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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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Businesses See a Sales Lift with Texting

Many companies are converting leads to sales with SMS outreach

Deeper Relationships Require Intelligence

Companies need new technologies to connect the dots in customer data

Strategies to Keep Revenue from Slipping Away

Revenue leakage happens, but you can limit just how much is lost

The Best Software, Solutions, and Leaders: The 2019 CRM Market Awards

ViewPoints

Where CRM Went Wrong (and How to Fix It)

Are you tired of sales software that seems stuck in the '80s and '90s? Join the #NoCRM Revolution, which is less about abandoning CRM and more about finding ways to unfetter your sales teams so that they can deliver real value.

4 Early Warning Signs You Might Lose a Customer

Customer retention performance is a critical metric in most board rooms. Keying in on certain data points across the customer life cycle will give you advance notice that an account could be at risk.

To Get Maximum Benefit From Your CRM, Don’t Overlook These Capabilities

Like anything else, CRM solutions are only as effective as the way you use them, and not all sales teams are fully exploiting the technology's features.

How Emojis, GIFs, and Other Visuals Can Boost the Customer Experience

Customer emotions can be hard to gauge in your CX efforts, but visuals such as emojis and GIFs can help companies crack the code on customer feedback.

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Luddites Like Me Like Personal Interactions

Any texts I receive from companies must be relevant, must provide value, and must be personalized.

Early Adopters of AI for Sales See Tangible Results

Vendors are investing heavily in AI, and early returns suggest it's paying off already

Make Your Business Case an Offer They Can’t Refuse

This means accurately assessing how things are, demonstrating how they can approve, and then showing your work. Make your business case so strong an argument for your offer that no one can deny its overall value.

X-Data + O-Data = Better Customer Journeys

Combining experience data and operational data can make a big difference for your customers

Buyer's Guide Partners