Remove Clients Remove Contract Remove Cross-sell
article thumbnail

Maximizing sales efficiency with deal desk software

PandaDoc

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. Professional services : consulting firms and other large, complex professional services with many moving parts in the contract process.

Legal 52
article thumbnail

What Is Cross-Selling? A Guide to Boosting Sales Through Add-Ons

Salesforce

That’s the beauty of effective cross-selling. What you’ll learn: What is cross-selling? See how it works What is cross-selling? Cross-selling is a sales strategy where a seller offers complementary products or services to existing customers, delivering more value while increasing revenue.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How Technology Helps you Manage the Sales Pipeline

Veloxy

For instance, you could have a pipeline worth a million dollars in contract value. So if you can save on time spent doing repetitive tasks, then your reps will be able to focus on a singular goal of selling and closing deals more effectively. You can also send out voicemails to prospects and clients with voicemail automation software.

Pipeline 195
article thumbnail

7 stages of sales pipeline every entrepreneur should understand

Salesmate

If you’re serious about applying this approach, I recommend you buy the book Sell Like Crazy , by Sabri Suby. Sell their goals. Ultimately, this is the thing that the potential client cares about the most. It must be bespoke for each potential client and focus on their needs. Your proposal can double as a contract.

Pipeline 126
article thumbnail

KPIs that connect: 5 metrics for marketing, sales and product alignment

Martech

Our head of sales also has two primary KPIs: new revenue and CR from SQL to the client. It encompasses income generated from first-time customers, upsells, cross-sells and new product or service launches. Order frequency stands for the number of orders, divided by the number of new clients within a specified time period.

Product 135
article thumbnail

The 10 Best Salesforce Automation Tools for 2022 & 2023

Veloxy

Price: $49/month for Salesforce users, corporate plans available Automations: Non-selling activities, lead prioritization, lead capture Veloxy has several features to help you automate Salesforce, no matter how long you’ve been using the CRM platform. Apptoto is also for clients and anybody else that finds room on your calendar.

article thumbnail

3 Tips to Help Your Marketing Team Become B2B Opportunity Experts

Salesforce

Ive seen this turn cold opportunities into clients. Contracts expire and requirements change as companies scale thats the world we live in. Show how your expertise and technology is evolving, and they’ll reconsider you when their needs change or contract expires. Maybe the timing wasnt right, or the budget was cut.

B2B 59