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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

Sales Presentation Tools Evolve to a Go-to-Customer Approach

Sales meetings look different today, but enough tools exist to help design content for them.

Sales Leaders Push for Measuring What Matters

As sales processes have changed, the metrics need to follow suit.

CRM’s Storied Past

The milestones that brought CRM to where it is now

CRM Has a History of Aspiration, Accomplishment, and Automation

Analysts reflect on an industry that has seen many challenges overcome and others yet to be resolved.

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From Mad Men to the Metaverse: How Sales Enablement Automation Empowers Today’s Sellers

In an evolving market environment, organizations should embrace change rather than avoid it by adopting sales enablement automation that delivers the buying experience of the future.

Why You Need a 360-Degree Customer View

Brands that can maintain a 360-degree view of customers are able to thrive in the new data-driven climate and provide a superior customer experience.

How an Open Standard for Data Sharing Benefits Retailers and Consumers

There's an opportunity for a win-win situation among retailers and customers if agency and data control is returned to the consumer, which would mean greater privacy while also giving brands a greater understanding of who is buying their products and services.

The Real Truth About Partnering with Customers

What is it to partner with a customer? What does it require and what does it produce? These are increasingly vital questions to ask and answer in today's complex world and business environment.

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The Genesis of AI for Sales Suites

Sales organizations are looking to artificial intelligence to tackle an array of challenges.

Optimizing CRM Will Increase Revenue Velocity

Companies are increasingly feeling the need for speed

Six Myths About Design, and Four Ways to Overcome Them

Too many companies are in the dark about what design is, who should be involved, and how to do it well.

Adapt to Gain an Advantage

Given our current economic uncertainty, companies naturally want to make sure that every dollar spent is producing concrete returns.

Buyer's Guide Partners