The Salesformics blog.

Plain guides on CRM, marketing automation and selling for small teams.

Salesforce takes Agentforce Coworker into Microsoft Teams, mobile and desktop
News

Salesforce takes Agentforce Coworker into Microsoft Teams, mobile and desktop

Salesforce took Agentforce Coworker into Teams, mobile and desktop at $50 a user a month. What it means for small sales teams and their CRM data.

6 Nov 2026 | 5 min
How to hire a CRM developer: skills, cost and questions to ask

How to hire a CRM developer: skills, cost and questions to ask

CRM · 18 min
Sales enablement tools: what they are, the main types and how to choose

Sales enablement tools: what they are, the main types and how to choose

Management · 15 min
HubSpot grows revenue 17% in Q3 2026 and bets on AI agents that deliver outcomes

HubSpot grows revenue 17% in Q3 2026 and bets on AI agents that deliver outcomes

News · 5 min
Cyara launches Agentic CX Trust Platform to score every AI agent conversation

Cyara launches Agentic CX Trust Platform to score every AI agent conversation

News · 5 min
Order-taking apps for sales reps: features, offline sync and how to choose

Order-taking apps for sales reps: features, offline sync and how to choose

B2B · 14 min
Door-to-door sales apps: features, setup and how to choose

Door-to-door sales apps: features, setup and how to choose

CRM · 12 min
Salesforce agrees to buy Cresta and bring voice AI agents into Service Cloud

Salesforce agrees to buy Cresta and bring voice AI agents into Service Cloud

News · 5 min
Zoho rebuilds Zoho Campaigns with native WhatsApp and AI agent workflows

Zoho rebuilds Zoho Campaigns with native WhatsApp and AI agent workflows

News · 5 min
Clienteling: a practical guide for small retailers

Clienteling: a practical guide for small retailers

CRM · 12 min
Zoho rebuilds Zoho Analytics around AI agents and business context

Zoho rebuilds Zoho Analytics around AI agents and business context

News · 5 min
CRM implementation plan: steps, roles and a 90-day timeline

CRM implementation plan: steps, roles and a 90-day timeline

CRM · 12 min
Oracle launches agentic apps for sales territories and account briefings

Oracle launches agentic apps for sales territories and account briefings

News · 5 min
Build vs buy CRM: how small teams should decide

Build vs buy CRM: how small teams should decide

CRM · 12 min
Omnichat raises $10M to put AI sales agents inside chat apps

Omnichat raises $10M to put AI sales agents inside chat apps

News · 4 min
AI lead scoring: how it works and how small teams can start

AI lead scoring: how it works and how small teams can start

Marketing automation · 12 min
Mobile CRM: what field sales teams actually need

Mobile CRM: what field sales teams actually need

CRM · 11 min
Salesforce to buy Braze: what the deal means for small marketing teams

Salesforce to buy Braze: what the deal means for small marketing teams

News · 4 min
Top 9 CRM development companies for sales teams

Top 9 CRM development companies for sales teams

CRM · 7 min
CRM integration: a practical guide for small teams

CRM integration: a practical guide for small teams

CRM · 11 min
Supercharge your Eventbrite events with Salesformics

Supercharge your Eventbrite events with Salesformics

News · 5 min
X (Twitter) filters: go beyond mentions to find real buying signals

X (Twitter) filters: go beyond mentions to find real buying signals

Marketing automation · 5 min
Good marketing automation tools still need good planning

Good marketing automation tools still need good planning

Marketing automation · 5 min
Social Listening for Salespeople on X and LinkedIn

Social Listening for Salespeople on X and LinkedIn

Marketing automation · 5 min
KISS your customers: keep customer communication simple

KISS your customers: keep customer communication simple

Small business · 5 min
Salesformics is out of beta and available to everyone

Salesformics is out of beta and available to everyone

News · 5 min
Marketing and technology: a match made in business heaven

Marketing and technology: a match made in business heaven

Opinion · 5 min
Employees or customers: who gets treated better? 20 checks

Employees or customers: who gets treated better? 20 checks

Management · 8 min
4 ways to improve CRM data quality using free web tools

4 ways to improve CRM data quality using free web tools

CRM · 6 min
The Salesperson's Reading List: 10 Kinds of Books

The Salesperson's Reading List: 10 Kinds of Books

Management · 5 min
The case for marketing automation in small and medium businesses

The case for marketing automation in small and medium businesses

B2B · 5 min
What is segment marketing? Examples for small businesses

What is segment marketing? Examples for small businesses

Marketing · 5 min
5 simple yet powerful marketing automations with Salesformics

5 simple yet powerful marketing automations with Salesformics

Marketing automation · 7 min
Growing an Email List Smartly and Lawfully

Growing an Email List Smartly and Lawfully

Marketing · 6 min
CRM for PR agencies: a two-pronged approach that pays off

CRM for PR agencies: a two-pronged approach that pays off

Opinion · 6 min
B2B lead nurturing tactics: best practices that work

B2B lead nurturing tactics: best practices that work

Marketing · 7 min
What is a CRM database? A plain guide for small businesses

What is a CRM database? A plain guide for small businesses

CRM · 5 min
Should Your CRM Shape Your Sales Process?

Should Your CRM Shape Your Sales Process?

CRM · 6 min
Marketing automation is for small businesses too

Marketing automation is for small businesses too

Small business · 6 min
3 marketing technologies every small business should use

3 marketing technologies every small business should use

B2B · 6 min
What a trade show taught us, and a CRM playbook for event leads

What a trade show taught us, and a CRM playbook for event leads

News · 6 min
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