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The 10 Best Salesforce Automation Tools for 2022 & 2023

Veloxy

You’ll easily generate quotes, proposals, and contracts in a variety of formats and in mere seconds. With their contest and recognition automations, sales managers can concentrate on what they do best while also making sure their team’s morale is super high.

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Customer success gets passionate

Martech

Cipriani-Espineira was last week promoted from VP Customer Success to Chief Customer Officer at B2B scheduling software vendor Chili Piper. “The meeting might be going through to a salesperson, account manager or a CSM. From account management to customer success. Is there another step to be taken?

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“Why I’m So Interested In Selling,” Gus Maikish

Partners in Excellence

Gus progressed in his IBM career, later managing one of the largest banking accounts, Citibank. Gus now lectures in various business programs and has written one of the best/most pragmatic books on account management that I’ve ever read, Customers Win/Suppliers Win. I worked with tellers, branch managers.

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B2B cozies up to empathy: Tuesday’s Daily Brief

Martech

We’ve already written about community in B2B and in the story below we hear about the evolution from account management, via customer success, to customer love, from someone who has worked through it in practice. She had previously spent time as an account manager at businesses like Cision and Medallia.

B2B 91
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How tech consolidation increases revenue in any economy

SalesLoft

Account managers and customer success teams need technology that: Makes adoption easy for the revenue team — customers aren’t upgrading a tool they aren’t using. Automates support workflows that promote customer retention with a trigger based on the contract end date. They have the potential to create enormous revenue.

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The Top Customer Success KPIs to Measure

Gong.io

Closing new contracts is important, but retaining and increasing revenue from existing accounts is crucial for maintaining and growing ARR. Customer success and account managers collaborate here to keep the buyer satisfied and to identify opportunities for expansion (through cross-sell and upsell conversations).

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What is Inside Sales? Everything You Need to Know

Gong.io

An inside AE ( Account Executive ) takes meetings booked by BDRs or directly by the buyer, presents product demonstrations, and closes contracts. Field reps for a B2B software company (a CRM platform, say), might attend trade shows, conferences, and industry events to promote their products and generate new business.