Blog, White Papers, & Customer Stories

In today’s data-driven business landscape, having a robust CRM (Customer Relationship Management) and Marketing Automation Platform is practically essential. But what happens when your business has outgrown its initial system, or operates across multiple departments or locations with specific needs? This is where the challenge of integrating multiple CRMs and Marketing Automation Platforms comes in.…

Salesforce, the CRM powerhouse, boasts a vast marketplace of native integrations. Every revenue technology under the sun starts by building a native integration into Salesforce. After all, Salesforce owns 23% of the CRM market. These pre-built connections seem like a dream come true – a quick and easy way to connect your CRM with other…

We’ve all heard the saying, “garbage in, garbage out.” This is especially true when it comes to business analytics. You can have the most powerful analytics engine on the market, but if you’re feeding it messy, siloed, or inaccurate data, your reports will be, well, rubbish. The key to unlocking the true potential of your…

The world of data management has been undergoing a massive transformation over the last few years. Traditional methods involving a collection of one-off, isolated solutions for handling specific tasks like ingestion, orchestration, quality control, and transformation are quickly becoming outdated.  Still required, in fact more than ever, but definitely outdated. The way of the future…

By: Wayne Lopez, Chief Product Officer at Vertify Conversational Intelligence has emerged as a powerful framework for improving communication and building trust in personal and professional interactions. Proponents of Conversational Intelligence emphasize the ability to understand and navigate the neurological underpinnings of communication, fostering positive and productive conversations. However, a critical examination reveals a potential…

By Amanda Barr, Product Marketing Manager at Vertify Today, credit unions need to find innovative ways to streamline processes and enhance the member experience. Onboarding indirect members – those linked to a primary member through loans or accounts – can often be a manual and error-prone process. But what if you could automate data imports,…

By Matt Klepac, Vertify CEO and Founder With the constant pressure and focus on accelerating revenue growth for mid to large businesses, revenue teams are looking to expand their total available market. While many traditional sales tactics still hold value, deploying traditional sales tactics alone and ignoring the power of data is a recipe for…

By: Matt Klepac, Vertify CEO and Founder I recently spent a couple days with the Salesloft team at their Revenue Kickoff and was inspired. I was inspired because over the years we have built much of our business around the importance of partnerships, and with all our experience working across partner ecosystems, I was truly…

The primary role of data admin services is to take a technical solution and tailor it to ensure it works for the client in a way that meets the organization’s overall technology strategy and wider business goals. With more and more technology solutions being purpose-built for the business side of the B2B house, there is…

By Matt Klepac, CEO of Vertify Within successful B2B businesses, go-to-market strategies use trusted revenue and financial reporting techniques for sustainable growth. Prospects, customers, and market trends are rapidly moving and evolving and, more so today than ever before, mid-market and enterprise B2B organizations are recognizing the need to streamline and enhance their revenue and…