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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

AI Copilots Could Fix What SFA Got Wrong

Artificial intelligence is eliminating the busy work that previous sales force automation couldn't handle.

Tips for Protecting Against Retail Cyberattacks

Keeping retail data networks safe is an all-hands-on-deck endeavor.

QR Codes Failed Because the Ask Was Bigger Than the Reward. That’s Changing

After many false starts, QR codes have finally found their footing, but marketers need to treat the post-scan experience as seriously as the code itself.

Keeping Customer Data More Secure with AI

AI might have the best chance of catching data threats at the hands of AI.

ViewPoints

The Deliverability Tax: Why Your Content Is Being Silenced (and What to Do About It)

As inbox providers and operating systems crack down on generic marketing outreach, poorly personalized messages are increasingly filtered, suppressed, or ignored. Behavioral relevance and real-time personalization are more essential than ever.

Why Your CRM Strategy Shouldn't Start with CRM

Most CRM implementations fail not because companies choose the wrong platform, but because they skip the critical first step: designing their sales motion.

How Generation Alpha Will Rewrite the Rules of Customer Relationships

It's the end of anonymous loyalty: Generation Alpha will make traditional loyalty obsolete by expecting brands to earn trust from day one.

Here’s How to Fix Your Revenue Enablement Technology Stack

Sprawling, fragmented technology stacks hinder productivity, reduce ROI, and, worst of all, complicate the adoption of AI capabilities.

Columns

Redesigning the Frontline Sales Manager Role for the AI Era

Sales managers should be the connective tissue between leadership and sellers.

AI Empowerment in Practice: Spotlight on Retail

A clothing and accessories firm gets a boost from an AI-powered CX platform.

I’m Looking Forward to More QR Codes

It's not conjecture or hyperbole; QR codes truly are back, and this time around they might have actually have staying power.

A Vertical Focus Is the Key to AI Adoption

Success relies on speaking the customer's language and addressing their specific needs.

Buyer's Guide Partners