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Oracle enhances its Unity CDP offering

Martech

That’s reflected here in the presentation of unified account views, based on data from marketing, sales and service clouds. ” In a nutshell, Account Profile Explorer “shortens the assembly line of the sales and marketing flow.” Processing. New capabilities within Oracle Unity.

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Sales Role Specialization

Partners in Excellence

This assembly line process starts with a widget (let’s call them customers), being passed from person to person down the line until they come out closed or on the reject (loss) pile. The thinking is, “We will get our fair share of deals through this process.” But is that the answer?

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6 signs that you need to automate your RFP process

PandaDoc

The Request For Proposal (RFP) process is broken, flawed, and disorganized. When you’re down in the weeds, entangled in the messy process, it can be hard to figure out how to make improvements. If you were to time your RFP creation process, how much time gets sunk into each one? Luckily, technology is our saving grace.

Process 139
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Rethinking The Sales And Marketing Organization

Partners in Excellence

” Sales picks up the process, SDRs call to qualify the opportunity, they hand the lead to an account manager who gets more information, the customer is handed over to a pre-sales person for a demo, then someone else try to close them. Except our assembly line/linear customer engagement model doesn’t reflect how our customers buy.

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Why Process Strategy is Key for Sales Ops Success

Hubspot

It’s called “process strategy,” and every organization should have it on their books. Several processes could run on autopilot, removing the need for in-the-moment decisions, escalation to management, and — in some cases — human involvement altogether. Examples of Process Strategy. Is it by phone? Is it by email?

Process 93
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Do We Really Want Our Sales People To Be Value Creators?

Partners in Excellence

Too many organizations seem so focused on their own efficiency, mechanizing our process, and transactionalizing our engagement strategies. We are creating massive sales assembly lines optimizing the order taking process. At the time, many of us were alarmed with that statistic.

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4 Key Components to a Winning Handoff Process for SaaS Companies

Sales Hacker

Isn’t it ultra-satisfying to watch a perfectly automated factory assembly line? What is the handoff process? A handoff process refers to the period where a lead becomes a customer and handed over to the customer success team from the sales team. Why is the handoff process important? See how smooth things are?

Process 97