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Sales Automation

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.

Features

Selling Opens Up with 3-D Visualization

Marketing and sales reps are using 3-D technology to reach potential customers wherever they might be

7 Steps to Heat Up Cold Calling

Cold calling has become more challenging as technology has evolved, but it still offers a prime opportunity to land a new deal

2020: The 5G Revolution Begins

Wireless carriers finally begin their 5G rollouts, and the business potential is huge, as a world of new opportunities opens not just for consumers but for the companies that want to do business with them.

Customer Data Platforms Emerge as Marketing’s Latest Holy Grail

Companies adopt a new way to collect information in their ongoing quest to gain a single view of the customer

ViewPoints

Digital Transformation’s Secret Ingredient: Ambitious Marketers

Now is your time to rise to the occasion, answer the call, and bring forward ideas that drive omnichannel personalization in real time and put the empowered consumer in the driver's seat.

4 Dos, and 3 Don'ts, for Closing Deals Over Email

There's so much value you could be getting from email, especially in the sales process, but it requires a new mind-set and intentionality. It's time to change your relationship with email.

COVID-19’s Virtual-First Selling Will Last Long Into the Future

The pandemic presents an opportunity for salespeople to evolve and embrace the future of their role.

Why Customer Re-engagement Has Become More Valuable During COVID-19

User acquisition is an important part of the conversions game, but what companies could be missing in their marketing campaigns during the COVID-19 pandemic is the opportunity to retarget users who are more accessible and available now.

Columns

Why Can’t We Just Put Customers First and All Get Along?

Disharmony can impact customers, employees, and the bottom line

Voice + AI Represents the Next Chapter in CRM’s Evolution

As voice technologies become ubiquitous, customer interactions will never be the same

How to Avoid Dark Patterns that Frustrate and Anger Your Customers

At a time when trust is so critical, interface designs that mislead or trick customers are worst practices

Technology Can Help Us Through the Tough Times

COVID-19 spurred companies to finally start embracing new technologies to continue operations as their employees were being urged to stay home

Buyer's Guide Partners