Martech

DECEMBER 18, 2023

Most major customer relationship management (CRM) and marketing platforms are already introducing AI functionality into their products, with more releases planned in 2024. Training Today’s CRM and marketing platforms are being trained to closely watch how your sales and marketing professionals perform their jobs.

X-functional 124

X-functional Customer Relationship Management CRM Relationship Management 124

Veloxy

APRIL 12, 2023

The solar industry is growing rapidly, and by 2024, it’s estimated that 2.5% This will help you tailor your sales pitch to their specific needs and provide them with the information they need to make an informed decision. Salesforce is a popular CRM tool that can help you manage your sales pipeline. of all U.S.

Referrals 246

Referrals Finance Objectives and Key Results Sales 246

Salesforce

DECEMBER 19, 2023

This post shows salespeople how to use GPT prompts to write sales pitches and emails, analyze market data, and more. This post introduces two new Salesforce certifications that help businesses build a team of in-house people with the expertise to make the most of their Salesforce AI and customer relationship management (CRM) investments.

Objection handling 115

Objection handling Customer Relationship Management Negotiate CRM 115

Hubspot

NOVEMBER 22, 2024

According to HubSpot’s 2024 State of Sales Report , 23% of sales pros find cold emailing the best way to reach prospects. HubSpot's 2024 B2B buyer survey finds that 81% of B2B professionals are likelier to buy a B2B product from vendors offering self-service tools. Let's face it: There‘s a lot of spam out there. But don’t be fooled!

Lead generation 50

Lead generation B2B Sales Campaign 50

Sales Hacker

JANUARY 30, 2024

Only one month into 2024, we’re already seeing a significant shift in the marketing metrics world. Speaking of sales, don’t miss this article next: 7 Successful Sales Pitch Examples and Why They Work. 2024 is the time to shift from MQL to pipeline and set the stage for a more effective and fruitful marketing journey.

Pipeline 118

Pipeline Represent Pitch CRM 118

Salesforce

AUGUST 1, 2024

The list of the must-attend small-business events of 2024 (and beyond) to help you stay ahead of the curve and connect with other business owners: The Small Business Expo The Small Business Expo is an annual event that brings together small businesses and entrepreneurs to connect and grow. Attendees say it’s worth the spend.

Networking 52

Networking Pitch Follow-up Education 52

Hubspot

JULY 22, 2024

I've sent business emails for everything from driving referrals to flexing my expertise for prospects to delivering cold pitches — along with a host of other purposes. Your next sentence could easily be a question to open a loop or a short elevator pitch to establish trust and authority. Types of Business Emails 1.

Clients 78

Clients Referrals Prospecting Sales 78

Highspot

JUNE 1, 2022

McKinsey & Company predicts that hybrid selling – while initially an adaptation to the pandemic – will be the dominant sales strategy by 2024, driven by shifts in consumer preferences and remote-first engagement. Video Scoring Rubrics: Help reps target and develop the specific skills they need to perfect their pitch and boost confidence.

Strategize 98

Strategize Government Pitch Territory 98

Sales Hacker

SEPTEMBER 27, 2024

Embed ecosystem data into the CRM Often being the source of truth, having data that doesn’t reside in the CRM can deprioritize it. Integrating ecosystem data directly to the CRM streamlines outbound efforts while showcasing its value. Sales teams use Crossbeam to pull partner overlap data directly into their CRM.

GTM 108

GTM Strategize Launch Pipeline 108

PandaDoc

AUGUST 22, 2024

They can use just one platform that integrates smoothly with top CRM systems, such as Salesforce and HubSpot , to sync sales documents directly with customer data and sales pipelines. Transactional sales model Imagine a SaaS service like a mid-market CRM system. See also What type of companies use a CRM?

Contract 52

Contract Cross-sell Legal Drivers/motivators 52

Hubspot

APRIL 28, 2025

As a business owner, Ive been there too juggling multiple clients, pitching new writing projects, and managing endless follow-ups. The sales professionals we surveyed for our 2024 State of AI in Business and Sales agree. In our 2024 AI in B2B Sales report, we discovered that this was the second most popular AI use case in B2B sales.

Appointment 44

Appointment Follow-up Negotiate CRM 44

PandaDoc

JANUARY 29, 2024

Hopefully, the start of the new year has you super jazzed about what your sales organization will achieve in 2024. From CRM tools that help manage customer relationships to computer-assisted proposal software that streamlines the creation of sales proposals, your team needs to be up on the latest and greatest. Then there’s your CRM.

Closing 52

Closing Drivers/motivators Quota CRM 52

Highspot

MAY 15, 2025

According to Gartner’s 2024 Sales Enablement Leadership Vision , organizations that use just-in-time learning are 3.5 Ensure partners can easily access case studies, one-pagers, email templates, pitch decks, and call scripts. Look for tools with CRM integration, AI analytics, and ROI calculators.

Healthcare 52

Healthcare Objectives and Key Results Niche Finance 52

Martech

DECEMBER 14, 2023

They offer a CRM solution to healthcare institutions and pharmaceutical companies. They use Salesforce as their current CRM, which is good but poses challenges in onboarding new people and requires specific knowledge for customization. Take Martech’s 2024 Salary and Career Survey From AI to layoffs, it’s been quite a year.

B2B 90

B2B Pharmaceutical Sales Follow-up 90

Veloxy

JULY 23, 2024

These tools also integrate seamlessly with your existing CRM systems. In doing so, you’re able to customize your sales pitch and marketing efforts to meet their specific needs. Boost your Sales Productivity KPIs Don't forget to read our blog post about improving your team's sales productivity metrics in 2024.

Technology 130

Technology Technology Sales Healthcare 130

SaaStr

OCTOBER 26, 2023

Getting off the ground is one thing — an easy pitch of being an HR tech startup focused on improving hiring. That’s a great pitch, so every year, a new and cheaper flavor comes out. In software, there are buckets — a CRM bucket, an HRM bucket, an ATS bucket. You could do vanilla 101 SaaS practices and succeed.

Pitch 109

Pitch Manufacturing Finance Management Consulting 109

Search Engine Land

APRIL 19, 2024

Website or landing page development Analytics Strategy development Revenue operations/CRM work Organic social management Creative design This is only a partial list! What about CRM? For B2B advertisers, closing the loop between the initial website lead and down-funnel CRM actions is an important piece of the puzzle. Which ones?

Contract 95

Contract Clients CRM Meeting 95

Salesforce

FEBRUARY 17, 2025

Tools like Agentforce provide personalized sales role-plays that help reps refine their pitching, objection handling, and negotiation skills. By tailoring these simulations to real deals and grounding feedback in CRM data, sales teams receive insights into how to actually improve performance. Think of it like testing and pivoting.

Territory 59

Territory Negotiate E-commerce Objectives and Key Results 59

Hubspot

JUNE 24, 2024

In our survey of sales professionals , 26% say that prospecting platforms are the most effective tools for winning deals, making them the second most important tool after customer relationship management (CRM) platforms. Crafting the Perfect Pitch/Demo After I’ve qualified my leads, it’s time to move on to a product demo or sales pitch.

Objectives and Key Results 83

Objectives and Key Results Cold Call Pitch Technique 83

Sales Hacker

JULY 1, 2025

we announced our seed fundraise in, early 2024 on LinkedIn, and immediately had, I think 420 demo requests come in over the course of the next 48 hours. We also had a centralized CRM that we used to just like track what we were working on in a very systematized way of going about this. So I think that’s really important.

GTM 76

GTM Growth Sell X-functional 76

PandaDoc

MAY 13, 2024

CRM tools and document workflow management software are key to boosting collaboration between the two. They identify quality leads, optimize pitches, and use marketing materials. However, in 2024, we should no longer use the differences between sales and marketing to silo the departments.

Contract 52

Contract Legal A/B testing Teamwork 52

Hubspot

MAY 3, 2024

Cut to 2024 , and I lean on ChatGPT to brainstorm use cases for products, concepts, or other ideas I’m writing about. Second, personalize your outreach messages so they don’t feel like just another annoying LinkedIn pitch slap or cold outreach email. HubSpot’s CRM is free. And it was quite some time before I tried it myself.

E-commerce 81

E-commerce Niche Start-ups Service 81

Veloxy

NOVEMBER 30, 2023

This includes having up-to-date info about what they’re selling and being equipped with technology that aids their sales pitches. Such as mobile CRM and sales systems to manage client interactions on the go. Create simulated sales scenarios for the team to practice pitching new products.

Objectives and Key Results 279

Objectives and Key Results Territory Inside sales Cross-sell 279

Martech

JULY 2, 2024

For example, don’t pitch a reporter who doesn’t even cover your industry. Take our brief 2024 MarTech Replacement Survey Nothing is more powerful than your customers’ stories — including reviews and mentions in social media posts. Save your company’s story and accomplishments for the boilerplate and your website’s About Us page.

Customers 129

Customers Objectives and Key Results B2B Pitch 129

Hubspot

OCTOBER 22, 2024

Startup founders, especially early-stage ones, have been feeling quite the pinch in recent years when it comes to fundraising: Nearly a quarter of fundraising rounds are down rounds in Q1 2024 Time in between rounds is getting longer Overall deal count is low It makes us wonder: How are the founders holding up? How should they adapt?

CRM 68

CRM Follow-up Pitch Start-ups 68

Hubspot

SEPTEMBER 4, 2024

My favorite AI tool for this: I used call tracking software as an inside sales representative, and it was a great way of making calls with the CRM-informed context of previous interactions with leads and contacts. Pro tip: I often repurposed the content as social media posts, prospect emails and presentation talking points.

Territory 74

Territory Objectives and Key Results Drivers/motivators Appointment 74