Salesforce

MAY 13, 2025

To help navigate the digital landscape for small businesses, we sat down with Boon Lai, SVP of Growth Marketing at Salesforce, to discuss how artificial intelligence (AI) and customer relationship management (CRM) are helping businesses expand and scale. Boon currently resides in sunny California with his family.

CRM

Salesforce

MARCH 24, 2025

For growing startups, every decision counts especially those driven by customer data. As businesses strive to grow in competitive markets, the ability to understand customer data can mean the difference between success and stagnation. What well cover: What is customer data management? What Is a SaaS CRM?

Customers

Salesforce

FEBRUARY 17, 2025

Learning how to generate leads is just one part of the equation to increase sales success hinges on converting those leads into long-term customers and fostering relationships that drive long-term growth. That opens the door to growth, fuels innovation, and gives you the resources to better serve your customers.

Territory

Salesforce

MARCH 3, 2025

Deal desks are essential in industries with complex sales cycles , custom solutions, or strict regulatory requirements. For example: SaaS businesses use Deal Desks to handle lengthy sales processes for custom features that need to integrate with their existing technology.

Legal

Salesforce

APRIL 23, 2025

As your small and medium-sized business (SMB) grows, your once-perfect customer relationship management (CRM) might start showing signs of strain. Because it can’t scale and meet your growing needs, its harder to manage customers, close deals, and keep your team happy. This helps improve customer engagement.

CRM

Salesforce

JULY 29, 2025

Is your customer data is in one place, and your sales numbers in another? Modern customer relationship management (CRM) tools connect data from different sources and identify patterns. This helps you make decisions faster, leading to a better customer experience. When customers feel understood, they stick around.

E-commerce

Martech

SEPTEMBER 29, 2023

The AI arms race in marketing technology Martech vendors across all platforms, including data analytics, customer relationship management (CRM) systems, email marketing platforms, social media advertising and more, are racing to incorporate AI features into their products. How can marketers balance innovation and privacy?

Technology

Martech

MARCH 6, 2023

The system is being rolled out as part of several of the company’s software packages, including CRM , sales and customer service. In Dynamics 365 Customer Insights and Dynamics 365 Marketing marketers can use natural language to ask questions to explore, analyze and understand customer segment sizes and preferences.

CRM

Salesforce

MARCH 7, 2024

6 examples of emails that work See how brands like Mastercard and Grammarly use email marketing tactics to build long-term relationships with customers. Let’s say I’m an avid fitness enthusiast living in California who recently subscribed to a fitness newsletter. What’s next for email segmentation?

Objectives and Key Results

Martech

FEBRUARY 25, 2022

Target customers. Some key customers are Cuisinart, Harlequin, PayPal, Republic Services, USO and Wiley. Automated journey programs enables marketers to execute at scale automated, multi-step campaigns across the entire customer journey (email, SMS, mobile push, social, web). Product overview. Click here to download!

E-commerce

Martech

JANUARY 31, 2023

As a national retailer, Big Lots faces challenges that affect many other brands and competitors due to the changing identity landscape and rising customer expectations. To deliver relevant customer experiences, they decided to put a roadmap in place to align organizational teams and connect customer data.

Customer Relationship Management

Cience

OCTOBER 6, 2020

Lead lists must be highly-targeted and aligned to the Decision Makers at companies as defined by an Ideal Customer Profile. We draw from our experiences generating qualified sales opportunities for more than 1,000 b2b customers (ranging from seed-stage startups to the biggest global enterprises). Pretty straightforward, right?

B2B

Salesforce

OCTOBER 16, 2024

Read on to learn how conversation intelligence can help generate customer insights to increase your sales. Conversation intelligence uses AI and machine learning to collect and analyze a sales team’s interactions with customers. What you’ll learn: What is conversation intelligence?

Conversion

Hubspot

JANUARY 29, 2020

In the example below, I typed in "best CRM", "customer relationship management system", and "client management system.". For instance, perhaps the keyword "charter schools" has a higher MSV in Florida than it does in California. 43% of customers buy something they've seen on a YouTube ad.

Click Through Rate

Salesforce

OCTOBER 8, 2024

According to the Salesforce State of Sales report, organizations use an average of 10 channels to sell to customers. That’s a lot of channels for sales teams to manage in an ever-changing landscape of business. Sales channels stand as the conduits that connect companies to their customers.

Territory

Salesforce

DECEMBER 11, 2024

Lead scoring is a method sales teams use to rank potential customers by assigning values based on their behavior, demographics, and engagement with their business. The process measures the quality of leads brought into the sales funnel and determines the likelihood of converting a sales lead into a customer.

Prospecting

Hubspot

JANUARY 21, 2013

So if you're trying to expand franchise sales in Hartford Connecticut, showing your ad to people in Los Angeles, California would be a waste of money, and you should take advantage of this targeting option. If you know a lot of your prospects and customers come from a certain school, try reaching out to them through LinkedIn ads.

Campaign

Lead Fuze

OCTOBER 6, 2021

Interest or inquiries about your product or service from potential customers are established in this part. Data collection and access are required in order to generate lists of contact information, such as names, email addresses, phone numbers, job titles, and other similar information that can be used to contact a potential customer.

Lead generation

Salesforce

AUGUST 7, 2025

Key features: Channels : Organized spaces for team conversations, with options for private chats and custom notifications to stay updated on projects and deadlines. Boost productivity with Slack for small business Bring together your team, your customers, and your tools to help take your business to the next level. Let’s take a look.

E-commerce

Salesforce

MARCH 12, 2024

And analyzing how quickly customers move through the sales pipeline — or where they stall — can identify things that are working well and areas that need improvement. If you find roadblocks, you can examine each phase of the customer journey to identify barriers and strategize ways to improve. 1/4 = 0.25

Territory

Salesforce

MAY 13, 2024

Inventory : If you’re selling a product, you’ll need goods to keep up with customer demand. Develop a website that’s intuitive and filled with all the information your customers need. Keep your customers happy When you use CRM software, you can keep track and personalize support for all your customers.

Legal

Salesforce

DECEMBER 13, 2024

Some customer relationship management (CRM) tools use generative AI to help sales teams personalize their content. Talking about the customer from the get-go is a great way to differentiate yourself. One-sided presentations: Your presentation is about your customer, not your product.

Presentation

Veloxy

MAY 11, 2023

At its core, the sales pipeline represents the step-by-step progression of a potential customer from the initial contact to closing the deal. It’s all about casting a wide net to bring potential customers into your orbit. This stage is the culmination of your efforts, where the prospect transforms into a delighted customer.

Pipeline

Sales Hacker

MARCH 27, 2018

For B2B organizations, customers now represent the new gold to be desired and the sales team’s pipeline the new gold mine to be developed. Good sales prospecting will most likely turn these businesses into paying customers. potential customers) into sales-ready leads. You can’t control customer behavior.

Prospecting

Sales Hacker

OCTOBER 7, 2021

In working with Anita, sales Professionals learn to level up their performance and create customers for life using their humanity as a powerful differentiator. I realized, though, that if I couldn’t be who I am and do what I KNEW was right by my customer, I had to go. What is one a-ha moment you’ve had in your sales career?

Sales

Salesforce

SEPTEMBER 25, 2024

In-app comments and notifications: Manage questions, comments, and disputes efficiently, all within a single platform. Customized rep statements: Align organizational priorities to seller motivations. Manage exceptions, fringe benefits, varied commission types, and more.

Commission

Salesforce

SEPTEMBER 13, 2024

They are often determined by things such as industry, market potential, relationship history, or number of accounts. Some businesses require in-person sales and regular visits to customers; others can be handled virtually. Territory sales managers are ultimately responsible for the sales volume achieved by their team.

Territory

Salesforce

SEPTEMBER 12, 2024

The “customer is always right” is the motto we’re encouraged to follow in sales. Challenger Sales got its name because it emphasizes challenging your customer’s thinking. The Challenger Sales methodology emphasizes challenging a customer or prospect’s thinking and assumptions. It happens.

Territory