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2023 in review: Our top 10 articles on CRM

Martech

So we’re putting together 10 of the most popular articles by our SMEs from 2023 on different topics. Today: CRM. How to prepare for the GPT age in CRM and email by Brian McKenna. 5 ways CRMs are leveraging AI to automate marketing today by Gene Marks. The ethics of AI-powered marketing technology by Megan Michuda.

CRM 103
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Sales Quota: The Complete Guide to Hitting & Crushing Quota in 2023

Veloxy

We’re living in an era where sales has the richest technology stack and set of professional capabilities than ever before. This blog post is your comprehensive guide on how to hit and crush sales quotas in 2023 and beyond. Following a well-defined sales process can help you close more deals and meet your sales quota.

Quota 246
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Revenue Enablement: The Complete Guide for 2023

Veloxy

It also involves the development of processes and strategies that support the revenue team in achieving their goals, such as marketing initiatives, customer experience improvements, cross-functional collaboration, and more. Sales enablement refers to the processes and tools that help sales teams close more deals and increase revenue.

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What Is Field Sales Software? Everything You Need To Know in 2023

Veloxy

However, prioritizing in-person meetings over digital channels doesn’t mean you can’t leverage technology. Field sales apps typically combine features you would find in sales tools and CRM platforms, but you’ll also find functionalities that reflect the unique needs of outside sales representatives.

Territory 246
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20 Solar Sales Tips to Win More Business in 2023

Veloxy

Speed up the process. Be Transparent Transparency is crucial in any sales process, and solar sales are no exception. Address any concerns or potential issues that may arise during the installation process. Be prepared to answer common questions about the technology, financing options, and the installation process.

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Sales Leaders Under Pressure to Deliver During Economic Uncertainty

Veloxy

In this guide, we’ll explore three steps that sales leaders should take to achieve these key goals and alleviate pressure in 2023. To ensure that processes are more efficient, sales leaders should focus on utilizing sales automation technology. Using technology like this, it’s possible to automate all inbound and outbound calls.

CRM 246
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5 Things Your Financial Services CRM Needs to Have

Salesforce

Rated as a leader by The Forrester Wave Report™: Financial Services CRM , Salesforce knows service — of any kind. Financial services CRMs are changing and so are the needs of customers. We weed through the noise to bring you exactly what features you need in a financial services CRM. Get the report 2.

CRM 102