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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

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

The Best CRM Software and Solutions: The 2019 CRM Market Leader Awards

Our finalist and winners in nine categories point the way forward with the latest products and capabilities hitting the market

ViewPoints

Humans, Not Bots, Will Convert Browsers Into Buyers

If you want to effectively engage with browsers and convert them into customers, you need to connect them with the right people—people who already appreciate and love your brand and use your products every day.

How AI Helps Small Businesses Edge Out Larger Competitors

AI lets you personalize services, devote the necessary attention to qualified leads, and plan your marketing efforts to speak to people on a deeper level.

These 2 Factors Are Preventing Your Sales Team from Selling More

Closing a deal is any seller's primary goal, but not being able to prioritize the time and effort they spend in the field is stopping sales reps from winning, and without the right tools, Big Data can overwhelm rather than empower.

5 Steps to Creating the Perfect Mobile Checkout

Unwieldy mobile checkouts can drive away online shoppers in droves. Fortunately, even minor user interface tweaks can produce considerable results.

Columns

Amid Economic Uncertainty, Optimize, Don’t Downsize

Department heads need to look beyond simple expense trimming and instead focus on optimizing what they already have

Is Your CRM as Intelligent as It Should Be?

CRM platforms must capture and organize ever-increasing amounts of data, and AI can help

6 Steps for Creating and Leveraging a Digital Assessment

Here's how to ready your organization for digital leadership

Making Sense of the Acronym-Laden Industry

Companies can now use an API to incorporate AI into their KPI, all to get more ROI and provide a better UX.

Buyer's Guide Partners