Sales Automation and CRM

Resources on sales automation and Customer Relationship Management (CRM), a set of practices and technologies which help sales teams automate the sales process, collect data on customer interactions, and make this data available during customer interactions to support sales success.

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Key Topics

Perspectives on Sales Automation and CRM

CRM Definitions

CRM Overviews and Guides

CRM Overviews


CRM Guides

Case Studies

Features and Benefits of Sales Automation & CRMs


CRM Features and Benefits


Sales and Marketing Automation Features and Benefits

Automation of Sales & CRM Systems


Tools


Further Reading

  • Sales Prospecting and SDRResources about the Sales Development or Appointment Setting function within sales, discussing the importance of this part of the sales process, techniques and best practices.
  • Sales Pipeline ManagementResources about building and managing a sales pipeline - a concept which helps sales teams track the progress of prospects through stages of the sales process.
  • Sales MaterialsResources on sales materials, such as slide decks, demo scripts, email templates, and more.
  • Inbound SalesResources about managing the sales process for leads obtained via inbound marketing activities.
  • CRM PracticesResources about CRM best practices and strategies.
  • Types of CRMs and CRM ComparisonsResources offering product comparisons between CRM systems such as Salesforce or Microsoft Dynamics CRM.
  • Salesforce CRMResources about the Salesforce Sales Cloud and other Salesforce solutions for CRM and sales, including SalesforceIQ.
  • CRM Tools for StartupsResources about CRM solutions especially suitable for startup organizations.
  • Other CRM SolutionsResources about Customer Relationship Management products, which help sales teams manage and analyze interactions with customers and automate sales processes.
  • CRM Certification and TrainingResources about training courses and certifications for various CRM systems.

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