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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.

Can You Bet Your Revenue on AI? Why CRM Is No Longer Your Single Source of Truth

Why AI success in revenue operations depends on moving beyond CRM data to systems of action that capture unstructured signals and continuously learn from real deal activity.

What Door-to-Door Sales Can Teach Us About Building Agentic AI for Sales Teams

The fundamentals of classic door-to-door selling offer a blueprint for how AI should support—not replace—the human work of selling.

Sales Workflow Intelligence: Reduce Friction and Close Deals Faster

Here's how to use CRM data and AI insights to identify bottlenecks, automate administrative tasks, and make strategic decisions based on what actually drives revenue.

When Point of Sale Becomes a Hub for Customer Experience

Modern point-of-sale (POS) systems blur the lines between digital and physical channels, helping retail brands form authentic connections with customers.

Agentic CX & Commerce: The Next Frontier of AI-Driven Engagement

Agentic commerce does more than allow businesses to meet customers where they are; it actually acts for the buyer. 

How Functional Programming Solves E-commerce Scaling and Integration Headaches

Functional programming with languages like Elixir and Clojure transforms e-commerce scaling from a costly infrastructure problem into a disciplined, modular challenge that businesses can solve with smaller teams and less rewriting.

Did Holiday Traffic Unwrap your Experience Debt?

It's time for a debrief: Did your customers feel an experience debt, one that will be paid by you in the form lost loyalty and revenue?

In a World of Autonomous Agents, How Do Brands Stay Sticky?

Brands that combine emotionally resonant awareness tactics with rich machine-readable data will be the ones that stick.

Want to Stay Visible in the Agentic Shopping Era? Make Your Brand Useful

Agentic shopping is changing consumer behavior, but brands can use helpful, personalized messaging to stay top-of-mind when AI does the browsing

4 Things to Consider With Your Mobile Monetization Strategy

Non-gaming app developers can use these strategies to build sustainable, user-first mobile monetization frameworks.

Yes, the Human Touch Still Matters in an AI-Driven CRM World

When AI-powered CRM tools are used to augment, not replace, human empathy and judgment, they can help build loyal, long-term customer relationships.

When Machines Become Teammates: The Next Era of Human Empowerment

The future of customer success will belong not to those who automate the most but those who learn to collaborate best.

How AI Is Helping Consumers and Retailers This Holiday Shopping Season

AI-powered shopping is expected to boom this season, but retail AI implementations are only as good as the data that fuels them.

The Hidden Costs of Manual Quote-to-Cash Processes

The breaking points are predictable. Understanding them helps you spot issues before they compound.

How to Build CRM AI That Sales and Marketing Teams Want to Use

CRM leaders can't scale AI impact until frontline users trust it. Here's how to shift from skepticism to success.

The Connected Holiday: CRM Strategies for 2025

Craft a holistic holiday experience that meets shoppers where they are and nudges them forward at every step.

Agentic AI Is Revolutionizing How Companies Interact With Customers

Agentic AI is redefining customer experience by enabling autonomous, real-time, and personalized interactions at scale.

The Domino Effect: Why Your CRM Must Capture Every Customer Moment

Miss one customer moment in your CRM, and the domino effect can cost you loyalty, efficiency, and revenue.

Putting Revenue First: How B2B Marketers Can Lead with ROI

Stakeholders want to know if they're getting the most out of marketing spend. That's why more teams now say revenue is their main KPI.

As the Singularity Approaches, How Do Humans Stay Ahead of AI?

In CRM and marketing, the "mini-singularity" already happening is the automation of decision making. But marketers will still be held accountable for outcomes.