Martech

AUGUST 29, 2024

If you’re spending that much cash, be sure you’re getting results, whether it’s acquiring new leads, closing deals, or starting new partnerships. Your sales team can also pull LinkedIn insights straight into HubSpot , keep CRM records up to date in real-time and log activities without breaking a sweat.

CRM 126

CRM Contact Networking Follow-up 126

Search Engine Land

AUGUST 14, 2024

Lead generation advertisers today have access to tools like broad match keywords and offline conversions – powerful when used right, but chaotic and expensive if left unchecked. Qualifying leads for ad platforms using CRM data. CRM or other database Everything you do in lead gen revolves around generating inbound queries.

CRM 116

CRM Campaign Niche Negotiate 116

Salesforce

DECEMBER 2, 2024

Effective marketing and sales techniques for your SMB The right marketing strategies help you find the right people, and strong sales techniques make it easier to close deals. Get started with CRM A customer relationship management (CRM) helps you stay organized by keeping all your customer info in one place. See the benefits 5.

CRM 106

CRM Technique Finance Start-ups 106

Martech

AUGUST 19, 2024

Personalized engagement : Using tailored messaging addresses specific challenges, increasing the likelihood of conversion. Develop your ICP by combining insights from your sales team with data about your current customers from your CRM. This includes factors like industry, company size and location.

B2B 120

B2B Objectives and Key Results Campaign Contact 120

Sales Gravy

JANUARY 14, 2025

If you havent defined clear performance metricslike call activity, lead generation, conversion rates, or daily prospecting targetsthen you dont really have a plan. Consider: Conversion Rates from Inbound Leads Speed to Lead (How fast are you following up?) Choose a CRM that matches your current size and selling process.

Appointment 98

Appointment Cross-sell CRM Pipeline 98

Martech

SEPTEMBER 6, 2024

Salesforce acquires Tenyx Earlier this week, Salesforce also announced a definitive agreement to acquire Tenyx, which develops AI-powered conversational voice agents for customer service. The Tenyx acquisition is expected to close in the third quarter of Salesforce’s fiscal year 2025, which ends Oct. And how do we get there?

CRM 114

CRM Trust Service Closing 114

Veloxy

DECEMBER 9, 2024

Implement strict data entry standards and regular audits to keep your CRM clean and reliable. Is it increased lead conversion? Show your team how these features can do the following: Save time with AI for sales Close deals faster Improve their performance The more value they see, the more they’ll use it.

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

RingDNA

MARCH 18, 2025

Conversation intelligence is the future of smarter selling—helping you close more deals, coach more effectively, and drive continuous improvement. Our conversation intelligence platform empowers sales teams to sell with confidence, turning every interaction into actionable insights. What is conversation intelligence?

Conversion 62

Conversion Objectives and Key Results Sales CRM 62

Salesforce

AUGUST 6, 2024

Sell more, and faster, with AI With interested buyers lined up, now it’s up to the sales team to close deals. Generative AI for sales , when integrated into CRM, can speed up and personalize the sales process for Sandstone in a number of ways. Sales reps spend a lot of time generating, pulling and analyzing data.

Real Estate 128

Real Estate Non-Profits Click Through Rate CRM 128

Salesforce

AUGUST 15, 2024

For sales and service teams, customer relationship management (CRM) software is an essential part of the puzzle. CRMs offer a comprehensive view of customer data. When choosing other tools, look for CRM-compatible integrations so you can use your data everywhere, collaborate across teams, and simplify your workflows.

Product 89

Product E-commerce CRM A/B testing 89

Martech

JULY 25, 2024

Influencers may not be the right person to sign off on the final agreement, but more often than not, the C-suite isn’t close enough to the pain points to decide which vendor is best positioned to solve a problem. Think of conversations that happen internally at your company when you’re making decisions about a purchase.

B2B 133

B2B Legal CRM Lead generation 133

Heinz Marketing

SEPTEMBER 29, 2024

CRM Integration: Clay seamlessly integrates with popular CRM systems like Salesforce, HubSpot, and Pipedrive. This means that enriched data can be automatically synced with your CRM, enabling you to keep your sales pipeline updated without manual entry.

CRM 95

CRM Pipeline Prospecting Consult 95

Martech

JANUARY 8, 2025

The fix Automate lead assignment in your CRM (think HubSpot, Salesforce or whatever youre using). From there, use your CRM to send recap emails or next steps within two hours of the meeting. Also, work with sales to ensure your CRM integrates perfectly with tools that make this process efficient.

CRM 126

CRM Follow-up Sales Prospecting 126

Veloxy

FEBRUARY 12, 2025

Salesforce Sales Cloud - CRM Platform My experience as a sales productivity platform CEO has exposed me to many CRM solutions. This interconnectivity helps sales teams optimize their workflows and dedicate more time to what matters most: building customer relationships and closing deals.

Product 130

Product CRM Price Objectives and Key Results 130

Martech

JANUARY 7, 2025

LLMs, more than traditional search engines, are host to conversational queries, like How can I protect my business from ransomware attacks? This includes conversational headings like The best software to protect businesses from ransomware attacks. where a similar Google query might be ransomware attack protection for businesses).

B2B 114

B2B Engineering Education Trust 114

Martech

OCTOBER 22, 2024

Conversely, lower points should be given to leads outside your service area. Conversely, if you’re targeting SMBs, adjust your scoring model accordingly. This information can be integrated into your CRM and used to boost lead scores accordingly. Dig deeper: A scoring model your GTM team will fall in love with 3.

Cross-sell 124

Cross-sell Lead generation GTM Territory 124

Adaptive Business Services

DECEMBER 11, 2024

The vast majority of my Nimble CRM clients are solopreneurs. Nimble CRM has been built specifically for solopreneurs and small sales teams. Deals include things like a projected deal dollar value, a projected closing date, and your calculated percentage chance of success. Ive just scratched the surface of Nimble CRM.

CRM 62

CRM Contact Relationship building Follow-up 62

Martech

AUGUST 19, 2024

Dig deeper: 22 must-have reports for measuring CRM health The 6 high-churn personas marketers need to watch closely There are at least six high-churn personas marketers and sales teams need to watch closely. You can even incentivize conversions for free-trial users.

B2B 122

B2B Contract Consult Price 122

Martech

JUNE 19, 2025

1: Website traffic (total page views/visitors) Why it’s weak: More traffic sounds good, but it doesn’t tell you if the visitors are the right people, engaged or moving toward a conversion. Where to find conversion data: Google Analytics or other website analytics platforms. Where to find it: CRM systems (e.g.,

CTR 87

CTR CRM Click Through Rate Lead generation 87

Martech

AUGUST 1, 2024

Our agency conducted an extensive two-year analysis of content consumption across four industries, examining over 50 closed deals. In other words, we only saw a connection between content engagement and the buyer’s journey in 20% of closed, won deals. Skeptics appeared late, often brought into the conversation by others.

Customers 122

Customers Construction Presentation Trust 122

PandaDoc

JULY 23, 2025

Customer relationship management (CRM) software is a popular choice for many businesses. But even though companies use CRM software , many haven’t taken the time to build a cohesive strategy around the customer information within their database. What is a CRM strategy? Explain how the system should be used. Who needs it and why?

CRM 52

CRM Customers Objectives and Key Results Strategize 52

PandaDoc

JUNE 27, 2025

A CRM (customer relationship management) system is key to keeping organized. The benefits of CRM in business are vast, from streamlining the sales process and boosting collaboration to helping your team close deals faster. What is a CRM? A CRM is all about helping you work smarter, not harder.

CRM 52

CRM Customers Contract Legal 52

Martech

NOVEMBER 6, 2024

Updated CRM object merge behavior to be aware of. By reducing friction and ensuring seamless future transactions, businesses can enhance customer convenience, improve conversion rates, and drive revenue growth. How it helps you This standardization simplifies CRM object management and supports future enhancements for merge options.

Objectives and Key Results 119

Objectives and Key Results CRM Contact Pipeline 119

Search Engine Land

AUGUST 6, 2024

The shift from observed to modeled data In plain speak for advertisers: You won’t be able to track what individual users are doing, so you’d better prepare to zoom out and work more effectively with a big-picture perspective with conversion modeling. Its function is to examine how many of the unconsented clicks lead to conversions.

Technique 74

Technique SQL GTM Campaign 74

RingDNA

JULY 2, 2025

In this guide, we’ll break down the top certifications, who they’re for, and how they help you close more deals. The course emphasizes trust-building, persuasive communication, and consultative closing techniques. Topics include lead conversion, pipeline management, reporting, and automating daily tasks.

Retail 62

Retail Technical Sales Consult CRM 62

Martech

AUGUST 8, 2024

Performance metrics: Evaluate each tool’s effectiveness based on key performance indicators (KPIs) such as lead generation, conversion rates and customer engagement. Look for tools that: Drive multiple KPIs : For example, a CRM that improves lead quality, shortens sales cycles and boosts customer retention.

Objectives and Key Results 124

Objectives and Key Results Strategize Technology Technology 124

Veloxy

JULY 23, 2025

Unfortunately, the truth is that tasks such as admin or travel can start to crowd out these much more important steps, reducing the number of honest conversations they have and preventing them from fulfilling their quotas. Creating and copying meeting notes between team members duplicates the effort needed to have any conversation.

Product 130

Product Objectives and Key Results Territory Sales 130

SaaStr

JULY 1, 2025

When personalization doesn’t connect to conversation history, you sound robotic. CRM data accuracy sits at 47% across most sales orgs. When your SDR tool doesn’t sync with your AE workflow, leads fall through cracks. The other 72%? The math works: $200K AE salary + $50K AI tooling = $350K more revenue per rep.

Territory 86

Territory CRM Negotiate Relationship building 86

RingDNA

APRIL 11, 2025

What it Measures: The total number of attempts a rep makes to call prospects in a given day Value: Many sales organizations have a dialing quota since more dials can equate with more meaningful sales conversations and revenue. Conversations Per Day Key Question it Answers: How efficient are your reps at connecting with prospects?

Quota 62

Quota Sales Pipeline Contact 62

RingDNA

MARCH 26, 2025

Use LinkedIn to Have Smarter Conversations Let’s face it – if you use LinkedIn to send out spammy emails to prospects, it’s not likely that you’ll get the traction you desire. That type of authenticity builds trust with leads before you even start the conversation. In B2B sales, it often takes north of six contacts to close deals.

Closing 62

Closing B2B Sell Referrals 62

Hubspot

JULY 23, 2025

I mapped out buyer personas, stacked automation tools, drafted clever messaging sequences, and organized a color-coded CRM that looked like a sales manager’s dream. These journeys have generated 335 meetings, closed $287K in a startup from scratch, and helped drive $40 million in enterprise deals across multiple continents and industries.

SQL 54

SQL Customers Cold Call Sales 54

RingDNA

MAY 16, 2025

If someone is buying your CRM , and you suggest adding a conversation intelligence tool to improve coaching, that’s cross-selling. During the conversation, the rep learns that the customer’s team plans to grow in the next few months. Let’s say a customer is about to purchase your CRM platform. What is Cross-Selling?

Cross-sell 62

Cross-sell Sell X-functional CRM 62

SalesPop

JULY 18, 2025

Outdated Methods: Many still rely on transactional activities (call reviews, ride-alongs) that focus on closing deals, rather than developing people. Listen for subtle signals: Silence, disengagement, or superficial CRM updates may indicate burnout or more significant underlying issues. ask “What’s going on with you?”

Drivers/motivators 66

Drivers/motivators Technique Sales Pipeline 66

SaaStr

APRIL 30, 2025

Look at quota attainment, activity levels (calls, emails, demos), and conversion rates. Reps who get just three hours of coaching per month can increase close rates by 70%. Review lead quality, conversion rates by segment, and the effectiveness of your ICP (Ideal Customer Profile). Are you losing deals at a specific stage?

Cross-sell 73

Cross-sell Pipeline Legal Contract 73

Martech

SEPTEMBER 18, 2024

Whether they’re searching for a last-minute gift, checking restaurant reviews or looking up how to fix a leaky faucet, these moments offer key opportunities for engagement and conversion. These moments are high-intent opportunities where consumers are close to making decisions.

Customers 70

Customers A/B testing Trust Click Through Rate 70

Salesforce

JULY 3, 2025

They take care of the repetitive, time-consuming tasks that slow you down, so you can focus on what matters most — connecting with customers, closing deals, and growing your business. Salesforce AI tools help you prioritize leads, automate emails, and generate smarter forecasts — giving you the insights you need to close more deals.

Technique 59

Technique CRM E-commerce Click Through Rate 59

Martech

JANUARY 14, 2025

From upgrading data permissions to improving your ability to track customer satisfaction with feedback-linked tickets, these updates give you better control over your CRM and actionable insights for smarter decision-making. Control who can create CRM objects with new create permissions. Automate backup scheduling in HubSpot.

Objectives and Key Results 67

Objectives and Key Results CRM Campaign Pipeline 67