HubSpot or Zoho CRM: Which CRM Platform Is Right for Your Business?
At a glance HubSpot provides a shared customer view across all departments, from the initial enquiry through to service. Both platforms can be adapted …
Andrea B. Roch
Customer Journey Mapping: Using Systematic Customer Feedback to Strengthen Customer Loyalty
Key Takeaways Customer journey mapping visualises the phases a lead or customer goes through with your company, from the first interaction through to …
CompanyGPT or Microsoft 365 Copilot: Which AI Platform Is Right for Your Business?
At a Glance Microsoft 365 Copilot is an AI assistant built directly into Word, Excel, Outlook and Teams, starting at EUR 18.20 per user per month, plu …
Digitizing marketing, sales and service: how to get to a target picture, roadmap and budget
I am writing this article from my own experience as CEO and from dozens of projects with companies in the Swiss mid-market. The questions that come up …
HubSpot Contract Management: Never Miss a Notice Period or Renewal Again
At a Glance What it is: Structured contract data with automatic deadline reminders in HubSpot CRM. The documents remain in SharePoint, Google Drive, o …
HubSpot Outlook Integration: How the Office 365 Connection Works
At a Glance What it is: An Outlook add-in that connects your mailbox and calendar to the HubSpot CRM. Supported versions: Outlook for Windows (classic …
Making Calls from HubSpot: Options for Swiss Companies
At a glance Three options: HubSpot’s native calling in the browser and mobile app, a specialised telephony provider from the HubSpot App Marketplace, …
HubSpot or Creatio: Which CRM platform is right for your business?
What are the fundamental differences between HubSpot and Creatio?
First use cases, then data architecture, then AI: how mid-sized companies are using AI as a growth driver
At a glance Most AI projects do not fail because of the technology, but because of a missing use case, fragmented data and a lack of responsibility. A …
AI has made its way into sales sales – but without clean data, it’s a waste of time
The key points at a glance AI is now part of everyday sales operations – no longer a pilot project. 92% of sales professionals already use AI tools. A …
