SaaStr

JULY 15, 2025

The question is: which roles can you actually replace today, and which ones are still firmly in human territory? SaaStr trained their AI on 20+ million words of content and 10+ years of CRM data. The ones who are glorified account managers can be replaced or just allocated to sales’ budget and headcount. The upside?

B2B 95

B2B A/B testing Engineering CRM 95

Salesforce

MAY 12, 2025

Difference between net retention rate and gross revenue retention Tips to improve your net retention rate Unify sales, finance, and legal on the #1 AI CRM When sales, finance, and legal are disconnected, the customer feels the pain. How to calculate NRR What is a good NRR? Learn how Revenue Cloud can help.

Cross-sell 59

Cross-sell Territory Finance Contract 59

SalesPop

MAY 21, 2021

Through the articles in this series, we’ve now covered all aspects of account management, and its related features within Pipeliner CRM. Let’s now take an overview of the subject and pull all the pieces together, and see how Pipeliner powerfully supports account management. Account View. Account Matrixes.

Account management 98

Account management CRM Pipeline Territory 98

Veloxy

JULY 19, 2023

Are you struggling to optimize your sales territories and boost your sales team’s productivity? 64% of companies struggle with ineffective territory planning. In this blog post, we will guide you through the essential steps to create an effective sales territory management plan that will lead your team to success.

Territory 130

Territory Objectives and Key Results CRM Outside Sales 130

Sales Pop!

JUNE 13, 2022

Just look at the fact that we have so many categories of sales functions: sales labeling, sales execution, sales CRM, sales marketing, sales engagement, and many more. We therefore must develop systems that can deal with this complexity as we have done with Pipeliner CRM. Increasing Pipeliner CRM Functionality.

Pipeline 246

Pipeline CRM Angle Sales 246

Sales Hacker

SEPTEMBER 21, 2021

How to open a regional office. With over 35 years of sales and leadership experience, she’s an accomplished linguist and knows a lot about how companies should expand regionally to maximize growth. Set a new standard for sales productivity and performance by switching to a phone system that’s best friends with your CRM.

Territory 103

Territory Finance B2C X-functional 103

Sales Pop!

NOVEMBER 18, 2021

Pipeliner CRM. Pipeliner CRM is the first CRM tool with a completely holistic approach, bringing together two approaches that are often divergent in companies. Sales Enablement Tool and key account management ( KAM). These are now united under the single revenue engine of project management.

Lead generation 246

Lead generation A/B testing Referrals CRM 246

Veloxy

JUNE 23, 2021

When we talk about outside sales, we’re referring to a team that goes out on sales calls to sell regionally and at conferences, events, and so on. 3: Account Managers. The Account Manager is responsible for checking on clients and nurturing relationships after the contract is signed. Why Start with Inside Sales?

Inside sales 232

Inside sales Sales CRM Pipeline 232

Partners in Excellence

SEPTEMBER 18, 2014

I’m working with an organization implementing it’s first CRM system. One of the managers just came to me, saying, “The people are worried. How much time should the be spending on the CRM system each day?” They think of using CRM as another task piled onto already packed, often unrealistic agendas.

CRM 101

CRM Territory Pipeline Account management 101

Sales Hacker

AUGUST 7, 2020

Regional Vice President of Sales. Regional Vice President of Sales. Sales Manager. Regional Vice President of Sales. Regional Vice President, Commercial Sales. Regional Vice President. Nutshell CRM. Managing Director, Australia. Regional VP Sales. Sales Manager. Sales Manager.

Territory 130

Territory Presentation Strategic partnership Inside sales 130

InsightSquared

MAY 15, 2019

Account Manager. Commanding the leading CRM, business intelligence, and marketing automation systems has massive business impact. The responsibilities range from daily support of sales to developing the territories for regions of the world. Some of the answers include: Elementary school teacher. Pharmacy Tech.

Territory 110

Territory Sales Finance CRM 110

Hubspot

NOVEMBER 7, 2023

Your business is growing, and spreadsheets are getting frustrating to manage. You know you need a CRM, but there are hundreds of CRMs and hundreds more features available. This CRM best practices guide will walk you through how to evaluate a CRM, from how it will help your business and how to map your needs to core features.

CRM 78

CRM Contact Contract Objectives and Key Results 78

Veloxy

AUGUST 17, 2022

Price: $49/month for Salesforce users, corporate plans available Automations: Non-selling activities, lead prioritization, lead capture Veloxy has several features to help you automate Salesforce, no matter how long you’ve been using the CRM platform. source of image.

Appointment 147

Appointment Territory Cross-sell Contract 147

Understanding the Sales Force

JULY 27, 2022

We can name them: Account Executive, Territory Manager, Business Development Rep, Sales Development Rep, Account Manager, Key Account Manager, National Account Manager, Channel Manager, Application Engineer, Sales Consultant, Inside Sales, Outside Sales, and more.

Sell 118

Sell Territory Sports Account management 118

Partners in Excellence

JULY 8, 2013

The way customers buy is changing, the complexities of our own products and solutions, the broad range of people involved in the customer buying process mandates a different approach to selling and careful reconsideration of how we define the role of account and territory managers. Buyers Are Self Educating, So Should Sellers!

Territory 104

Territory Account management Cross-sell Sales 104

Partners in Excellence

NOVEMBER 1, 2013

Everywhere I go, we may be talking about opportunity planning/deal strategies, call planning, account/territory planning, even pipeline management; I see two parallel things at play: Managers are concerned about the completion of the plan! They want to see the form, template, or the CRM worksheet completed.

Territory 105

Territory Pitch Account management Pipeline 105

Partners in Excellence

JULY 1, 2014

Often, it’s managers saying, “My team isn’t doing what they need to be doing,” or “This one person isn’t really cutting it.” Are you aggressively looking for new opportunities—within your accounts, within your territories? Do you set aside adequate prospecting time?

Territory 91

Territory Account management Pipeline Represent 91

Partners in Excellence

NOVEMBER 1, 2012

It seems I spend half my life in reviews–territory reviews, pipeline reviews, deal reviews. The first is to get a snapshot or status updated of the “state of the business,” whether it’s a deal, territory, pipeline, account–whatever. Then sales managers have to take the time to review them!

Territory 93

Territory Pipeline CRM Follow-up 93

Partners in Excellence

JANUARY 28, 2014

An account or territory plan is not a deal! Account and territory planning, executing them helps us identify potential new deals. CRM systems, social tools, great content, sales and marketing programs. It may be something we provide as a part of our process or when we are trying to win a deal.

Territory 94

Territory Account management Pipeline Represent 94

Partners in Excellence

AUGUST 19, 2020

Our jobs, as sales people and managers, are complex and multifaceted. No sales person I know likes the administrative parts of their jobs, doing reports, updating CRM and so forth. Managers often avoid coaching and development because it may involve difficult conversations with their people. Many avoid prospecting.

Territory 77

Territory Pipeline Strategic planning Account management 77

Sales Gravy

OCTOBER 23, 2022

Important things like entering data into the CRM or responding to e-mail. If you're an account manager, you make an impact by expanding and retaining your accounts. Important things like entering data into the CRM or responding to e-mail. You can do: Trivial things like watch cat videos.

Product 92

Product Construction Territory Pipeline 92

Salesforce

APRIL 18, 2023

Atef Ghori, Territory Account Manager, Hitachi Vantara Dear Atef: Most reps I know are motivated by building relationships and bringing real-life solutions to customers, not crunching numbers or drafting emails. All of this will likely be integrated into a CRM, where sales and customer data live. Have a question?

CRM 98

CRM Pitch Territory Presentation 98

Understanding the Sales Force

OCTOBER 25, 2023

Even worse, some of these ineffective salespeople lead their sales teams in revenue because they inherited the biggest and best accounts, well-established large territories, have years in their industry and/or territory and are viewed as an expert. They aren’t selling anything to anybody.

Territory 83

Territory Objectives and Key Results Account management Sales 83

PandaDoc

SEPTEMBER 21, 2022

Because the vast majority of sales CRM software offers some kind of pipeline management workflow. the pipeline you end up using will be part of the CRM solution you ultimately select for your business. Sales pipelines are just one feature of a strong CRM. Agile CRM. Often (but not always!), Key features.

CRM 52

CRM Pipeline Sales Territory 52

Hubspot

JUNE 8, 2021

using Zoom, Skype, email, and CRM). Keep in mind that the majority of people in this position have several years of experience since they often have to work independently and excel at time management. Account Manager. This is where account managers come in. Regional Sales Manager. Image Source.

Commission 95

Commission Territory Finance Inside sales 95

Hubspot

NOVEMBER 28, 2022

If you’re looking for a scalable, user-friendly lead management tool, then you’ll love HubSpot. You can start with our free Sales/CRM features, and upgrade to the Sales Hub once you’ve scaled your lead generation and sales campaigns. All within one CRM platform. Account engagement insights. Tailored lead routing.

Territory 90

Territory Price CRM Lead generation 90

Sales Hacker

JANUARY 29, 2018

Each IC would be assigned to a region. The regions were based on ZIP codes calculated to represent approximately to have the same amount of potential. CSM: Customer Success Manager – Achieves recurring use of the service. AM: Account Manager – Creates increased profit developing upsell opportunities.

Territory 90

Territory Quota Sales Manufacturing 90

Sales Hacker

JULY 25, 2022

Dashboards integrate with your CRM so you can instantly see performance data, trends, and progress-to-goal. Let’s break down how that might look in a sales manager dashboard. Metrics to measure in a sales manager dashboard. New accounts. Accounts by region. Building an account manager dashboard.

Engineering 114

Engineering Objectives and Key Results Cross-sell Pipeline 114

Martech

OCTOBER 7, 2021

Before the pandemic, many marketers had already been accustomed to working on initiatives that involved collaboration with people outside their own offices since many brands operate across regions or around the globe. Easier tracking of billable hours and human resource management. Do we have the right technical resources?

Education 132

Education Clients Territory Follow-up 132

Capterra Sales & Marketing Software

JANUARY 21, 2022

The post Capterra Value Report: A Price Comparison Guide for Customer Relationship Management (CRM) Software appeared first on Capterra. Compare pricing for the top customer relationship management software products with the highest value-for-money and functionality ratings. Read reviews. View Profile. Free Version.

Customer Relationship Management 52

Customer Relationship Management Relationship Management CRM Price 52

Hubspot

APRIL 5, 2023

Account managers work closely with customers to make sure they have a good experience and get the help they need. The average salary for an account manager is roughly $53,000 a year. Regional sales managers oversee sales reps for a determined district and are focused on helping their team meet sales goals.

Cold Call 90

Cold Call Commission Inside sales Territory 90

Miller Heiman Group

APRIL 9, 2019

This systematic evaluation of the opportunities, strengths and vulnerabilities associated with an account provides a complete analysis of a prospect. Part of a Situation Appraisal is identifying your Field of Play, or the segment of a large account that is the focus of your strategy. Conclusion.

Territory 92

Territory Account management Price Contract 92

PandaDoc

APRIL 25, 2023

To help you establish those long-term relationships, one of the most important tools you can use is CRM (Customer Relationship Management) software. Let’s look at how CRM tools can help your sales process, as well as what the best sales CRM systems available on the market in 2023 are. How does CRM software help sales?

CRM 52

CRM Sales Pipeline Appointment 52

Sales Hacker

APRIL 21, 2021

An emerging need to support multiple GTM plans across segments and regions. SDRs are ready to start calling but first they must dedupe dozens of contacts just dumped into their CRM. Revenue Accountant. Manager-level roles. Revenue Operations Manager. Manager, Revenue Accounting Operations.

Finance 114

Finance Cross-sell SQL GTM 114

Sales Hacker

APRIL 6, 2022

The three roles or departments typically responsible for deciding to buy a CPQ include: Revenue operations : With CPQ applications, revenue operations leaders can unify sales-related processes across the company – from Sales to Account Management to Customer Success. Scaling sales operations. Want to learn more about CPQ?

Cross-sell 107

Cross-sell Contract Price Finance 107

Partners in Excellence

OCTOBER 12, 2016

Thousands of blog posts with hints, tips, instructions focused on sales people, whether SDR’s or Corporate Account Managers. Too often, they are unclear about their roles, perhaps they emulate past managers–good or bad, perhaps they just amp up what they did in the past — selling and closing deals.

Territory 92

Territory Objectives and Key Results Pipeline Up-sell 92

Salesforce

DECEMBER 14, 2023

Record notes in your CRM after making the rounds Record notes in your CRM from the field after each client or prospect engagement. As a result, Michelin saw double-digit turnover in its sales staff and new reps who were unfamiliar with their territories. Consequently, they can do this while spending less time generating reports.

Territory 59

Territory Appointment Transportation Sales 59