Remove Account management Remove Customers Remove Quota
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G2: 67% of Customer Success Execs Now Have a Sales Quota

SaaStr

So G2 put out a survey and report on customer success recently that was an eye-opener: 67% of CS execs report having a sales quota 53% of CS execs now view their job as primarily a sales role Now some of this may be semantics. Business software companies have had “account managers” responsible for upsell since the earliest days.

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Account Management Through Pipeliner CRM—A Summary

SalesPop

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. Back End Administration.

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"We Need Training." Posted on March, 2025

Partners in Excellence

“They are meeting their quotas and our growth goals,” came the response. What subjects, prospecting, qualifying, deal strategies, account management, call planning/execution, objection handling, closing? Is it integrated into your GTM/customer engagement strategies? “Where are they struggling?

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Your Dashboards Are Useless, What Are Your 5 KPI's? Posted on January, 2025

Partners in Excellence

We have endless dashboards, showing what’s happening in every part of the organization, every customer interaction, over whatever time periods one wants. I track myself and each person on my team on three fundamental metrics: YTD performance against goal, number of high impact conversations each week (each person has a quota, mine is 6.

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Dear SaaStr: What Is the Playbook for a Successful Customer Success Team?

SaaStr

Dear SaaStr: What Is the Playbook for a Successful Customer Success Team? A good playbook for customer success is all about driving retention, expansion, and customer happiness while making it scalable: Hire Truly Product-Savvy Customer Success Managers at First Focus on hiring people who customer-focused product nerds to start.

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10 Sales Video Examples to Crush Quota from Call to Close

Sales Hacker

Use personalized one-to-one video to get people back on the phone – whether they’re a prospect gone dark or a customer tip-toeing away from renewal. Could be a screen share of a software, could be you telling a story or interviewing a customer. Go at it with a buddy who can critique your videos. Warm outreach video.

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5 Sales Tech Stack Tools You Should Use in 2023 (High ROI)

Veloxy

When 57% of sales reps expect to miss their quota every quarter, managers need to rely on the 42% to make the team’s number. One of the biggest challenges for the missed quota reps is sales readiness. Thanks to PandaDoc’s 750+ document templates, sales teams can realize an ROI in revenue and customer experience in mere weeks.

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