Top 5 Trends That Will Impact Sales Operations in 2025 RevOps 10 min Sales operations has become one of the fastest growing functions over the last few years. According to LinkedIn’s State of Sales Operations 2021 Report, the number of sales operations professionals increased by 38% around the world between 2018 and 2020. What’s the reason behind this growth? Bradley Gray, Director of Business Development at Enterprise Holdings attributes two reasons for the growth in this role. There has been a significant increase in the amount of data that gets generated within organizations. The proliferation of data is creating a need for sales operations to generate contextualised insights for sales teams to succeed.   RELATED RESOURCE : SALES OPERATIONS TRENDS FOR 2025   A well run sales operations function enables businesses to operate efficiently with data-driven decisions, and also identify gaps that exist in the sales process, and help fill them up through analytical insights.  In short, a great sales operations function can help an organization unlock massive productivity gains.  To make the most out of your sales operations function, it is important to be aware of the trends that will shape in 2025 (and beyond). Let’s take a look. 1. Multithreading Will Be a Key Sales Tactic The world is in the midst of a great reshuffle for talent. The turnover among corporate director-level-and above, that constitutes the majority of B2B buyers, increased by 31% in 2021. With key people in the B2B buying committee quitting jobs so often, many deals fall apart because reps fail to develop strong relationships with more than one buyer. And with an average of 6.8 decision makers in every B2B purchase, not having strong relationships with all of the key players within the buying committee can be a big risk. When a key stakeholder leaves the organization, reps are forced to start from scratch, causing 80% of them to lose deals. Having just one primary contact for an account, or single-threading, thus increases the chances of missing out on deals. This is where adopting multithreading as a sales practice becomes extremely crucial. Multithreading is when reps form relationships with multiple stakeholders on the buying committee of an account.  This way, even if the primary stakeholder quits the organization, reps can capitalize on the relationships they have with the rest of the stakeholders within that account. Multithreading increases the chances of closing a deal by 16%. Successful sales teams in 2025 will master multithreading by gathering champions, influencers and decision-makers, and engaging with them on a regular basis. 2. An Increase in Regulations Will Impact Tech Stack Decisions There has been an increase in the number of regulations across the globe around protection of consumer information and data privacy.  Non-compliance of these regulations can be a huge cost. Organizations lose an average of $4 million in revenue due to a single non-compliance event.  To prevent such events from taking place, sales and revenue leaders must narrow down on their tech investments from a compliance-first lens. With the world increasingly moving towards a cookie-less world, highly compliant first-party data will become key in helping sales teams make data-driven decisions. First-party data is the information that is handed off with consent from a user to a company. This can be from sources like email, calendar, Zoom or other tools that buyers use.  For example, organizations can use their own first-party data to drive contextual insights that can help them make their sales operations function more efficient, while staying compliant with GDPR regulations.  Forward thinking leaders will realize this and take control of their first-party data in 2025, and use it to make powerful data-driven decisions.  Technologies like artificial intelligence can help enrich CRM with first-party buyer and seller interaction data. Nektar has built an advanced data capture solution that intelligently connects first-party data to the CRM and enriches it for sales teams. 3. AI Based Guided Selling Will Help Sellers Win More Deals B2B sales is getting increasingly complex, with buyers getting bombarded with information across channels, and sellers tackling multiple tasks and responsibilities while chasing their quota. AI based guided selling is helping sellers navigate this complex selling environment by helping them improve their sales execution through a data-driven approach.  Along with increasing productivity, AI based guided selling helps identify patterns that lead to more intelligent business decision making, ultimately helping in revenue generation. The pandemic exposed cracks in many organization’s sales processes. Knowing that sales process discipline must be improved to increase the chances of closing new deals, sales leaders are investigating new data-driven, AI-based guided selling functions for improving sales execution. Tad Travis, VP, Gartner AI-based guided selling offers prescriptive as well as predictive insights to sellers to close more deals.  From a prescriptive lens, it recommends the next best actions for sales reps and managers to undertake within the sales process. As an example, organizations can use AI to improve their playbook compliance within teams for consistent selling.  From a predictive lens, it offers insights that help identify lead indicators to make the sales process more efficient.  For example, by having insights on the activity data of sales reps, sales managers can define which deals are real and which need to be eliminated from the pipeline. With such functionalities, sales teams can decide on what to do next to move a relationship, deal or quote forward on the basis of analytics (rather than relying on instinct to make decisions). 2025 will see organizations add AI based guided selling solutions to their tech stack. 4. Training in Consultative Sales Will Take Priority Today’s B2B buyers prefer to conduct their own research before they speak with sales reps.  According to research, most buyers engage with more than 13 pieces of content before connecting with a seller.  Forrester’s research found that buyers went to all forums for information in 2021 – from webinars and online events to learn about the category and competitors, to speaking with peers and industry experts to have their questions answered. These changes in buyer preferences have raised the bar for sales. Understanding the buyer’s intent and offering them personalized solutions

Configure Contact Roles on Salesforce to Unlock Immediate Efficiency Gains Discover how defining OCRs can enhance visibility into your buying committee, improve sales execution, and boost win rates. RevOps 10 min Let’s begin by simply defining what is an opportunity contact role (OCR). An OCR is a standard object on Salesforce within the Opportunity object that links Contacts to Opportunities, specifying the Contact’s role in that Opportunity. Having great OCR hygiene means sales leadership teams gain better visibility into the buying committee for each opportunity. Better visibility helps monitor if reps have at least identified the necessary people needed to win the deal. If the necessary people are involved, then sales leaders can guide their teams on the right engagement playbook to navigate the deal toward success. While sales teams know the importance of identifying and engaging the entire buying committee, not many follow this through to execution. This becomes worse when we consider the OCR data available in a CRM. Open any CRM today, and you will notice that a majority would have an average of 3 contact roles. Of those 3, one is usually a required field made mandatory by the revenue/sales operations or CRM admin. In companies that practice MEDDIC (and its variations), the ‘Economic Buyer’ and ‘Champion’ are identified and added to the CRM, but the remaining buyer roles are either identified but not added to the CRM or not identified at all. So why should OCRs matter? The answer to this question lies in whether or not you’re working on improving sales execution, rep efficiency, win rates, and forecasting. You’d be surprised if we told you how often we hear prospects say “We have no idea who our sellers are talking to” or “We don’t know how often we’re engaging buyers in open deals”. ‘Who’ you are talking to and ‘how often’ are you talking to buyers are the fundamental units of generating revenue. The ‘process’ of generating revenue can only be improved by tracking and measuring such fundamental units. You may be doing a great job with creating contact lists from third-party data tools like Zoominfo or Lusha or by auto-creating contacts in accounts with tools like Clari or Gong, but if such contacts are not being linked to opportunities, you are losing out on critical data. Technically, in CRM terms, opportunities are won, not accounts. And so having contact data is not good enough. You must aim to have granular and comprehensive contact role data. Introducing Configurable OCRs Using AI, automation, and graph inference, Nektar automatically creates contacts in the relevant accounts present in Salesforce. Until recently, Nektar would automatically associate these contacts as OCRs within the relevant open opportunities. There was no configuration needed. However, through customer feedback and research, Nektar is excited to announce ‘Configurable OCR’. An OCR record is only useful if it is: associated because it is actually involved in the deal a buying role was identified and assigned to it With configurable OCR, you can define rules using buyer-seller engagement data that Nektar has already added to the (open) opportunity and account. For example, a rule can be: “If engagement with contacts in an account is more than 5 times in the last 10 days, and if there is an open opportunity in those accounts, then associate such contacts as opportunity contact roles.” This example considers the recency and frequency of buyer engagement. So, only those contacts that are frequently engaged by the seller will get added to opportunities as OCRs. As a result, sales leaders gain instant visibility into who is actually involved in deals. This is just a simple, straightforward example of a rule. You can define your own rules. Additionally, you can customize the rule for the different segments you may have. For example, have a rule specifically for strategic accounts, expansion accounts, new business accounts, vertical-specific accounts, or any other segmentation you may have. Next, you can configure the second component – the buying role. If you’ve used Nektar, you would know that it extracts job titles from email signatures. A default capability we’ve always offered is to map out job titles to the respective buying roles. With this one-time configuration, as and when Nektar links OCRs, it also assigns a buying role to the OCR based on the corresponding job title. Now, using genAI automation you can define rules to assign an appropriate buying role. You can consider a combination of job titles and engagement trends, job titles and seniority, job titles and engagement and segment – whichever factors address your requirements. After all, the process of generating revenue is unique to a company. The best part is that all this is done using the standard Salesforce records, so they are easily reportable on Salesforce. This can also be achieved for your historical opportunities by backfilling them. Benefits of configurable OCRs Nektar customers use this OCR data for deal inspections, win-loss analyses, playbook optimization, and enhancing their multithreading strategy. Every opportunity has only those contact roles that are involved in the deal while the remaining stakeholders such as legal remain in the account as contacts. So sales leaders are able to monitor which job titles and buying roles are being engaged. Since historical data is also plugged in, you can study buying committee engagement for won and lost deals to analyze what worked and did not work. Some of our customers identified new personas in their closed deals, and have now started prospecting this persona actively to generate new pipeline. By studying won deals, you can also track the engagement pattern and work towards improving your multithreading strategy. Lastly, playbooks can be transformed. For example, one of our customers now has made it mandatory to have a specific number of contact roles if the deal is in stage 3 of the sales process. Similarly, answers to who, how often, and when should different people of the buying committee be engaged can be detailed out. Outside of the sales team, a clean and

How Nektar Automates Buying Committee Engagement RevOps 10 min In today’s complex B2B sales environment, understanding and engaging with buying groups is crucial for driving revenue. Modern B2B buying decisions are made by groups, not individuals so traditional methods, like tracking Marketing Qualified Leads (MQLs), are no longer sufficient. This shift necessitates a new approach to tracking engagement, one that leverages advanced technology to automate and streamline the process. Nektar offers a powerful solution for sales teams looking to stay ahead. By automating the tracking of Buying Group Engagement, Nektar’s features ensure that every interaction is captured and analyzed, providing deep insights into the buying process. Features such as Automated Opportunity Contact Role Creation, Conditional OCR, Intelligent Meeting Tagging, and Contact Participation (Meeting Intelligence) work together to create a comprehensive and automated engagement tracking system. In this blog, we will explore how Nektar’s advanced capabilities can transform your sales process, making it more efficient and effective by automating the tracking of Buying Group Engagement. We’ll delve into each feature, highlighting its benefits and real-world applications, to show you how Nektar can help your team achieve greater success in today’s competitive market. Understanding Buying Group Engagement Buying Group Engagement refers to the interactions and activities involving multiple stakeholders within an organization who collectively make purchasing decisions. Unlike the traditional focus on individual leads, Buying Group Engagement acknowledges the collaborative nature of B2B purchases, where various roles such as decision-makers, influencers, and end-users all contribute to the final decision. In modern B2B sales, it’s essential to track and manage these engagements effectively. Understanding who is involved in the buying process, their roles, and their level of participation helps sales teams tailor their strategies and communication. This approach not only enhances the relevance of sales efforts but also increases the likelihood of closing deals by addressing the needs and concerns of all key stakeholders. By automating the tracking of these engagements, sales teams can gain comprehensive insights into the buying dynamics, enabling them to engage more effectively and drive better outcomes. How Nektar Automates Buying Group Engagement Choosing From 5 Types of Sales Territory Mapping Nektar’s innovative approach to automating Buying Group Engagement leverages several key features that streamline and enhance the process of managing interactions with multiple stakeholders. Here’s a detailed look at how each feature contributes to a more efficient and effective sales strategy: 1. Automated Opportunity Contact Role Creation Nektar’s Automated Opportunity Contact Role Creation feature automatically identifies and assigns contact roles to opportunities within your CRM. This automation ensures that all relevant stakeholders are accurately documented and associated with each opportunity, reducing the manual effort typically required. Benefits: Time-Saving: Eliminates the need for sales reps to manually input and update contact roles, freeing up their time to focus on selling activities.Accuracy: Ensures that all contact roles are correctly and consistently assigned, reducing errors and improving data integrity.Visibility: Provides a clear view of all individuals involved in the buying process, helping sales teams better understand and manage their interactions. 2. Conditional OCR (Opportunity Contact Role) Conditional OCR allows for the creation of contact roles based on specific, predefined conditions. This feature enables sales teams to customize how and when contact roles are created, based on criteria that are most relevant to their sales processes. Benefits: Customization: Tailors the contact role creation process to fit the unique needs of different sales teams or business units.Efficiency: Automatically applies the right conditions for contact role creation, ensuring that only the most relevant contacts are included.Scalability: Supports the management of complex sales environments with numerous stakeholders and varying engagement scenarios. 3. Intelligent Meeting Tagging Nektar’s Intelligent Meeting Tagging feature automatically tags meetings with relevant information, making it easier to track and analyze interactions with buying group members. This feature leverages AI to identify key details from meetings and associates them with the appropriate contacts and opportunities. Benefits: Enhanced Insights: Provides detailed insights into the content and outcomes of meetings, helping sales teams understand engagement levels and follow up effectively.Consistency: Ensures that all relevant meeting information is captured and tagged correctly, enhancing the quality of data in the CRM.Productivity: Reduces the manual effort required to document meetings, allowing sales reps to focus more on strategic activities. 4. Contact Participation (Meeting Intelligence) The Contact Participation feature tracks and analyzes the participation of contacts in meetings. By monitoring who attends and actively participates in meetings, sales teams can gain valuable insights into the engagement levels of different stakeholders within the buying group. Benefits: Engagement Tracking: Identifies key influencers and decision-makers based on their participation and engagement in meetings. Actionable Insights: Helps sales teams tailor their follow-up strategies based on the involvement and interest levels of different contacts. Data-Driven Decisions: Provides a data-driven approach to understanding and managing buying group dynamics, leading to more informed sales strategies. How GuideCX got Visibility into $1.7Mn Inactive Pipe Every company wants to squeeze out every drop of revenue from its active pipeline. Missing out on achievable quotas and letting potential revenue slip away due to inactivity and poor engagement have become the biggest sins in Sales. But what if there was a way to bring these dormant deals back into the spotlight for the sales teams? This is the scenario we explore—a practical challenge met with a pragmatic question, setting the stage for the journey ahead. This is the story of GuideCX and how they transformed deal prioritization using process automation, powered by customized rules that considered the engagement data that Nektar captured in their CRM. This helped GuideCX gain instant visibility into $1.7M worth of inactive deals, which otherwise would have been lost forever.   Ready to revolutionize your sales process with automated Buying Group Engagement? Discover how Nektar’s advanced features can help your team capture every interaction, gain deep insights, and drive better outcomes. In this blog

9 Sales Commission Software for 2025 RevOps 10 min What is Data Enrichment? The sales landscape in 2025 is defined by hybrid workforces, AI-driven decision-making, and hyper-personalized incentive structures. As companies navigate global expansion and complex compensation models, legacy tools like spreadsheets are being replaced by intelligent platforms that automate calculations, predict outcomes, and align incentives with business goals. Modern sales commission software now integrates seamlessly with CRMs, ERPs, and collaboration tools, offering real-time visibility, compliance assurance, and actionable insights. In this guide, we explore the top 9 platforms reshaping commission management in 2025, highlighting their unique strengths, pricing, and use cases to help you choose the perfect fit for your team. Top 9 Sales Commission Software for 2025 Spiff ElevateHQ Everstage Anaplan QuotaPath Xactly Performio SalesCookie OpenComp What is Sales Commission Software? Sales Commission Software is a type of tool that helps businesses manage their sales commission calculations and payments to their sales representatives. Basically, it helps companies keep track of how well their sales are doing, figure out how much commission their salespeople should be earning based on different factors like sales targets, and even automate the whole commission payment process. Think of it as your reliable companion in the sales world. It takes the guesswork out of the equation and provides a streamlined process for businesses to accurately determine the commissions owed to their sales team. 1. Spiff Spiff dominates the market with its AI-powered “Commission Cortex,” which predicts quota attainment and recommends incentive adjustments. Trusted by high-growth SaaS and fintech companies, it’s ideal for scaling teams needing dynamic, data-driven plans. Key Features: Predictive Analytics: Forecast earnings using historical data and market trends. Dynamic Quota Management: Auto-adjust quotas based on rep performance. Integrations: Salesforce, HubSpot, Slack, Microsoft Teams, Netsuite. Rep Experience: Mobile-first dashboards with gamified progress tracking. 2. ElevateHQ ElevateHQ excels in global compliance, offering automated tax calculations and audit trails for enterprises. New in 2025: Blockchain-powered commission ledgers for tamper-proof records. Key Features: Multi-Currency Payouts: Supports 50+ currencies with real-time FX rates. Compliance Hub: GDPR, CCPA, and SOC2 compliance tools. Approval Workflows: Streamline disputes with in-app resolution channels. ERP Integrations: SAP, Oracle, Workday. 3. Everstage Everstage’s no-code platform now includes AI-driven “Incentive Co-Pilot,” which designs comp plans tailored to rep behavior. Popular among mid-market agencies and consultancies. Key Features: Drag-and-Drop Rules: Build SPIFFs, bonuses, and clawbacks without IT help. Rep Retention Analytics: Identify at-risk reps using engagement metrics. Collaboration Tools: Comment threads and @mentions for plan feedback. Integrations: ZoomInfo, LinkedIn Sales Navigator, Stripe. 4. Anaplan Anaplan’s enterprise-grade platform now offers a “Compensation Workbench” for modeling M&A scenarios and harmonizing plans post-acquisition. Key Features: Territory Optimization: Balance workloads using AI-driven territory mapping. Scenario Modeling: Simulate comp plan changes on revenue and margins. Security: FedRAMP-certified for government contracts. Integrations: Snowflake, Tableau, Salesforce CPQ. 5. QuotaPath QuotaPath remains a top choice for small to medium-sized businesses (SMBs) and remote sales teams in 2025, thanks to its intuitive design, affordability, and focus on transparency. Designed to simplify commission management, it empowers reps to track earnings in real time while giving managers tools to align incentives with business goals. Below is a comprehensive breakdown of its 2025 features, pricing, and use cases: Key Features  AI-Powered CoachBot ChatGPT-4 Integration: Reps receive real-time coaching via an in-app chatbot. For example, asking, “How can I hit 120% quota this quarter?” triggers personalized tips based on historical performance and team benchmarks. Skill Gap Analysis: The AI identifies weak spots (e.g., low conversion rates) and recommends training modules or playbooks. Gamification & Motivation Tools Live Leaderboards: Reps compete for badges like “Closer of the Month” or “SPIFF King.” Milestone Celebrations: Auto-generated shoutouts in Slack/Teams when reps hit targets. Free Tier for Startups Unlimited Plans: Manage up to 10 users at no cost, with access to core features like commission tracking, basic reporting, and QuickBooks/Xero sync. Ideal for Bootstrapped Teams: Perfect for early-stage startups testing comp structures. Self-Service Rep Portals Earnings Simulator: Reps model “what-if” scenarios (e.g., closing 5 more deals) to forecast commissions. Mobile App: iOS/Android app with push notifications for quota progress and payout approvals. Enhanced Integrations (2025) CRM: Salesforce, HubSpot, Pipedrive. Payroll: Direct sync with Gusto, Rippling, and ADP. Collaboration: Slack, Microsoft Teams, Zoom. Advanced Analytics for Managers Quota Attainment Trends: Spot seasonal patterns or team-wide bottlenecks. Payout Accuracy Reports: Flag discrepancies between forecasts and actuals. 6. Xactly Xactly solidifies its position as a powerhouse for enterprise-grade incentive compensation management (ICM) in 2025, combining generative AI, deep compliance tools, and ESG-aligned incentives. Trusted by Fortune 500 companies and global enterprises, Xactly streamlines complex comp plans while ensuring transparency and scalability. Below is a deep dive into its 2025 capabilities: Key Features –  Generative AI for Comp Design Auto-Generated Plan Docs: Describe goals in plain language (e.g., “Create a plan with accelerators after 100% quota attainment”) and let Xactly’s AI draft policies, saving 10+ hours/month. Smart Clause Library: AI suggests compliance-approved clauses for territories, clawbacks, and SPIFs. ESG-Linked Incentives Sustainability Metrics: Tie commissions to ESG goals (e.g., bonuses for reps who onboard eco-friendly suppliers or reduce carbon footprints). DEI Analytics: Track pay equity across gender, ethnicity, and role to ensure fairness. Global Compliance Hub Tax Automation: Auto-calculate VAT, GST, and income tax for 100+ countries. Regulatory Updates: Real-time alerts for changes in labor laws (e.g., EU AI Act, California SB 749). Predictive Territory Planning AI Territory Mapping: Balance workloads by analyzing deal size, rep capacity, and market potential. Scenario Modeling: Simulate mergers, territory splits, or product launches to forecast revenue impacts. Advanced Security & Governance SOC2 Type II & ISO 27001 Certified: Meet strict data security standards for healthcare, finance, and government sectors. Audit Trails: Track every comp plan change with user-level timestamps. Integrations (2025 Expansion) CRM: Salesforce, Microsoft Dynamics, HubSpot. HRIS: Workday, SAP SuccessFactors, BambooHR. Analytics: Tableau, Power BI, Snowflake. Sustainability Platforms: Salesforce Net Zero Cloud, Watershed. 7. Performio Performio emerges in 2025 as a data-first sales commission platform, tailored for enterprises needing real-time analytics, IoT integration, and seamless payroll processing. Designed for

Top 7 Data Cleansing Tools Blog Ensure your business decisions are based on accurate data. Discover what data cleansing is, its importance, and how it can transform your messy data into a valuable asset. Learn about top data cleansing software to keep your CRM clean and efficient. Dive into our comprehensive guide to make your data work for you, not against you. 10 min What is data cleansing?   Data. It’s the lifeblood of modern business, fuelling insights, driving decisions, and ultimately, shaping success in the larger picture. But raw data is often messy, riddled with inconsistencies, errors, and duplicates. This “dirty data” can lead to inaccurate analysis, flawed decision-making, and eventually wasted resources. The amount of data around us has increased and so is the need of validating its quality. As this data surge has made room for inevitable errors, companies are dabbling with the subsequent data quality checks. Did you know only 3% of data meets basic quality standards? As per Gartner, Poor data is responsible for an average of $15 million per year in losses. This is why the need for Data Cleansing is at all time high! Data cleansing, also known as data scrubbing, is the process of identifying and correcting or removing corrupt, inaccurate, or irrelevant data from your datasets. It’s essential for maintaining data integrity and ensuring your company can make accurate, informed decisions. Why Does Your Company need it? Just picture your best salesperson enthusiastically pursuing a lead only to get stuck. The phone number is wrong and the email has bounced back. Yes, it’s frustrating. This “dirty data” is battled against by reps every now and then. Inaccurate, missing or duplicated information that are in your CRM system can constitute unnecessary barriers for your reps. It’s like being lost and taking the wrong turns while traversing through a town; you may eventually arrive at your destination but after several hours of wasted efforts. Therefore, dirty data is a silent killer waiting to feast on potential opportunities in your CRM with a possible domino impact such as: Wasted Time & Resources: Data-detective mode takes over for your reps who spend hours following up cold leads, fixing mistakes or verifying details. This means that they lose significant selling time that could have been used to close deals. Missed Opportunities: Inaccurate data can be likened to a blind spot. You cannot reach existing customers via targeted advertising nor find new ones using it more effectively. What if you miss out on a big client simply because their mail account was returning an error message? Poor Decision Making: Dirty data also takes the crown when it comes to generating skewed reports and metrics. This can lead to distorted representation of things, poor business decisions and finally missed opportunities. Strained Customer Relationships: There is hardly any doubt that sending irrelevant emails or reaching out wrong individuals will yield a negative experience for customers. Your company name can be tarnished by bad data while at the same time clients can be left annoyed and made feel like digits. Doing proper data cleansing will make sense out of your chaotic data transforming it into one clean reliable source of truth. Top 7 Data Cleansing Softwares Luckily, you can tame the dirty data with several data cleansing software in the market today. A good data cleansing software can transform your messy CRM into a well-organized filing system, ready to empower your sales team. We have curated a list of top 7 data cleansing softwares for your company to choose their perfect fit. Nektar.ai Salesforce data could end up being a mess of information that can hinder the reliability of your reports. This is where Nektar.ai can help you navigate out of the clutter by putting your data hygiene on auto pilot using AI. Here’s how Nektar.ai solves the problems with data cleansing: Unmatched Sync Accuracy: Nektar.ai does not only import data at basic level, it also analyzes your records using AI algorithms for establishing links between accounts and opportunities and provides confidence scores for correct synchronization. This helps in cutting out redundant entries more importantly by enabling you to view all needed details.Time Travel for Data Retrieval: What if I told you that you can unearth the actuals of an old conversation that happened with a particular client? Nektar helps in identifying interactions like contacts, emails and meetings linked to a given domain which are then added into newly created opportunities. Its “time travel” functionality facilitates knowledge transfer among sales people and adds context to live conversations during ongoing engagement.Easy Report Creation: High-quality reporting is dependent on clean data. Nektar.ai makes it simpler to generate reports by automatically syncing contacts, emails, and meetings directly into standard Salesforce objects.Self-Healing Energy: Nektar.ai is ever learning and adjusting. It updates CRM records in response to new information by appending manual changes made by users into the system automatically.Smart Contact Automation: Nektar.ai can automatically create a contact point as well as eliminate some repetitive tasks. They are created with matching domains such that they connect with previous accounts as appropriate.Contrary to traditional data cleansing that may necessitate manual work or third party tools, Nektar.ai is an AI-powered solution that integrates well with Salesforce and does many tasks automatically. It is self-learning and ensures data always remains clean and accurate. With Nektar.ai, you can liberate your sales team from the grind of data entry and enable them to concentrate on their core function; closing deals.   Openrefine Google Refine, which is now known as OpenRefine, is already a well-known open source tool. It’s an open-source software like python script that can be freely used and modified by anyone. It also helps to maintain your data in a consistent format and sorts it according to your company requirements. Apart from this, you can import data from the web sources and apply its clustering algorithms for solving complex data cleaning jobs. Where all does OpenRefine stands out? Free and Open Source: Cheap to install and allows

The Ultimate Guide to After-Parties at the Forrester B2B Summit 2023 ABM RevOps Sales Looking to take your networking and socializing to the next level at the Forrester B2B Summit 2023? Look no further!  We’ve curated a list of the hottest parties happening during the summit, ensuring you have a fantastic time while connecting with industry leaders, enjoying live entertainment, and creating lasting memories.  From poolside gatherings to VIP lounges and late-night soirees, these parties offer the perfect blend of business and pleasure. So grab your dancing shoes, bring your A-game, and get ready for an unforgettable experience! 1. Poolside Welcome Party by Bigtincan Dive into the Forrester B2B Summit with Bigtincan’s Poolside Welcome Party! Enjoy a relaxed and vibrant atmosphere, sip on refreshing drinks, and mingle with industry experts while taking in the poolside ambiance. Date: 4th June 2023Time: 5:30pm – 7:30pmVenue: Fairmont Poolside Terrace, 7th FloorMore Info Here. 2. Forrester Pre-party with Sequel Kickstart your Forrester B2B Summit experience with the exciting Forrester Pre-Party by Sequel. Connect with industry professionals, enjoy a relaxed and welcoming atmosphere, and get ready to network and engage in insightful conversations before the main event begins. Date: 4th June 2023Time: 6:30pm – 9:30pm CDTVenue: Zanzibar Rooftop Bar, 304 E Cesar Chavez St, Unit 700, Austin, TX 78701Register here. 3. Bombora VIP Brunch Start your day off right with the Forrester B2B Summit Brunch hosted by Bombora. Enjoy a delicious spread of gourmet food, connect with industry peers over a delightful meal, and fuel up for a day of learning, networking, and inspiration at the summit. Date: 5th June 2023Time: 8:00am – 9:30amVenue: The Four Seasons, 98 San Jacinto Blvd, Austin, TX 78701Register to Attend 4. Relax, Refresh, and Recharge with Demandbase Take a break from the conference and rejuvenate at the Smart Lounge. Unwind in a serene atmosphere, indulge in self-care activities, and refuel your energy with rejuvenating amenities and experiences, ensuring you stay at the top of your game throughout the Forrester B2B Summit. Date: 5th & 6th June 2023Time: 8:00am – 5:00pm CTVenue: 340 E 2nd St, Austin, TX 78701Save your seat 5. Sendoso’s VIP Happy Hour Elevate your networking experience at the exclusive VIP Happy Hour. Enjoy premium drinks, engage in strategic conversations, and connect with top industry influencers in a sophisticated and intimate setting, making it a must-attend event for forging valuable connections at the Forrester B2B Summit. Date; 5th June 2023Time: 6:45pmVenue: Zanzibar, 304 E Cesar Chavez St Unit 700, Austin, TX 78701Sign Up 6. Happy Hour and Networking at Half Step Bar by Showpad Raise a glass and connect with fellow professionals at the lively Happy Hour and Networking Event. Enjoy drinks, engage in meaningful conversations, and expand your network in a vibrant and collaborative environment, fostering valuable relationships at the heart of the Forrester B2B Summit. Date: 5th June 2023Time: 7:00pm – 9:00pmVenue: Half Step Bar, 75 1/2 Rainey Street Austin, TXSave your Spot 7. Hotness Happy Hour by Demandbase Spice up your networking experience with the Hotness Happy Hour. Savor tantalizing cocktails, engage in lively conversations, and connect with industry influencers in a vibrant and energetic setting, making it a memorable and dynamic part of your Forrester B2B Summit journey. Date: 5th June 2023Time: 7:00pm CTVenue: 340 E 2nd St, Austin, TX 78701Save your seat 8. Chill Time at the Forrester B2B Summit Enjoy some chill time at the Forrester B2B Summit at the Lucille Patio Lounge. Hosted by Stensul, MRP, Openprise, and Shift Paradigm, you can expect some delicious food and refreshing drinks in a fully private space. Austin’s very own Jo James is also scheduled to perform some live Texas blues music! Date: Monday, 5th June, 2023Time: 6:30pm – 8:30pm CTVenue: Lucille Patio Lounge, 77 Rainey Street, AustinRegister Here. 9. B2B: Brews & Bites Immerse yourself in a dynamic B2B event hosted by Knak. Engage in interactive sessions, gain valuable insights from industry experts, and discover cutting-edge strategies to elevate your B2B marketing game, making it an essential experience for attendees at the Forrester B2B Summit. Date: 6th June 2023Time: 4:30pm – 8:30pmVenue: Banger’s Sausage House and Beer Garden, 79 Rainey Street, Austin, TXGet on the Guestlist 10. Red Carpet & Private Concert by Bigtincan Get ready to rock out at the exclusive Private Concert during Forrester B2B Summit 2023! Experience an electrifying performance by renowned artists, dance the night away, and create unforgettable memories with fellow attendees. Enjoy cocktails, lively conversations, and forge new connections with industry professionals in a relaxed and informal setting. Date: 6th June 2023Time: 7:00pm – 10:00pmVenue: Austin Convention CentreMore Info Here. 11. Modern RevTech Happy Hour Join a Texas-style happy hour! Rather than just adding more tools to your sales and marketing team infrastructure – add the right, modern tools that work together. Join leaders from Highspot, Klue and Salesloft in a casual environment to learn more. Appetizers and drinks will be served. Date: June 6, Time: 5-7pmVenue: Vince Young SteakhouseRegister here.   With this exciting list of parties, the Forrester B2B Summit 2023 promises to be an event like no other. These parties provide the opportunity to unwind, build connections, and enjoy the vibrant atmosphere alongside like-minded professionals. We can’t wait to meet you there! Did we miss out on any event? Send a tweet to @ainektar and we’ll be sure to add it in. Meet the Nektar Team!  Come, say hello to the Nektar team (Jordan, Logan, Danielle, & Abhijeet). Whether it’s about after-parties, accelerating your revenue funnel or plugging CRM data gaps, we would love to chat.   Book a time here.

Your CRM Contact Data is the Key to Drive Sales Efficiency. Here’s How. Sales Activity Capture Driving sales efficiency remains the ultimate goal for most businesses. Going after the right deals, building long-lasting relationships with multiple buyers in an account is key. This evolving landscape demands sales teams to be agile, strategic, and, most importantly, armed with the right data.  And at the heart of this data-driven revolution lies B2B contact data – a crucial element in the arsenal of sales teams striving for success. Having access to contact data can open several doors for sales teams.  Organizations already have a wealth of contact data. Unfortunately, they are trapped across various applications and tools in siloed Go-to-market (GTM) systems. Think of crucial data trapped in phone calls, emails, meetings, calendars and countless other tools that your reps use.  The CRM, intended as the central hub for this information, often becomes a repository of incomplete, inaccurate, or rapidly decaying data. Manual updates are sporadic, and the consequence is a compromised ability to engage effectively with prospects. The result? Critical data about prospects and buyers never make it to the CRM. And your sales team ends up targeting the wrong people and chasing the wrong deals. That’s the opposite of efficiency.  Merely having a vast pool of contact information is not enough. Tracking the dynamic relationship between sales teams and prospects is table stakes. Every interaction – phone calls, demos, emails, and notes – needs to be meticulously recorded. And shared in a unified manner for sales and marketing teams to be on a common page.  Enter AI-led Contact Data Automation The solution lies in automating contact data capture into CRMs and deploying Artificial Intelligence (AI) for real-time actionable insights. This not only streamlines the process but also ensures that the data is consistently accurate. AI provides a unified, comprehensive view of prospects, enabling sales teams to deliver an exceptional buyer experience at every stage of the journey. Benefits of AI-led Contact Data Automation Introducing AI-led automation into your contact data strategy can yield several benefits across the buyer’s journey. Let’s look at the top ones: 1. Clean, Complete, and Up-to-Date CRM Data AI can automate the process of collecting, cleaning, and updating contact data, ensuring that your CRM is always equipped with accurate and current information. This improves the reliability of your data and allows for more effective communication with leads and customers. 2. Automated Manual Tasks AI can take care of time-consuming tasks like data entry, freeing up valuable time for your sales team. This allows them to focus on more important tasks, such as building relationships with leads and closing deals. 3. Actionable Insights AI can analyze contact data and provide actionable insights about leads and buyer behavior. This can help sales teams understand their target audience better, tailor their sales strategies, and improve the effectiveness of their campaigns. 4. Predictive Analytics AI can use historical data to anticipate future trends and behaviors. This allows sales teams to stay ahead of the competition by identifying potential opportunities and risks in advance. 5. Unified View of Deals and Activities AI can provide both sales and marketing teams with a unified view of data, allowing for better collaboration and alignment. This ensures that both teams are working with consistent and accurate data, leading to more effective campaigns and sales strategies. Use Cases for Sales Efficiency From the first point of contact to nurturing long-term customer relationships. AI-led contact data automation can address various gaps in the sales process. And real-time insights into deal status and buyer behavior can become the foundation for driving sales efficiency. Let’s look at some of our top use cases that contact automation can drive for sales: 1. Contact-Level Engagement Insights for Effective Multithreading Pushing deals from creation to closed-won requires strategically engaging every member of the buying committee. Quite often, sales leaders do not have visibility into who their sales reps are engaging in every deal. They rely on a download from the deal owners during the pipeline review calls. But almost always, most deal owners simply talk about champion and/or economic buyer engagement. It’s rare to discuss buying committee coverage, which can have 10-30 members involved if we consider enterprise deals. What makes this worse is that the opportunities in CRM would also only show 2-4 contacts. Sales leaders and managers continue to be in the dark. They don’t know what they don’t know. By automating contact data capture, sales leaders instantly get visibility into buying committees. Combining this with good Salesforce reporting, they can gain visibility into the depth and breadth of engagement with each member of the buying committee. Such insights enable sales leaders to guide deal owners to execute more effectively. While this is the age of AI, the truth remains that people buy from people, especially in high-touch B2B sales. This mandates reliable visibility into the strength of buyer-seller, or rather buying committee-seller relationships. Each buying committee member is like a door. All doors lead to the same destination, in this case, that destination is ‘closed-won’. But the path to closed-won can vary behind the door. Some doors can open long paths, some short. So every door must be opened because you never know which door has a shorter and quicker path to achieving a closed-won deal. 2. Sales-Marketing Harmony for Account-Based GTM If you’re a sales leader or an operations leader planning an account-based GTM strategy, ask your marketing counterparts if they have unprecedented access to clean and complete contact data. There’s a very high chance that their response will be ‘limited’. And don’t be surprised or offended if they blame your sales reps for not adding contacts to the CRM. Your marketing teams are forced to rely on third-party data vendors for contact data, when in reality, there’s an abundance of those in your sales reps inboxes and calendars. The result? Irrelevant marketing campaigns due to poor audience targeting. This is where sales reps start blaming the marketing team for poor air-cover.