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Sales Automation > Case Studies

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.

PolyAI Helps Fogo de Chao Greet Callers with Brazilian Flavor

Restaurant chain's Selma voice assistant is powered by PolyAI technology

SailPoint Sweeps Away Unneeded Sales Stages

Sweep helps the enterprise access platform provider revamp its sales environment

LGG Industrial Increases Prospects, Efficiency with SugarSell

SugarCRM helped industrial supplies company streamline its sales processes.

Branch QR Codes Fuel Max Fashion’s Growth

QR campaigns increase the Middle East retailer's conversions.

Sun State Hauls in Increased Sales Productivity with SugarCRM

Sugar Sell and sales-i help the truck dealership sell smarter and faster.

PopSockets Gets Crisper Detail into Sales

Phone accessories company connects to better data with Crisp and Snowflake.

Princess Polly Boosts Post-Click Purchases by 66 Percent

Personalized homepage content helps retailer increase sales.

Sailebots Produce Leads for City Wide

The building services franchisee boosts interest with Sailes.

DevriX Boosts Traffic for Arms Directory

Firearms website grows with DevriX's digital marketing expertise.

Twice Daily Drives 225% Growth with Paytronix

Guest engagement program promotes proprietary food service with special offerings and mobile ordering.

Networking Solutions Increase Concession Sales

The New Jersey Devils and Prudential Center score big with Verizon.

First Financial Sees Financial Gains with Kasisto

AI-powered digital assistant drives 27 percent increase in new CDs

Go Flooring’s Sales Hit the Ceiling

Roomvo's Visualizer tool helped Go Flooring exceed $12 million in sales in its first year.

Calendly Routes Success to Smith.ai

BPO increases bookings with higher-quality sales leads.

The Cloud Is Where Radial Wants to Be

The move to Verint's cloud-based Workforce Management pays off.

Crisp’s Data Is Sweet for RxSugar

The sweetener manufacturer grows sales with Crisp's data insights.

Pack Makes the Cut with Clothier

Cuts Clothing stitches together a better web experience with Pack CMS.

Power Digital Drives Lord & Taylor’s Digital Growth

The move away from brick-and-mortar didn't hurt the iconic retailer.

PreviewMe Sees Growth with ActiveCampaign

Bookings and engagements have surged since unifying sales and marketing on ActiveCampaign.

Niemann Foods Brings Stores to the Digital Age

Birdzi helps the grocery retailer reach customers with online marketing.