener’s habits and recommends songs and playlists to match their preferences.

Top ways to use AI-powered sales nudges

AI-powered nudges in sales have become the game changer. They offer timely and relevant prompts that influence customer decisions. Here’s how you can use AI-driven nudges to boost engagement and drive conversions:

  • Personalized product recommendations by analyzing past consumer behavior.
  • Cart abandonment nudges by sending automated reminders via email or SMS.
  • Behavior-triggered emails, when AI sends timely yet personalized emails to prospects.
  • In-app nudges for B2C consumers.

Wrapping up

AI-powered sales nudges let your business create precise, personalized, and perfectly timed interactions. Such advancements in sales call for better engagement and enhanced conversions by delivering what users need. AI-powered sales nudging helps with hyper-personalization, sales scalability, and shares the products at the right time.

It is time to embrace the power of AI in sales nudging and ensure that your prospects move through the sales funnel and come out becoming loyal customers.

Read More: From Data To Insight: The Role Of Predictive Analytics In Optimizing Sales Channels

Chckvet Secures Pre-Seed Funding – Rolls out Enhancements to Address Industry Pain Point of New Client Acquisition

Chckvet, a fully integrated online scheduling, client communication, and analytics software for veterinary clinics, announces a successful Pre-Seed round. According to Elliott Greenwood, co-founder of Chckvet, “this is an important milestone for the company as this raise will allow us to focus on growth and infrastructure expansion. The data is clear: veterinary practices continue to face significant challenges in maintaining client visits. Patient visits and active patient counts continue to decline while lapsing patient counts continue to grow, signaling a need for immediate and strategic action. All veterinary practices now need an instant booking solution to drive new client acquisition, help with client retention, and improve team efficiency.

According to Team Lead, Tiffany G., at Belton Veterinary Clinic in Belton, Texas, “Chckvet makes scheduling an appointment online fast and easy. At the end of the day, all of our client communication is saved into each patient’s file without having to copy and paste every conversation.”

Read More: SalesTechStar Interview with Ann-Christel Graham, Chief Revenue Officer at Sovos

Additionally, the Pre-Seed funds enabled Chckvet to scale its practice analytics to the enterprise level and further develop its industry-first Daily Huddle. Dr. Nicole Johnson, President of the Illinois State Veterinary Medical Association and owner of Pekin Animal Hospital in Pekin, IL, says, “As the practice owner, I really appreciate the analytics and the Daily Huddle (one of my favorite aspects of the Dashboard) to have a good snapshot of how my practice is performing and where we can improve.”

Chckvet continues to lead the industry in helping veterinary practices automate and streamline day-to-day business operations, allowing them to spend more time doing what they actually want to be doing – helping more pets.

Read More: From Data To Insight: The Role Of Predictive Analytics In Optimizing Sales Channels

Chckvet is an innovative technology company transforming veterinary practice management through its 5-in-1 digital platform, integrated with all major PIMS. With streamlined tools for real-time online booking, automated communications, client portals, reputation management, and practice analytics, Chckvet delivers measurable efficiency gains and stronger client retention for veterinary practices. Led by an experienced founding team and backed by a successfully closed pre-seed round, Chckvet is well-positioned for national expansion and global scalability- setting a new standard for digital transformation in animal healthcare.

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

Transflo Unveils Workflow AI for Carriers: A Game-Changing Automation Solution for the Supply Chain Industry

Transflo, the leading provider of mobile, telematics, and workflow automation solutions for the transportation industry, proudly announces the launch of Workflow AI —a groundbreaking, AI-powered workflow automation platform tailored exclusively for carriers. This first-of-its-kind solution is set to transform how carriers manage their back office, drive efficiency, and accelerate cash flow.

This first-of-its-kind solution is set to transform how carriers manage their back office, drive efficiency, and accelerate cash flow.

Transflo Workflow AI delivers a unified, next-generation platform that streamlines document processing, slashes invoice lag and eliminates the need for manual data entry. With intelligent automation at its core, the platform empowers carriers to speed up billing cycles and unlock operational gains.

Transflo Workflow AI marks a major leap forward – using comprehensive industry data to automate invoicing using AI-powered data extraction and automated exception resolution to reduce DSO and increase cash flow without adding headcount.

“With Transflo Workflow AI, we’re empowering carriers to streamline and automate their back office like never before,” said Renee Krug, Chief Executive Officer of Transflo. “By leveraging easy-to-use and intuitive AI, we are eliminating inefficiencies, enabling carrier back offices to focus on growth, profitability, and exceptional customer service.”

Key Benefits of Transflo Workflow AI for Carriers

  • AI-powered data extraction – Advanced AI technology ensures accurate data recognition and seamless workflow automation.
  • Multi-channel document ingestion – Flexible processing through various input channels for faster, more efficient workflows.
  • Anomaly detection and resolution – AI-powered insights automatically identify and resolve exceptions to keep operations running smoothly.
  • Dynamic dashboard metrics – Transflo Workflow AI provides real-time insights through a user-friendly dashboard.
  • Document activity tracking – Monitor documents imported vs. completed for seamless workflow analysis.
  • Load-to-document completion ratio – Compare delivered loads with completed documentation for process optimization.
  • Exception resolution leaderboard – Gain visibility into top-performing team members resolving workflow exceptions.
  • Age-based grid view – Quickly identify and address aged loads needing immediate attention.

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Customer Testimonial

“Transflo Workflow AI is a game-changer for our document processing. This means faster cash flow, greater efficiency, and instant access to the exception data our team needs to stay ahead,” said Breonda Ziegler at Hill Brothers Transportation Inc.

Read More: From Data To Insight: The Role Of Predictive Analytics In Optimizing Sales Channels

In beta testing, Hill Brothers:

  • Reduced invoice lag by automating processes, cutting turnaround time up to 80%
  • Used AI powered workflows to achieve up to 75% no-touch document readiness
  • Saved over 750 hours per year and accelerated cash flow with faster, more efficient billing

Setting a New Industry Standard

Unlike conventional automation solutions, Transflo Workflow AI for Carriers is purpose-built for the unique demands of fleet operations. With its intelligent document grouping, real-time analytics, and superior AI-driven automation, Transflo is setting a new industry benchmark for operational efficiency and cash flow acceleration.

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