Sales Automation > Viewpoints

Combining Customer Relationship Management (CRM) with sales automation tools helps sales teams plan and monitor their sales activities and provides the necessary customer data throughout the entire selling process. Browse our news, analysis, and advice for sales professionals and managers looking take advantage of these time and labor saving strategies.

Which Metrics Should Be Eliminated from B2B Marketing and Sales?

Marketers weigh in on distinguishing 'vanity metrics' from truly meaningful ones.

Designing Effective Sales Presentations Requires a Center of Gravity

Presentation design has long suffered from a lack of focus, but employing a ‘center of gravity' approach provides a solution.

Integrating CRM and Marketing Platforms Creates Real Gains and Avoids Tangible Pains

Using the two platforms in concert can remove pain points for your teams, foster better teamwork, and drive transformative business results.

Protect Data Integrity During Your Digital Transformation

Any company that has embarked on digital transformation knows the process can be messy, even a little chaotic. By utilizing new lead capture and relationship management tools, you can organize your business and jump-start sales and marketing.

4 Ways to Grow Your Business with Gifting

When is gifting most impactful, and what type of gift is appropriate? Get started with these four ideas.

How Analytics and AI Make Efficient Sales Reps

Big Data and AI can be powerful tools in the sales landscape, creating more time for sellers and more revenue for your company.

3 CRM Features That Could Overcomplicate Your Business

Your small business should understand what it needs from a CRM system, and what it doesn't.

3 Ways to Become a Data-Driven Customer Success Manager

The best customer success managers drive profitability for their company and their customers by helping to define best practices, identify patterns for meaningful upselling and cross-selling, lending input on relevant content creation, and making customers advocates for their products.

7 Cultural Changes That Matter for Your Company

These seven pillars of company culture directly affect how much employees like their jobs, and how well they do them.

3 Ways Customer Data Platforms Can Help Rescue Retail

Now more than ever retailers need to harness the most valuable tool they have at their disposal—data.

With Email Campaigns, How Much Personalization Is Too Much (or Too Little)?

For the best results, B2B sales emails need to find the sweet spot of personalization.

3 Reasons Why Enterprises Need the Growing Gig Economy

Companies are finding that, empowered by technology, the gig economy can solve talent, experience, and security challenges in ways that were not possible just a few years ago. One CEO from the call center industry weighs in with his perspective.

Loyalty Programs for the Data-Conscious Customer

What does the future hold for loyalty programs? With stricter data regulations and a growing awareness of the need for data privacy, new tactics are needed for earning customer loyalty.

How to Be a Data-Driven Advertiser While Still Protecting Your Brand

Every marketer wants to protect the brand, but sometimes, advertising tests can reveal that a brand's guidelines are actually suppressing results. Here's how to develop a creative testing plan that appeases both brand-driven priorities and data-driven advertising.

5 Mistakes that Cost Digital Marketers this Holiday Season

Here's how to avoid limiting your online revenue potential during this key sales period next year.

So Who’s Really Responsible for the Customer Experience?

The customer experience is more important than ever, but ownership of the experience has never been so ambiguous.

How to Build a Culture of Digital Transformation

The real-life practicalities of digital transformation are significantly less about tools and data and more about the humans who employ them.

The Holiday Shopping Season Is Critical. Retailers Should Make It Less Critical

A smart, omnichannel, subscription-based approach that emphasizes customer relationships over transactional tactics, and converts customers' goodwill into recurring revenue, can keep the holiday cheer going year-round. Plus: five retailers show how.

3 Keys to Using Chatbots for Customer Engagement, not Aggravation

Chatbots can provide great value to both your customers and your business—but not if they lead too often to frustrating experiences.

5 Surefire Ways to Ensure Your Company Fails to Innovate

Innovation is difficult and risky, but adopting an innovative mind-set can pay dividends, even when your efforts don't immediately bear fruit.