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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.

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Ready or Not, Digital Doubles Are Here

Can your CRM handle agent-to-agent commerce?

Linda Pophal // 01 Dec 2025

How to Advance Self-Service with the Latest Generative AI Bots

Customer self-service is better today, but it takes effort to use it successfully.

Phillip Britt // 01 Oct 2025

The Best CRM Software, Solutions, and Innovators: The 2025 CRM Industry Awards

Our 24th annual awards recognize the vendors and innovators that shone the brightest in the past year.

the Editors // 02 Sep 2025

The Best CRM Software and Solutions: The 2025 CRM Industry Leader Awards

Our top five picks in 11 categories point the way forward with the best products and capabilities hitting the market in customer service, marketing, and sales.

the Editors // 02 Sep 2025
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How AI Is Helping Consumers and Retailers This Holiday Shopping Season

AI-powered shopping is expected to boom this season, but retail AI implementations are only as good as the data that fuels them.

Ush Shukla // 24 Nov 2025

The Hidden Costs of Manual Quote-to-Cash Processes

The breaking points are predictable. Understanding them helps you spot issues before they compound.

Michael Babineau // 18 Nov 2025

How to Build CRM AI That Sales and Marketing Teams Want to Use

CRM leaders can't scale AI impact until frontline users trust it. Here's how to shift from skepticism to success.

Kris Melville // 31 Oct 2025

The Connected Holiday: CRM Strategies for 2025

Craft a holistic holiday experience that meets shoppers where they are and nudges them forward at every step.

Mariana Skinner // 23 Oct 2025
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Pickles, Profit, and a World Where Opportunity Can Be Manufactured

Content needs its own supply chain.

Liz Miller // 23 Sep 2025

How CSOs Can Embrace AI and Hit Revenue Targets

Most sales organizations have yet to see significant improvements in seller performance from AI.

Melissa Hilbert // 19 Sep 2025

AI ‘Exponentials’ Will Rule the World

Highly effective tiny teams will be nimbler than the legacy behemoths.

R "Ray" Wang // 02 Oct 2025

How CRM Plus CX Platforms Are Shaping the Future of CX

These two tools are better together.

Danny Estrada // 12 Aug 2025
Case Studies
Reports & Research
Buyer's Guide Partners