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Account Management

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Research Agenda: 2026 Go-to-Market B2B

Posted on November 18, 2025November 20, 2025 by Kyle James

Introduction Building on the insights and conversations from the 2025 GTM Research Agenda, this year’s focus deepens our understanding of how efficiency, authenticity, and AI collaboration are shaping modern go-to-market strategies. Through discussions with industry leaders and operators, we’ve identified emerging intersections between human creativity, data-driven precision, and automation. The 2026 agenda continues this exploration, emphasizing community-driven learning and practical application across the GTM ecosystem. These topics remain working hypotheses but have matured through initial discovery and community conversations. They are shared here to invite continued exploration and deeper dialogue with practitioners, vendors, and operators. Rather than presenting final positions, our intent is to surface the most relevant and timely GTM questions for 2026. We will continue to solicit input, opinions, and insights from practitioners […]

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Small Gestures, Big Impact: Elevating Customer Experience in HR Technology

Posted on November 18, 2025November 17, 2025 by Dylan Teggart

In our calls with multiple HR tech end-users in 2025, Nick Biron and I repeatedly came across a similar theme: when vendors appear similar on paper, service and genuine human relationships often become the real differentiators. This ties into a video Nick recently shared with me that touches on the concept of creating ‘moments that matter’ in sales and customer service. It’s those moments where a vendor goes just a little bit further than they need to to make you feel special or like your specific needs are being heard. According to the presenter, a 10% improvement across seven such moments can “double” revenue with that customer. I’m not sure the math is that simple, but anecdotally, it tracks with what we hear in HR […]

Infographic: Scaling GTM Responsibly – Cohere Health Demonstrates the Power of Maturity-Aligned Platform Choices

Posted on November 5, 2025November 5, 2025 by Kyle James
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Video: Nicholas Biron on Software Demos – Why Sales Engagement Beats Features

Posted on October 27, 2025October 27, 2025 by Nicholas Biron

In this video, Nick Biron from 3Sixty Insights shares a key insight from working with software buyers: features and functionality are no longer the primary differentiator, they have become table stakes. What really wins deals is how sales teams engage, listen, and respond during the buying process. Nick highlights a common pitfall: the “show up and throw up” demo, where vendors rush through features without interacting with the customer. Instead, he recommends interactive, consultative demos that start with understanding the customer’s needs, pause to gather feedback, and highlight what truly differentiates the platform. The takeaway: superior software alone is not enough. Sales teams that prioritize engagement and responsiveness are the ones that win.

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Anatomy of a Decision: Right-Sized ABM – How Cohere Health Chose the Perfect Platform for Their Team

Posted on October 10, 2025March 31, 2026 by Kyle James

B2B marketing is undergoing a recalibration. The days of chasing MQLs as the north star are giving way to strategies rooted in precision, orchestration, and meaningful engagement across entire accounts. For Brianna Miller, Director of Demand Generation at Cohere Health, this evolution isn’t theoretical. It’s personal, practical, and rooted in years of frontline experience leading ABM initiatives in healthcare technology. As account-based marketing (ABM) continues to gain traction, many GTM leaders face the same challenge: how do you operationalize ABM at scale without overloading your team or overspending on tools? Amid tightening budgets and growing pressure to prove marketing’s revenue impact, ABM must walk a fine line between sophistication and simplicity. When Brianna joined Cohere Health, the company was already exploring account-based marketing platforms. Several […]

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Case Study: How Zions Bank & isolved Empower SMBs – A Case Study on HR, Payroll, and Growth

Posted on July 24, 2025July 24, 2025 by Dylan Teggart and Mark Feffer

A 3Sixty Insights Case Study on HR, Payroll, and Growth Discover how Zions Bank partnered with isolved to help small and mid-sized businesses simplify HR, payroll, and workforce management—freeing up leaders to focus on growth. What You’ll Learn: How Zions Bank expanded beyond traditional banking How isolved simplifies compliance, payroll, and HR tasks Real-world outcomes from Zions Bank clients Benefits like time savings, reduced complexity, and stronger client loyalty “These issues weren’t just operational. They were strategic.”— Steve Stacey, SVP, Zions Bank Download the case study to see how smart partnerships drive business success.

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How to Stop Wasting SMS: Lessons on Trust, Timing, and Texting from Textdrip’s CEO

Posted on July 23, 2025July 23, 2025 by Kyle James

In an era where inboxes are overflowing and attention spans are shrinking, SMS has quietly emerged as one of the most effective yet misunderstood tools in a modern go-to-market (GTM) team’s arsenal. In our latest GTM Innovators episode, I sat down with Phil Portman, founder and CEO of Textdrip, to talk all things business texting. What started as a conversation about automation quickly evolved into a deep dive on trust, transparency, and the subtle art of sending the right message at the right time. 1. The Power and Pitfalls of Business Texting Texting isn’t just a new channel; it’s a different one. The immediacy of SMS is unmatched. According to Phil, “The response rate on texting is 45% compared to 6% in email.” And most […]

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Anatomy of a Decision: Rebrand, Rebuild, Realign – An Enterprise Software Provider’s Journey to a Modern GTM Stack

Posted on July 16, 2025July 15, 2025 by Kyle James

Rebrand, Rebuild, Realign: An Enterprise Software Provider’s Journey to a Modern GTM StackAn Anatomy of a Decision from 3Sixty Insights What happens when IT and business reimagine growth—together? In this exclusive Anatomy of a Decision, discover how a $2B enterprise software provider undertook a sweeping transformation of its go-to-market (GTM) operations to fuel an ambitious growth strategy. From rebranding to restructuring, the company aligned IT, Sales, and Marketing to build a modern, integrated, and insight-driven GTM stack—with powerful results. Learn how executive alignment, a best-of-breed tech strategy, and a focus on usability helped the company: Replace outdated systems with tools like Outreach, Demandbase, and Gong Drive cross-functional collaboration and seller adoption Retire redundant platforms and reduce MarTech overhead Operationalize insights to scale revenue generation Download […]

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The New Digital Enterprise: How AI, Automation, and Consolidation Are Reshaping the Future of Work

Posted on July 9, 2025July 9, 2025 by Kyle James

In today’s hypercompetitive landscape, organizations across industries are under pressure to move faster, work smarter, and do more with less. The digital enterprise of 2025 is no longer just about adopting the latest technology; it’s about orchestrating that technology to drive measurable outcomes, securely and at scale. In my latest Solution Spotlight series, 3Sixty Insights explored three companies: Appian, Gainsight, and OroCommerce, each redefining what it means to build enterprise-grade digital solutions. While they serve different parts of the business, a common thread connects them: the convergence of AI, automation, and platform consolidation as strategic imperatives for the modern enterprise. Appian: Reliable, Secure, and Scalable AI Starts with the Data Fabric For Appian, the key to successful AI isn’t just the algorithm, it’s the foundation. […]

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Research Preview: How Are AI and Automation Transforming Product, Marketing, Sales, and Customer Success Teams?

Posted on June 5, 2025July 1, 2025 by Kyle James

Framing the Hypothesis In 2025, we believe we’re no longer just experimenting with AI—we’re evolving alongside it. The central hypothesis of our research holds strong: AI and automation are enhancing team efficiency, reducing time to market, and driving revenue growth by enabling team members to focus on higher-value strategic tasks. But what we’re discovering is even more nuanced and impactful. Through our ongoing conversations, podcasts, market alerts, and deep dives like Anatomy of a Decision, we’ve uncovered a layered story of transformation across every corner of go-to-market (GTM) teams. This isn’t just about tools—it’s about cultural shift, leadership alignment, and a redefinition of team dynamics. What We’ve Learned So Far 1. AI as a Strategic Co-Pilot, Not Just an Automation Tool Across GTM teams, AI […]

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VanillaSoft Webinar: Why Cold Calls Burn Bridges: And Hot Calls Build Relationships – July 10th @ 12pm Eastern

Posted on May 22, 2025July 1, 2025 by 3Sixty Insights Editorial Team and Kyle James

Date: Thursday, July 10th Time: 12:00 PM ET, 9:00 AM PT In today’s sales environment, cold calls aren’t just ineffective—they’re a liability. Buyers are flooded with impersonal outreach, and the “spray and pray” approach is more likely to burn a bridge than build a pipeline. Join sales experts from VanillaSoft and 3Sixty Insights as they unpack how modern, data-driven calling strategies are helping top sales teams connect faster, convert more, and build real relationships. You’ll learn: Why cold calls fail—and how “hot calls” solve for timing, context, and trust The sales data proving the resurgence of the phone in buyer engagement How to identify and act on engagement signals to prioritize the right leads The psychology of timing and how it impacts conversions A practical, […]

Turning the Competitive Tide: How AI Empowers GTM Teams to Win

Posted on April 9, 2025April 9, 2025 by Kyle James

In today’s hyper-competitive B2B landscape, knowing your competition isn’t a nice-to-have—it’s a matter of survival. But ask any go-to-market leader and they’ll tell you: enabling your sales team to confidently compete is an uphill battle. The traditional approach to competitive intelligence (CI) is time-consuming, inconsistent, and often fails to keep up with the pace of change. In a recent episode of the GTM Innovators podcast, I sat down with Jon White, SVP of Product at Crayon, to dig into how AI is flipping this dynamic—and empowering sales, product, and marketing teams to operate with a new level of speed and confidence. Here are three major areas where AI is becoming a game-changer in competitive intelligence: 1. Arming Sales Teams in Real-Time with AI-Powered Enablement Sales […]

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GTM Innovators: Rethinking B2B Partnerships: Jenn Steele’s Approach to Modern GTM

Posted on March 24, 2025March 24, 2025 by Kyle James

In this episode of GTM Innovators, we sit down with Jenn Steele, founder and CEO of SoundGTM, to explore how B2B partnerships are evolving as a powerful growth strategy. Jenn shares her journey from IT leadership to marketing powerhouse—spanning roles at HubSpot, Amazon, and beyond—and why she believes traditional partner marketing is broken. We dive deep into the challenges of scaling B2B partnerships, the role of AI in optimizing demand generation, and how companies can leverage their ecosystems for smarter growth. Whether you’re a GTM leader, startup founder, or marketing strategist, this conversation is packed with insights on modernizing your partnership approach and driving real revenue impact. Subscript to GMT Innovators Series on the following platforms: SoundCloud: https://soundcloud.com/research-859405782 YouTube: https://www.youtube.com/playlist?list=PLsoV6fwX4cpGR2Hg98rc1e1k2-cOqCbhb Spotify: https://open.spotify.com/show/1gvDzcl0jxpPIfu9WYu6U4 iHeartReadio: https://iheart.com/podcast/258127960/ Pandora: […]

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Analyst Insight: Modern Sales Efficiency – Integrating Data, Prioritizing Leads, and Reviving the Phone

Posted on March 18, 2025May 21, 2025 by Kyle James

In today’s fast-moving sales environment, organizations deploy a variety of tools to support their revenue teams. While these technologies are intended to drive efficiency, the unintended consequence is often disjointed system sprawl, with sales reps toggling between CRM platforms, engagement tools, data providers, and communication systems. This fragmentation results in wasted time, poor data quality, and a lack of alignment between marketing and sales. VanillaSoft has built a solution that centralizes and streamlines the lead engagement process for sales reps through its single pane of glass approach. By integrating multiple data sources into a structured workflow, VanillaSoft ensures that sales reps have instant access to the right information at the right time. At the heart of this approach is VanillaSoft’s Next Best Record Engine, an […]

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Market Alert: From Intangible Wins to the Next Best Action – How Highspot’s Winter Launch Elevates Sales Enablement

Posted on March 14, 2025March 14, 2025 by Kyle James

Sales enablement leaders today face a long list of competing priorities, from equipping teams with the right resources to guiding them to the “next best action.” As organizations grapple with buyer complexity, content overload, and tighter competition, it’s become crucial to offer enterprise sellers not just tools, but strategic assistance in real time. Enter Highspot’s latest Winter Release, which promises to do exactly that: provide true AI “copilot” capabilities for enterprise sales teams, unify messaging across channels, and deliver both the tangible and intangible wins needed for modern success. Below are five key themes from Highspot’s Winter Release—supported by real customer quotes—that underscore why these innovations matter, especially for enterprise sales enablement leaders wanting to keep pace with 2025’s evolving go-to-market demands. 1. Transforming “Next […]

The Missing Middle: The Critical Gap in Your GTM Strategy (And How to Fix It)

Posted on March 5, 2025March 5, 2025 by Kyle James

Most B2B companies focus their go-to-market (GTM) strategies on two key areas—driving awareness at the top of the funnel and closing deals at the bottom. But what about everything in between? There’s a massive gap in the middle of the funnel—the “Missing Middle”—where leads often get lost, disengaged, or undernurtured. This neglected phase is where potential buyers are trying to evaluate solutions, weigh their options, and decide whether to take the next step. If companies don’t intentionally guide them through this process, they risk losing valuable opportunities to competitors who do. On the latest episode of GTM Innovators, Sheri Otto, founder and CEO of Growth Lane Strategies, breaks down why most GTM strategies fail at lead nurturing—and what AI, data, and behavioral science can do […]

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Analyst Insight: The Hidden AI Adoption Barrier – Why 80% of Companies Aren’t Ready

Posted on March 5, 2025May 21, 2025 by Kyle James

Artificial intelligence (AI) has been touted as the future of business, promising efficiency, automation, and transformation. Although AI is advancing rapidly, meaningful adoption creating business value has been moving slower than many expected. The issue isn’t fear or resistance—it’s something much more fundamental: most businesses simply don’t have the data infrastructure needed to make AI effective. This became abundantly clear in a recent conversation with Scott Newman, the Chief Strategy Officer at OneSource. OneSource operates contact centers across the globe, handling everything from customer support to sales. With AI transforming their industry, Scott’s insights offer a crucial perspective on where companies go wrong—and what they should be focusing on instead. The Real AI Adoption Problem: 80% of Companies Aren’t Ready One of the most surprising […]

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Revolutionizing Sales with AI: Insights from John Marcus III on the GTM Innovators Podcast

Posted on February 12, 2025February 12, 2025 by Kyle James

In a recent episode of the GTM Innovators Podcast , John Marcus III, founder of Fractional Ventures, shared groundbreaking perspectives on the evolving role of AI in sales and go-to-market strategies. As someone deeply immersed in the intersection of data and business growth, John’s insights highlighted the transformative potential of AI in creating more effective and efficient sales processes. Garbage In, Garbage Out: The Role of Context in AI Success One of the most compelling points John made is the importance of context when working with AI models. While tools like GPT have made significant strides in delivering actionable insights, they rely heavily on the quality and relevance of the data fed into them. “The more context you provide these models, the further they can run […]

GTM Innovators: AIQL, Bespoke Data, and the Future of Sales – A Conversation with John Marcus III

Posted on February 10, 2025March 3, 2025 by Kyle James

In this episode of the GTM Innovators Podcast, host Kyle James sits down with John Marcus III, founder of Fractional Ventures, to explore the cutting-edge intersection of AI and sales. John introduces the transformative concept of AI Qualified Leads (AIQL), dives into the power of bespoke data for uncovering non-obvious customer insights, and shares why context is the cornerstone of successful AI implementations. Packed with actionable advice and forward-thinking perspectives, this conversation is a must-listen for anyone looking to elevate their sales strategy and embrace the future of go-to-market innovation. Subscript to GMT Innovators Series on the following platforms: SoundCloud: https://soundcloud.com/research-859405782 YouTube: https://www.youtube.com/playlist?list=PLsoV6fwX4cpGR2Hg98rc1e1k2-cOqCbhb Spotify: https://open.spotify.com/show/1gvDzcl0jxpPIfu9WYu6U4 iHeartReadio: https://iheart.com/podcast/258127960/ Pandora: https://www.pandora.com/podcast/gtm-innovators/PC:1001097038 iTunes: https://podcasts.apple.com/us/podcast/gtm-innovators/id1790738579 Amazon: https://music.amazon.com/podcasts/1b000615-31cc-49dd-a5d8-f80d5098bf2d/gtm-innovators Transcript: Kyle James 00:00 Kyle, welcome to another episode of the GTM innovators by […]

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Monthly Research Recap | January 2025

Posted on February 3, 2025February 3, 2025 by 3Sixty Insights Editorial Team

Recent Research: Market Alert: Paychex Sees Synergies and Upmarket Growth Potential in Paycor Acquisition The acquisition could create a “1 + 1 = 3” scenario. Where Paychex focuses on small businesses while Paycor pursues both SMBs and mid-market companies with a headcount of up to 2,500 workers. Case Study: HRIS Challenges in Global Growth and Mergers Merging HR systems during global growth is no easy feat, especially in highly regulated industries like mining. Nutrien, formed from the merger of two mining giants, faced the challenge of unifying disparate HR platforms into a scalable, efficient system. After a thorough evaluation, they selected SAP SuccessFactors, prioritizing functionality and cultural alignment. The phased implementation delivered impressive results: $7M in cost savings, enhanced compliance, and improved employee retention. Nutrien’s […]

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