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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.

Trends in Revenue Intelligence: Boost Sales Teams’ Efficiency through Automated Data Capture and AI

Companies are increasingly turning to advanced solutions that automate the capture of all interactions and activities, seamlessly integrating them into CRM systems.

How CSOs Can Maximize Sales Analytics’ Impact

Leaders should start by establishing a clear vision and road map.

Experiential CRM: Designing Immersive Marketing Campaigns and Events

This approach aims not just to engage customers but to envelop them in the narrative and values of a brand.

Revolutionizing Sales and Marketing: How AI is Unleashing the Potential of SDRs

Artificial intelligence can help sales development reps focus on the more strategic work of building relationships.

Boosting Customer Loyalty with Enhanced Payment Experiences

Positive payment experiences marked by speed, convenience, security, and flexibility increase the chances of return business.

Generative AI Ushers in Retail’s New Era

New generative AI tools still need plenty of development, but their ultimate potential could revolutionize retail customer engagement.

The Rise of Social Commerce: Redefining Retail in a Marketplace-Driven World

As social and marketplace shopping converge, retailers need to update their marketing strategies to reflect the new reality—such as the need for stronger brand protection, accessible and responsive customer service, and other new marketing strategies.

How to Empower Your Sales and Marketing Teams with CRM Tools in 2024

Salesforce and other top CRM platforms require proper integration with existing systems and continuous employee training to maximize efficiency, data analysis, personalized marketing, and sales/marketing collaboration.

Generative AI Will Redefine Crucial Work Skills, but It Can’t Replace Human Expertise

GenAI signals new possibilities, and it's inevitable that certain tasks will be automated. But humans won't be replaced; instead, their roles will be elevated.

AI's Role in Accelerating Revenue: A Guide for Success

The sheer volume of customer data introduces speed and efficiency challenges, with human errors and slower processes hindering revenue growth. That's where AI comes in.

Why Consumers Are Demanding More from E-Commerce Companies

The key to e-commerce thriving this next year and beyond lies in adopting new strategies and technologies to meet consumers where they are. Interactivity is imperative.

Voice Commerce: Tapping into the Potential of Voice-Activated Shopping

Voice commerce offers a seamless, hands-free shopping experience by leveraging voice assistants, enhancing user convenience and personalization in e-commerce.

Beyond Websites and Apps: Strategies for Maximizing Your Online Marketplace Presence

Even brands with extremely well-designed sites and apps may be missing out on a large portion of sales if they don't also have a strong marketplace presence.

Retailers Must Embrace Holiday Shopping’s Evolving Digital Landscape

Embracing change is not just advisable; it's essential to maintain relevance and ensure competitiveness.

How to Nurture Gen Z Into Effective Sales Leaders

The traditional sales strategies may not apply to Gen Z, but that doesn't mean you can't nurture and mold this young breed into innovative, successful sales leaders.

The Future of CX: How AI-driven Conversation Intelligence Is Revolutionizing CRM

Generative AI can gather and process vast amounts of unstructured data and efficiently turn that into easily understandable and actionable insights.

3 Tried-and-True Strategies for Using Content in Sales Enablement

In-person sales and marketing efforts still need a digital pairing and content assets to support them.

3 Ways Generative AI Will Transform Sales Force Automation Platforms

Generative AI will revolutionize the sales force automation platform, enabling sales leaders to unleash new insights, engage customers in new ways, and take a new approach to deal strategy.

Technology Is Creating New Ways to Sell to Prospects. Here’s How.

Sales automation tools can be integrated into the sales funnel to make sales tasks quicker and easier, allowing salespeople to spend more time personalizing their interactions with buyers.

The Value of Moving AI and Analytics to the Front Office

Various forms of AI and descriptive and predictive analytics have been used in the back office for decades, and we're now seeing them being brought into the front office to power personalization in customer engagement.