SaaStr

JULY 4, 2025

Overall, public B2B companies are struggling, with growth falling to new lows. But that’s overall. The ones selling outside of tech? Many are doing pretty, pretty, well. At Least Right Now. Case Study: Monday.com vs Asana – The Power of Non-Tech Customers Want to see the “non-tech vertical” thesis in action?

E-commerce 129

E-commerce Non-Profits Construction Real Estate 129

Veloxy

JANUARY 7, 2025

Why the sales cycle is critical in B2B sales In the B2B space, the sales cycle is extremely important. You need to know how your unique cycle works like the protracted decision-making process typical in B2B transactions. Aggregate lead data with customer relationship management (CRM) tools like Salesforce.

Objectives and Key Results 130

Objectives and Key Results Negotiate CRM Sales 130

Martech

SEPTEMBER 13, 2024

Service Agent replaces chatbots in handling customer service and replaces chatbots. Buyer helps B2B customers find products, make purchases and track orders. Those agents are: Campaign Optimizer manages and executes full campaign lifecycles. Personal Shopper recommends products and helps with search.

Launch 118

Launch Pitch Represent Campaign 118

SaaStr

APRIL 9, 2025

So who will benefit the most from AI in B2B? 30% of New Customers Are “Mult-Suite”, Buying Both CRM and Financials and More Yes, Workday is huge. Don’t bet against the leaders in B2B and SaaS falling behind due to AI. The hot new start-ups, rocketing to $100m ARR in record time? We’re watching.

Profit margin 115

Profit margin Non-Profits B2B CRM 115

Martech

OCTOBER 22, 2024

As we approach 2025, B2B marketers increasingly adopt data-driven strategies to refine their lead management processes and ensure they deliver sales-ready leads optimally. Industry Depending on your product or service, certain industries will be a better fit than others. Growth trajectory Companies on a growth trajectory (e.g.,

Cross-sell 124

Cross-sell Lead generation GTM Territory 124

Martech

JULY 19, 2024

Can you think of a lot of companies that need a CRM or marketing automation platform today but don’t have one? Professional services and other revenue: $13.6 Businesses are born, then they reach the point in their growth where they need a CRM. The public sector and financial services sectors also performed well.

Cross-sell 119

Cross-sell CRM Growth Up-sell 119

Martech

AUGUST 2, 2024

Departments like IT, product and customer success/service are all involved. This is especially useful for big-ticket and B2B purchases with longer buying cycles. B2B customer journey maps might focus on the different personas in the buying group, as multiple stakeholders take part in the purchase decision.

Customers 115

Customers B2B Start-ups CRM 115

Salesforce

AUGUST 27, 2024

Are B2B marketers overwhelmed by all the data at their disposal? Several years ago, B2B marketers were only using marketing, sales, and service data to create connected customer experiences. But now, they have access to more B2B data than ever, allowing for a more complete view of the customer – but also creating challenges.

Campaign 64

Campaign B2B CRM Represent 64

Salesforce

NOVEMBER 5, 2024

Here’s an example: Johnny lands on your website -> Johnny subscribes to your content -> Johnny receives an introductory email from you -> Johnny then receives another email three days later offering your services -> Johnny clicks and purchases your services -> and now Johnny is a customer. The good part?

Campaign 99

Campaign Cross-sell Click Through Rate CRM 99

Martech

JANUARY 7, 2025

Since its launch at the Dreamforce conference in September 2024, Salesforce Agentforce changed the conversation around AI, customer experience and customer service. Service Agent , which replaces chatbots in handling customer service. Buyer, which helps B2B customers find products, make purchases and track orders.

Launch 129

Launch Represent Engineering CRM 129

Salesforce

SEPTEMBER 10, 2024

Over the years, you’ve put a lot of money into your customer service centers. You’ve upgraded technology, upskilled your agents, and invested in 24/7 self-service options. But here’s the thing: Cutting costs can’t come at the expense of customer service. Customer service and profitability go hand in hand.

Service 69

Service Customers Cross-sell Contact 69

Martech

APRIL 9, 2025

AI is driving meaningful operational changes AI-powered tools are already reshaping B2B marketing, driving major shifts in how marketers work. Dig deeper: 5 ways to help your B2B organization succeed with AI agents 2. But why is AI proficiency so critical for marketers and why is this happening now? Company research. Lead conversion.

GTM 130

GTM Strategic planning Strategize B2B 130

Martech

SEPTEMBER 11, 2024

In most SaaS and B2B organizations, silos exist for practical reasons. Customer success (which comes in many flavors, from customer service to account management), is in charge of customer satisfaction and sometimes renewal. Often, customer feedback and service data are not shared widely. executive outreach or sales engagement).

Cross-sell 113

Cross-sell Customers UX A/B testing 113

Martech

NOVEMBER 8, 2024

In B2B marketing, simply sticking to traditional channels may limit your potential. This article discusses strategies to help you better understand your audience, develop a clear and effective media plan and explore some overlooked platforms that can give your B2B marketing a fresh edge. This is a major opportunity for B2B marketers.

B2B 128

B2B Objectives and Key Results Cross-sell B2C 128

Highspot

JULY 3, 2025

Key takeaways Constant communication and collaboration among sales, marketing, and enablement is the foundation of any successful B2B sales enablement strategy today. Ongoing sales rep training and coaching and analysis and adjustment of content provided to and plays executed by sellers lead to B2B sales improvements.

B2B 52

B2B GTM Objectives and Key Results Sales 52

Martech

APRIL 2, 2025

Addressing these pain points effectively strengthens your connection with your audience and helps differentiate your products or services from competitors. Imagine your business provides services to help other companies manage their finances and payroll. Let’s consider a couple of examples to clarify.

Objectives and Key Results 116

Objectives and Key Results Strategize B2C CRM 116

Martech

JULY 26, 2024

Take CRM as an example. CRM plays a very different role across industries. For example, many reports show high failure rates for CRM implementations. B2C, B2B and B2B2C). Below is a (selection of) the correlations of martech used in the banking and financial services industry. revenue or headcount).

Pharmaceutical 117

Pharmaceutical CRM B2C Technology 117

Hubspot

SEPTEMBER 9, 2024

How to Build a Lead List My Tips for Building a Sales Lead List A prospect may have shown interest in a product or service by responding to an online offer, visiting your company’s booth at a conference, or engaging with social media posts. If you need more convincing, here are five advantages to creating and maintaining a B2B lead list: 1.

Territory 83

Territory Cold Call SQL Campaign 83

Salesforce

DECEMBER 18, 2024

B2B (Business-to-Business) customer service is complex, involving multiple relationship layers, big transactions, and specific support needs that need extra attention. Our research shows that 88% of customers are more likely to buy again with good service, emphasizing the importance of getting it right every time.

Service 52

Service B2B Customers Trust 52

RingDNA

JULY 2, 2025

It’s ideal for both B2B and B2C sales professionals aiming to sharpen their sales instincts and improve quota attainment. In just a few hours, learners gain practical skills in lead nurturing, inbound selling, and effectively using HubSpot’s CRM tools. Duration: 6 weeks (self-paced with daily modules) Cost: ~$695 2.

Retail 62

Retail Technical Sales Consult CRM 62

Adaptive Business Services

OCTOBER 30, 2024

Even better, I love to share that with clients and … most folks that I worked with during my 45 plus years of B2B sales experience have had very little knowledge of what they are thinking about buying. Are you thinking about a CRM? services including security, workflow, and telephony? It’s a win win for both of us!

Sell 62

Sell Angle CRM Repeat business 62

Veloxy

FEBRUARY 12, 2025

Salesforce Sales Cloud - CRM Platform My experience as a sales productivity platform CEO has exposed me to many CRM solutions. The platform works with over 90 tools and syncs smoothly with major CRM systems. The system comes with automated tag placement and PowerForms that create on-demand, self-service documents.

Product 130

Product CRM Price Objectives and Key Results 130

Salesforce

MAY 29, 2025

Were in the midst of a digital agent revolution where AI is no longer just supporting tasks, but actively driving business processes, from handling service requests to closing complex B2B sales deals. Earlier this year, we launched CRMArena to help evaluate LLM agents on basic B2C customer service tasks. What is CRMArena-Pro?

B2C 95

B2C CRM B2B Negotiate 95

Sales Pop!

MARCH 12, 2025

This approach works well across industries, especially in B2B lead generation process , where businesses seek educational content that helps them make informed decisions. Integrate eLearning With CRM & Email Automation A seamless connection between eLearning platforms and CRM tools ensures lead data is captured and utilized effectively.

Lead generation 130

Lead generation Process Education A/B testing 130

Martech

JANUARY 7, 2025

CRM, email marketing, event management software) to streamline event planning, registration, and attendee engagement. There are many possibilities, depending on the human users industry and main objectives: Before we start, you are a marketing manager for an accounting services company that serves SMBs and enterprises. Processing.

B2B 109

B2B Promote Follow-up Lead generation 109

Martech

OCTOBER 24, 2024

Automating processes ensures uniformity and accuracy across tasks like data analysis and customer service. For example, ExactBuyer and Upscale support outbound engagements with cold, warm and hot leads with relevant B2B messaging. GenAI tools enable businesses to scale without significantly increasing headcount. Consistency.

Niche 128

Niche Pipeline Prospecting Growth 128

Hubspot

NOVEMBER 22, 2024

Create self-service resources. HubSpot's 2024 B2B buyer survey finds that 81% of B2B professionals are likelier to buy a B2B product from vendors offering self-service tools. Further, 57% of B2B buyers purchased a tool in the last year without a single meeting with the vendor's sales team.

Lead generation 50

Lead generation B2B Sales Campaign 50

RingDNA

MARCH 26, 2025

75% of B2B buyers and 84% of C-level or VP-level executives use social media, including LinkedIn, to make purchasing decisions.” If you live for weekend trout fishing trips you might slip it in there, but not at the expense of describing the products or services you are selling. Source: Gartner ​.

Closing 62

Closing B2B Sell Referrals 62

Adaptive Business Services

APRIL 9, 2025

Jamieson Position : Nimble CRM Trainer & Consultant Location : Boise Metropolitan Area Connections : 872 followers, 500+ connections Professional Role: Craig specializes in Nimble CRM training and implementation , focusing on solopreneurs and small teams.

Electricity 71

Electricity CRM Relationship building Clients 71

Hubspot

MARCH 12, 2025

With 77% of B2B buyers describing their most recent purchase as difficult or very complex, the demand for simplicity in sales is more important than ever. Research shows that nearly one-third of B2B buyers lack trust in salespeople, and 88% of buyers will only make a purchase if they perceive the salesperson as a trusted advisor.

Sell 61

Sell Objectives and Key Results Pitch Sales 61

Adaptive Business Services

JUNE 25, 2025

Can a CRM help? Since I represent Nimble CRM, let’s talk about how easy it is to do and I will use a typical B2B sales environment as an example. Are you thinking about a CRM? The post On Consistency and Your Sales Process appeared first on Adaptive Business Services. Absolutely! Both represent a process.

Process 71

Process CRM Represent Sales 71

Salesforce

OCTOBER 22, 2024

Attracting qualified prospects — companies that are a good fit for your product or services — is more important in B2B (business-to-business) sales than earning a large number of leads. This provides insight into a prospect’s needs so you can zero in on qualified buyers who are a good fit for your product or service.

E-commerce 87

E-commerce Territory Pitch Sales 87

Martech

DECEMBER 20, 2024

Library of skills and integrations This library spans key business applications like CRM, Slack and Tableau, and integrations from AppExchange partners. Here are some examples: The CRM Skills let you create agents to automate and enhance customer experiences. Enhancements to the Atlas Reasoning Engine. The Agentforce Testing Center.

CRM 109

CRM Engineering Clients Represent 109

RingDNA

APRIL 11, 2025

By tracking these call outcomes in your CRM, you can view a report that gives a bird’s-eye-view of a rep’s call outcomes. But in B2B sales it can take six, eight or even more contact attempts to secure a meeting. Value: B2B deals can take time to close. Value: Many sales reps fail to follow up with reps a second time.

Quota 62

Quota Sales Pipeline Contact 62

SaaStr

APRIL 30, 2025

market cap (12x ARR) This is what a 12x ARR vertical B2B leader looks like today. Theyve built a true operating system for the tradeshandling everything from CRM to payments to field service management. Theyve built a true operating system for the tradeshandling everything from CRM to payments to field service management.

Non-Profits 57

Non-Profits Strategic partnership Drivers/motivators Strategize 57

Hubspot

JUNE 16, 2025

Traditional media companies are slashing sales teams as linear TV declines, while tech platforms and streaming services are hunting for a new breed of seller: digital-first, tech-savvy. This is especially true in complex B2B sales like SaaS, ABM, and enterprise software. Incorporate critical CRM and sales technology proficiencies.

Objectives and Key Results 50

Objectives and Key Results Pitch Sales Follow-up 50

PandaDoc

OCTOBER 15, 2024

These are primarily used in B2B and SaaS companies to help manage complex sales processes, papers, and status updates. Key Features: Workflow automation : set up who is on your team, what their role is, and hook integrations with your CRM, proposal management system, and contract management software. What is Deal Desk Software?

Legal 52

Legal Contract Cross-sell Finance 52