PandaDoc

MAY 2, 2025

Poor document hygiene creates friction throughout the sales process. Use Workspaces to organize content by region, product, or sales team. That way, reps only see whats relevant to them, and you can manage updates without turning your library into a content jungle. But the impact goes deeper than just extra rounds of review.

Legal 52

Legal Territory Contract Price 52

Highspot

JULY 7, 2025

A modern account-based sales strategy isn’t just about targeting the right accounts. The most notable advantages of ABS include: Enhanced alignment across teams: With a clear target-account list, sales, marketing, enablement, and even customer success teams collaborate effectively.

Sell 52

Sell GTM Objectives and Key Results Cross-sell 52

Martech

FEBRUARY 24, 2025

Your intake form is critical to this process after all, garbage in, garbage out applies to operational data, too. Suppose you can isolate rejections by region: Is the issue coming from a specific area? For instance, you may not have a well-established prioritization process currently. Intake is where account managers shine.

X-functional 75

X-functional Territory Account management Strategize 75

Martech

APRIL 11, 2025

Processing. However, AI can also help provide relief by eliminating busy work and automating routine processes. Multi-account management for multiple lines of business Marketing teams at the large end of the SMB category often deal with multiple lines of business or create regional teams.

Territory 102

Territory Government Account management Contact 102

Salesforce

APRIL 2, 2025

This shifts the sales focus from persuasion to value demonstration, making the process more customer-centric. Optimize the customer journey for self-service: Streamline the onboarding process for your product or service by simplifying how customers can find solutions on their own.

Product 86

Product Territory Sales Price 86

SaaStr

JULY 7, 2025

Our year-round approach ensures your brand is present throughout their entire evaluation process. pic.twitter.com/8UDvVvMHPD — Jason ✨👾SaaStr.Ai✨ pic.twitter.com/8UDvVvMHPD — Jason ✨👾SaaStr.Ai✨ pic.twitter.com/8UDvVvMHPD — Jason ✨👾SaaStr.Ai✨

Pipeline 86

Pipeline CTR Contract Strategize 86

Salesforce

JANUARY 6, 2025

Despite significant innovation in the worlds of compensation management and financial modeling, sales commission remains one of the most difficult processes to solve for in modern business. Inaccurate pay, reporting errors, friction across departments, loss of productivity, lengthy commission processing times, and more.

Commission 52

Commission Territory E-commerce Sales 52

SaaStr

JULY 15, 2025

The question is: which roles can you actually replace today, and which ones are still firmly in human territory? The ones who are glorified account managers can be replaced or just allocated to sales’ budget and headcount. It already has or will soon. Bottom Line : Evaluate your CSM team honestly.

B2B 95

B2B A/B testing Engineering CRM 95

Partners in Excellence

MARCH 20, 2025

What subjects, prospecting, qualifying, deal strategies, account management, call planning/execution, objection handling, closing? Does it support your systems, processes, tools, and will these support and reinforce your training? Choose all those you want! And training, at least successfully implemented, never stands alone.

Real Estate 109

Real Estate GTM Objectives and Key Results Objection handling 109

Salesforce

MAY 12, 2025

In particular, I consent to the transfer of my personal information to other countries, including the United States, for the purpose of hosting and processing the information as set forth in the Privacy Statement. Providing on-demand instructional videos via a sales enablement program, for instance removes friction in your onboarding process.

Cross-sell 59

Cross-sell Territory Finance Contract 59

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

Hubspot

JULY 3, 2018

Sales Territory Plan. Assess Account Quality. Assess Territory Quality. One of the essential pillars of a successful business is a robust and organized sales territory strategy. Studies show that effective territory management can increase overall sales, improve customer coverage, and reduce costs.

Territory 101

Territory Referrals Sales Quota 101

Sales Hacker

SEPTEMBER 21, 2021

How to open a regional office. Adapting sales processes internationally [12:02]. 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. Adapting Sales Processes Internationally [12:02]. powered by Sounder.

Territory 103

Territory Finance B2C X-functional 103

Veloxy

JUNE 15, 2023

Short Summary Outside sales is a process that involves traveling to meet potential customers and build relationships. Essential skills for success include strong customer relations, business development, account management & problem solving abilities.

Outside Sales 264

Outside Sales Objectives and Key Results Negotiate Technique 264

STAR Results

MAY 31, 2021

Whether you are starting a new sales force or hiring a new rep to fill a vacancy, the four principles of the STAR Process will help you select top sales performers. As the head of sales it doesn’t matter if you are involved directly in the process, what matters, is that you have in place a top-notch sales selection system. R – Rigors.

Sales 274

Sales Territory Relationship building Account management 274

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 Matrixes. Automatizer.

Account management 98

Account management CRM Pipeline Territory 98

Understanding the Sales Force

JANUARY 12, 2017

Companies that are using our scorecards are reporting significantly higher win rates, better use of resources, and much less time spent chasing deals and accounts that they simply can't win. Until now, I have talked only about sales process scorecards used to further qualify opportunities and predict the chances of winning the business.

Territory 71

Territory Account management Process Sales 71

Veloxy

JUNE 23, 2021

They all start out on a high note, bubbling with excitement as they proceed through the onboarding and ramp process. Sure, it’s easy to blame the employees and point fingers at the hiring process. They all start out on a high note, bubbling with excitement as they proceed through the onboarding and ramp process.

Inside sales 232

Inside sales Sales CRM Pipeline 232

InsightSquared

MAY 15, 2019

Account Manager. This area draws the technically inclined where the role is to ensure that systems and processes are well connected, feeding the right information to each other and providing one-stop visibility into the operations of the commercial engine. Sales & Process Support. Order Processing.

Territory 110

Territory Sales Finance CRM 110

Sales Hacker

DECEMBER 9, 2022

Start your sales planning efforts with account segmentation to fill your territories with fruitful opportunities and increase your sellers’ ability to hit quotas. Consider new territory rules that reflect changes in the market (and your business). Related: Your Territory Model Is Hurting Attainment. Account profiles.

Territory 117

Territory Quota Strategic planning Sales 117

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

Hubspot

FEBRUARY 7, 2018

For instance, someone who loves to get to know their customers and help them achieve their goals over an extended period would likely be best in account management. Account Executive (AE). Account Manager. Sales Manager. Account Manager. Jobs in sales: Sales development rep (SDR). VP of Sales.

Territory 101

Territory Commission Outside Sales Account management 101

Partners in Excellence

OCTOBER 25, 2016

Much of this thinking drives an “account maintenance” philosophy, as a result, we tend to look towards “farmers” or relationship builders as our account managers. This thinking causes us to miss huge growth opportunities, and short changes the account of the value we might create with them!

Territory 91

Territory Account management Cross-sell Retail 91

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.

Territory 104

Territory Account management Cross-sell Sales 104

Partners in Excellence

DECEMBER 1, 2020

It will vary based on where the customer is in their buying process. What maximizes the success of a Global Account Manager in hunting in her account will be different from that which is most effective for territory managers. Tools, systems, processes, training are not enough.

Territory 93

Territory Account management Sales Up-sell 93

Veloxy

AUGUST 17, 2022

Here are the most popular features of the tool: Capture email signatures and update contact records automatically Personalize all of your documents without any manual data entry Automate cross-selling and upselling processes that require documents. source of image. source of image.

Appointment 147

Appointment Territory Cross-sell Contract 147

Partners in Excellence

DECEMBER 20, 2016

Recently, Don Mulhern and I were have a discussion about misunderstandings–consequently lost opportunities in prospecting, new account development, account growth. If you are focused on new logos, you assess your territory, finding all the customers in your territory that have the problems your solutions solve.

Territory 57

Territory Cross-sell Prospecting Account management 57

Understanding the Sales Force

SEPTEMBER 11, 2023

Whether that’s in a territory, over the phone or by Zoom or Teams is less important than not having to drive to an office. Remote Control – One of the big differentiators between clients who are getting plenty of applies versus those who aren’t is the opportunity to work remotely. If your On.

Territory 87

Territory Account management Sales Clients 87

Partners in Excellence

JANUARY 28, 2014

But the conversation revealed some interesting confusion I’ve seen with too many sales people, managers, and people who work with sales people. “What’s the deal?” We execute our sales process to win deals. 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 14, 2014

. “We don’t transfer these calls to managers, I have to send a note to a manager and someone will get back to you. ” They had designed a process that enabled them to manage the workflow and priorities in a way that made them most efficient. The problem was, it made me very inefficient.

Customers 98

Customers Territory Strategize Inside sales 98

Partners in Excellence

NOVEMBER 1, 2013

Commenting on the post, Tamara Schenk reminded me the value of account planning–or any planning we do–is less in completing the plan itself but really all about the process. Tamara makes a tremendous point that seems to be too often lost on managers and sales people alike.

Territory 105

Territory Pitch Account management Pipeline 105

Partners in Excellence

SEPTEMBER 26, 2012

As sales roles become increasingly complex, with differing roles in the organization–account managers, territory managers, product specialists, pre-sales specialist, business development executives, and so forth, a sales competence framework helps identify different skill and capability levels for each role. .

Territory 102

Territory Quota Sales Drivers/motivators 102

Salesforce

NOVEMBER 16, 2023

Leaders from your different regions show up with estimates they all calculated in different ways, some of them in spreadsheets. Grow smarter Involve the right people in a consistent process Keep the right people involved and accountable so everyone has ownership of forecasting accuracy. Picture this.

Process 59

Process Territory Objectives and Key Results Pipeline 59

Partners in Excellence

JULY 1, 2014

Are you using your company’s sales process? Do you have strong deal strategies aligned with your customers’ buying processes? Are you aggressively looking for new opportunities—within your accounts, within your territories? Are you leveraging the sales process and helping your team leverage it?

Territory 91

Territory Account management Pipeline Represent 91

Sales Hacker

MARCH 12, 2020

Essentially, achieving your goals is only possible with a full roster of sales reps who know their territories and are ramped to full productivity. Examine what factors are causing open territories in the first place. Is the territory just not capable of achieving that quota? Is there a problem with the initial vetting process?

Territory 100

Territory Quota Referrals Commission 100

Partners in Excellence

SEPTEMBER 18, 2014

How much time to you spend analyzing your pipeline, looking at your customers, accounts, and territory, figuring out what it takes to make your number, what you should be doing next? So it’s a huge time saver. Here’s where CRM starts becoming a real time multiplier. But there’s so much more. No related posts.

CRM 101

CRM Territory Pipeline Account management 101

SaaStr

JANUARY 31, 2022

You need to have the people already in place when you’re looking to hire for senior account management. Develop a process that works for the team. Accountability to review. At Envoy, I target strategic account planning for expansion accounts. Territory Development. Measure, Balance, and Manage.

Territory 98

Territory Cross-sell Quota Networking 98