Gong.io

JULY 27, 2022

Today’s high-performing revenue teams are those who are focused heavily on retention, not just new client acquisition. Does the client (or specific user segments within the company, like managers) require additional training? Of course, there’s no ignoring the obvious opportunity to continue developing the client relationship.

Objectives and Key Results 62

Objectives and Key Results Cross-sell Clients Strategize 62

VanillaSoft

SEPTEMBER 15, 2021

Mike shares insights about what tasks are best suited to each sales team role, how to best execute the handoff –– and why consistency is what matters most for your clients. They make sure to enter that data in their CRM to ensure consistency in client communications across the team. Your funnel is your friend. Strategy over script.

Process 96

Process Sales Appointment CRM 96

Hubspot

MAY 26, 2023

Here are some quick tips to keep in mind: Call at a good time of day for the prospect or client. Once you've taken all the steps to prepare for the call, it's time to start contacting your prospects or customers. Try to sound as kind, helpful, and as naturally knowledgeable as possible.

Objectives and Key Results 71

Objectives and Key Results Cold Call Technique Appointment 71

Capterra Sales & Marketing Software

JANUARY 21, 2022

Device Compatibility: Screenshot: Agile CRM offers functions such as appointment scheduling, project management, sales gamification, contact management, reporting, lead scoring, lead prospecting, and 360-degree contact management. Trial/Free Version: Free Trial. Free Version. Value-for-money rating: 3.8. Read reviews.

Customer Relationship Management 52

Customer Relationship Management Relationship Management CRM Price 52

Cience

JULY 25, 2019

scheduling, appointment booking, etc. They need to eat, to sleep, to do their daily chores, to bond, to have some time enjoying their hobbies or otherwise engage with other clients, etc. . They lost several leads when an SDR refused to tell prospects the price and offered to set up an appointment instead. Customer Support.

Lead generation 56

Lead generation B2B Non-Profits Appointment 56

Hubspot

AUGUST 24, 2023

Image Source What We Like Viva Sales automates time-consuming administrative tasks such as data entry, email follow-ups, and appointment scheduling. A human sales rep can empathize with their concerns, share success stories from other clients who faced similar reservations, and offer reassurance based on their own expertise.

Negotiate 57

Negotiate Objectives and Key Results Represent Trust 57

Lead Fuze

AUGUST 12, 2021

Episode 31: Mastering Account Management as a Sales Professional. Episode 11: How to Increase Inside Sales Appointment Setting 300%. Episode 55: How to Keep Your Clients Engaged and Motivated. The Right Mindset to Attract Clients . Episode 013: How to Get Your Clients to Send You Everyone They Know.

Drivers/motivators 98

Drivers/motivators Sales Up-sell Inside sales 98

SBI

MAY 7, 2019

Cirrus Insight is pleased to announce the appointment of Sean Piket as Vice President of Revenue. and Knoxville, Tn. – May 7, 2019 — Cirrus Insight is pleased to announce the appointment of Sean Piket as Vice President of Revenue. Account Planning. The company signed 19 net-new clients in 2018, including its first.

Appointment 33

Appointment Strategize Growth Technology 33

Sales Hacker

SEPTEMBER 16, 2019

They seem to be completely at odds, with one focused on clients with a high acquisition cost and high ACV (annual account value), the other focused on a high sales velocity. SBMI ran a survey of one of their clients and found that only “27.9% Other important skills involve technical sales skills like: Appointment setting.

Outside Sales 83

Outside Sales Inside sales Profit margin Sales 83

SBI

SEPTEMBER 4, 2012

New business, to be clear, refers to revenue generated by: Identifying and selling into new accounts, i.e. companies that you haven’t done business with before. Penetrating deeper and broader into existing client accounts, i.e. selling across different departments within a current client’s organization. Simplified.”

Cross-sell 40

Cross-sell Drivers/motivators Appointment Consult 40

Hubspot

MARCH 28, 2014

Anyone can send a client fruit baskets and thank you notes; what sets your business apart long-term is your ability to demonstrate legitimate thought leadership and differentiate yourself from competitors. One of my previous jobs was running marketing for a high-end corporate wellness company.

Prospecting 73

Prospecting Niche Promote Networking 73

Martech

FEBRUARY 24, 2022

CallRail serves SMBs or marketing agencies with clients that rely on communications with customers — phone calls, texts, form submissions, and/or chats — to generate leads, close deals, and grow their businesses in the home services, real estate, legal services, financial services, healthcare and automotive industries.

E-commerce 96

E-commerce Healthcare Real Estate Appointment 96

Cience

JULY 9, 2020

Setting Up An Appointment. The goal is to raise awareness and ultimately set up a discovery appointment with the appropriate individual. Cold calling serves as a good point of departure for starting business conversations and setting an appointment where sales reps can take over. Making A Cold Call. Best Time to Cold Call.

Cold Call 79

Cold Call Appointment Objectives and Key Results Prospecting 79

Sales Hacker

JULY 17, 2019

Knowing the “rule” is that the best Individual Contributor is NOT always the best manager, I asked him why he thought I would make a good leader, because I thought I was a bit too self-centered for the job. Real example at G2: Anna Najduch was our Senior Implementation Specialist responsible for onboarding new clients.

Promote 81

Promote Quota Sales Consult 81

PandaDoc

MAY 24, 2023

Before we zero in on the important qualities of a sales enablement manager, we need to wrap our heads around the very definition of this role. We all seem to know what sales managers, account managers, and business development managers do — but who in the world is a sales enablement manager?

Objectives and Key Results 52

Objectives and Key Results Cross-sell Appointment Legal 52

Salesforce

JANUARY 31, 2024

As an illustration, I used to sell appointment-scheduling software — a single-function solution for easier meeting set-up. Sales Cloud , for example, offers a suite of features that address many sales pain points, such as sales team collaboration tools, pipeline management tools, and forecasting tools. Dependability.

Networking 59

Networking B2C Cross-sell Negotiate 59

Anthony Cole Training

NOVEMBER 12, 2012

They do more than simply suggest "thinking of them" once in a while when their clients meet someone that needs the hunter's product or service. Schedules Appointments - The effort of IRL networking, social networking, and asking for introductions turns into appointments. No, they pro-actively ask and expect introductions.

Objectives and Key Results 159

Objectives and Key Results Appointment Networking Pipeline 159

Anthony Cole Training

NOVEMBER 12, 2012

They do more then simply suggest "thinking of them" once in a while when a client meets someone that needs the hunters product or service. Schedules Appointments - The effort of networking, social networking, asking for introductions turns into appointments. No, they pro-actively ask and expect introductions.

Gate keeper 159

Gate keeper Objectives and Key Results Appointment Networking 159

Heinz Marketing

MAY 6, 2021

Features/functionality: Orchestrates account-based playbooks across teams and channels. Builds workflows for reps around accounts. Measures activities and tactics against target accounts. Manages all prospecting activities in one place. For example, I’m not able to see if clients don’t open a specific email.

B2B 115

B2B A/B testing UX Sales 115

PandaDoc

APRIL 25, 2023

You can integrate calendars so that you will never miss an important appointment or call back. The system lets you set tasks and appointments (separate from your calendar integration), as well as providing ready-to-use dashboards and the ability to track and record all calls and text messages. Difficult to manage B2B relationships.

CRM 52

CRM Pipeline Sales Appointment 52

Cience

FEBRUARY 21, 2020

As an example, CIENCE , an active user of cold emailing, set 1,548 meetings for us and our clients in October of 2019. The Ideal Customer Profile (ICP) is a categorical description of accounts expected to become the company’s most valuable customers. appointments per month on average. This strategy works if you work it.

Campaign 79

Campaign B2B Objectives and Key Results Contact 79

SaaStr

FEBRUARY 11, 2020

Learn why it is difficult to have accurate and trustworthy outbound dashboards and how to clean up and educate your clients. The other one is, as soon as you can, again, split the new customers signing versus account management/customer success. Want to see more content like this? Join us at SaaStr Annual 2020.

Growth 76

Growth Niche Hospitality X-functional 76

PandaDoc

SEPTEMBER 21, 2022

Instead, it’s all part of your everyday process, and that makes deal management easier than ever before. Powerful free and low-cost plans Full sales, marketing, and support suites Intuitive, drag-and-drop opportunity management Appointment scheduling Customized milestones generation. Key features. Salesforce CRM. Key features.

CRM 52

CRM Pipeline Sales Territory 52

The Lost Book of Sales

JULY 12, 2021

This is potentially a lose-lose situation threatening both the quality of the vendor’s work and the fabric of the relationship, and it requires careful account management including frequent contact at the executive level. Appoint a subcommittee to make the target market selection.

Cross-sell 52

Cross-sell Niche Objectives and Key Results Price 52

Sales Hacker

JUNE 12, 2018

” 3) Drew Lawrence, VP of Client Solutions, The Ash Group. Is your team setting appointments or creating qualified opportunities? ” 8) Noelle Alyassini, Account Executive, UserTesting. ” 9) John Malamud, Account Manager, PagerDuty. “Be Patient. Don’t cut the cord too early.”

Objectives and Key Results 76

Objectives and Key Results Sales CRM Pitch 76

Cience

JANUARY 6, 2020

Experienced lead generation companies ask their clients for a detailed description of their buyer persona before they begin data enrichment. At CIENCE, we have a specific questionnaire called “Ideal Customer Profile” for our client companies to complete. To set an appointment, you need a conversation.

Lead generation 89

Lead generation B2B Appointment Networking 89

SBI

NOVEMBER 7, 2019

Cirrus Insight is pleased to announce the appointment of Sean Piket as Vice President of Revenue. Revegy, a leading provider of strategic account management technology, is proud to announce the addition of David Keil to its Board of Directors. Account Planning. Prospect Engagement. Industry News. Prospect Intelligence.

Customers 20

Customers Tradeshows Technology Technology 20