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AI-powered martech news and releases: September 12

Martech

Oracle Cloud CX enhances personalization and improves upsell and cross-sell conversions. Assisted authoring capabilities provide sales teams with AI-generated responses to contract questions, emails and summaries for quotes and proposals.

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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
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3 Tips to Help Your Marketing Team Become B2B Opportunity Experts

Salesforce

When I used to work for a construction manufacturer, we had to engage with various personas. 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.

B2B 59
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Best Small Business Ideas: Practical Tips and Strategies for Success

Salesforce

A top motivating factor for most people — especially those in finance, insurance, and construction — is money. You can sell products without holding inventory by partnering with suppliers who ship directly to customers. Food products: Create and sell artisanal foods such as sauces, desserts, or snacks. No problem.

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Complex sales CPQ: Accelerating sales cycles and eliminating bottlenecks

PandaDoc

If youre selling a cup of coffee, the options are relatively simple. Identifying upsell and cross-sell opportunities to drive continued revenue growth. When creating enterprise contracts, I have sat down for upwards of 45 minutes just double-checking the math on the many line items. Take buying a CRM, for example.

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How to make your ‘ideal customer profile’ more ideal

Martech

I nerd out on this topic quite a bit and ran across a scholarly article a few months ago where the author identified that these profit-sucking customers make their way through cross-selling and upselling at about the same rate as their acquisition. The key takeaway? How the decision was made. The influencers of the decision.

Customers 128
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Choosing the Right Sales Motion for Your Business (28 Real-World Examples)

Sales Hacker

The best sales teams don’t just sell — they keep customers happy and drive serious upsell, cross-sell, and expansion revenue. This is where a sales rep physically meets a potential customer to discuss needs, budgets, volumes, prices, requirements, timelines, and other contract details.