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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.

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AI Copilots Could Fix What SFA Got Wrong

Artificial intelligence is eliminating the busy work that previous sales force automation couldn't handle.

Linda Pophal // 01 Jun 2026

Tips for Protecting Against Retail Cyberattacks

Keeping retail data networks safe is an all-hands-on-deck endeavor.

Phillip Britt // 01 Jun 2026

QR Codes Failed Because the Ask Was Bigger Than the Reward. That’s Changing

After many false starts, QR codes have finally found their footing, but marketers need to treat the post-scan experience as seriously as the code itself.

Linda Pophal // 30 Apr 2026

Keeping Customer Data More Secure with AI

AI might have the best chance of catching data threats at the hands of AI.

Phillip Britt // 30 Apr 2026
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AI Isn't Killing SaaS; the People Who Sold It Are

Software sales followed a simple playbook that hasn't panned out.

Bob Pedersen // 01 Jul 2026

Your Loyalty Program Isn’t Broken, the Experience Is

When customer value isn't delivered seamlessly, the impact shows up quickly in performance.

Fraser Neil // 29 Jun 2026

Every Dollar of Your Business Flows Through CPQ. AI Just Made It More Valuable and Mission Critical

With pricing complexity rising across industries, CIOs and revenue leaders face the most consequential technology decision of the next two years, and most are underestimating it.

Christopher Shutts // 24 Jun 2026

Dynamic Customer Journeys Need to Outgrow Campaign Thinking

Customer journeys rarely unfold in an orderly fashion; they're shaped by intent, timing, behavior, friction, and feedback as they happen.

Onur Alp Soner // 22 Jun 2026
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Redesigning the Frontline Sales Manager Role for the AI Era

Sales managers should be the connective tissue between leadership and sellers.

Michael Katz // 19 May 2026

AI Empowerment in Practice: Spotlight on Retail

A clothing and accessories firm gets a boost from an AI-powered CX platform.

Nancy Jamison // 27 Apr 2026

I’m Looking Forward to More QR Codes

It's not conjecture or hyperbole; QR codes truly are back, and this time around they might have actually have staying power.

Leonard Klie // 01 May 2026

A Vertical Focus Is the Key to AI Adoption

Success relies on speaking the customer's language and addressing their specific needs.

Nancy Jamison // 20 Mar 2026
Case Studies
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Buyer's Guide Partners