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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.

The Tariffs Effect: 5 Steps to Turning Disruption into an Opportunity to Strengthen Customer Relationships

Forward-looking leaders should view this moment not as a threat but as a window for building stronger, more resilient customer connections.

How AI Is Disrupting and Improving Every Sales Leader's Playbook

Companies that embrace AI are gaining ground while others fall behind.

Lead Nurturing: The Key to Winning Long-Term Sales

Lead nurturing is about playing the long game, so don't let potential buyers without an immediate need slip through the cracks.

How Technology (and Modern Sales Teams) Are Revolutionizing the Customer Experience

Here's how to created deeper customer relationships and meaningful interactions at scale.

Staying Compliant: A Look at the Latest PCI Guidelines for Protecting Customer Payment Data

New rules for protecting card data: What retailers need to know about meeting the latest PCI DSS requirements before the March 31 deadline.

Technology Works Better With the Right Balance of Data and People

You won't maximize your marketing technology investment without people power.

Connected Customer Journeys Start With Collaboration

Sales and marketing teams have worked in silos for so long that their processes, goals, and tools have become completely disconnected.

Rethinking Business Operations in the Age of AI

As AI reshapes industries, those who can navigate this transformation with agility and foresight will survive and thrive in the new era of intelligent organizations.

What We Desperately Need from Business Leaders in 2025

Instead of marketing trends, let's talk about what we need from leaders in 2025—not just strategies or tools but the qualities that truly matter

The Hidden Drivers of Website Data Collection—and How to Take Control

Many people don't fully understand how data collection technologies work or if their controls are effective at preventing oversharing.

Make AI Your Sales Team's Ally

Less grind, more wins—empowering your reps with AI boosts efficiency and their ability to connect with customers and prospects..

Companies Are Drowning in Visual Data. Here’s How to Make Sense of It

Businesses must prioritize structuring their data effectively, or risk producing subpar results.

The Strengths and Limitations of ChatGPT for Translation

Being able to communicate in the language of your customer is critical. Is ChatGPT up to the task?

One of the Big Retail CX Trends of 2024? Staff Friendliness

Technology advancements and digital channels often dominate the conversation, but business leaders shouldn't overlook the power of human connection.

Personal Shopping Agents are the Future of E-Commerce

How the rise of personal agents will change how consumers buy and retailers sell online.

Why Retailers Can’t Afford to Ignore AI

The one-size-fits-all approach to retail is over. Consumers want personalization, and AI can deliver.

AI Paired with the IoT Means Retail Goes Real Time

Pairing AI with data from IoT devices, underpinned with an event-enabled approach, is changing the way retailers do retail—from the shop floor, to understanding customer experiences, to optimizing stock levels in the warehouse.

3 Ways to Drive Sales Performance Through Seller Resilience

Sales leaders can build resiliency by changing how sellers perceive their roles and everyday work.

AI and CRM: Don’t Get Left Behind

Leveraging AI in your loyalty and engagement strategy offers new opportunities for innovation and growth. Here's how to set your company up for success.

Shipping Is the New Shopping: Transforming a Cost Center into a Competitive Advantage

The cost center approach overlooks the potential of shipping to positively influence customer lifetime value.