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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 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 engineered to offer seamless, relevant, and personalized experiences. If that doesn't happen with B2B sellers, buyers quickly move on.

Which Metrics Should Be Eliminated from B2B Marketing and Sales?

Marketers weigh in on distinguishing 'vanity metrics' from truly meaningful ones.

Designing Effective Sales Presentations Requires a Center of Gravity

Presentation design has long suffered from a lack of focus, but employing a ‘center of gravity' approach provides a solution.

Integrating CRM and Marketing Platforms Creates Real Gains and Avoids Tangible Pains

Using the two platforms in concert can remove pain points for your teams, foster better teamwork, and drive transformative business results.

Protect Data Integrity During Your Digital Transformation

Any company that has embarked on digital transformation knows the process can be messy, even a little chaotic. By utilizing new lead capture and relationship management tools, you can organize your business and jump-start sales and marketing.

4 Ways to Grow Your Business with Gifting

When is gifting most impactful, and what type of gift is appropriate? Get started with these four ideas.

How Analytics and AI Make Efficient Sales Reps

Big Data and AI can be powerful tools in the sales landscape, creating more time for sellers and more revenue for your company.

3 CRM Features That Could Overcomplicate Your Business

Your small business should understand what it needs from a CRM system, and what it doesn't.

3 Ways to Become a Data-Driven Customer Success Manager

The best customer success managers drive profitability for their company and their customers by helping to define best practices, identify patterns for meaningful upselling and cross-selling, lending input on relevant content creation, and making customers advocates for their products.

7 Cultural Changes That Matter for Your Company

These seven pillars of company culture directly affect how much employees like their jobs, and how well they do them.

3 Ways Customer Data Platforms Can Help Rescue Retail

Now more than ever retailers need to harness the most valuable tool they have at their disposal—data.

With Email Campaigns, How Much Personalization Is Too Much (or Too Little)?

For the best results, B2B sales emails need to find the sweet spot of personalization.