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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

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

The Best CRM Software, Solutions, and Innovators: The 2020 CRM Industry Awards

Our 19th annual awards recognize the vendors that shone the brightest during the past year.

The Best CRM Software and Solutions: The 2020 CRM Industry Leader Awards

Our top five picks in 10 categories point the way forward with the best products and capabilities hitting the market in sales, marketing, and customer service.

ViewPoints

3 Ways to Get Quicker, Timelier Sales Proposals

Quickly responding to RFPs is a challenge for many businesses because internal collaboration and input delays the process. But it doesn't have to.

Top 5 Quick UX and UI Changes You Can Make to Increase Conversions

The website itself is your highest conversion channel. But your visitors will leave and purchase on a different website if they aren't fully dazzled by the experience you give them.

The Key to E-Commerce Success: Blending Artificial Intelligence with Intelligent (Human) Agents

As the pandemic has accelerated the shift to online selling, artificial intelligence (AI) and the intelligent agent (IA) must complement each other—with automation segueing into customer care by human agents.

Why CRM Is Critical to Small-Business Success Right Now

Amid the pandemic, many SMBs have implemented CRM solutions at lightning speed, and it's no secret why: customer loyalty, engagement, and retention.

Columns

How to Sell Virtually in a Turbulent Marketplace

Your meetings have moved online, but technology isn't all you need

Data Links Disparate Technology Demands

"Every step you take toward being a data-forward marketing organization is a positive one."

CRM Is Your Change Agent

With AI and machine learning in the mix, your system can adapt to the speed of change

Big Changes, a New Format, but Similar Results

This year, we simplified our awards process by asking analysts two simple questions in each of 10 categories.

Buyer's Guide Partners