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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

Conversational AI Moves from Service to Selling

Long a contact center staple, conversational intelligence is moving into sales, and there's lots of money on the table.

B2B Marketplaces Capitalize on E-commerce Expansion

As much of the world moved online, all sorts of B2B marketplaces have cropped up, and now marketing on them is far easier.

Using AI to Boost Sales Forecast Accuracy

Effective sales predictions require the right data mixed with human intuition.

The Best CRM Software, Solutions, and Innovators: The 2022 CRM Industry Awards

Our 21st annual awards recognize the vendors and innovators that stood out from the crowd during the past year.

ViewPoints

5 CRM Tips for Winning Over Your Customers

Here's how to elevate customer service, sales, and the rest of your business operations.

4 Steps to Getting More Customer Referrals

Establishing a robust customer referral program that provides a seamless process for customers to easily share their experience is the key.

3 Ways SMBs Can Solve a Broken Lead Handoff Process

In today's world of digital selling, a broken lead handoff process between sales and marketing teams means missed opportunity and lost leads, but small and midsize businesses can take control and solve this challenge.

Power of Personalization: How Brands Can Individualize Customer Experiences

Consumers have come to appreciate the individualization of algorithm-powered product recommendations—and if anything, they want these interactions to be even more customized. Consistently achieving that is impossible without automation.

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2023 Is Not the Time to Underinvest in Sales Enablement

Cutting your way to revenue success in a down economy doesn't work.

CRM: System of Record or System of Engagement?

A survey reveals that how CRM is used can have a meaningful impact on sales.

Integrating CRM Data into the Enterprise

AI and analytics present a bounty of ways to leverage CRM data across your business.

CX is Getting More Complex. Are You Ready?

Heightened customer demand is creating new issues and driving the creation of new tools.

Buyer's Guide Partners