For the better part of the last decade, Wednesdays have followed a simple pattern in my household. Somewhere between the workday winding down and the week feeling just long enough, my family and I head out to dinner. It is not a special occasion, not a celebration, just a routine. And over time, that routine has turned into something more valuable than I expected. It has become a lens into the restaurant industry at its most honest point. Wednesday is not a peak night. There are no built-in excuses. No surge of weekend traffic to mask operational issues. What you see on a Wednesday evening is, more often than not, the reality of a restaurant’s performance. What stands out is how stark the contrast has […]
Sales & Marketing Enablement
Monthly Research Recap | March 2026
Recent Research: Research Agenda: Bridging Leadership and Labor – 3Sixty Insights’ 2026 Combined Workforce Agenda This Combined Workforce Agenda outlines the key research priorities for 2026 from 3Sixty Insights, focusing on how organizations can bridge leadership strategy and employee experience in the modern workplace. The agenda integrates perspectives from two analysts — Nicole Roberts and Dylan Teggart — each with complementary emphases on organizational leadership capability, workforce strategy, labor market dynamics, and technology-enabled work execution. Analyst Insight: California Labor Laws and Compliance: Burden, Benchmark, or Competitive Advantage? This Analyst Insight examines the widely held perception that California’s labor laws make the state unusually difficult for businesses to operate in. While the analysis finds that California does impose more complex compliance requirements than most U.S. states, […]
Why AI Governance Requires Narrative Alignment
A Simple Example That Isn’t So Simple Pulling on another thread from Conga Connect 2026, one of the more interesting conversations I had during the week was with Geoff Webb, VP Product and Portfolio Marketing at Conga. While much of the event focused on pricing, workflows, and AI embedded into revenue systems, our discussion kept circling a deceptively simple example that revealed a much larger issue. We started talking about NDAs. Not complex contracts or pricing strategy. Just NDAs. As Geoff pointed out, these are among the most common documents in any deal process, and yet they regularly slow things down. A rep sends one over, legal reviews it, questions come back, revisions happen, and what should be routine turns into delay. This is exactly […]
Analyst Insight: Platform Evolved Into a Partner-Led HCM Ecosystem Serving 200K+ Employers and 9M Workers
Introduction Since 3Sixty Insights’ founding in 2017, we’ve seen a number of vendors come and go. One vendor in particular has consistently stood out to us as one to watch: isolved. 3Sixty Insights has referenced or partnered with isolved on more pieces than we can count. Their work with us has been a signal of their improvement in third-party perspectives, customer listening, and building a better product one day at a time. This perspective has provided us with visibility into their evolution and strategic long game, marked by thoughtful expansion and an unwavering focus on customer success and frontline workers. A Compliance Origin Story isolved’s origins trace back to the compliance shockwaves of COBRA-era benefits administration. The 1986 federal COBRA law (Consolidated Omnibus Budget Reconciliation […]
Market Alert: Inside Conga’s Purple Pivot – A B2B Rebrand Done Right
I was at Conga Connect 2026 last week and had the chance to witness something you don’t see very often in B2B technology. A brand redesign revealed live to customers. Not teased on social media. Not rolled out quietly through a press release. But introduced directly from the keynote stage to the people who use the platform every day. I had heard some hints that a brand update might be coming, but like everyone else in the room, I got to see how it unfolded in real time. And looking back, the clues were there from the beginning. Before the keynote even started, something felt slightly off as I walked through the venue. Customers wore the standard conference badges, but Conga employees throughout the event […]
Three Signals About the Future of Revenue Execution from Conga Connect 2026
I spent this past week at Conga Connect 2026, speaking with customers, executives, and operators across the revenue ecosystem. The brand reveal will likely be the moment most attendees remember from the event. I covered that story separately. But in conversations with operators and revenue leaders throughout the week, a different set of signals stood out. They all pointed to the same underlying challenge: revenue teams are still struggling with friction inside the deal process. During the opening session, Conga CMO Celia Fleischaker shared several statistics that framed the scale of the problem. Only 8% of organizations report strong confidence in their pricing decisions. 45% say they lose deals due to slow quote approvals. 72% report that slow contracting increases risk and compliance exposure. […]
Infographic: How One Company Rebuilt a Fragile SDR Engine with Apollo.io
This 3Sixty Insights infographic examines how one organization rebuilt a fragile SDR engine after realizing that its outbound motion had become overly dependent on email and weighed down by a costly “Franken-stack” of tools such as ZoomInfo, Groove, and Gong. What began as an attempt to fix declining email deliverability quickly evolved into a broader transformation, as the company consolidated data, engagement, and automation into a single sales operating environment with Apollo.io. The shift eliminated tool-hopping and manual list management, allowing SDRs to spend significantly more time on calls and active selling. The result was a step-function improvement in performance, including an 80 percent reduction in technology spend, a 95 percent increase in daily activities, and a threefold increase in pipeline generation.
Infographic: 3x Pipeline, 80% Lower Costs – Rethinking the Modern Sales Stack
This infographic, based on analysis from Kyle James, examines the hidden cost of the typical “Franken-stack” sales environment where multiple disconnected tools handle data, engagement, calling, and analytics. This fragmentation creates a significant productivity drain as teams spend hours each week shuffling data and managing integrations rather than building customer relationships. The analysis highlights how a unified platform approach, exemplified by Apollo, can eliminate these seams by consolidating workflows and applying AI to handle the mechanical aspects of outreach while sellers focus on judgment and personalization. The result is a leaner revenue engine capable of generating up to 3x more pipeline, reducing overlapping technology costs by nearly 80%, and dramatically improving productivity.
The Web Is Forking Again
Last week I wrote that SaaS isn’t dying. It’s being sorted. Thin workflow tools are under pressure, systems of record are becoming infrastructure, and the era of easy multiple expansion is behind us. That conversation was about repricing. This one is about rewiring. Underneath the market volatility, the internet itself is quietly adapting to a new kind of client. And if you zoom out far enough, the pattern looks familiar. When mobile arrived, the web did not disappear. It evolved. The same underlying systems and content still existed, but they were redesigned to render differently depending on the device. Responsive design and mobile-first frameworks did not replace the desktop web; they standardized it for a second client. Companies that recognized that shift early rebuilt their interfaces accordingly and captured the next wave of growth. We […]
#HRTechChat: David Edwards on the “Last Mile” from Data to Decisions
In this episode of #HRTechChat, Nicole Roberts (Senior Analyst & Advisor, 3Sixty Insights) is joined by David Edwards—strategic workforce planning practitioner, advisor, and author of The Strategic Workforce Planning Handbook—for a candid conversation about the gap between SWP theory and the messy reality of execution. David explains why strategic workforce planning still suffers from an identity crisis (too many definitions, too many expectations), and why organizations keep getting trapped in short-term thinking that freezes out long-term capability building. Together, they unpack why chasing “perfect data” can be just as risky as oversimplifying, and why the real skill leaders need—especially as AI accelerates planning inputs—is judgment: knowing what’s decision-grade, what matters most, and what to do next. The conversation also tackles the evolving role of managers, […]
#HRTechChat: Aman Kaur-Shaik on Why AI Adoption in HR Starts with Knowledge, Data, and Culture
In this episode of #HRTechChat, Dylan Teggart speaks with Aman Kaur-Shaik—HR Director at Nutrien, member of the 3SixtyInsights Global Executive Advisory Council, and a 2024 Global Top 100 HR Executive—about what it really takes for organizations to adopt AI successfully. Aman explains why the biggest barrier to AI adoption isn’t the technology itself, but the environment organizations have built around it. From fragmented knowledge bases and outdated policies to inconsistent data and unclear guardrails, many HR teams are trying to layer advanced AI tools on top of systems that were never designed for them. Together, they explore why the hype around AI is beginning to settle, how HR leaders can move from experimentation to practical adoption, and why starting with strong knowledge management and data […]
Monthly Research Recap | February 2026
Recent Research: Research Agenda: Workforce Strategy, HR Enablement & HR Technology in an AI-Augmented World Nicole Roberts’ research agenda examines how workforce strategy, HR enablement, and HR technology are evolving as AI and automation reshape how work is performed and managed. The research focuses on enabling managers to lead effectively at scale, connecting skills and leadership capability to measurable business outcomes, designing HR–IT technology ecosystems that support AI-augmented work, navigating workforce transitions such as M&A and restructuring, and improving how organizations measure workforce performance to inform executive decision making. Grounded in practitioner experience and real-world case examples, the agenda emphasizes translating workforce data, technology investments, and workflow design into clearer decisions, stronger execution, and sustainable organizational capacity. Analyst Insight: Beyond Contact Data – How Apollo.io […]
SaaS Isn’t Dead. It’s Growing Up.
I was super early at HubSpot, a first one hundred employee. I watched the company go public. I used some of the gains from that IPO to put a down payment on my house. It was one of those rare moments where a long bet actually paid off in a tangible way. A year ago, HubSpot was trading above $800 a share. Today it sits in the low $200s. That is a decline of more than 70 percent in roughly twelve months. And it is not alone. Across B2B SaaS, billions in market cap have evaporated. Multiples have compressed. Growth stocks have been punished. The easiest narrative is that SaaS is dead and AI finished the job. I do not think that is what is happening. What we are seeing feels much more like SaaS growing up. The Easy Era […]
Is CRM Becoming Infrastructure?
A Quiet Migration Play Reshaping GTM For more than two decades, CRM has functioned as both the filing cabinet where structured customer data lives and the desk where go-to-market work gets done. If you wanted visibility, you logged into CRM. If you wanted to move a deal forward, you logged into CRM. If leadership wanted forecast accuracy, you logged into CRM. That coupling may be loosening. In a recent conversation with Burley Kawasaki at Creatio, a trend surfaced that I have begun to hear in multiple vendor discussions. Platforms like Creatio are being layered on top of existing CRM systems, including Salesforce. The CRM continues to store data and enforce workflow. But users increasingly operate elsewhere. Teams. Outlook. Mobile interfaces. Agent-driven environments. The system of […]
Rethinking Recurring Revenue: Why Customer Retention Is the Real Growth Strategy
Kyle James and I recently had a conversation with Zuora, one of the early pioneers and leading platforms in subscription-based billing. They have spent more than a decade helping organizations operationalize recurring revenue models. What stood out in our discussion was a simple but critical distinction. Subscription billing technology enables recurring revenue. It does not guarantee recurring success. Across the B2B software market and other subscription-driven industries, companies have adopted recurring billing infrastructure at scale. Platforms like Zuora provide the mechanics. They allow organizations to invoice accurately, manage subscription terms, automate renewals, and support complex pricing models. That enablement layer is foundational. However, many organizations mistakenly believe that implementing subscription billing is synonymous with building a sustainable recurring revenue engine. The financial model tells a […]
From Data Abundance to Decision Scarcity in Sales Intelligence
Sales teams have more data and more recommendations than ever. What they have less of is confidence in what to do next. Across GTM organizations, a consistent pattern is emerging: sales intelligence systems are excellent at surfacing signals, but far less effective at reducing decisions. The result is not ignorance, but hesitation. Not a lack of insight, but analysis paralysis. Sales intelligence has largely solved for visibility. It has not yet solved for conviction. Why this is happening now Over the past decade, sales intelligence vendors have steadily filled in every layer of the data stack. Conversation intelligence platforms like Gong introduced a powerful form of judgment scaffolding. They surface deal risk, coaching gaps, and behavioral signals that were previously invisible. For many teams, Gong […]
Anatomy of a Decision: How One Customer Rebuilt Its Entire SDR Motion with Apollo.io
For most B2B SaaS companies, the SDR function is the daily engine of pipeline creation. For one Apollo.io customer, that engine had become fragile: over-reliant on email, constrained by tool sprawl, and misaligned with how modern buyers actually want to engage. What started as a narrow search for a fix to email deliverability became a full-scale rebuild of the customer’s sales development motion on Apollo. A Legacy SDR Engine Starts to Strain Apollo’s customer helps organizations deliver personalized, data-driven video experiences at scale, thereby increasing engagement, conversion, and long-term customer value. After nearly two decades in market and a long-established SDR organization, the customer had a mature outbound motion that had been refined over many years. But by early 2024, the cracks were hard to […]
Revenue Orchestration Is Replacing Point Solutions as the Unit of Value
Over the last year, one of the strongest signals emerging from ongoing GTM research has been a clear shift toward efficiency. Not incremental efficiency, but structural efficiency. GTM teams are under pressure to do more with fewer tools, fewer handoffs, and less operational drag. That pressure is reshaping buying behavior, stack design, and increasingly, the M&A landscape across B2B SaaS. Consolidation has become one of the clearest expressions of that shift. Not consolidation for scale alone, but consolidation in service of simpler workflows and clearer accountability. Buyers are showing less appetite for assembling best-in-class stacks and more interest in reducing complexity across how revenue is actually planned, executed, and measured. That context is what made the recent completion of Conga’s acquisition of the B2B business […]
Analyst Insight: Beyond Contact Data – How Apollo.io Is Rewiring the Sales Stack for the Efficiency Era
For years, Apollo.io was seen primarily as a data vendor. Most people who knew the name placed it next to ZoomInfo and Clearbit, assuming it was another place to find company and contact records. That framing made sense at the time, but it no longer fits the reality of what Apollo has become. What started as a large dataset of business contacts has quietly evolved into a single workspace for managing prospecting, outreach, and inbound sales workflows. The change reflects something larger happening across go-to-market teams everywhere. With budgets tightening and leaders under pressure to prove ROI on every line item, the modern stack is shrinking. Companies are asking one simple question: Why does this process need six tools when it could run in one? […]
#HRTechChat: Do More With Less Is Breaking Managers (and What to Do About It) — with JD Dillon
In this episode of #HRTechChat, Dylan Teggart is joined by JD Dillon—advisor, speaker, and author of The Modern Learning Ecosystem—to unpack the “do more with less” reality shaping work in 2026 and why managers are taking the brunt of it. JD explains how constant change, unclear AI mandates, and shrinking labor budgets are pressing frontline and middle managers from both sides—corporate demands on one side, team needs on the other. Together, they explore why traditional leadership development isn’t meeting the moment, why “engagement” is losing meaning as a guiding metric, and what actually helps organizations adapt when disruption hits. JD makes the case that if you’re going to prioritize one investment in the employee experience, make it managers—by giving them time, clarity, and permission to […]