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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Mastering Data Requires Attention to Detail

Businesses needing a 360-degree view of their customers can achieve it if they're willing to put in the work

Digital Sales Transformation Needs the Right Connections

Companies that have had strong sales in the digital world needed more than just a computer

Segmentation Enters the Sales Playbook

While a common tool for marketers, sales has started using segmentation as well

The Best CRM Software, Solutions, Innovators, and Leaders: The CRM Market Awards 2018

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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 to find the sweet spot of personalization.

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5 Building Blocks for Digital Transformation

Keeping up in these areas lowers your company's risk of being disrupted

Where Is Amazon Go-ing With This?

The staffless Amazon Go stores seem like a convenience revolution—though for now, the experience might be beside the point

Small Businesses, Take Note: AI Is Ready for Prime Time

It's not just for big enterprises anymore. Even mom-and-pop shops can use AI to optimize sales

Smarter Bots Mean Greater Innovation, Productivity, and Value

Robotic process automation is allowing companies to re-imagine and re-invest in all aspects of their businesses

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