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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

Tips for Battling Bias in AI-Based Personalization

Being aware of human flaws could lessen the chance of them becoming damaging technology flaws

Engagement Hubs Put Customers at the Center

CEH technology emerges to connect multiple customer-facing systems.

The Key to Keeping CRM in Sync

Which departments should be aligned, and which technologies can bring them all together?

Marketers Move to Chart Journeys in Real Time

Speed becomes an essential element of customer journey analytics.

ViewPoints

With Digital Experience Delivery, Being Agile Pays Off—Literally

Beware of convoluted processes, lengthy rounds of approval, and legacy technology, all of which can thwart rapid digital experience management and delivery.

Sales Gamification Programs Should Reward Revenue, Not Activity

While leaderboards and levels are great, a good design isn't about how pretty or rich your user interface is. It's about serving up the right outcome-driven "move" coupled with the right incentive.

How AI Is Reimagining the Customer Experience

Customers know that AI-driven tools exist for personalizing the experience because they encounter the technology everywhere they go online: Amazon, Netflix, Spotify, etc. Fortunately, organizations of all sizes can use AI-driven tools to power their customer experience and compete in the big leagues.

4 Sales Strategies for Gaining and Retaining Customers

B2B sales organizations need to implement smarter strategies and technologies that will allow them to serve up the right data, the right guidance, and the right insight at the right time to be able to connect with buyers on an emotional level.

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VR/AR: A Game Changer for Sales and Marketing

Virtual reality/augmented reality is poised to remake CX.

B2B Brand Leaders Are Optimistic for a 2021 Pandemic Recovery

We may be approaching the beginning of the end. This is good news for customers.

Digital Sales Transformation: How Done Is Done?

COVID changed everything, but the change isn't over yet.

CRM Must Move Forward, Not Back

Cloud-based technologies enabling agents to work from home were the main structural change brought by COVID.

Buyer's Guide Partners