8 Best marketing automation tools to consider for 2027
Explore eight marketing automation tools for 2027, including their key features, best uses, and pricing models. Learn how to choose the right platform and get started with automated campaigns, lead nurturing, and customer journeys.
September updates 2026: Faster filtering, smarter email controls, and easier ticket migration
Salesmate’s September updates help teams limit marketing email frequency and bring existing support tickets into the CRM. Faster cross-module filtering and a clearer filter builder make growing CRM datasets easier to work with.
Next best action: A practical guide to customer decisioning
A practical guide to using customer data and AI to determine the next best action across sales, marketing, and customer support.
7 Best sales pipeline management software for 2027
A practical comparison of the 7 best sales pipeline management software for 2027, including features, use cases, trade-offs, and guidance for choosing the right platform.
Future of AI agents: Trends to watch in 2027 and beyond
This blog explores nine AI agent trends likely to shape 2027 and beyond, from production-ready and multi-agent systems to better context, integrations, and no-code development.
September product updates 2026: Smarter automation and a more global Salesmate
This article covers Salesmate’s September updates, including new Smart Flow triggers for subscription preference updates and ticket replies, along with French language support.
AI agent grounding: How to build safer, more reliable AI agents
In this guide, we'll explain what AI grounding is, how it works, how it differs from RAG and fine-tuning, and how businesses can build grounded AI systems that are accurate, secure, and reliable.
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What is a sales pipeline: How to build one that works
In this guide, you’ll learn what a sales pipeline is, how it differs from a sales funnel and sales process, and how to build and manage one that keeps deals moving.
What is sales pipeline management? A complete guide
In this guide, you’ll learn what sales pipeline management is, how the key pipeline stages work, how to build and manage a healthy pipeline, which metrics to track, and more.
How to write gentle reminder emails that get replies [11 templates]
This blog provides a comprehensive guide on writing friendly reminder emails that encourage responses without being pushy, featuring 17 customizable email templates for various situations.
Salesmate MCP Server (Beta): Connect AI applications to your CRM
Learn how the Salesmate MCP Server connects compatible AI applications to CRM data and workflows. Explore its tools, permissions, security controls, use cases, supported actions, and API differences.
10 Biggest Sales Challenges and How to Overcome Them
This guide covers 10 major sales challenges, including poor lead quality, long sales cycles, low productivity, inaccurate forecasting, and poor CRM adoption. It offers practical solutions to improve sales performance and build a more predictable, efficient, and scalable sales process.
AI agents in customer service: Transforming support from the ground up
AI agents for customer service go beyond traditional chatbots by understanding customer intent, accessing connected systems, and taking action to resolve requests.
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