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Sales Pipeline Radio, Episode 240: Q & Brian Trautschold @BTrautschold

Heinz Marketing

So we have the ability to automatically pull this data from the CRM, dynamically populate it into the coaching session so when you and I, on Zoom or Teams or whatever, weekly one-on-one, which is scheduled by Ambition, we show up it’s all there. He’s going to call, he’s going to ask a few questions.

Pipeline 124
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How to Supercharge Your Sales Velocity for Quicker Wins

Salesforce

If you’re using a CRM like Salesforce, these metrics are tracked automatically and are readily available. As noted earlier, using social media and other public-facing touchpoints is a chance to connect with prospects on a personal level and humanize the interaction. Be empathetic: Empathy is essential to closing sales.

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What Is Lead Qualification and How Does It Work?

Salesforce

Lead qualification helps you determine whether a prospective customer is a good fit for your product(s). Each has a different but complementary way of quickly identifying the best prospects to pursue. If you can quickly identify the best prospects, you can avoid wasting time with leads who aren’t likely to convert.