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. Discover Agentforce Agentforce provides always-on support to employees or customers. Learn how Agentforce can help your company today. See the benefits 5.

CRM

Highspot

AUGUST 12, 2025

Key Takeaways Increasing go-to-market (GTM) sales velocity means aligning your teams, tools, and training to help reps move fast, stay sharp, and close more with confidence. Sales velocity factor Why it matters Average sales cycle length The longer it takes to close, the more likely deals become stagnant (or fail).

Pipeline

Salesforce

SEPTEMBER 9, 2024

Core financial services systems like FIS, Mambu, and DuckCreek, customer relationship management (CRM) platforms, and external data providers each contribute to a vast pool of data that often remains isolated in silos. Watch how Standard Bank uses unified data to close cases 86% faster and increase customer satisfaction by 28%.

Service

Salesforce

AUGUST 15, 2024

Remote, hybrid, and onsite teams can operate smoother, respond to customer needs quicker, and achieve better results with less effort. 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.

Product

Martech

AUGUST 12, 2024

Bear in mind, in many cases, sales will manage these reports.). Open deals with past or no close date : Tracks deals without a defined close date, which would make forecasting ineffective. Open deals without activity in the last 30 days : Identifies stagnant deals, so sales teams can intervene and ensure deals progress.

CRM

Hubspot

AUGUST 7, 2024

CRM stands for “customer relationship management” system. An effective CRM is make-or-break for SaaS companies because of: Customer Retention. 47% of polled businesses said that the use of CRM software had a significant impact on their customer retention. What Is the Difference Between a CRM and a SaaS CRM?

CRM

RingDNA

APRIL 11, 2025

Value: A close cousin to the “conversations per day” metric, reps that can’t keep prospects on the phone for longer than two minutes should be subject to further scrutiny by managers. Dials to Deal Ratio Key Question it Answers: How many dials does your team need to make to close its target deal number?

Quota

Salesforce

OCTOBER 28, 2024

Respect user privacy with opt-out features Agentforce products let customers and prospects opt out of communications. This feature, integrated directly into our customer relationship management (CRM) software, provides a seamless customer experience, allowing humans to control how many communications and emails they receive.

Trust

Salesforce

OCTOBER 22, 2024

Implementing the MEDDIC sales process Other sales methodologies to consider Drive pipe faster with a single source of truth Discover how Sales Cloud uses data and AI to help you manage your pipeline, build relationships, and close deals fast. And by the end, you’ll know more about your customer than you have before.

E-commerce

Martech

AUGUST 21, 2024

Plug-and-play architecture Company technology Customer technology Infrastructure : Closed system. Architecture : Managed centrally. Interesting detail: the CMO, Robert van Geffen , was the former global lead of martech platforms at Philips. Infrastructure : Layered ecosystem. Architecture : Plug and play, democratized.

Technology

Highspot

DECEMBER 9, 2024

One of the most popular and powerful customer relationship management tools in the market. Improved Sales Behavior Highspot-powered sales training and coaching are the secrets to maximizing your sellers’ ability to close deals. A vital tool in this consolidated stack is Salesforce.

GTM

Martech

JUNE 19, 2025

Many email servers and clients auto-open emails for security reasons, and users might open an email and immediately close it without reading or clicking. Vanity metric No. 3: Email open rate Why it’s weak: A high open rate might seem positive, but it doesn’t guarantee engagement with the content or action.

CTR

PandaDoc

JUNE 6, 2025

It doesn’t matter how or where you’re giving a sales pitch—whether it’s a cold email, introducing yourself at an event, or on a sales call—you need to know how to write one that works so you can build trust and close deals. Use digital tools like CRMs (customer relationship management) and CPQ (configure, price, quote) software.

Pitch

PandaDoc

APRIL 28, 2025

PandaDoc offers a comprehensive solution to streamline the quote creation and approval process, empowering sales teams to close deals faster and with greater accuracy by tapping into valuable customer data, avoiding bottlenecks, and delivering increased efficiency. What is quote automation?

Price

Highspot

AUGUST 11, 2025

Sales intelligence shows you what specific actions and activities lead to desired results and missed targets so your sales team can ultimately close more deals—and faster. But merely having a customer relationship management system isn’t enough. Why is sales intelligence so important for B2B sales success?

GTM

Highspot

MARCH 6, 2025

More frequent touchpoints help sales leaders catch issues early, like a sales professionals close rate slipping because lead quality dropped, and adjust before its a bigger problem. Evaluating sales performance closes that gap, letting sales reps share valuable insights, objections, wins, and roadblocks.

Objectives and Key Results

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. Want to create proposals and close deals even faster? Request a demo today.

CRM

Highspot

JULY 7, 2025

Without sales enablement technology to drive ABS strategies, though, sales reps and account executives can’t deliver captivating customer experiences that close deals. This shift means your sales strategy needs to become more proactive and personalized, closely aligned to each distinct buyer persona you target.

Sell

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

Highspot

JULY 3, 2025

The problem these go-to-market (GTM) leaders face today is building B2B sales enablement programs that best support their teams—from brand-new business development reps to established account executives—in their efforts to close high-value deals at scale. What is B2B sales enablement?

B2B

Hubspot

SEPTEMBER 4, 2024

If you’re looking for CRM (Customer Relationship Management) software for your startup, a third-party review website like G2.com Sales Hub : Features to drive productivity, engage more leads, close more deals, scale your team, and accelerate revenue growth.

CRM

PandaDoc

MARCH 25, 2025

In this article, well explore the challenges of complex sales and the strategies your team can use to close deals more efficiently. Closing the deal: If the decision-makers accept your proposal, you can finalize the agreement. Show that you are invested in their success more than you want to close a deal.

Objectives and Key Results

Salesforce

APRIL 2, 2025

The product is the lead, but the sales-assisted motion will help close the deal. PLS increases speed to close and it reduces the time reps use nurturing leads. This shortens the time needed to close deals. Learn more What is product-led sales? ” The prospect is now in a sales cycle without realizing it.

Product

PandaDoc

MARCH 25, 2025

Your sales reps juggle administrative work and struggle to keep up while larger companies delegate to sales automation software and spend their time building relationships and closing deals. Here are five game-changing strategies to help you work smarter, stand out, and close more deals. Their sales process has guardrails.

E-commerce

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. It’s also helpful to define what success and failure look like for each KPI.

CRM

Hubspot

JANUARY 14, 2025

At their core, all preconceived notions aside, real estate entrepreneurs are pretty good salespeople, and theres a ton to learn from them, from making profit to closing deals, even client relationship management stuff. One of those rewards? Happy clients. How to achieve this? How to achieve this?

Real Estate

Highspot

JULY 9, 2025

When manufacturing sales teams, including distributors and channel partners, are prepared with relevant sales collateral, consistent messaging, and the tools and resources to build and maintain relationships with buyers, they ramp faster, work smarter, and close more deals by adding real value to prospects.

Manufacturing

Salesforce

JUNE 4, 2025

AHT (Average Handle Time) This is the one that keeps managers up at night. It’s how long it takes to fully resolve a customer’s issue from “Hello, how can I help?” ” to closing the ticket. Because nothing frustrates a customer more than explaining their issue three times to three different people.

Service

Salesforce

FEBRUARY 7, 2025

A digital platform that aggregates information about assets, resources, and schedules such as a customer relationship management (CRM) platform can improve maintenance planning and coordination. Consider the following: Improve vendor relationships Upstream companies can facilitate data-sharing across assets.

Profit margin

Salesforce

FEBRUARY 24, 2025

Running a small and medium business (SMB) means balancing all the things marketing your brand, building loyal customers, and keeping your team on track. Thats where software-as-a-service customer relationship management (SaaS CRM) yes, its a mouthful can make business easier.

CRM

Salesforce

OCTOBER 29, 2024

We already had Sales Cloud as our customer relationship management ( CRM ) software, and ServiceNow as our IT service management (ITSM) solution. Plus, we knew that having a single platform would allow us to work closely with Salesforce on the future vision and how the technology would evolve.

Service

Salesforce

FEBRUARY 3, 2025

You’re not selling tools or closing contracts; you’re offering solutions and building partnerships. Drive pipe faster with a single source of truth Discover how Sales Cloud uses data and AI to help you manage your pipeline, build relationships, and close deals fast.

Objectives and Key Results

Salesforce

JULY 23, 2025

This guide brings them to life with practical strategies, real solutions, and smart uses of tools like customer relationship management (CRM). When you bring all your customer data into one place, you create the foundation for personalized service that scales.

CRM

Salesforce

JUNE 18, 2025

You have to make sure all your customer data is connected in one place. A solid customer relationship management (CRM) solution built for small businesses. Meanwhile, managers struggle to coach their teams effectively without clear data. That’s why the first step to using AI isn’t just picking the right tool.

CRM

Salesforce

AUGUST 6, 2025

Whether you’re following up with leads, handling support requests , sending campaign emails, or reviewing data from your latest launch, task management keeps the wheels turning. With AI and automation, it can even suggest next steps, set priorities, trigger reminders, and generate tasks directly from meetings or customer messages.

CRM

Martech

JANUARY 15, 2025

Examples include job titles not relevant to sales, unengaged leads, competitors and recent closed-lost deals. Negative scoring prevents wasting resources on leads with low potential or poor alignment with your companys products and services.

CRM

Salesforce

APRIL 24, 2025

Built right into your customer relationship management (CRM) system, an AI agent acts as your personal assistant for sales, marketing, commerce, service and more. It answers customer questions, handles repetitive tasks, and even learns from experience to get better at its job. Whats an AI agent, again?

Teamwork