Don't miss out on these exciting events!
Explore the exciting lineup of upcoming events that we'll be hosting or attending.
Don't miss out on these incredible opportunities that will empower you to REACH your business goals.
Webinars
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New year, new revenue: what leaders MUST do to accelerate growth in 2026
As we enter 2026, many distribution, manufacturing, and B2B organizations are facing the same challenge: accelerating revenue growth without increasing headcount.
In this episode of the Dynamic Leaders Podcast, we discuss what revenue leaders must modernize first to meet rising buyer expectations, remove friction from the buying journey, and build a scalable foundation for growth.
Our guest, Peter Harris, Director of Sales at congruentX, explains why traditional sales playbooks are falling short and what a more effective, systems-led approach looks like. You will hear real-world examples from manufacturers and distributors that improved pipeline conversion with RevOps and AI scoring, strengthened forecast accuracy by establishing a single source of truth in CRM, and used automation to help teams focus on the highest-value opportunities.
Key episode takeaways:
- Why traditional B2B sales playbooks are failing, and how buyer expectations have changed
- Where RevOps, AI, and CRM discipline deliver fast improvements in conversion and forecasting
- Quick wins that reduce manual work and help sales teams prioritize the right opportunities
When Salesforce Meets Microsoft: Become a Frontier Firm and Achieve Next-Level Business Outcome
The simple formula to turn your existing CRM investment into a productivity and AI-Fueled revenue engine.
Insurance leaders are under pressure to increase distribution, improve combined ratio, and modernize the seller experience, often with long-term Salesforce renewals already in place. This session highlights a different path. Discover how leading carriers and brokers are building strategic AI use cases around their current CRM by using the combined power of Salesforce as your system of record and Microsoft in the flow of work.
Your sellers live in email, meetings, and LinkedIn, while CRM often sits on the side. We will show how this combined approach changes that experience without changing systems. You will see how powering Salesforce with the prospecting and engagement power of LinkedIn Sales Navigator, the seller productivity of Sales in Microsoft 365 Copilot, and the AI extensibility of Copilot Studio as well as congruentXs AI Agents that will turbo-charge your organization's sales capabilities.
The outcome is a step toward being a Frontier Firm where small teams, supported by agents, can manage more brokers, more segments, and more opportunities with less manual effort. Attend to learn how to achieve the desired increased business outcomes that drive premium growth and stronger relationships.
Podcasts
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How To Change
"How to Change" aims to share experiences, perspectives, and expert opinions on all aspects of change, including personal development, team building, and organizational transformation. We believe there is no one-size-fits-all solution for change. Instead, understanding oneself, family, coworkers, leadership, and organizational culture is crucial for planning and executing effective change. Our goal is to encourage different ways of thinking to foster better acceptance of change in your life. We welcome feedback, ideas, topics, and guest suggestions for future episodes
Service X
Service X-Factor is the podcast where service operations stops being a cost center and starts being a competitive advantage. Hosted by Microsoft MVPs Scott LeFante and William McLendon, this show reveals the secret ingredients behind service operations success—transforming chaos into clarity and strategy into profits.
