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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

Shining a Light on the Dark Funnel

Marketing and sales professionals can't keep looking at customer journeys as linear.

Tips for Remote Selling During and After COVID-19

New channels have surely emerged, but existing customers keep their value.

Use Digital Platforms to Drive In-Store Traffic, and Vice Versa

Online and offline environments are no longer competitors for the same retail customers

Math Meets Marketing with Statistical Models

Modeling is key to marketing success, but the data needs to be better

ViewPoints

How AI Can Bridge the Gaps Between CRM, Marketing, and Sales

A new class of AI-powered solutions now has the ability to harness CRM data, merge it with multiple sources of sales and marketing information, and intelligently predict the likelihood of customer actions and behaviors.

5 Reasons Sellers Want to Ditch Their Traditional CRM

And here's how to help them: design CRM tools that help them succeed at what they do best—sell.

Building Trust with Customers Is Critical. Here Are 5 Ways to Do It

Engineering trust will be a key driver of both customer retention and acquisition in 2021. Brightpearl's CEO proposes five ways retailers can strengthen the bond between their brand and the consumer.

Chat Translation Helps Open the Door to Global Customers

Foreign language chat technology allows you to converse with customers in different languages without the need to employ a team of linguistic experts, saving your business time, money and effort while opening the door to countless opportunities across the globe.

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CRM’s Digital Executives Take a Front Seat Post-Pandemic

It's all hands on deck as successful companies shift to a digital C suite.

Five Long-Term Business Lessons the Pandemic Taught Us

Here's what companies must address to thrive amid uncertainty.

As Clouds Rise, Companies Need to Explore Their Options

For many businesses, cloud deployments are more cost-efficient and enable greater flexibility, reliability, agility, and security.

CRM’s Changing Role as We Look Past the Pandemic

Lessons learned about connecting and engaging with customers during the pandemic will need to be applied post-pandemic.

Buyer's Guide Partners