Finally, keep your team trained on automated processes to use automation more efficiently and recognize when manual input is needed to improve the overall customer experience. CRM automation ...

Through my work with large-scale sales organizations, I've identified several critical shifts that characterize the most successful modern customer engagement strategies. And, more importantly, I've ...

I had the chance to talk to Dan Roche, CMO at Workbooks, about how AI is currently being applied to CRM and which business challenges it may help solve in the future.

The real challenge of CRM success isn't choosing the right system, but ensuring your team is trained and supported for ...

Combining AI with human expertise in sales forecasting and CRM systems can optimize sales pipelines, improve accuracy, and drive better decision-making for increased revenue growth. According to ...