SalesPop

JULY 9, 2021

For any company involved with sales, account management and key account management is crucial and requires a vastly different skillset and toolset than winning new sales. What is (Key) Account Management? Yet account management still requires planning, resources, time and energy.

Account management 52

Account management CRM Cross-sell Strategize 52

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. Visit Veloxy’s Salesforce AppExchange store to start your free trial today.

Appointment 147

Appointment Territory Cross-sell Contract 147

Partners in Excellence

MARCH 26, 2024

It’s a solution that addresses the way buying is changing, integrating digital and personal selling. But what really interested me were Bill’s perspectives on where buying and selling is headed and how we must change our engagement strategies to work with buyers more impactfully.

Sell 137

Sell Cross-sell Finance B2C 137

Salesforce

APRIL 2, 2025

The rep for the SaaS product sees that a major airline has signed up and is using their software. It also helps jump-start lead qualification since your users are already interested in your product or service. These insights offer an opportunity for sales teams to tailor their outreach and identify upsell and cross-sell opportunities.

Product 86

Product Territory Sales Price 86

PandaDoc

APRIL 21, 2023

Key accounts are the 20% of accounts that generate 80% of your company revenue. Before attempting to develop a key account management strategy, you must know how to identify these key accounts. Accurate identification will help you avoid rashly categorizing tail accounts as having strategic value.

Account management 52

Account management Objectives and Key Results Strategize Cross-sell 52

Sales Hacker

APRIL 8, 2025

Jeff Perry is a truly iconic revenue leader and the Chief Revenue Officer (CRO) at Carta, responsible for core software revenue across New Business, Upsell, Cross Sell, and Customer Success. 19:07 Cartas GTM evolution: How Jeff scaled from one rep selling one product to multiple teams across three business lines.

GTM 65

GTM Growth Cross-sell Account management 65

Salesforce

MAY 9, 2024

In today’s highly competitive consumer goods (CG) industry, success often hinges on the strength of your relationships with key accounts. Effective key account management isn’t just a tactic, it’s a vital strategy for achieving profitable growth. But what sets your key account managers (KAMs) apart from your competitors’?

Account management 52

Account management Finance Promote Cross-sell 52

Sales Hacker

JULY 25, 2022

But before we open up the hood, let’s review some sales performance dashboard basics. Regardless of the role you want to build a dashboard for, you have to start with the same question: What is the desired result? . All of these metrics ladder up to the ultimate goal of bringing in qualified leads.

Engineering 114

Engineering Objectives and Key Results Cross-sell Pipeline 114

Sales Hacker

JUNE 3, 2025

But to kick us off, I almost wanna start at the beginning because you’re initially from Boston, you know, if you take us back, what was that moment and opportunity that set you on this path to building Meta’s EMEA sales organization? started in a sales career at FedEx, you know, the shipping company. I am from Boston.

GTM 83

GTM Territory Gaming Sales 83

Veloxy

NOVEMBER 29, 2021

60% of customers will shake their head NO to a sale up to 4 times before they actually say YES to it. Sadly, many sales reps miss their opportunity to get the YES when 48% of them don’t do the necessary follow-up. Yet, how it can shape selling for your company can be revolutionary for you. ” sales meetings?

Inside sales 162

Inside sales Sales Outside Sales Cross-sell 162

SalesPop

MARCH 19, 2021

An extremely important aspect of account management is the strategic aspect, the plans of dealing with various accounts. I recently discovered through research just how much of an impact real account planning can have on company success. Account Planning Basics. Where Do I Stand? Planning Specifics. Proactive Plan.

Cross-sell 98

Cross-sell Objectives and Key Results Account management CRM 98

Salesforce

MAY 12, 2025

It does this by accounting for three components: Expansion revenue: Revenue gained through upselling or cross-selling to existing customers. If customers leave shortly after signing up, it may indicate issues with onboarding, product usability, or unmet expectations. Sign up now Thanks, you’re subscribed!

Cross-sell 59

Cross-sell Territory Finance Contract 59

Sales Hacker

FEBRUARY 1, 2021

Why is it that companies have a sales process they follow rigorously to win business, yet avoid the same discipline in managing those customers throughout the lifecycle of their contracts? Today we can start to change that. This is all good business practice and should be anticipated by selling organisations. Keep your promises.

Customers 94

Customers Contract Cross-sell Account management 94

SaaStr

JANUARY 31, 2022

It was a critical metric for us because when I started we were at -15% quota capacity. Adding C-level engagements and cross-departmental selling will lengthen your sales cycle but it will provide you with customers who stick and an increased average transaction size. Accountability to review. Geographic vs. Named Account.

Territory 98

Territory Cross-sell Quota Networking 98

Sales Hacker

APRIL 6, 2022

And these manual processes take sales reps away from their most important activity: selling. If you’re selling a limited number of products or services, or have an extremely simple pricing model, a CPQ system may be beyond your needs. A better selling experience. 5 benefits of CPQ software. Scaling sales operations.

Cross-sell 107

Cross-sell Contract Price Finance 107

Hubspot

FEBRUARY 7, 2018

Chances are, you’ll need to start as a business development rep and work your way to an account executive position. On the other hand, if you go into manufacturing sales, you’ll probably be responsible for handling deals from start to finish. Account Executive (AE). Account Manager. Sales Manager.

Territory 101

Territory Commission Outside Sales Account management 101

Sales Hacker

NOVEMBER 16, 2021

We’ve rounded up some must-have tools to automate lead generation across the following categories. Email marketing and list building/management tools. Price: Free plan with paid plan upgrades starting from $9 per month. Automated follow-up emails. Contact list management and export. In short, all of them.

Lead generation 124

Lead generation Price Campaign Contact 124

SaaStr

JANUARY 30, 2023

Overcoming challenges by optimizing for success In the early stages of setting up your SaaS business, it’s always a good idea to invest time thinking about the direction you want to take. Identifying a direction is just the starting point. And on to almost $300m ARR today!

Cross-sell 107

Cross-sell Account management Clients Growth 107

Hubspot

JUNE 8, 2021

How do you get started in sales? So let's get started! An SDR role is right for you if you're looking to start your sales career and don't have much experience. It's important for this role to educate prospects and follow up once a sale is closed to maintain customer satisfaction and encourage repeat buyers. Image Source.

Commission 94

Commission Territory Finance Inside sales 94

Sales Hacker

AUGUST 7, 2024

Along the way of selling and supporting a product as complex as a Customer Data Platform (CDP), he tackled some of the more common topics go-to-market leaders encounter as they build and scale their customer facing teams. How exactly did we end up with CS functions without commercial focus and ergo CSMs that lack commercial skills?

Go To Market 118

Go To Market X-functional Engineering Cross-sell 118

Heinz Marketing

JANUARY 13, 2022

And as marketing programs become more complex, it’s far more important to create seamless cross-channel campaigns that break through siloed teams. How the marketing, sales and customer/account management teams work together is also critical to success. Target Account Precision. Who do you sell to?

B2B 137

B2B Objectives and Key Results Campaign Cross-sell 137

Hubspot

OCTOBER 16, 2017

If you want them to stop selling to poor fit customers, institute a clawback so they lose their commission if the customer churns or returns the product within a set window of time. Increase upsell/cross-sell rate. Acquire “seed” accounts. Manage deal flow. If they sell nothing in a month, their salary is zero.

Commission 101

Commission Quota X-functional Non-Profits 101

Highspot

MAY 3, 2024

The buyer’s journey doesn’t just start and stop with sales. It requires multiple teams including marketing, customer success, account management, and more to optimize the sales cycle and performance. Sales enablement efforts span onboarding, ongoing sales training , and access to a content management system.

Cross-sell 93

Cross-sell Technology Technology GTM 93

Sales Hacker

APRIL 21, 2021

If the answer is “yes” to all three, now is the best time to get started in a revenue operations job. Revenue operations (RevOps) is a centralized org within a company that supports all revenue-generating business operations including Sales Ops, Marketing Ops, Customer Success Ops, and systems management. Asia Corbett ).

Finance 114

Finance Cross-sell GTM SQL 114

Sales Hacker

MAY 10, 2021

If you have products to sell online , you need the two teams to work together for revenue and margin growth. Opportunity to upsell and cross-sell. Even after you close a deal with a client, there is always an opportunity to upsell or cross-sell. Source: Crazyegg. The opposite situation is also true, of course.

Cross-sell 74

Cross-sell Customers Referrals Pitch 74

Hubspot

APRIL 2, 2021

There are three components to this automated buying structure: Demand-side platforms (DSP) where advertisers and ad agencies set up their campaigns, bid on ad inventory, and optimize their ads based on performance. Supply-side platforms (SSP) where publishers sell their ad inventory. Set up your campaign. Media Buying Tips.

Objectives and Key Results 101

Objectives and Key Results Cross-sell Negotiate Campaign 101

Partners in Excellence

MAY 1, 2017

If I were to assess the worlds of buying and selling through much of what I read, I would come up with the conclusion that Customers and Sales people are on diverging paths, we are doing as much to minimize our interactions with each other. From a sellers perspective helping us sell more efficiently.

Customers 77

Customers Cross-sell Sales Account management 77

Gong.io

AUGUST 3, 2022

For enterprise sales, onboarding includes: Setting up and executing training sessions with different user groups (i.e. frontline managers, individual contributors, by department or by role). Collaborating with the buyer’s IT team to get licenses provisioned for all users and to set up product integrations. Image Source ).

Customers 87

Customers Cross-sell Contract Price 87

Gong.io

AUGUST 10, 2020

Which selling skills should account managers focus on building? On a recent episode of the Reveal podcast, we connected with MJ McCarthy, VP of Account Management at Everbridge, for answers to these and other questions that are top of mind for revenue leaders. Selling Skills and Account Management.

Customers 62

Customers Cross-sell Account management Drivers/motivators 62

ConversionXL

MARCH 20, 2019

Choosing the right account-based marketing software can be a messy process. Some companies sell relevant software but not explicitly for ABM. Whether you need certain tools depends on the scale of your program or your target accounts. Once you’ve passed through the pilot phase, a good place to start is Forrester’s Wave report.

Real Estate 117

Real Estate Contact B2B Campaign 117

Sales Hacker

DECEMBER 22, 2020

We’d like to start with your baseball card, which is giving you an opportunity both to tell us a little bit about yourself, but also about the company. We started as Sales BQ three years ago. We started three years ago. We carve ourselves up into many teams when we attach ourselves to a client. We never had funding.

Cross-sell 96

Cross-sell Clients Growth Up-sell 96

Sales Hacker

APRIL 21, 2022

SaaS companies tend to follow a typical path, and it almost always leads to moving up-market and enterprise sales. In the early days, most SaaS companies sell to other startups for a number of reasons. But as SaaS startups mature, they usually start moving up-market. Managing the enterprise sales cycle.

Cross-sell 101

Cross-sell Legal Contract Price 101

Sales Hacker

FEBRUARY 5, 2019

We have worked inside organizations that have successfully transitioned from selling into mid-market to selling into Enterprises. Before we start, we should point out that the Board usually initiates the move upmarket. However, when moving up-market to companies with 1,000+ employees, the game changes. Bonus Takeaway.

Product 65

Product Contract Cross-sell Account management 65

Sales Hacker

DECEMBER 12, 2017

I think most leaders and managers would love to find a way to better quantify the performance of their teams. The challenge is setting something up that incentivizes the right thing and is also defensible. of the company should be the sum of their parts (organic + sales + account management + marketing), and everything should add up.

Quota 96

Quota Non-Profits Sales Drivers/motivators 96

APACSMA

DECEMBER 14, 2023

Instead of giving up after an initial failure to close a deal, consistent follow-ups and providing ongoing value can eventually lead to success. Learn how to sell effectively in a remote or virtual environment. Persistence in the Marathon: Sales is a marathon, not a sprint. Persistence is key.

Cross-sell 52

Cross-sell Inside sales Account management Strategize 52

Hubspot

JULY 18, 2017

That’s because we f**k everything up," I told her. There is so much competition for attention these days that the moment a blue ocean channel or new marketing strategy opens up, marketers flock to make the most of it. We start to solve for our own goals, instead of our customers’. How We’re Messing Up Content.

Cross-sell 78

Cross-sell Gaming Start-ups Up-sell 78

SalesLoft

MAY 31, 2016

But to truly see the benefits of setting up sales pods, you first need to understand the journey it takes for an organization to determine the goals, needs, and actions required to reach that level of scalability. A sales development cycle (starting at the first touch). An account conversion rate. Industries?

Strategize 52

Strategize Teamwork Cross-sell Objectives and Key Results 52