Articles Related To Automation and AI

Automate Knowing When People Changed Jobs
November 29, 2023

Automate Knowing When People Changed Jobs

LinkedIn let’s you know that people changed jobs, but knowing when they changed is a bit more difficult. This is a quick guide to show you how to track it in Salesforce.

Automatically Track Your Sales Cycle in Zoho CRM
October 15, 2023

Automatically Track Your Sales Cycle in Zoho CRM

Zoho CRM makes it very easy to automate capturing when your sales cycle dates change. This article offers some guidance on how to do it.

Date Stamp Everything in Your CRM
September 12, 2023

Date Stamp Everything in Your CRM

It’s vitally important to automate capturing dates in your CRM. It’s also really easy.

Tracking People Who Changed Jobs with LinkedIn
August 17, 2023

Tracking People Who Changed Jobs with LinkedIn

When you connect with people who used to work for your current customers, you have immediate rapport and can skip the long introductory process since they already know about you and/or your company.

You Need to Automate Meeting Participant Capture with Gong
June 17, 2023

You Need to Automate Meeting Participant Capture with Gong

People are too busy/lazy to input contacts into the CRM. Gong makes it dead-simple to add contacts.

January 26, 2021

HubTran's Freightwaves Back-Office Update

In this video interview, I discuss 3PL and freight broker back-office trends for 2021 with Andrew Cox of Freightwaves.

Freightwaves: Scalable growth starts with the back office
September 23, 2020

Freightwaves: Scalable growth starts with the back office

A top priority for brokers, carriers and logistics providers alike has become automating back-office processes to simplify invoicing and other freight management tasks. Early adopters have gained a competitive advantage over those still clinging to the old ways of doing business.

Why Freight Brokers Need To Automate Invoice Settlements
September 9, 2020

Why Freight Brokers Need To Automate Invoice Settlements

Automating the complex freight invoice settlement process streamlines the order to cash cycle for 3PLs and Freight Brokers.

Top 4 Productivity KPIs for the Supply Chain Back Office
August 19, 2020

Top 4 Productivity KPIs for the Supply Chain Back Office

Here are four KPIs that freight brokerage and supply chain back-offices should be tracking.

5 Ways Process Automation Makes 3PLs & Brokers More Profitable
July 16, 2020

5 Ways Process Automation Makes 3PLs & Brokers More Profitable

Consider these top five ways automating freight brokerage and supply chain back-office processes can generate excellent gains for your company.

Roundtable on Logistics Automation
June 22, 2020

Roundtable on Logistics Automation

I participated in a panel on automation in the transportation and logistics industry’s back office, lead by Crain’s Chicago, with a couple of rock stars from the logistics worl – Haley Evans (Vice President at TriumphPay) and Michelle Potter (Senior Director of Strategic Development at England Logistics).