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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Mastering Data Requires Attention to Detail

Businesses needing a 360-degree view of their customers can achieve it if they're willing to put in the work

Digital Sales Transformation Needs the Right Connections

Companies that have had strong sales in the digital world needed more than just a computer

Segmentation Enters the Sales Playbook

While a common tool for marketers, sales has started using segmentation as well

The Best CRM Software, Solutions, Innovators, and Leaders: The CRM Market Awards 2018

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How to Build a Culture of Digital Transformation

The real-life practicalities of digital transformation are significantly less about tools and data and more about the humans who employ them.

The Holiday Shopping Season Is Critical. Retailers Should Make It Less Critical

A smart, omnichannel, subscription-based approach that emphasizes customer relationships over transactional tactics, and converts customers' goodwill into recurring revenue, can keep the holiday cheer going year-round. Plus: five retailers show how.

3 Keys to Using Chatbots for Customer Engagement, not Aggravation

Chatbots can provide great value to both your customers and your business—but not if they lead too often to frustrating experiences.

5 Surefire Ways to Ensure Your Company Fails to Innovate

Innovation is difficult and risky, but adopting an innovative mind-set can pay dividends, even when your efforts don't immediately bear fruit.

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Small Businesses, Take Note: AI Is Ready for Prime Time

It's not just for big enterprises anymore. Even mom-and-pop shops can use AI to optimize sales

Smarter Bots Mean Greater Innovation, Productivity, and Value

Robotic process automation is allowing companies to re-imagine and re-invest in all aspects of their businesses

With B2B Marketing, It’s Back to the Basics

Time to kill your martech stack—or at least simplify your approach

Let’s End the Partisanship

Companies have been bogged down by party loyalties to a specific department (marketing, sales, or customer service) for a long time

Buyer's Guide Partners