SaaStr

JULY 7, 2025

Proven S-Tier ROI: Real Case Studies Artisan AI: Immediate Pipeline Impact While Event is Still Live “We just closed our first deal from our SaaStr sponsorship (while it’s still happening), a $60k ARR deal. influenced pipeline from single event Sales enablement platform : $75K investment → $2.1M

Pipeline 85

Pipeline CTR Contract Strategize 85

Understanding the Sales Force

NOVEMBER 15, 2024

When prospecting doesn’t take place on a daily basis, salespeople fail to build their pipelines. When there aren’t many new opportunities in the pipeline, very little new business will get closed n months from now where n is the length of the sales cycle.

Prospecting 71

Prospecting Cold Call Pipeline Gaming 71

Partners in Excellence

JANUARY 24, 2025

For example, the manager for one of the highest performing sales teams I know only tracks about 5 metrics, YTD performance against plan. Forecast performance against plan (his team has 92% forecast accuracy), Pipeline health, Completed committed tasks (as a %), New committed tasks to be completed.

High impact 96

High impact Pipeline Inside sales Quota 96

Hubspot

JUNE 16, 2025

Business development managers (BDMs), account executives, and anyone who can self-generate leads and close deals.” Even account managers — once focused on relationship-building — are now expected to drive revenue. This is especially true in complex B2B sales like SaaS, ABM, and enterprise software.

Objectives and Key Results 50

Objectives and Key Results Pitch Sales Follow-up 50

Salesforce

NOVEMBER 15, 2024

Best practices for developing an official SDR career track Drive pipe faster with a single source of truth Discover how Sales Cloud uses data and AI to help you manage your pipeline, build relationships, and close deals fast.

Tradeshows 52

Tradeshows Drivers/motivators Territory Negotiate 52

Highspot

JULY 7, 2025

Without sales enablement technology to drive ABS strategies, though, sales reps and account executives can’t deliver captivating customer experiences that close deals. Sales cycle length, pipeline velocity, win rate, and deal size all improve when GTM teams work together on executing account-based sales and marketing campaigns.

Sell 52

Sell GTM Objectives and Key Results Cross-sell 52

Heinz Marketing

JULY 24, 2025

This session showed how a few key changes—better alignment, more focused signal strategies, and practical playbooks—can make a real difference in both pipeline and customer growth. If you didn’t catch it live, you can watch the full session here. Final Thoughts Too many teams are sitting on valuable insight without a clear way to act.

GTM 57

GTM Pipeline Growth Account management 57

Salesforce

OCTOBER 22, 2024

Implementing the MEDDIC sales process Other sales methodologies to consider Drive pipe faster with a single source of truth Discover how Sales Cloud uses data and AI to help you manage your pipeline, build relationships, and close deals fast. Learn more What is the MEDDIC sales process?

E-commerce 87

E-commerce Territory Pitch Sales 87

Highspot

JULY 3, 2025

Only when marketing and sales enablement stakeholders sync early and often regarding what collateral will most help reps conduct cold outreach to prospects, engage leads already in their sales pipeline, and close more deals can they execute enablement efforts that drive tangible results.

B2B 52

B2B GTM Objectives and Key Results Sales 52

Veloxy

JULY 23, 2025

You will also want to monitor your pipeline velocity, or the time it takes to progress from a first meeting to a successful close. Instead, auto-captured activity can feed directly into a pipeline for your team to use.

Product 130

Product Objectives and Key Results Territory Sales 130

Highspot

MARCH 6, 2025

Raise the performance bar: Actionable feedback helps reps refine their sales techniques, objection handling , sales presentation skills, and pipeline management. Sales development representatives (SDRs), account executives (AEs), and account managers (AMs) have different responsibilities and success indicators.

Objectives and Key Results 52

Objectives and Key Results Objection handling Quota Sales 52

PandaDoc

MAY 2, 2025

But without a system to scale your playbook, that success can become a burden that hinders your pipeline. Then log in to PandaDoc to start building your strategy, chat with your account manager for expert guidance, or upgrade your plan to unlock even more features. Inconsistent content slows down deals.

Legal 52

Legal Territory Contract Price 52

PandaDoc

JULY 23, 2025

The strategy also needs to align the CRM’s role with broader company objectives like increasing revenue, improving onboarding, reducing churn, or expediting deals within the sales pipeline. If customer success is tracked internally, retention becomes a measurable, manageable goal. Here, CRMs are treated more like a sales tool.

CRM 52

CRM Customers Objectives and Key Results Strategize 52

Salesforce

JULY 3, 2025

With lead and account management, you get a complete view of every prospect in one place, making it easy to track interactions and opportunities. With Salesforce AI , you can forecast revenue with pipeline inspection, prioritize leads with AI lead scoring, and make data-driven decisions faster.

Technique 59

Technique CRM E-commerce Click Through Rate 59

SaaStr

JUNE 23, 2025

Those that simply cut SDR teams without reimagining the function may find themselves struggling to fill their pipelines in an increasingly competitive market. Companies that figure out this new model first will gain significant advantages. The SDR role isn’t dead—it’s just growing up.

B2B 67

B2B Cold Call Pipeline Engineering 67

Salesforce

APRIL 2, 2025

Customer experience: CRM tools, like Salesforce , ensure proactive account management, engagement, and long-term retention. By using predictive analytics, businesses can optimize their sales pipeline and target high-potential leads more efficiently. Learn more What is product-led sales?

Product 86

Product Territory Sales Price 86

Salesforce

MAY 15, 2025

Imagine: the moment a customer hits a usage limit on a specific feature of your ISV app, a targeted upgrade offer is automatically presented within the application, a notification is sent to their account manager, and relevant documentation on the premium features is readily available driving potential upsell opportunities.

Original Equipment Manufacturer 101

Original Equipment Manufacturer Cross-sell Manufacturing Trust 101

SaaStr

JUNE 17, 2025

Bonus Point: The Great Sales Team Rebalancing – From Pipeline to Post-Sales. 36% of companies reduced SDR/BDR roles while 34% increased Professional Services teams and 28% increased Account Executive headcount. The AE increases suggest companies are investing in deal execution and account management over lead generation.

Growth 77

Growth Referrals Strategize B2B 77

SaaStr

JUNE 19, 2025

The account growth managers are essentially running mini-consulting businesses: Managing accounts spending $50+ million annually Leading teams of 20+ people Understanding customer architecture better than the customers themselves Making business proposals for new projects and use cases This specialization makes sense given the complexity.

Strategic partnership 107

Strategic partnership Meeting SQL Technical Sales 107

Sales Hacker

MAY 16, 2025

It has one tool where teams can create strategy, build pipeline, track tenders and win bids. An inside look to their latest funding co-led by Alex Kurland of Meritech and Shalini Rao of Headline. Stotles – launched a major revamp of their platform to help grow public sector business.

GTM 73

GTM Represent Legal Go To Market 73

Engage Selling

JANUARY 20, 2023

When it comes to sales prospecting and sales networking, imagine there is no marketing department. In uncertain times, you must double down on what’s within your control. Selling is no … The post Prospecting Like You Don’t Have a Marketing Department first appeared on Colleen Francis - The Sales Leader.

Prospecting 62

Prospecting Networking Sell Sales 62

Salesforce

APRIL 7, 2025

She takes the monotonous process tasks out of the pipeline, freeing up the rest of the team to focus on high-value tasks. Client health monitoring: Fallon ensures consistent client engagement by constantly monitoring client activity and satisfaction levels, and providing real-time insights and alerts to account managers.

Clients 84

Clients Drivers/motivators Account management Finance 84

Sales Hacker

JUNE 3, 2025

And a good example of that is maybe we overinvested in account managers and we needed more sales people. How do we forecast, how are we looking at the pipeline? So that’s always the, to me it’s about, don’t just think about the salespeople or account managers that need to be at the desk.

GTM 92

GTM Territory Gaming Sales 92

Hubspot

MAY 5, 2025

says Stephen Findley , enterprise account management at Qwilr , an interactive proposal creation platform. Make your story relevant If they mention lead generation, share an example about pipeline acceleration. Next time youre on a call, close your eyes for a few seconds while they speak.

Objectives and Key Results 74

Objectives and Key Results Pitch Trust Follow-up 74

SaaStr

APRIL 26, 2025

Focus on their personal pain points and career wins Events Strategy That Actually Drives Pipeline.

Legal 69

Legal GTM Pipeline Pitch 69

Sales Hacker

DECEMBER 6, 2024

More for your eyeballs The old playbook of “pipeline solves all problems” is broken. Mark was employee #1 at Outreach and former SVP of Global Sales, where he helped grow the company from zero to over $200 million in revenue.

GTM 107

GTM Customers Non-Profits Growth 107

Sales Pop!

DECEMBER 18, 2023

Since we often get questions about how Pipeliner integrates with other applications in a company, we will answer the most frequently asked questions about CRM and integration in this series of articles. At Pipeliner, for example, we run 58 different SaaS applications. Seamless integration of data from A to Z across the enterprise.

CRM 228

CRM Pipeline Electricity Prospecting 228

Sales Pop!

SEPTEMBER 18, 2021

Next in our series on Pipeliner concepts, let’s explore Common Lists. The Pipeliner CRM Common Lists are another first for Pipeliner CRM, and no other vendor has anything like them. The Common Lists include elements relating to account hierarchy, sales roles, contact relations and account relations.

Pipeline 245

Pipeline CRM Contact Consult 245

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. Back End Administration.

Account management 98

Account management CRM Pipeline Territory 98

Sales Pop!

SEPTEMBER 9, 2023

For our final article in the series on CRM adoption, let’s take a detailed look at the difference Pipeliner CRM makes. The Development Difference This is why we at Pipeliner have focused on assembling the most advanced, complete, productive and efficient development team, and why we program more than any of our competitors.

CRM 173

CRM Pipeline Account management Appointment 173

Sales Pop!

JANUARY 15, 2024

At Pipeliner, we have just created an exciting feature, which will be released in February. We have programmed a seamless Salesforce integration for Pipeliner CRM. They are, therefore, denied the incredible benefit and value that Pipeliner could bring to their sales team. There is no need to try replacing it with Pipeliner CRM.

Pipeline 147

Pipeline CRM Finance Contact 147

Sales Pop!

APRIL 10, 2022

Because of the sheer number of features we are regularly releasing (more than any other vendor in our space), we haven’t had the chance to spotlight two very powerful new features that came out with the last Pipeliner CRM release. The more that Pipeliner provides flexibility, the more we provide potential preferences for users.

Pipeline 245

Pipeline CRM Account management Contact 245

SalesPop

MARCH 25, 2021

Sales most definitely have two sides, and this is also true of account management. This is also true of account management. If we didn’t need sales or account management skills, people would simply buy products or services—which they obviously don’t. Bubble-area* advertising was obviously wasteful.

Account management 98

Account management Customers Pipeline Trust 98

SalesPop

JUNE 10, 2021

We will continually be improving Pipeliner CRM in ongoing iterations. The post Seamless Account Management appeared first on SalesPOP! We’re dedicated to the use of open-source, as we know that open-source host GitHub now has 40 million programmers all contributing to the very latest applications.

Account management 97

Account management Pipeline CRM Technology 97

SalesPop

APRIL 23, 2021

Another important foundational aspect of account management—and sales itself—is the handling of quotas and forecasting. From my observation, only a few companies manage the problems for quotas and forecasting well. Unweighted Target — the total value of all open opportunities in the pipeline. Pipeliner Quota Tool.

Account management 98

Account management Quota Pipeline CRM 98

SalesPop

MARCH 12, 2021

We explored the vital importance of account management in our previous article on account management —the idea being that obtaining new accounts is far more costly than maintaining and expanding existing accounts. How do companies hang onto accounts? Innovation at Pipeliner.

Account management 98

Account management X-functional Pipeline CRM 98

SalesPop

APRIL 9, 2021

The next aspect of account management we need to consider–one that is vitally important–is application integration. Integration Tied Into Account Management. Let’s take a look at how application integration affects account management. Otherwise, account management isn’t really possible.

Account management 97

Account management Government Follow-up Start-ups 97