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Allbound and Channel Mechanics Unite Under a Single Brand: Channelscaler

Channelscaler helps B2B companies grow partner revenue faster and more profitably with its comprehensive PRM and Partner Program Automation Platform. 

Allbound and Channel Mechanics, two established leaders in the Partner Relationship Management (PRM) and Channel Program Automation space which successfully merged in 2024, announced they will now operate under the new unified brand, Channelscaler.

This strategic rebrand marks a significant milestone, combining the strengths and expertise of both companies. Channelscaler represents a shared vision for the future of partner program execution: intelligent, integrated, and built to scale.

Read More: SalesTechStar Interview with Ari Widlansky, Managing Director and COO – US for Esker

“Today marks a significant milestone as we go to market under a unified brand uniting two incredible companies,” said Kenneth Fox, CEO, Channelscaler. This isn’t just a name change, it’s a statement of intent. We’re combining intuitive partner engagement with enterprise-grade automation to deliver what channel leaders need most: the platform, data, and insights to scale partner revenue – with confidence and clarity.

In 2024, global trade reached an all-time high of $33 trillion, with indirect revenue accounting for greater than 70% of all purchases according to Canalys. Recognizing this immense and growing opportunity, Channelscaler, backed by Invictus Growth Partners, is dedicated to empowering companies that sell to, through, and with partners to take advantage of this opportunity. Creating a frictionless channel and streamlining partner program delivery enables businesses to thrive in this ecosystem driven economy.

“This is a better-together combination, creating a robust partner management platform that scales from small SaaS companies to Fortune 100 global powerhouses.  With US$7.46 billion in channel software revenue in 2024, and a projected US$13.48 billion by 2028, this growth highlights the crucial role of automation and data-driven decision-making in partnership success.” – Jay McBain, Chief Analyst – Channels, Partnerships & Ecosystems, Canalys.

Read More: The Future of Sales Leadership: How to Adapt and Thrive in a Changing Market

Channelscaler creates competitive advantage for its customers across every stage of the partner lifecycle. It delivers measurable ROI by simplifying partner operations, accelerating indirect revenue and reducing cost of channel sales.

“We drove the consolidation of Allbound and Channel Mechanics because we saw immense potential in their combined strengths to set the standard for excellence in channel sales software. This strategic rebrand to Channelscaler aligns with the company’s mission to power partnerships and deliver ROI for our customers” said John DeLoche, Co-Founder & Managing Partner, Invictus Growth Partners.

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

The Salestech “Black Hole”: How to Avoid Getting Lost in a Sea of Data?

In today’s sales environment, sales technology may be both beneficial and detrimental. The proliferation of sales technology has provided businesses with unparalleled access to data, insights, and automation capabilities, enabling sales teams to function more efficiently. However, this quick expansion has created a fundamental challenge: the Salestech “Black Hole”—a situation in which sales teams are overloaded by too much data from many platforms, resulting in confusion, inefficiency, and missed opportunities.

The Salestech “Black Hole” occurs when firms implement too many sales technology solutions without a unified approach for managing and evaluating the massive volumes of data they generate. Instead of expediting the sales process, poorly managed sales technology stacks result in data silos, inefficiencies, and decision paralysis. As businesses try to use data to improve sales results, they frequently find themselves drowning in numbers, unable to glean relevant insights, and ultimately unable to maximize the value of their sales technology investments.

Let us examine the Salestech “Black Hole,” its influence on sales companies, and the vital importance of data quality, governance, and data-driven culture in ensuring sales teams can effectively manage and use their technology stack.

The Data Overload Problem in Salestech

Sales teams are now overwhelmed with an excessive amount of data from an increasing variety of tools. From CRM systems and sales intelligence platforms to engagement software and automation solutions, the amount of data collected can be startling. While each of these products claims to boost sales effectiveness, their uncoordinated use frequently results in confusion and inefficiency.

How Sales Teams Are Bombarded with Too Much Data?

Many sales teams invest in various sales technology platforms, assuming that having more tools leads to higher performance. However, unforeseen consequences include data overload. Sales representatives must navigate many dashboards, cross-reference data points from diverse sources, and manually put together insights—all of which take up important selling time. The Salestech “Black Hole” happens when the complexity of using these tools surpasses their benefits.

  • A sales team may utilize CRM software, such as Salesforce or HubSpot, to track customer interactions.
  • Prospect research can be conducted using sales intelligence products (such as ZoomInfo and Clearbit).
  • To automate outreach, use engagement tools like Outreach and SalesLoft.
  • Lead scoring and predictive analytics tools can help you prioritize leads.
  • AI-powered conversation intelligence tools for analyzing phone transcripts.

Individually, these tools offer useful insights. However, when utilized together without integration and strategy, they result in data redundancy, inconsistencies, and undue administrative workload.

The Rise of CRM, Sales Intelligence, Automation, and Engagement Platforms—and the Data Chaos They Create

CRM systems have been the cornerstone of sales operations for decades. However, as firms seek more intelligence-driven sales methods, they have implemented sales intelligence solutions that deliver more detailed consumer data. This has resulted in an influx of data points that must be reconciled with existing CRM information, potentially causing mismatches and duplications.

Sales automation and engagement systems have also become essential to modern sales operations, allowing salespeople to expedite communication and follow-ups. However, these platforms produce additional layers of data, such as email open rates, call analytics, response times, and engagement scores, which sales teams must evaluate.

With so many sources of information, organizations find it difficult to maintain a single source of truth. Salespeople may encounter contradicting data between systems, leading to misunderstandings about which insights are accurate and actionable. This lack of coordination results in inefficiencies, delays, and, ultimately, missed revenue opportunities—the hallmarks of the Salestech “Black Hole”.

Common Effects of Poor Data Management

The Salestech “Black Hole” has a significant impact on sales success and overall business efficiency. Some of the most prevalent concerns are:

a) Flawed Sales Strategies Because of bad data

Poor data quality leads to inaccurate sales strategies. If client profiles are out of date or erroneous, sales representatives may pursue the wrong leads, resulting in poorer conversion rates. Inaccurate forecasting caused by inaccurate sales data can also lead to resource misallocation, resulting in missed revenue possibilities.

For example, a sales team that uses outdated contact information may waste time reaching out to leads who are no longer decision-makers. Similarly, if sales intelligence systems deliver contradictory insights into lead prioritization, reps may prioritize low-value prospects while overlooking high-potential chances.

b) Wasted Time Searching for Insights Instead of Selling

Sales representatives devote significant time to transferring between platforms, manually combining data, and confirming information. This administrative burden diverts time away from actual sales operations, lowering productivity and performance.

According to research conducted by InsideSales.com, sales representatives spend only 35% of their time selling, with the remainder spent on administrative activities like data management. When teams fall into the Salestech “black hole”, they become bogged down by technology rather than empowered by it.

c) Decision Fatigue from Too Many Reports and Dashboards

More data does not necessarily imply better decision-making. Too much information might contribute to decision fatigue. Sales executives must comb through various data and dashboards to extract useful insights, resulting in delayed response times and missed opportunities.

When sales teams experience data paralysis, they may resort to gut-feeling decision-making rather than employing information efficiently. This defeats the objective of deploying sales technology in the first instance.

The Salestech “Black Hole” is a rising challenge for sales companies around the world. While sales technology is intended to improve efficiency, inadequate data management and fragmented technologies result in an atmosphere in which data overwhelms rather than empowers sales teams. The consequences are obvious: faulty sales techniques, wasted time, and decision fatigue that stifle business growth.

Companies must emphasize data quality, governance, and a well-structured technology stack to navigate the Salestech “Black Hole”. In the following sections of this article, we will look at tactics for guaranteeing clean, accurate, and actionable sales data, the role of AI’s ineffective data management, and best practices for creating a data-driven sales environment. By addressing these difficulties directly, firms can leverage the actual power of sales technology—without plunging into the abyss of data chaos.

The Foundation of Effective Salestech: Data Quality

The advent of sales technology has changed the way sales teams work, giving them improved tools for customer relationship management (CRM), automation, and data analytics. However, if the underlying data is incorrect, even the most advanced sales tech stack would become ineffective. This is the heart of the salestech “Black Hole”—a situation in which low data quality results in unproductive decision-making, squandered time, and missed revenue opportunities.

To avoid slipping into this trap, sales organizations should prioritize data quality. Clean, accurate, and well-managed data is the foundation of efficient sales technology, allowing teams to make more informed decisions, increase productivity, and boost sales effectiveness.

Why Data Quality is Critical to Making Sales Tech Effective?

The quality of the data that is processed by any sales tool determines its success. Poor data results in erroneous insights, unproductive sales processes, and poor customer engagement. Here’s why data quality is important:

a) Accurate Forecasting and Decision Making

Sales managers use AI-powered analytics and forecasting tools to estimate revenue and create targets. If the supplied data is current or inconsistent, forecasts become untrustworthy, resulting in bad strategic decisions.

b) Efficient sales operations

When data is clean and well-structured, sales teams may spend more time connecting with prospects rather than addressing inaccuracies. High-quality data guarantees that sales representatives do not chase down obsolete leads or contact the wrong people.

c) Enhanced Personalization

AI-powered sales tools personalize outreach by evaluating client data. If the data is insufficient or wrong, recommendations and automated messages become ineffective, lowering engagement and conversions.

d) Improved lead scoring and prioritization

Predictive analytics enables sales teams to prioritize high-potential leads. Poor data quality skews lead scoring algorithms, causing reps to squander time on low-value prospects rather than focusing on the most promising chances.

Common Data Quality Issues in Salestech

Many organizations struggle to manage high-quality data, resulting in inefficiencies and missed opportunities. Some of the most common data quality challenges are:

a) Duplicate Records

When a CRM has several versions of the same contact, sales representatives may unintentionally contact the same lead many times, generating aggravation and eroding credibility.

b) Outdated information

Contact information, corporate structures, and job titles change often. If sales databases are not routinely updated, representatives may interact with inaccurate or inactive connections, resulting in lost effort.

c) Inconsistent data formatting

Data entered in diverse forms, such as mismatched phone number styles or misspelled company names, can cause problems with search, segmentation, and reporting.

d) Incorrect Entry and Human Error

Manual data entry frequently produces mistakes, missing fields, or incorrect information, decreasing the effectiveness of sales tech tools that rely on structured data.

These data concerns contribute to the salestech “Black Hole,” in which sales teams spend more time cleaning up data than selling. If left neglected, poor data quality can result in misalignment between marketing and sales, missed opportunities, and poorer revenue growth.

Best Practices for Ensuring Clean, Accurate, and Actionable Data

To prevent falling into the salestech “Black Hole,” firms must employ best practices for data quality management. These tactics help to ensure that sales technology performs at peak efficiency.

a) Implementing Automated Data Cleansing

Manual data cleaning is time-consuming and subject to human mistakes. Automated data cleansing systems can do the following:

  • Detect and merge duplicate records.
  • Validate email and phone numbers.
  • Standardize data formats across many systems.
  • Remove any records that are old or useless.

Organizations can ensure that their sales technology stack operates on clean and accurate data by including AI-powered data hygiene technologies.

b) Enforcing Standardized Data Entry

Establishing data entry criteria helps to avoid discrepancies and errors. Companies can:

  • Use obligatory CRM fields to ensure comprehensive information.
  • Create dropdown lists for standardized values (e.g., job titles, industries).
  • Instruct sales and marketing personnel on proper data input procedures.

Organizations can avoid the danger of developing untidy, unreliable databases by maintaining consistency from the start.

c) Conducting Regular Data Audits and Quality Checks

Data quality cannot be fixed once and must be maintained continuously. Organizations should:

  • Conduct regular data audits to discover and remedy problems.
  • Keep track of crucial data quality measures including duplicate rates and completeness ratings.
  • Assign a data governance team to maintain database integrity.

By proactively addressing data concerns, businesses may keep their sales technology from falling into the salestech “Black Hole.” Sales technology can transform sales processes, but its success is dependent on data quality. Organizations that do not keep clean, accurate, and well-structured data risk falling into the salestech “Black Hole,” where inefficiencies, errors, and missed opportunities are the norm.

Sales teams can get the most out of their technology investments by emphasizing data quality through automation, standardization, and regular audits. High-quality data enables better decision-making, increased sales efficiency, and higher client engagement, all of which lead to increased revenue growth.

Sales leaders must know that data quality is more than simply an IT issue; it is a critical component of effective sales operations. Investing in data management solutions can enable sales teams to work more effectively, avoid frequent mistakes, and achieve long-term success in today’s competitive sales technology landscape.

The Foundation of Effective Salestech: Data Quality

The rapid development of sales technology has given sales teams strong tools for managing customer connections, tracking interactions, and automating operations. However, the success of these technologies is dependent on the quality of the data being processed. Without high-quality data, even the most advanced sales technology might become a burden rather than a benefit.

Poor data management can result in the salestech “Black Hole”—a situation in which sales teams are inundated by excessive, erroneous, and unmanageable data, resulting in inefficiencies, missed opportunities, and poor decision-making.

To avoid falling into the salestech “Black Hole,” firms must emphasize data quality. Clean, accurate, and well-structured data is the foundation of efficient sales technology, allowing sales teams to work with clarity, precision, and efficiency. Businesses may maximize the benefits of their sales technology investments by appreciating the importance of data quality, recognizing typical hazards, and applying best practices.

Why Data Quality is Critical to Making Sales Tech Effective?

Any sales technology platform’s effectiveness—whether it’s a CRM, sales automation tool, or AI-driven analytics system—is determined by the quality of the data it processes. Poor data quality leads to inaccurate insights, inefficient sales methods, and wasted resources. Here’s why high-quality data is critical to making sales tech work:

a) Accurate Sales Forecasting

Sales technology uses predictive analytics to help teams forecast income and set quotas. However, if the input data is out of date, inconsistent, or contains duplicates, these forecasts become unreliable. Clean data means that sales leaders can rely on the insights offered by their sales technology stack.

b) Efficient sales operations

Sales representatives spend a significant amount of time looking for relevant contacts, confirming data, and fixing errors. When data is clean and structured, they may concentrate on selling rather than resolving data inconsistencies.

c) Improved Lead Prioritization

AI-powered lead-scoring methods use precise data to identify high-value prospects. Poor data quality skews these models, causing representatives to waste time on leads who are unlikely to convert while passing up high-potential chances.

d) Improved customer relationships

Sending the wrong message to the wrong person because of erroneous data undermines trust and trustworthiness. High-quality data enables personalized, relevant, and timely contact with prospects and customers.

Organizations that fail to manage clean and accurate data risk sliding into the salestech “Black Hole,” where faulty data leads to misguided strategies for sales and ultimately loss of revenue.

AI and Automation: The Key to Managing Sales Data

Sales teams today are drowning in data, with an overwhelming variety of platforms producing massive amounts of information. However, without effective management, this rush of data creates the salestech “Black Hole,” in which sales teams struggle to extract important insights, and decision-making is muddled by inconsistencies and redundancies. To avoid becoming lost in this pit, firms must use AI and automation to improve data accuracy, minimize redundancies, and maximize the value of their sales technology stack.

Artificial intelligence (AI) and automation play critical roles in translating raw data into useful insights, allowing salespeople to concentrate on completing deals rather than cleaning up cluttered databases. From finding trends and predicting sales possibilities to boosting data dependability through deduplication and enrichment, AI-driven solutions offer a scalable way to preserve high-quality sales data.

How AI-Powered Solutions Improve Data Accuracy and Eliminate Redundancies?

The sheer volume of data in today’s sales companies makes manual management and cleaning practically unfeasible. AI-powered solutions assist sales teams by automating important areas of data management, ensuring that they work with clean, accurate, and up-to-date information.

a) Automated Data Cleaning

Artificial intelligence systems can detect and delete flaws, inconsistencies, and duplication in real-time. Instead of depending on manual inspections, machine learning models examine data trends and correct errors, resulting in more accurate sales insights.

b) Eliminating Duplicate Data

One of the most difficult difficulties in sales technology is redundant data, which occurs when numerous records of the same contact exist in separate systems. AI-powered deduplication systems condense these records, saving sales professionals time engaging the same prospect numerous times or making judgments based on out-of-date information.

c) Continuous Data Monitoring

AI does not simply clean data once; it constantly monitors databases, detecting anomalies and inconsistencies before they become an issue. This proactive approach keeps sales teams from falling into the salestech “Black Hole” of chaotic, untrustworthy data.

By automating data management, AI enables sales teams to function more efficiently, ensuring that their technology stack stays a competitive asset rather than a burden.

The Role of Machine Learning in Identifying Patterns and Predicting Sales Opportunities

Beyond data accuracy, AI-powered machine learning models provide useful sales insights by detecting hidden patterns in client behavior. This functionality enables sales teams to prioritize leads, adjust outreach efforts, and complete agreements more efficiently.

a) Predictive Lead Scoring

AI assigns lead scores based on prior consumer contacts, purchasing signals, and demographic data. This lets sales teams focus their efforts on prospects who are most likely to convert, rather than depending on guessing.

b) Behavior Analysis and Engagement Timing

Machine learning models monitor client engagement patterns to determine the best moment for marketing. Artificial intelligence improves sales interactions by forecasting when a prospect is most likely to respond.

c) Intelligent Sales Recommendations

AI-powered recommendation engines indicate the optimal next step for sales professionals based on a prospect’s previous behavior. These data enable more tailored and effective sales methods, such as sending a follow-up email, giving a discount, or organizing a demo. Sales teams can use machine learning to translate massive amounts of data into relevant insights, ensuring they don’t get lost in the salestech “black hole.”

How AI-Driven Deduplication and Enrichment Tools Improve Data Reliability?

Incomplete, redundant, or out-of-date records frequently degrade the quality of sales data. AI-powered data deduplication and enrichment tools solve these problems by guaranteeing that every entry in the database is correct, complete, and relevant.

a) AI-Driven Deduplication

Duplicate records lead to confusion, misalignment, and inefficiencies in sales processes. AI-based deduplication tools:

  • Automatically find and merge duplicate contacts from CRMs and sales engagement platforms.
  • Identify commonalities between records, even if there are minor differences (for example, “John Doe” and “Jonathan Doe” using the same email address).
  • Enforce intelligent data validation rules to avoid creating duplicate entries in the first place.

By eliminating duplicate records, sales teams can verify that they are engaging with the appropriate prospects and making decisions based on a single source of truth.

b) AI-Powered Data Enrichment

Incomplete or outdated data undermines sales efforts, while AI-powered enrichment technologies bridge the gaps by:

  • Automatically updating records with current job titles, company information, and contact information.
  • Obtaining new insights from external databases, such as firmographics and intent data.
  • Standardized data formats to maintain uniformity across platforms.

Data enrichment guarantees that sales representatives always have the most current and comprehensive information at their disposal, lowering the risk of missed opportunities and misinformation.

The Future of AI in Sales Data Management

As AI and automation improve, their role in managing sales data will become increasingly important. Emerging trends include:

  • Real-time AI assistants that study sales talks and deliver immediate insights.
  • Data governance frameworks powered by artificial intelligence that automatically enforce data policy compliance.
  • Advanced prediction algorithms that look beyond lead scoring to predict market trends and purchasing habits.

Organizations can avoid the salestech “Black Hole” by adopting AI-powered sales data management, resulting in a sales environment where data works for them rather than against them.

The rapid advancement of sales technology has made it easier than ever to collect and retain massive volumes of sales data. However, without AI and automation, handling this data becomes burdensome, resulting in inefficiencies, incorrect decision-making, and the feared salestech “Black Hole.”

AI-powered solutions are critical in increasing data accuracy, removing redundancies, and unearthing significant sales insights. Sales teams may use machine learning, automatic deduplication, and real-time data enrichment to guarantee that their technology stack is an advantage rather than a problem. In a future where data reigns supreme, AI is the key to realizing its true potential. Organizations that adopt AI-driven sales data management will gain a competitive advantage by providing their sales teams with clear, actionable data that allows them to close deals faster and accelerate revenue growth.

​​The Importance of Data Governance in Sales Organizations

In today’s sales environment, data is the foundation for decision-making, client engagement, and revenue development. However, without a disciplined approach to data management, sales teams can easily slip into the salestech “Black Hole”—a situation in which unstructured, inconsistent, and unprotected data leads to inefficiencies, poor decision-making, and compliance issues.

Here’s where data governance comes into play. A solid data governance framework guarantees that sales data is reliable, safe, and well-managed, allowing businesses to leverage their sales technology investments while avoiding costly errors. Businesses may turn chaotic sales data into a valuable strategic asset by allocating ownership, enforcing policies, and adopting controls.

Defining Data Governance and Why It Matters for Sales Teams

Data governance encompasses the policies, processes, and controls that ensure the quality, security, and usability of an organization’s data. In sales, this entails setting rules for data gathering, access, security, and compliance to produce a consistent and trustworthy source of truth.

  • Without adequate data governance, sales teams face several risks:
  • Inconsistent data across tools and platforms causes misalignment across teams.
  • Security flaws and compliance issues, particularly with GDPR, CCPA, and other data rules.
  • Decision fatigue is caused by conflicting reports and inaccurate information.

By implementing solid data governance processes, sales teams may avoid sliding into the salestech “Black Hole” and instead function with confidence, knowing their data is clean, safe, and usable.

Read More: SalesTechStar Interview with Don Cooper, Vice President of Global Alliances at Aras

Key Components of a Strong Data Governance Framework

A good data governance system is made up of several fundamental components that work together to ensure data integrity and usefulness.

a) Determining data ownership and accountability

Data governance begins with establishing clear ownership and accountability. Without defined roles, data management becomes fragmented, resulting in confusion and inaccuracies.

  • Data Stewards: In charge of assuring data integrity and compliance with governance regulations.
  • Sales Operations Teams: Oversee the application of data governance policies across CRM and sales technology systems.
  • Sales Leaders: Sales leaders are responsible for overseeing governance strategy and ensuring that it is in line with business objectives.

Organizations can reduce errors and inconsistencies by assigning data ownership.

b) Implementing Access Control and Permissions

Unauthorized access and data misuse are two of the most serious challenges to data governance. Without effective access restrictions, critical customer and sales data may be exposed, posing security concerns and resulting in compliance violations.

  • Role-Based Access Controls (RBAC): Ensures that salespeople, managers, and executives only have access to the information they require.
  • Data masking and encryption: Protects important consumer information from unauthorized access.
  • Audit logs: Track data access and modifications to ensure openness and accountability.

Sales teams can protect their information from illegal data modification by setting stringent access controls.

c) Setting Up Compliance and Security Policies

With increasingly stringent data privacy requirements, any sales organization must ensure compliance. Poor governance can lead to significant penalties, legal consequences, and eroded customer trust.

The key compliance measures are:

  • Regular compliance audits to ensure GDPR, CCPA, and industry-specific compliance.
  • Data retention and deletion policies are in place to prevent obsolete or superfluous data from being stored.
  • Standardized data entry processes promote uniformity across platforms.

Strong compliance standards assist sales teams in navigating complicated regulatory environments while ensuring data security and usability.

How Does Good Data Governance Reduce Risk and Improves Decision-Making?

Data governance is about more than simply risk reduction; it also helps to improve sales performance and decision-making. Sales teams fall into the salestech “Black Hole” without proper governance, where they battle with jumbled data, wasted effort, and inadequate insights.

a) Reducing Risk by Avoiding Bad Data Practices

A well-managed data environment eliminates frequent concerns like:

  • Duplicate and outdated records can lead to miscommunication and missed opportunities.
  • Unauthorized data access is reduced, hence lowering security risks.
  • Inconsistent reporting ensures that sales teams can trust the insights provided by their products.

By proactively addressing these issues, firms can escape the turmoil of the salestech “Black Hole” and keep their sales databases clean and efficient.

b) Improving Decision-Making Through Reliable Data

Sales executives make key decisions based on the information available to them. If the data is not reliable, their strategies will be faulty. Data governance ensures that decision-makers can access:

  • Accurate and up-to-date consumer information can help boost outreach efforts.
  • Reports are consistent and uniform across teams.
  • AI-powered insights for improved sales techniques.

When data is correctly managed, sales teams can make faster, more informed decisions, resulting in improved win rates and revenue growth.

The Future of Data Governance in Sales Organizations

As sales technology evolves, data governance will become increasingly important. Future developments include:

  • AI-powered data governance tools for automated compliance and security monitoring.
  • Real-time data validation solutions that eliminate errors at the point of entry.
  • Blockchain technology enables secure and transparent sales data management.

Organizations that embrace data governance now will be better positioned to scale their sales efforts efficiently while avoiding the salestech “Black Hole.”

Data governance is the basis of a successful sales organization. Without it, sales teams risk sliding into the Salestech “Black Hole” where poor data quality, security threats, and compliance issues stymie growth and efficiency.

Sales businesses can guarantee that their data is accurate, secure, and actionable by putting in place a solid data governance framework that includes assigning ownership, enforcing access rules, and developing compliance procedures. This not only decreases risk but also allows for improved decision-making, resulting in increased sales performance and long-term success.

In an era where data is critical to competitive advantage, investing in data governance is no longer an option—it is a must.

Building a Data-Driven Sales Culture

In the new sales landscape, intuition and gut feelings are no longer sufficient. Sales businesses that use data-driven decision-making have a major competitive advantage. However, shifting from a traditional sales approach to a data-driven culture takes more than just investing in technology; it also necessitates a transformation in thinking, training, and leadership.

Without a disciplined approach to using sales data, businesses risk sliding into the salestech “Black Hole,” where an overwhelming rush of data causes confusion rather than clarity. To avoid this, firms must establish a data-driven sales culture by encouraging data literacy, educating sales teams to successfully interpret insights, and instilling a mindset that prioritizes data-driven decision-making over guessing.

The Shift from Gut-Feeling Selling to Data-Driven Decision-Making

For decades, sales success was often attributed to intuition, experience, and personal relationships. While these elements remain important, today’s sales environment demands a more structured approach. Companies leveraging data to drive sales strategies outperform those that rely solely on traditional methods.

However, many sales teams struggle to integrate data into their daily workflows. This disconnect can result in:

  • Misguided sales attempts are based on intuition rather than actual opportunities.
  • Inconsistent sales success due to a lack of data-driven insights.
  • Decision weariness induced by an abundance of unstructured input, resulting in paralysis rather than action.

The key to overcoming these obstacles is to cultivate a culture in which data is considered an advantage rather than an impediment. Without this cultural shift, sales teams risk becoming trapped in the salestech “Black Hole,” unable to derive true value from the massive amounts of information accessible to them.

Encouraging Data Literacy Within Sales Teams

A data-driven sales culture begins with data literacy, or the capacity to understand, comprehend, and apply data successfully. Many sales professionals are familiar with CRM systems but cannot harness advanced analytics, dashboards, and predictive insights. Bridging this gap necessitates a dedication to education and ongoing learning.

a) Making data accessible and understandable

Sales teams frequently ignore data-driven decision-making because analytics are frightening or difficult to understand. Organizations must simplify:

  • Dashboards and reports to make data easier to interpret.
  • Relevant to sales representatives’ everyday actions, with a focus on actionable information.
  • Real-time availability allows for speedy decision-making.

By removing barriers to data interpretation, firms may ensure that sales professionals see data as a tool for success rather than a burden.

b) Fostering a culture of curiosity and inquiry

Encouraging salespeople to question and challenge assumptions leads to a more engaged, data-driven team. Teams should be trained in analyzing critical sales data like:

  • Lead Conversion Rates
  • Customer Acquisition Costs
  • Sales cycle length
  • Win-loss ratios

When reps establish the practice of evaluating their performance indicators, they become more proactive in identifying areas for growth and implementing data-driven modifications.

c) Recognizing and Rewarding Data-Driven Behaviors

To improve data literacy, sales leaders must aggressively promote and reward data-driven decision-making. One way to accomplish this is to:

  • Highlighting success stories of reps who effectively use data.
  • Integrating data-driven KPIs into performance appraisals.
  • Providing regular training on data interpretation and implementation.

By making data literacy a fundamental competency, firms may keep their teams from sliding into the salestech “Black Hole,” where an abundance of data leads to confusion rather than clarity.

Training Sales Reps to Interpret and Act on Data Insights Effectively

Even with the correct technologies and data access, sales staff need to be taught to use insights effectively. Too often, data goes underutilized because sales representatives don’t know how to use it in their regular tasks.

a) Offering hands-on training with real sales Data

Training should not be abstract; instead, it should include real-world sales scenarios that salespeople confront regularly. Practical training should include:

  • Identifying patterns in customer behavior and adapting outreach methods accordingly.
  • Using AI-powered insights to prioritize high-quality leads.
  • Monitoring sales performance data and modifying approaches in real-time.

This hands-on approach guarantees that data is integrated into the sales workflow, rather than an afterthought.

b) Implementing AI and Automation to Simplify Insights

AI-powered technologies can help bridge the gap between raw data and actionable insights.

  • Eliminating redundancies from sales data to create a clear view of opportunities.
  • Predicting customer intent based on past contacts.
  • Automating lead scoring to allow sales representatives to focus on high-value prospects.

By integrating AI, sales teams may extract the most important insights without becoming overloaded, avoiding the salestech “Black Hole.”

c) Encouraging Collaboration Between Sales and Data Teams

Data-driven sales success requires collaboration between sales teams and data analysts. Organizations should

  • Assign professional data experts to collaborate with sales teams.
  • Conduct regular cross-functional meetings to discuss insights.
  • Create shared dashboards that connect sales goals to data trends.

This ensures that sales representatives have the resources they need to turn data into actionable tactics.

The Benefits of a Data-Driven Sales Culture

Organizations that successfully establish a data-driven sales culture have considerable benefits, including:

  • Increased sales efficiency: Reps spend less time guessing and more time closing transactions.
  • More precise forecasting: Sales teams can anticipate revenue and change strategy accordingly.
  • Better consumer engagement: Data-driven customization fosters better relationships and increases conversion rates.

On the other hand, failure to embrace data-driven sales procedures leads to inefficiencies, poor decision-making, and, ultimately, becoming lost in the salestech “Black Hole”. Building a data-driven sales culture entails more than just implementing technology; it also entails instilling a mindset in which data is an essential component of decision-making. Organizations that prioritize data literacy, train salespeople to act on insights and include AI-powered solutions gain a competitive advantage in today’s sales landscape.

Businesses should empower their sales teams instead of overwhelming them by making data simple to grasp, providing hands-on training, and encouraging collaboration. In a world where data is increasing at an unprecedented rate, those who do not adapt risk sliding into the salestech “Black Hole”. The key to success is to turn data into a strategic asset rather than a barrier.

Case Studies: Companies That Mastered Sales Data Management

In today’s fiercely competitive sales environment, efficiently handling sales data can be the difference between success and failure. Companies that fail to organize their data risk slipping into the salestech “Black Hole,” where too much and badly handled information causes inefficiencies, confusion, and revenue loss. However, some firms have overcome these obstacles by using effective data management systems.

This section looks at real-world instances of firms that overcame data overload, increased productivity, and used sales data to drive success.

a) Case Study 1: HubSpot – Transforming Sales with a Unified Data Approach

Challenge:

HubSpot, a renowned marketing and sales platform, had considerable data fragmentation as it grew. With many technologies streaming into its CRM, sales staff were sometimes swamped by redundant, obsolete, and inconsistent data. The lack of a single source of truth resulted in inefficiencies in lead prioritizing and erroneous predictions.

Solution:

  • HubSpot created a centralized data governance system, including AI-powered data deduplication to reduce redundant customer records.
  • Automated enrichment tools update contact and account information in real-time.
  • Cross-team collaboration to ensure that the marketing, sales, and customer success teams were working from the same dataset.

Results:

  • A 40% reduction in duplicate records, resulting in more accurate reporting.
  • Sales efficiency improved by 30% as representatives spent less time manually validating data.
  • A more streamlined sales pipeline which resulted in better lead conversion rates

Lesson learned:

A unified, AI-driven approach to sales data eliminates inefficiencies and enables teams to make data-driven decisions rather than traversing the salestech “Black Hole” of fragmented and untrustworthy data.

b) Case Study 2: Salesforce – Leveraging AI for Predictive Sales Insights

Challenge:

Salesforce, one of the leading CRM suppliers, faced internal data silos among its global sales teams. The lack of uniform data collecting and reporting systems led to conflicting sales projections and missed revenue possibilities.

Solution:

  • Salesforce used AI-powered predictive analytics to improve sales data management.
  • Einstein AI was used to assess previous sales data and anticipate deal closures.
  • Automated data validation procedures were used to assure data accuracy at the time of entry.
  • Role-based access controls were implemented to ensure data integrity across teams.

Results:

  • A 25% increase in forecast accuracy, allowing for improved strategic planning.
  • Time spent manually verifying data has been reduced by 50%.
  • Increased win rates as sales reps received AI-powered suggestions on high-value deals.

c) Case Study 3: Zoom – Streamlining Sales Data for Hypergrowth

Challenge:

Zoom’s quick expansion during the pandemic generated an explosion of sales data from a variety of sources, including website sign-ups, inbound inquiries, customer trials, and enterprise transactions. The organization has issues with data duplication, uneven lead scoring, and misaligned sales procedures.

Solution:

To prevent becoming lost in the salestech “Black Hole,” Zoom:

  • Integrated all sales tools into a unified CRM to create a single source of truth.
  • Automated lead scoring was implemented to highlight prospects with high intent.
  • Conducted periodic data audits to ensure correctness and consistency.

Results:

  • A 50% improvement in lead-to-customer conversion rates due to better data-driven prioritization.
  • Enhanced alignment between marketing and sales, reducing lead mismanagement.
  • Scaled sales operations efficiently without compromising data integrity.

Lesson Learned:

Fast-growing companies must establish scalable sales data management processes early to avoid inefficiencies and lost opportunities.

Key Takeaways from These Case Studies

These case studies demonstrate that mastering sales data management entails more than just using the correct tools; it also necessitates strategic planning, AI-powered automation, and a dedication to data governance. Companies that properly manage their sales data can make faster, more informed decisions, streamline their sales processes, and ultimately increase revenue.

By learning from these successful examples, firms may avoid the salestech “Black Hole” and transform their data into a valuable asset rather than a burden. The key takeaways from the above case studies are given below:

  • Sales data must be clean, validated, and enriched to avoid inefficiencies and revenue loss.
  • AI and automation can help businesses minimize redundancies, prioritize leads, and increase forecasting accuracy.
  • A unified data strategy is essential. Siloed and inconsistent data creates uncertainty, whereas a centralized data governance architecture ensures that all teams work from the same source of truth.
  • Regular data audits ensure long-term success: Even with the best solutions, firms must constantly improve their data management practices to avoid sliding into the salestech “Black Hole.”

Practical Steps to Avoid the Salestech “Black Hole”

The salestech “Black Hole” happens when sales teams are overwhelmed by a large amount of poorly handled data from many platforms. Instead of increasing productivity, a disorderly sales technology stack can cause chaos, resulting in incorrect sales techniques, wasted time, and decision fatigue. To avoid slipping into this trap, firms must adopt a deliberate and systematic approach to sales data management. Below are some practical steps to avoid the salestech “Black Hole” and ensure that sales technology enhances, rather than hinders, productivity.

a) Conduct a SalesTech Audit to Eliminate Redundant Tools

Many firms experience “tool sprawl,” in which many sales tools execute overlapping duties, resulting in data fragmentation, inconsistencies, and inefficiencies. Without a coordinated approach to managing their technology stack, sales teams may become overwhelmed with redundant technologies that cause more problems than answers.

A Salestech audit enables firms to discover and eliminate unneeded technologies, ensuring their sales technology stack remains efficient and successful. During an audit, key areas to check include duplicate tools doing similar operations, underutilized software contributing cost but no real value, and platforms that create data silos rather than smoothly integrating.

To simplify the sales process, businesses should map out their whole technology stack, examine usage statistics to identify redundant or low-value solutions, consolidate platforms to decrease complexity and ensure seamless interactions across CRM, sales intelligence, and automation technologies. Companies that routinely evaluate their sales technology report increased efficiency and lower operating expenses, avoiding the salestech “Black Hole” caused by fragmented data across disparate platforms.

b) Create a Centralized Data Management System

The Salestech “Black Hole” is mostly caused by fragmented and unreliable data spread across various platforms. Without a single source of truth, sales teams struggle with duplicate records, incorrect contact information, and contradicting reports, resulting in lost time and poor decision-making.

A centralized data management system tackles these issues by ensuring that all sales data is maintained and updated in a single location, CRM, marketing automation, and engagement platforms are linked, and data governance principles are followed to ensure correctness. To do this, firms should develop a unified CRM that connects with all sales tools, set up real-time data synchronization across platforms, enforce uniform data entry and validation criteria, and conduct quarterly data audits to ensure data integrity.

Companies that employ a centralized data approach see increased sales productivity, better reporting accuracy, and faster decision-making, effectively removing the inefficiencies created by fragmented and unreliable data.

c) Establish Clear KPIs to Measure the Effectiveness of Sales Data

One of the most common reasons firms fall into the Salestech “Black Hole” is a lack of well-defined Key Performance Indicators (KPIs) to assess the efficiency of their sales data. Without precise, actionable KPIs, sales teams are frequently distracted by vanity numbers that appear good but do not produce actual business results. This lack of focus results in poor decision-making, squandered resources, and lost sales chances.

To guarantee that sales data is genuinely relevant, firms must define key performance indicators (KPIs) that assess data accuracy, impact, and overall effectiveness. Some of the most essential KPIs are:

  • Data Accuracy Rate: This indicator determines how much of your sales information is valid, complete, and up-to-date. Poor data accuracy leads to unsuccessful outreach campaigns and inefficient sales processes.
  • Lead-to-Customer Conversion Rate: This metric measures how well sales teams turn leads into paying customers. Low conversion rates could suggest issues with data quality, lead scoring, or engagement techniques.
  • Sales Cycle Length: Tracking how long it takes to conclude a deal can assist sales managers detect inefficiencies and bottlenecks. High-quality data can help to streamline the process by ensuring that sales teams target the correct prospects with the relevant information.
  • CRM Adoption Rate: This metric indicates how actively sales representatives use the CRM system. Low adoption indicates that data is not being updated consistently, resulting in incomplete or outdated information.

Action Steps:

To properly track and enhance sales data quality, businesses should:

  • Establish KPIs that correspond with corporate objectives and sales targets.
  • Utilize automated dashboards to track and visualize data trends in real time.
  • Conduct regular performance evaluations to optimize data management tactics and drive ongoing progress.

Implementing structured KPIs improves sales efficiency, decision-making, and forecasting accuracy. Companies can avoid the Salestech “Black Hole” by prioritizing the correct KPIs, which occurs when teams struggle with an excess of data but lack useful insights.

d) Invest in AI-Powered Analytics and Automation to Streamline Insights

Artificial intelligence (AI) has revolutionized data management and improved the overall effectiveness of sales technology. Without AI-powered solutions, businesses risk drowning in a sea of inconsistent, duplicate, and outdated data, making it nearly hard to extract meaningful insights. AI systems reduce redundancy, improve forecasting accuracy, and automate boring data maintenance operations, allowing salespeople to focus on high-impact activities.

AI helps to prevent the Salestech “Black Hole” in numerous ways:

  • AI-Powered Data Cleansing: AI algorithms can identify and remove duplicate, outdated, or incomplete records from CRM systems, ensuring that sales teams always have correct and dependable data.
  • Predictive Analytics: By examining historical sales patterns, AI can identify high-value leads and forecast the likelihood of winning a contract, allowing salespeople to focus on the most promising opportunities.
  • Automated Insights: AI solutions deliver real-time recommendations for deal prioritization, allowing sales teams to make data-driven decisions more quickly.
  • Conversational AI and Chatbots: AI-powered assistants automate data entry, lead qualifying, and follow-ups, decreasing manual workload and keeping CRM data up to date.

Action Steps:

  • Implement AI-driven data validation tools to maintain data quality.
  • Leverage predictive analytics for more accurate forecasting.
  • Automate data enrichment processes to keep contact details updated.
  • Use AI-powered sales assistants to streamline data entry and reporting.

Final Thoughts

Companies who incorporate AI into their sales technology stack see a large reduction in data inaccuracies, higher forecasting accuracy, and improved sales efficiency—all while avoiding the salestech “Black Hole” caused by incorrectly handled data. Sales teams now rely on a wide range of technologies, including CRM systems, sales intelligence tools, and automation platforms. While these technologies bring useful insights, they also lead to data overload, resulting in a chaotic and unmanageable ecosystem that might reduce sales productivity rather than increase it.

Data is only useful if it is accurate, dependable, and actionable. Poor data quality, caused by duplicate records, outdated entries, and inconsistent formats, can result in incorrect sales strategies and missed revenue possibilities. The best practices for maintaining high data quality are to automate data cleansing to eliminate duplication and errors, enforce consistent data entry across all sales tools, and conduct frequent audits to ensure data integrity.

Beyond data quality, data governance is critical to ensure that sales teams have effective access, management, and protection of data. Prioritizing data governance helps firms decrease risks, improve decision-making, and improve overall sales effectiveness, avoiding the chaos that leads to the salestech “Black Hole”.

We also found that Artificial Intelligence (AI) is the most effective technique for converting sales data into actionable insights. AI-powered tools reduce redundancies, forecast sales possibilities, and streamline data analysis, allowing salespeople to focus on selling rather than managing data mayhem. Sales businesses that use AI report increased efficiency, better data quality, and faster decision-making. Investing in AI-powered solutions guarantees that sales data benefits the team rather than hinders it.

As a result, in today’s highly competitive sales environment, data is the cornerstone of success. Without proactive management, sales companies fall into the salestech “Black Hole” drowning in data rather than leveraging it. To be competitive, sales teams must embrace a data-driven attitude rather than depending on gut feelings; train sales staff to properly comprehend and act on data insights; and invest in AI and automation to streamline processes and improve decision-making. Companies that embrace data management as a primary sales strategy get a competitive advantage, resulting in faster deal closing, better client connections, and long-term revenue development.

The key to avoiding the sales technology “Black Hole” is implementing data management. Sales organizations must move beyond reactive data handling and adopt a proactive strategy to ensure high-quality, well-governed, AI-powered sales data. You should assess your Salestech stack to remove extraneous technologies, centralize data management for smooth integration and accuracy, establish clear KPIs to track sales data efficacy, and use AI and automation to streamline insights and decision-making.

By following these steps, firms can provide their sales teams with the correct data at the right time, changing their sales technology from a burden to a growth driver. The future of sales success is based on intelligent, data-driven decision-making. Now is the moment to act.

Read More: The Evolution of the Modern Sales Cadence: AI and Unconventional Touchpoints are Redefining Prospect Engagement

Arkestro Welcomes Former Deloitte Vice Chair Paul Wellener to Executive Advisory Board

Distinguished manufacturing leader brings decades of transformation expertise to advance Arkestro’s growth

Arkestro, the premier Predictive Procurement Platform accelerating enterprise spend transformation, announced the appointment of Paul Wellener to its Executive Advisory Board. A nationally recognized expert in manufacturing strategy and transformation, Wellener joins the Advisory board to support Arkestro’s continued growth and innovation in procurement—a function facing mounting complexity amid today’s global challenges.

Wellener brings over 35 years of leadership experience spanning global manufacturing, consulting, and board governance. As a retired Deloitte Vice Chair, Wellener led the U.S. Industrial practice to nearly double in size, helping position it as a top growth area within the firm. His expertise includes guiding Fortune 500 executives through digital and operational transformation, closing skills gaps, and navigating disruption in the industrial sector.

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“Paul’s depth of experience and strategic mindset make him a tremendous addition to Arkestro’s Executive Advisory Board,” said Rob DeSantis, CEO and Co-Founder of Arkestro. “As we help enterprises transform procurement into a strategic growth driver, unlocking savings, accelerating decision-making, and reducing risk, Paul’s insights into large-scale transformation and innovation will be vital to our mission.”

Throughout his career, Wellener has advised senior executives at some of the world’s largest industrial and manufacturing organizations, helping lead strategic, operational, and talent transformations across complex global enterprises. He has served on several boards – both for-profit and nonprofit, and is widely regarded as a connector and mentor across the business community. In 2019, he received both the Carnegie Mellon Alumni Service Award and the National MS Society’s Norman Cohn Hope Award for outstanding volunteer leadership.

Read More: How Have Investment Patterns in SalesTech Changed in 2025?

“I’m honored to join Arkestro at such a pivotal time for procurement and supply chain innovation,” said Paul Wellener. “Organizations are eager to drive value and resilience, and Arkestro’s platform is doing exactly that—reshaping procurement into a proactive, strategic lever. I look forward to supporting this mission and working with the leadership team.”

Arkestro’s Predictive Procurement Platform uses AI, behavioral science, and game theory to maximize shareholder value by driving a measurable impact on earnings per share through hard savings and transformational improvements in performance. With the power of Arkestro’s platform, companies experience 60% faster cycle times and can manage three times more spend with the same resources.

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

Discuss Launches New AI Interview Solution “Discuss Now”

Helping Global Teams React Faster to Market Shifts with Real-Time Insights

With global tariffs, regulatory shifts, and changing consumer preferences challenging how brands make decisions about packaging, product design, and messaging, companies need the ability to capture high-quality market insights at the speed of a survey. Discuss announced the launch of Discuss Now, a self-paced AI interview solution that automates every stage of in-depth customer feedback with AI agents that find the right audiences, conduct interviews, and deliver insights in hours, not days or weeks.

These same agents can be integrated into the broader Discuss platform to combine human-led and AI-led research into one place, with the option to layer on key services as needed. This makes Discuss the first company to bring everything together in one platform, blending the nuance and depth of human-led conversations and the speed and scale of AI-led interviews.

“Our vision at Discuss has always been to help global organizations shatter assumptions by removing the barriers to understanding their customers,” said Simon Glass, CEO of Discuss. “Human-led conversations will always be a central part of that equation, but we also see that AI-led interviews can help time-strapped marketers, UX, and insights teams quickly and easily keep a pulse on customer perceptions and feedback. We’re excited to be the first offering solutions for either scenario.”

Read More: SalesTechStar Interview with Ari Widlansky, Managing Director and COO – US for Esker

Discuss Now: Backed By 3 AI Agents

As customer loyalty becomes harder to earn and easier to lose, with preferences to purchase from the same company again dropping from 76% to 53% in just the past five years, according to Harvard Business Review, companies can’t afford to get key decisions wrong. Discuss Now empowers teams to move faster, make more confident high-stakes decisions, and stay closer to their consumers with a direct line to the emotions and experiences of their audiences as they shop along in-store, unbox and test products at home, or react to a new campaign.

The Discuss Now solution is made up of three AI agents, each designed to automate a specific step in capturing emotionally-rich insights.

  • Project Agent: Consults on teams’ target profiles and instantly finds, evaluates, and identifies the best audiences from a pool of millions of vetted individuals across 150+ countries, 100k+ job titles, and 290k+ skills—delivering responses in minutes.
  • Interview Agent: Executes audio-led and video-led conversations 24/7, across the globe—using advanced techniques to adapt in real-time and ask sharper questions that deliver richer feedback.
  • Insights AgentDistills thousands of hours of interviews into actionable insights and delivers answers to teams’ most pressing research questions—surfacing key themes, takeaways, and linking findings to the research objective to ensure every conversation drives business growth.

The best of both worlds: Human-led or AI-led conversations

By also integrating these AI agents directly into the broader Discuss platform, Discuss gives teams all they need from start to finish, in one solution. There’s no need to buy and stitch together multiple tools to achieve their objectives. With Discuss, they can easily move from an AI-led approach for quick-turn insights to a human-led approach for nuanced understanding, or a blend of both—all within a single platform.

This ‘best of both worlds’ offering makes in-depth human understanding accessible for all. It empowers insights teams to drive greater impact as strategic advisors to their business, while equipping marketing, product, CX, and UX teams with instant access to customer voices.

Read More: The Future of Sales Leadership: How to Adapt and Thrive in a Changing Market

Powered by the most advanced AI engine for market insights

Discuss’ AI agents are purpose-built for the unique challenges and demands of in-depth customer feedback—tailor-made using decades of firsthand industry knowledge and millions of conversations conducted on the Discuss platform. The agents are powered by a dynamic training layer that allows teams to bring in their expertise and personalize the AI’s understanding of their business and project goals. Using advanced techniques like Retrieval-Augmented Generation (RAG), teams can augment how Discuss’ AI agents ask questions and deliver insights by informing it with external data like project briefs, participants’ past responses, industry reports, or even the interview styles used by the best human moderators.

For example, when a participant responds to a question, the Interview Agent instantly uses their answer along with the external data provided to it previously to create the most tailored follow-up questions while keeping the conversation focused on the objective. The Insights Agent uses the same contextual data to generate tailored summaries and answers to the specific questions businesses need answers to. The result is deeper, more accurate market insights tailored to the unique objectives of each business, delivered in a fraction of the time.

Fueled by the most advanced AI for in-depth human understanding, with the innovations of this release, global organizations have a better way to hear the real voices, see the real emotions, and create real connections with their audiences. Whether teams need the speed and scale of AI or the depth of human-led conversations, Discuss gives them both.

See Discuss and these AI agents in action at Quirk’s New York on July 23rd – 24th. Don’t miss our speaking session as we share how to blend human intelligence and artificial intelligence to scale the impact of real consumer connection. Click here to register for the event.

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

Rocketlane’s Propel25 Charts the Future of Professional Services and AI-Powered Delivery

Rocketlane, the leading PSA software, successfully hosted Propel25, its flagship two-day conference on May 14-15 in Santa Clara, bringing together over 300 senior leaders in Professional Services from companies like MongoDB, Palantir, Zoom, Clari, Moveworks, and more. The event focused on a bold vision for the future: a transformation from traditional PS teams to ‘Intelligent Delivery Organizations’ powered by human-AI collaboration.

With sessions led by industry trailblazers including Benjamin Sandman (VP – Professional Services, MongoDB), Justin Collins (VP – Professional Services, Proofpoint), Nav Kalra (Senior VP – Professional Services, OpenGov Inc.), and others, Propel25 spotlighted how teams can leverage AI to automate repetitive work, improve resource allocation, and deliver smarter, faster outcomes.

“Propel is about helping PS leaders find their tribe and engage in meaningful dialogue to shape the future of their function,” said Srikrishnan Ganesan, Co-founder and CEO of Rocketlane.

“This year, it was also about a mindset shift. We can’t keep chasing productivity and utilization metrics in a world that’s fundamentally changed. It’s time to think of the role of professional services teams as drivers of outcomes and not just sellers of their time. That means delivering faster, smarter, and with a sharper focus on AI and automation. That reimagined future was front and center in every conversation at Propel25.”

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A central highlight of the event was Rocketlane’s unveiling of its AI Workforce roadmap: a vision for how AI agents will soon collaborate with humans to execute both the actual work being delivered, and the administrative tasks or project management that typically slow teams down. These agents will handle essential delivery tasks like data validation, migration, and field configuration in projects such as SaaS deployments, while also automating activities such as sales handoffs, project setup, documentation, team allocation, resource conflict resolution, time tracking, and more. Rocketlane calls the outcome of their Workforce ‘radical efficiency’. This announcement underscored Rocketlane’s leadership in reimagining service delivery.

“My biggest takeaway was the impressive range of AI applications being explored across various sectors. Propel25 has definitely expanded my thinking about the possibilities for intelligent delivery within our organization, and we’re already considering more ambitious ways to integrate AI in the future.
Sri Ganesan’s final presentation on AI was fantastic and really broadened my perspective on what’s achievable with AI. It was a recurring and inspiring theme throughout the event. Moving forward, I plan to investigate how we can apply some of the strategies that were discussed, particularly around incorporating AI to enhance our customer experience and improve team efficiency,” said Kody Sweet, Director – Implementations, Storable.

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Feedback from the event attendees consistently highlighted the value of exposure to forward-thinking ideas, actionable insights, and a thriving peer community.

“Propel25 helped crystallize my conviction that Professional Services doesn’t need to be a cost center: With the right investments in innovation, especially around AI and intelligent delivery, PS can drive margin and strategic value. What impressed me most was the authentic, collaborative community Rocketlane has fostered and their customer-centric approach. This was a content-first, insight-rich experience where Rocketlane modeled what to expect from a modern tech partner. I’ve already started engaging with my leadership team around how we can better embed AI in our operations and accelerate our journey toward becoming an intelligent delivery organization”, said Chase Potter, VP of Professional Services, AlayaCare.

The event also recognized innovation in delivery with the Golden Comet Awards, celebrating teams that exemplify excellence and future-readiness in PS execution.

“We’re thrilled to be recognized as the Best Professional Services Team of the Year. AuditBoard’s rapid growth has meant that our team has needed to innovate as we’ve taken on new products, new geographies, and new partnerships. Rapid adoption of technology has been key to our efficiency in delivering fast, enduring value to our customers”, said Justin Manduke, VP of Professional Services, AuditBoard.

Propel25 built on the momentum of last year’s Propel24, doubling down on its mission to create a space for connection, learning, and radical rethinking in the world of service delivery.

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

LinkSquares Launches AI-Powered Risk Scoring Agent to Automate Contract Risk Management

Automated risk assessment tool eliminates hours of manual reviews, accelerates approvals, and delivers instant risk visibility across contract portfolios.

LinkSquares, the leader in AI-powered contract lifecycle management (CLM) technology, announced the general availability of its Risk Scoring Agent. This breakthrough feature automatically analyzes agreements across the full contract lifecycle, delivering AI-powered risk assessments based on an organization’s pre-defined risk profile. Automated risk scoring eliminates hundreds of hours of manual review, unearths hidden liabilities, and gives executives real-time intelligence to mitigate risk and accelerate deal flow.

“Our Risk Scoring Agent redefines a traditionally manual approach by allowing teams to automatically assess and visualize risk based on custom criteria,” said Andrew Leverone, Chief Product Officer at LinkSquares. “This not only streamlines reviews and saves countless hours, but also empowers executives with actionable insights to enhance negotiations, advance M&A strategies, and adapt swiftly to regulatory or market changes. It’s a significant advancement in our mission to help organizations derive greater efficiency and strategic value from their contracts.”

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Today’s organizations face mounting risks at every stage of the contracting lifecycle. A 2025 LegalOn and In-House Connect survey found that 69% of legal professionals reported significant improvements in time savings and turnaround times after adopting AI for contract review, highlighting the inefficiencies of traditional manual review. Two of the most pressing challenges are:

  • Contract Review Bottlenecks: Manual reviews are slow, inconsistent, and highly dependent on individual expertise. Teams can be susceptible to overlooking unfavorable terms in the effort to quickly finalize deals.
  • Hidden Liabilities: Beyond the negotiation phase, organizations maintain thousands of legacy contracts with terms that may pose risk. Without systematic monitoring, these liabilities often remain undetected until they trigger costly incidents or compliance violations.

LinkSquares’ Risk Scoring Agent addresses these challenges with:

  • Customizable Risk Profiles: Create risk criteria according to your organization’s specific thresholds for any given agreement type.
  • AI-Powered Risk Quantification: Get a comprehensive 0-100 risk assessment for each contract instantly with a single click of a button.
  • Full CLM Coverage: Analyze both in-flight and executed contracts with consistent criteria, allowing you to compare risk scores across versions to track improvements or uncover hidden liabilities ahead of renewals.
  • Executive Insights: Quantify risk reduction efforts with unparalleled visibility using measurable metrics for executive reporting.

Read More: How SalesTech is Reshaping Buyer-Seller Dynamics?

“The LinkSquares Risk Scoring Agent has completely changed how we approach contract reviews. Its customizable risk profiles let us tailor assessments to our unique business priorities, ensuring we stay focused on what matters most,” said Ahsan Mian, General Counsel at Sign in Solutions. “Running the agent across our contracts is seamless and replaces what used to be a time-consuming manual review. We’re now saving hours each week by automating the risk analysis. The tool also gives us invaluable visibility into both active negotiations and our legacy contracts, which has been invaluable to us for proactive risk management.”

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Beeline Unveils One-Click AI Sales Agent Transforming Website Traffic into Mortgage Leads in Under Two Minutes

Beeline Holdings Inc., the fast-growing digital mortgage platform that shortens the path to homeownership, announced the launch of an latest innovation from MagicBlocks, an AI company incubated and spun out of Beeline.

MagicBlocks has just released its One-Click AI Sales Agent — a proprietary tool that enables mortgage lenders and brokers to instantly deploy a high-performing, emotionally intelligent sales assistant trained specifically for their websites within two minutes.

Built for instant 24/7 engagement which hugely increases chat volumes and ultimately conversions, MagicBlocks’ One-Click AI Agent uses advanced natural language processing and behavioral science to engage website visitors in real time, qualify them, and drive high-intent leads — all within two minutes of activation.

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The platform, initially developed and cultivated within Beeline, now allows any mortgage lender, broker and a wide variety of other online businesses to deploy a fully trained customized AI sales agent on their website in two minutes. There’s no technical expertise or protracted development project required. The AI agent delivers personalized experiences, understanding their needs and proactively qualifying and pitching prospects beforeouting them directly into the user’s CRM or sales pipeline — significantly reducing response time and improving close rates without increasing marketing spend.

“This is a foundational shift in how mortgage originators engage online customers,” said Nick Liuzza, Chief Executive Officer of Beeline. “While most AI tools in our industry focus on operational efficiency or underwriting, our One-Click AI Agent is focused squarely on top-of-funnel acceleration — automating sales engagement with intelligence and speed, and massively short cutting the weeks of initial development this innovation needed when it was developed inside of Beeline.”

Key Features:

  • Instant Activation: Users simply input their website URL. The AI builds the Agent, scanning on-site content and identifies sales signals. 2 minutes later users can then interact with the agent, see how it behaves and deploy their conversion-focused assistant tailored to the business’s messaging.
  • Mortgage-Specific Intelligence: The AI is pre-trained on lending terminology, borrower behaviors, and industry compliance requirements — enabling seamless qualification conversations.
  • Built on Proven Frameworks: The system is powered by MagicBlocks’ proprietary H.A.P.P.A. sales methodology, which has been instrumental in generating over $200 million in qualified leads across financial services sectors.
  • Customizable Sales Flow: Users can adjust tone of voice, edit messaging “Blocks,” train the AI with product-specific knowledge, and configure lead handoff workflows and CRM integration (including HubSpot, HighLevel, and Zapier).
  • 24/7 Lead Conversion: The AI sales agent is always active, proactively engaging visitors, handling objections, and encouraging conversion through a human-like conversational interface.

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Strategic Importance:

The launch of the One-Click AI Sales Agent represents a significant expansion of Beeline’s platform capabilities. In addition to originating mortgages directly, Beeline now offers its technology to partners and third-party originators — supporting scalable, AI-powered growth throughout the mortgage ecosystem.

This innovation further strengthens Beeline’s positioning at the intersection of real estate finance and AI automation, while reinforcing its broader vision to streamline and modernize the home loan experience from first click to close.

Strategic Importance:

The launch of the One-Click AI Sales Agent represents a significant expansion of Beeline’s platform capabilities. In addition to originating mortgages directly, Beeline now offers its technology to partners and third-party originators — supporting scalable, AI-powered growth throughout the mortgage ecosystem.

This innovation further strengthens Beeline’s positioning at the intersection of real estate finance and AI automation, while reinforcing its broader vision to streamline and modernize the home loan experience from first click to close.

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

TakeUp and Cloudbeds Team Up to Make Revenue Optimization Effortless for Independent Hospitality Properties

AI-powered pricing and expert revenue strategists help independent hotel owners and operators compete and thrive

TakeUp, the AI-powered revenue management platform built for independent hospitality properties, announced a new integration partnership with Cloudbeds, the innovative leader in hospitality management technology. This collaboration equips boutique hotels, inns, bed & breakfasts, and glamping retreats with seamless, automated revenue optimization—helping them maximize earnings while saving time.

With this integration, independent hoteliers using Cloudbeds can now access TakeUp’s AI-driven pricing engine, which dynamically adjusts room rates based on real-time market demand, competitor pricing, and booking trends. Alongside AI-powered automation, TakeUp’s experienced revenue strategists act as an extension of each property’s team, providing expert guidance to fine-tune pricing strategies and maximize long-term profitability.

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Cloudbeds’ partner integration marketplace connects hoteliers with industry-leading solutions that enhance property management, revenue strategy, and guest experience. By integrating with Cloudbeds, TakeUp becomes part of a growing ecosystem of innovative tools designed to help independent hoteliers compete more effectively. This seamless connection ensures that TakeUp users can access advanced revenue management capabilities without disrupting their existing workflows.

“Cloudbeds has built an outstanding platform that streamlines hotel operations, and we’re excited to enhance that experience by making revenue optimization effortless for their customers,” said Bobby Marhamat, CEO at TakeUp. “By partnering with Cloudbeds, we’re delivering AI-powered pricing automation and expert-backed strategies in a way that’s simple, effective, and tailored to small and independent properties.”

Read More: How SalesTech is Reshaping Buyer-Seller Dynamics?

Key Benefits of the TakeUp + Cloudbeds Integration:

  • AI-Driven Pricing Optimization – Automatically adjusts rates to reflect demand, competition, and market trends.
  • Revenue Strategist Support – AI-powered insights, enhanced by expert guidance, ensure a strategic approach to pricing.
  • Seamless Cloudbeds Integration – Quick and easy setup with no disruption to existing operations.
  • User-Friendly Analytics – TakeUp’s intuitive dashboard provides performance tracking and benchmarking.

“At Cloudbeds, our goal is to give hoteliers the tools they need to run their businesses more efficiently and profitably,” said Sebastien Leitner, VP of Partnerships at Cloudbeds. “Partnering with TakeUp gives our customers access to a smart, easy-to-use revenue management solution that helps them stay ahead without adding unnecessary complexity to their workflows.”

A Future of Smarter Revenue for Independent Hoteliers

Independent hotels no longer have to guess at pricing strategies or spend hours manually adjusting rates. With TakeUp and Cloudbeds integrated together, properties of all sizes can now leverage AI-powered revenue management—a capability that was once only accessible to large hotel brands.

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

Trustpilot Trust Report: Growing use of AI helps protect the platform with 90% of fake reviews removed automatically

  • Enhanced technology: Implementation of new generative AI tools to analyse reviews at scale – 90% of fake reviews removed by automated technology in 2024

  • Increasing scale strengthens trust: Growing number of reviews helps protect integrity of platform through enhanced data insights – 61 million posted in 2024

  • Shaping trust: Engagement with regulators, governments and industry to define best practice for reviews that ensures consumers can access genuine and useful information

Trustpilot, the world’s largest independent platform for customer feedback, has launched its latest Trust Report (previously known as the Transparency Report), highlighting how AI, technology and data science have played a key role in safeguarding the integrity of the platform as it grows.

In 2024, Trustpilot introduced a number of new tools to protect the integrity of reviews on the platform, including guideline software that uses generative AI to identify policy violations at scale. Technology that looks for evidence that a review has been purchased was also introduced, as part of ongoing efforts to target review sellers.

Trustpilot removed 4.5 million fake reviews – amounting to 7.4% of the total number of reviews submitted in 2024. In 2023, it was 6.1% – demonstrating how its technology is scaling and improving as the number of reviews on the platform increases.

Read More: SalesTechStar Interview with Hayden Stafford, President & Chief Revenue Officer at Seismic

Crucially, 90% of those 4.5 million were removed automatically by technology that uses machine learning, neural networks and generative AI to identify patterns linked to fabricated content. Implementation of this technology, used in conjunction with Trustpilot’s specialist teams, led to 53% more reviews being removed automatically than in 2023 and demonstrates its importance in maintaining integrity as the platform grows.

The community of users continues to play a key role in maintaining the platform in parallel with the technology and specialist teams. In 2024, 92 thousand reviews were flagged by consumers and 601 thousand by businesses for breaching Trustpilot’s guidelines.

Online reviews have become an increasingly important part of consumer journeys and a tool for businesses to build trust, grow and improve their offering. Trustpilot is now home to over 300 million reviews – and 61 million were published in 2024 alone. More consumers and businesses are engaging with the platform than ever before, with 22 million consumers writing their first review for a business (up 13% from 2023) and 229 thousand companies being reviewed for the first time in 2024 (up 35% from 2023).

Read More: How Have Investment Patterns in SalesTech Changed in 2025?

As the importance of review platforms grows, rightly so does regulatory scrutiny. Trustpilot is dedicated to maintaining dialogue with industry partners and regulators to reinforce its position as an authority in trust. In 2024, it became a founding member of the Coalition for Trusted Reviews, a cross-industry body that has helped promote best practices in the reviews industry and brought together experts and policymakers to discuss the industry’s future. Trustpilot has engaged with lawmakers to shape and define policy on reviews, including the FTC throughout the development of its Use of Consumer Reviews and Testimonials rule in the US, the Digital Markets, Competition and Consumers Act in the UK, and the Fitness Check of EU consumer law on digital fitness in Europe.

Anoop Joshi, Chief Trust Officer at Trustpilot said: “While we often hear about AI as a tool that can be used to mislead people, at Trustpilot we are using the technology to improve trust in the age of AI, by analysing content and identifying suspicious patterns that help us maintain the fundamental integrity of our platform as it grows. Trust has never been more important, and the online review industry faces real and complex challenges. But with increasing amounts of data at our disposal and the development of new technology to screen and moderate reviews, we believe trust can continue to thrive.”

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

How AI is Impacting Sales Through Better Partnership Execution

Imagine Sarah, one of your top sales executives. You’ve just announced a strategic partnership with AWS that could potentially double deal sizes and open new buying centers. Three months later, you discover Sarah hasn’t leveraged the partnership once. Not because she doesn’t see the value, but because understanding your and AWS’s solutions, connecting with the right AWS contact, knowing how to get their attention, and navigating their complex deal registration process feels like a second job she doesn’t have time for while chasing her quarterly targets.

Sarah’s experience illustrates the “Partner Complexity Tax,” the invisible cognitive burden that prevents your sales team from capitalizing on partnership investments. While 70% of IT technology and services are now partner-delivered  [1], sales execution hasn’t kept pace with the growing importance of partners.

The Sales Leader’s Dilemma

The more essential partnerships become to success, the harder they are to scale effectively. I call this the “Partnership Paradox,” and Steve Lucas, CEO of Boomi, describes it perfectly: “We have thousands of partners at Boomi, and the sheer math of training that many people on that many solutions is almost impossible.”

This paradox creates a devastating gap between your partnership investments and actual sales execution. Industry data shows 61% of partnerships fail at sales execution, representing an estimated $50 billion in lost capital. More training and more enablement for your sales team and more resources for your partnering teams won’t solve this problem. As a sales leader, you need a more effective way to bridge the gap between your partnership strategy and frontline sales execution.

Why Your Sales Team Struggles with Partnerships

Your sales teams’ failure to fully leverage partnerships is not because they’re resistant or don’t understand that partnering can help them, but due to a cognitive burden and the execution overhead that makes leveraging partnership impractical in the context of their daily sales activities. The Partner Complexity Tax manifests in three critical areas:

  1. Solution complexity: Sellers struggle to understand how your joint solutions with partners add value in specific customer situations
  2. Partner selection: They lack visibility into which partners are relevant for particular accounts or industries
  3. Engagement friction: They must navigate different partner engagement processes that steal focus from selling

These tasks—searching vast knowledge bases, connecting disparate information, remembering complex processes, and making contextual recommendations—tax your salespeople’s limited cognitive bandwidth. As a result, partners get overlooked, deals stay smaller, and win rates remain lower than they could be.

Read More: SalesTechStar Interview with Don Cooper, Vice President of Global Alliances at Aras

AI: Your Sales Team’s Partnership Advantage

Artificial intelligence can eliminate this cognitive burden and empower your sales team. AI can instantly process thousands of data points about partners, their solutions, and their past successes. It can identify patterns in previous partner engagements that your sellers might miss. It can remember and apply complex engagement rules without fatigue or error.

The “Partner Advantaged Sales Methodology” incorporates today’s AI capabilities and need for partnership prioritization, leveraging AI to bring partnership intelligence directly into your sales process. Rather than expecting your salespeople to become experts in partner execution, it gives them the partnering advantage they need to close bigger deals, win more often, and access new buying centers—without distracting from their core selling activities.

Partner-specific AI has the potential to give your sales team:

  • Round-the-clock partnership expertise when engaging with opportunities
  • Instant recommendations of relevant partners based on account and opportunity context
  • Proven success stories showing how partnerships have succeeded in similar situations
  • Direct connections to the right partner contacts without administrative delays
  • Automated cross-company processes that keep deals moving without manual intervention

This approach amplifies your partner management team’s relationship with sales. By handling routine questions and automating administrative tasks, AI allows your partnership team to focus on strategic initiatives while making their expertise available to every seller, on every deal, 24/7.

Implementing AI for Sales-Partnership Alignment

Successfully implementing AI partnership intelligence requires proper foundations. Organizations must conduct an organizational maturity assessment to ensure partnerships are recognized as strategic assets beyond direct revenue sourcing. They need to audit and organize partnership data, as AI systems are only as effective as the data they’re trained on. Internal stakeholders across sales, partnerships, and operations must be aligned on expectations and responsibilities.

This approach fundamentally changes how your sales team views and utilizes partnerships. Instead of seeing partnerships as complex additions to their selling motion, they experience them as embedded advantages that make their jobs easier and their deals more successful.

The Revenue Impact for Sales Leaders

Organizations implementing AI-powered partnership execution are already experiencing dramatic improvement in key metrics. Win rates increase as partners provide additional validation and expertise in customer conversations. Deal sizes grow as partners bring complementary capabilities to comprehensive customer solutions. New buying centers become accessible as partners introduce sellers to different stakeholders within customer organizations. Revenue from partner incentives increases as well, with these incentives counting toward top-line growth.

The partnership paradox is solvable. AI-powered partnership intelligence allows your sales organization to shift from manually struggling with partnership complexity to frictionlessly incorporating partnership value into every deal where it makes sense.

In today’s ecosystem economy where partner-delivered technology is the norm, the sales organizations that eliminate the Partner Complexity Tax will outperform their competitors. The future belongs to sales leaders who equip their teams with AI-powered partnership intelligence that combines the strengths of human relationship skills with AI’s cognitive processing power.

Read More: From Acquisition to Retention: How Smarter Partner Enablement Is Reshaping B2B Sales

Also Catch – Episode 227: Revenue Generation and RevTech Trends: with Latane Conant, CRO at 6sense