-->
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.

5 Steps to Creating the Perfect Mobile Checkout

Unwieldy mobile checkouts can drive away online shoppers in droves. Fortunately, even minor user interface tweaks can produce considerable results.

3 Ways in Which AI is Relevant for SMBs

AI technology may seem inconsequential or out of reach, but today's plethora of connected data means that SMBs can profitably use artificial intelligence with their CRM systems.

Why B2B2C Companies Need Website Localization

As B2B companies generate new revenue using B2C tactics, they're looking to the next frontier: global markets. That means localizing their digital experiences.

Introducing Digital 'Advisory Services': A New Way to Use Visual Engagement to Drive Revenue

Longtime staples of the contact center, visual engagement tools like screen sharing represent a new digital channel for efficiently selling products and services, deepening customer relationships, and growing revenue.

4 Ways to Deputize Customers as Brand Ambassadors

When customers are satisfied and successful, they'll share positive impressions with their peers, translating into incredibly valuable word-of-mouth advertising for your company.

Retain Customers with These 5 Types of Emails

An effective strategy for customer maintenance and retention starts with these tried-and-true forms of outreach.

Uncover More Marketing Opportunities with a Portfolio Value Statement

A PVS can give you a complete view into different aspects of your customer database—including revenue, marketability, and engagement—revealing how your customer base is evolving, and what you need to do to build you bottom line.

Rational and Irrational Reasons Why AI Won’t Replace Salespeople

Beyond the macro-economic explanation, there's a more nuanced answer to why human salespeople aren't going anywhere.

How Automation Helps Sales Teams Solve 3 Common Pain Points

Arm your sales team with tools and processes that maximize efficiency so they can focus on the important things: the customer and driving revenue.

Turn Customer Service Calls into Enterprise Knowledge Graphs

Knowledge graphs make speech recognition and text analytics immediately accessible, enabling real-time customer interactions that can maximize business objectives and revenues.

How Yesterday’s Direct Marketing Evolved into Today’s Customer Relationship Marketing

A person's change of address used to be a major marketing trigger. Now the triggers are everywhere.

4 Signs Your Email Marketing Is Less Effective Than It Should Be

We're in a daily battle for inbox attention. Your email's efficacy and ability to claim some of that attention can go so far as to help your business fly—or flop.

3 Ways B2B Businesses Can Turn Inbound Leads into Customers

Usually, it's the business that is knocking on prospects' doors. When a B2B organization is lucky enough to have prospects come knocking, it should roll out the red carpet.

Turn Your CRM into the Tool Your Sellers Need

Today's CRM systems capture details that relate to—and create incentives around—the underlying key factor that drives better sales results: seller behavior.

4 Reasons Why Contact Centers Need a Strong CRM Strategy

By funneling all customer information into a rich database, companies can simplify interactions—both for the people they serve and the ones they employ.

4 Steps to Ensure CRM Success

CRM works best with a sound sales and marketing strategy, and vice-versa.

How Retail Is Being Revolutionized with AI

AI-driven software has embedded itself into a number of retail processes, from inventory management to customer service, and its use is only expected to expand further in the future.

Digital Process Automation: Harmonizing the ‘Digital Inside’ with the ‘Digital Outside’

DPA, also known as intelligent automation (IA), enables you to design and deliver processes built for the digital world, ones that place the customer—and the outcomes they desire—at the center of every journey.

Voice of the Process: Don’t Just Watch What Customers Say, Watch What They Do

By capturing and analyzing actual customer behavioral data, you can close the voice-of-the-customer blind spot, understanding consumer needs through their actions.

Introducing the 5 Stages of B2B Sales Transformation

Today's sales environment is a complex landscape of technologies, content, processes, and people all working together to offer seamless, relevant, and personalized experiences. If that doesn't happen with B2B sellers, buyers quickly move on.