PandaDoc

JULY 23, 2025

Customer relationship management (CRM) software is a popular choice for many businesses. But even though companies use CRM software , many haven’t taken the time to build a cohesive strategy around the customer information within their database. It’s also helpful to gather direct feedback from both users and customers.

CRM 52

CRM Customers Objectives and Key Results Strategize 52

Salesforce

APRIL 2, 2025

Back to top ) Software and tools to help with product-led sales Implementing a product-led sales strategy requires tools that track user behavior, automate workflows, and support customer engagement. A customer relationship management (CRM) platform can act as a hub for data collection, customer insights, and sales enablement.

Product 86

Product Territory Sales Price 86

Martech

MAY 23, 2025

I also knew that we marketers needed to move off our maniacal obsession with new-account lead gen and invest in adding value across the entire customer relationship. Key accounts have been the source of most B2B profits forever, but they have traditionally been sales’ province.

B2B 99

B2B CRM Strategize Account management 99

Salesforce

APRIL 17, 2025

Enter AI and Agentforce for Consumer Goods , which are quickly changing the way consumer goods companies engage with their customers. Learn more about: Understanding agentic AI Agents for sales Agents for key account management Agents for retail execution Agents for customer service Are you ready to build agents for your consumer goods brand?

Objectives and Key Results 82

Objectives and Key Results Negotiate Retail Promote 82

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. Visit Website. Free Version.

Customer Relationship Management 52

Customer Relationship Management Relationship Management CRM Price 52

Hubspot

MARCH 7, 2023

Account managers are the liaison between a company and its clients. Whether you’re a candidate or a hiring manager, you’ll need to brush up on account manager interview questions before making any big decisions. You can practice formulating answers that highlight your skills as an account manager.

Account management 80

Account management Clients Contact CRM 80

Veloxy

JUNE 23, 2021

3: Account Managers. The Account Manager is responsible for checking on clients and nurturing relationships after the contract is signed. What’s more, they also help implement the product and lend a hand to Account Managers when the client has technical needs. 5: Sales Operations.

Inside sales 232

Inside sales CRM Sales Pipeline 232

Heinz Marketing

SEPTEMBER 1, 2023

This involves creating industry-specific case studies, success stories, and thought leadership content that resonates with your potential customers’ situations. Account Management Portals: These are everywhere now. This ensures that clients know they can access personalized assistance when needed.

Gaming 113

Gaming Negotiate Technique Account management 113

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

The 5% Institute

JUNE 12, 2020

When a buying decision involves a number of decision makers, account management, and customer success management; usually the business will benefit more from an outside sales structure. Customer Relationship Management Software.

Inside sales 98

Inside sales Outside Sales Objectives and Key Results Non-Profits 98

Veloxy

FEBRUARY 22, 2023

It is also used in industries that involve large, complex, or customized products or services, as well as those that require a high level of customer relationship management. Field sales representatives are responsible for generating leads, prospecting potential customers, and closing sales deals in person.

Represent 130

Represent Objectives and Key Results Sales Inside sales 130

Openview

JANUARY 14, 2019

The skills to acquire new accounts are different than those of nurturing one. Day-to-day account management can seem boring in comparison. Alternatively, other reps may find it easier to spend their time supporting customers than seeking new ones. That’s all good, but there’s another side to it.

Contract 97

Contract Inside sales Customer Relationship Management Sales 97

Hubspot

JUNE 26, 2023

Managing Leads To successfully manage leads that have been identified or contacted, a lead generation specialist should be well-versed in maintaining an accurate CRM. Part of a lead generation specialist’s role is to help the sales team manage leads by maintaining and updating the CRM.

Lead generation 78

Lead generation Cold Call CRM Customer Relationship Management 78

Salesforce

JANUARY 11, 2023

There just wasn’t a lot of architectural thought put into using it as a customer relationship management (CRM) tool. They weren’t logging key information about customers, including sales opportunities, and there wasn’t a case system to help account managers with the operations team.

Hospitality 98

Hospitality Drivers/motivators Customer Relationship Management Trust 98

Highspot

MAY 3, 2024

It requires multiple teams including marketing, customer success, account management, and more to optimize the sales cycle and performance. It works to enable each channel and stage of the sales cycle that drives revenue growth, including marketing, customer success, account management, and more.

Cross-sell 93

Cross-sell Technology Technology GTM 93

Hubspot

APRIL 24, 2012

CRM stands for "customer relationship management," and it's a system a business can implement to help track and measure its sales activities. That could mean, for example, how many leads and customers are in your database, as well as information about them, like name, email address, phone number, etc. What is a CRM?

CRM 78

CRM Pipeline Sales Campaign 78

Cience

DECEMBER 1, 2020

These strategies include optimizing onboarding, quality customer service, using customer feedback, effective change management, and more. The CRM: A Key Customer Retention Tool. Your CRM stores all data about your customers. Then you use that data to drive customer retention.

CRM 96

CRM Technique Customers Campaign 96

Hubspot

NOVEMBER 7, 2023

CRM, or customer relationship management, is a strategy companies use to track customer relationships from pre- to post-sale. What we like: More than just a customer relationship manager, your CRM can manage your internal team, too. What are the benefits of CRM?

CRM 78

CRM Contact Contract Objectives and Key Results 78

ConversionXL

AUGUST 21, 2014

Every day, data from over 130 processes are collected in O2’s data warehouse, including the entire billing and customer relationship management system. This unified system is a huge improvement over the earlier infrastructure, which was both expensive and slow.

Referrals 106

Referrals Objectives and Key Results Follow-up Service 106

PandaDoc

OCTOBER 26, 2021

The company was innovative in that it made subscribing to customer relationship management products on a single platform quick and easy. Customer support : 24/7, email, chat, support tickets, knowledge base. Customer support : Knowledge base, online chat. Free trial: Yes, 14 days. Ease of use: 5/5. Freemium model.

CRM 52

CRM E-commerce Price Customer Relationship Management 52

Gong.io

JULY 11, 2022

AEs (Account Executives). AMs (Account Managers). CSMs (Customer Success Managers). Sales Manager, Leader, or VP. Account Managers and Customer Success Managers are responsible for managing existing customers (meaning once an AE closes a deal, buyers become the responsibility of AMs and CSMs).

Inside sales 62

Inside sales Commission Outside Sales Quota 62

Hubspot

NOVEMBER 28, 2022

Bitrix24 also provides marketing and social media management tools that can help you interact with customers and leads. Key features: Intelligent routing makes sure leads match the right account managers. The ability to transfer conversation channels and sales rep. Automatic rerouting if a sales agent is unavailable.

Territory 90

Territory Price CRM Lead generation 90

Highspot

NOVEMBER 25, 2019

The problem: Reps are performing customer-facing activities outside of sales’ speciality when account management, services, marketing and others can execute better. There are five essential tools for an effective sales tech stack: Customer Relationship Management. Sales Enablement. Sales Engagement.

Product 52

Product High impact Quota CRM 52

Lead Fuze

DECEMBER 2, 2021

In the past, many managers gave their sales representatives free reign in prospecting anyone they wanted. The smarter ones would write down a list of target accounts that made sense based on their gut instinct or data collected from customer relationship management programs. This happened 28% of the time.

Technique 52

Technique Technology Technology Cross-sell 52

SBI

OCTOBER 8, 2017

And now, PipelineDeals has done it again, by putting the Customer back in Customer Relationship Management with their new Account Management functionality. PipelineDeals has long been a favorite CRM of mine. It’s got a great balance of design, functionality, and power. Visit PipelineDeals.

Customer Relationship Management 20

Customer Relationship Management Account management CRM Relationship Management 20

PandaDoc

DECEMBER 12, 2022

In a nutshell, Salesforce is a cloud-based customer relationship management (CRM) platform created to manage all interactions between a company and its customers and prospects. The goal is simple: strengthen customer relationships and grow your business. Let’s dive in! What is Salesforce?

E-commerce 52

E-commerce CRM Price A/B testing 52

Hubspot

AUGUST 24, 2023

Viva Sales integrates seamlessly with Salesforce CRM, allowing a centralized view of customer data and a holistic sales and customer relationship management approach. Mastering Strategic Account Management Human reps are crucial in strategic account management, especially for VIP clients or long-term partnerships.

Negotiate 69

Negotiate Objectives and Key Results Represent Trust 69

PandaDoc

SEPTEMBER 21, 2022

Powerful free and low-cost plans Full sales, marketing, and support suites Intuitive, drag-and-drop opportunity management Appointment scheduling Customized milestones generation. Contact and account management Territory and quota management Lead management Mobile user support Forecasting. Salesforce CRM.

CRM 52

CRM Pipeline Sales Territory 52

The 5% Institute

MAY 25, 2023

Follow-up and Customer Relationship Management The sales process doesn’t end with closing the sale. Maintaining strong customer relationships is vital for long-term success. Sales professionals engage in post-sales activities such as follow-up calls, customer support, and account management.

Objectives and Key Results 52

Objectives and Key Results Sales Technique Prospecting 52

SBI

DECEMBER 4, 2019

The platform automatically creates a 360-degree view of sales rep and customer account activities using data from a variety of critical systems, including customer relationship management (CRM), marketing automation and other sources. Account Planning. It provides users with. Industry News. Sales Enablement.

Quota 22

Quota Sales Strategize Customer Relationship Management 22

PandaDoc

APRIL 25, 2023

When you have loyal customers, you’re likely to have lower customer acquisition costs (CACs), better sales figures, and higher customer lifetime values (CLVs). To help you establish those long-term relationships, one of the most important tools you can use is CRM (Customer Relationship Management) software.

CRM 52

CRM Sales Pipeline Appointment 52

SBI

NOVEMBER 7, 2019

Revegy, a leading provider of strategic account management technology, is proud to announce the addition of David Keil to its Board of Directors. Customer References. Addressing Multiple Customer Relationship Management Systems: Making Sense of All that Data Driving new business. Sales Enablement.

Customers 22

Customers Tradeshows Technology Technology 22

Search Engine Land

NOVEMBER 13, 2023

The solutions to client churn Client churn can be tackled from multiple angles, involving refined account management processes and strategic use of data-driven marketing techniques. Here are several key solutions to consider: Solution 1: Strengthen client relationships Effective communication is paramount.

Clients 90

Clients Objectives and Key Results Referrals Non-Profits 90

Hubspot

SEPTEMBER 6, 2013

Smart content starts with information from a marketing database or customer relationship management (CRM) system. That database is a repository for any interaction you''ve had with a lead or customer. Don''t pitch me if I''m already a customer. 1) The Marketing Database. Do that and the results will follow.

Click Through Rate 78

Click Through Rate Drivers/motivators Contact Customer Relationship Management 78

Cience

JULY 9, 2020

Try to picture how you would call an account manager of a company that provides you with services. We also use Google sheets to record and store the contact data of our prospects as well as to upload this data to CRM. Finally, we leverage Google Calendar to set up meetings for ourselves and for our clients. They rarely make pauses.

Cold Call 79

Cold Call Appointment Objectives and Key Results Prospecting 79

SaaStr

MARCH 15, 2019

After that experience, and my previous experiences, and that of my co-founders, we all came to appreciate the value and importance of, what we know to be CRM — customer relationship management. We also came to realize just how painful it was to use those types of tools to run your business.

Sales 40

Sales Up-sell Meeting Engineering 40

SBI

MARCH 22, 2018

Lyamen: PipelineDeals was founded in 2006 with the mission to give any business the power to build game-changing relationships. We’ve been successful because we understand the value of the sales process and how to drive effective relationship management. Lyamen: Salespeople have busy schedules.

Relationship Management 22

Relationship Management Gaming CRM Pipeline 22