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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

Who Owns the Customer Experience?

The CRM tech stack is coming together, which complicates the ownership debate.

New PCI Enforcement Starts Later This Month

Companies have until March 31 to comply with new PCI data security measures.

Ready or Not, Digital Doubles Are Here

Can your CRM handle agent-to-agent commerce?

How to Advance Self-Service with the Latest Generative AI Bots

Customer self-service is better today, but it takes effort to use it successfully.

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Sales Workflow Intelligence: Reduce Friction and Close Deals Faster

Here's how to use CRM data and AI insights to identify bottlenecks, automate administrative tasks, and make strategic decisions based on what actually drives revenue.

When Point of Sale Becomes a Hub for Customer Experience

Modern point-of-sale (POS) systems blur the lines between digital and physical channels, helping retail brands form authentic connections with customers.

Agentic CX & Commerce: The Next Frontier of AI-Driven Engagement

Agentic commerce does more than allow businesses to meet customers where they are; it actually acts for the buyer. 

How Functional Programming Solves E-commerce Scaling and Integration Headaches

Functional programming with languages like Elixir and Clojure transforms e-commerce scaling from a costly infrastructure problem into a disciplined, modular challenge that businesses can solve with smaller teams and less rewriting.

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Boosting CX Worker Productivity in the AI Age

Agentic AI combined with customer-facing human agents will transform service.

AI ‘Exponentials’ Will Rule the World

Highly effective tiny teams will be nimbler than the legacy behemoths.

How CSOs Can Embrace AI and Hit Revenue Targets

Most sales organizations have yet to see significant improvements in seller performance from AI.

Pickles, Profit, and a World Where Opportunity Can Be Manufactured

Content needs its own supply chain.

Buyer's Guide Partners