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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.

4 Ways to Maintain Sales Momentum, Even in a Crisis

To help your sales team stay successful, it's critical that you accommodate their shift to remote work with compassion and plenty of communication.

Digital Transformation’s Secret Ingredient: Ambitious Marketers

Now is your time to rise to the occasion, answer the call, and bring forward ideas that drive omnichannel personalization in real time and put the empowered consumer in the driver's seat.

4 Dos, and 3 Don'ts, for Closing Deals Over Email

There's so much value you could be getting from email, especially in the sales process, but it requires a new mind-set and intentionality. It's time to change your relationship with email.

COVID-19’s Virtual-First Selling Will Last Long Into the Future

The pandemic presents an opportunity for salespeople to evolve and embrace the future of their role.

Why Customer Re-engagement Has Become More Valuable During COVID-19

User acquisition is an important part of the conversions game, but what companies could be missing in their marketing campaigns during the COVID-19 pandemic is the opportunity to retarget users who are more accessible and available now.

How Artificial Intelligence Can Improve Your Customer Retention

Customer churn cannot be ignored, but too many sales reps think customer success is not part of their job description. Sales reps need to care about losing customers, and luckily, emerging technology like AI can help.

5 Rules for Customer Engagement in Challenging Times

Sales is about much more than the dotted line. In this environment, the customer's end-to-end journey with you is beyond crucial. Here are some best practices to help guide your customer journey through the crisis.

‘Servitization’ Can Make Customer Service a Revenue Center

By providing value-added, technology-driven service offerings, companies are finding they can create additional avenues for consistent revenue and account growth, all while delivering superior experiences for their customers and generating higher levels of loyalty.

Forget Customer Experience—Customer Care Is the New Way Forward

If you want to reap visible results in the form of customer retention, loyalty, and, ultimately, sales, customer experience has to be replaced with customer care as its proactive, more human-like version.

Lean on Customer Relationships During a Depleted Sales Pipeline

A natural disaster, a data breach, or some other uncontrollable condition can deplete the sales pipeline overnight. In such circumstances, it's incredibly important for sales professionals to lean on customer relationships and adequate technology as the foundation to survive (and thrive).

Widespread Social Distancing Puts Remote Work in the Spotlight

Companies have little choice but to institute work-from-home policies in the current crisis. But as the benefits become clear, many firms might choose to stay remote as the rest of the world returns to the office.

Happier Together: 4 Steps for Merging the Customer and Employee Journeys

Despite the growing attention to customer experience, one component is still commonly overlooked: the employees responsible for delivering it. Zippering customer and employee experiences together creates an all-around stronger and more integrated business model.

The New CRM: Proactive Relationship Management

Artificial intelligence can turn customer relationship management into proactive relationship management, giving sales leaders greater visibility and better forecasting and revolutionizing the relationship between salespeople and technology.

4 Keys to Building a Strong Sales Enablement Program

Establishing a sales enablement program strengthens the bond between marketing and sales, which compresses sales cycles, increases conversion rates, and drives growth. Even the newest salespeople will be surprised at what they can accomplish.

3 Ways AI Can Help Understand Customer Intent

Artificial intelligence and machine learning can now process data at rates that far outpace traditional software, which comes in handy when analyzing the millions of moment-to-moment interactions that can make or break a customer experience.

Why These Are the Best Times to Call Prospects in 2020

Sales development and outbound prospecting are notoriously tough jobs, and any advantage you can leverage for more conversations has exponential results for quarterly revenue. New research from ringDNA has major implications for how sales reps should spend their time.

How Microlearning Makes Your Sales and Service Teams Customer-Ready

It is scientifically proven to increase knowledge retention and praised for its ability to pinpoint employees' strengths and weaknesses. But even as microlearning is increasingly embraced, its definition and value is still vastly misunderstood. Here we debunk five common myths about this innovative learning approach.

5 Common Sales Bottlenecks and How to Solve Them

With a few straightforward process changes, and by leveraging technology, you can progress toward eliminating bottlenecks to better optimize your time and resources. But first, you have to know what to look for.

Customer Churn Got You Down? 4 Tips to Increase Retention

Don't spend thousands of dollars trying to find and woo strangers, ignoring the people who already know your brand. Companies that neglect their fans for too long inevitably lose those valuable customers to businesses that know how to show a little appreciation.

Real-Time Journey Analytics: Maximizing the Customer Experience with Every Interaction

In today's hyper-connected sales environment, businesses require more than surveys or the Net Promoter Score to gain a comprehensive view of the customer. Scalable, cloud-based customer journey analytics give companies their best chance at identifying unmet CX needs.