SaaStr

MARCH 10, 2020

We are not as fortunate as some of the folks in this room that if we sign a contract, regardless of how our customer feels about what they’ve bought, they’re going to continue paying. There’s generally no contract in place. We also didn’t try to build a lot of the centralized functions too early.

Government 78

Government Up-sell Contract X-functional 78

Sales Hacker

SEPTEMBER 29, 2020

Today on the show, we’ve got Vishal Sunak, CEO and co-founder of LinkSquares, a company that applies AI to your contract. Vishal and I talk about what it’s like to start a company from nothing and how his experience at Backupify and InsightSquared helped inform the process. Subscribe to the Sales Hacker Podcast.

Contract 108

Contract X-functional Objectives and Key Results Legal 108

SaaStr

AUGUST 9, 2019

Prior to Kustomer, Vikas spent over 20 years implementing, consulting, marketing, and selling CRM and ContactCenter solutions with companies like LivePerson and Oracle. I want to start on a top down maybe how the industry is changing and evolving and how, especially the sales process, is changing and evolving. Vikas Bhambri: Yeah.

Finance 52

Finance X-functional CRM Engineering 52

PandaDoc

MARCH 7, 2023

A sales workflow is a sequence of necessary processes that your team can follow to complete a sale. Wondering how to streamline the sales process ? There’s simply no better way than using and refining a sales workflow, and a sales process flowchart is a visualization that can help. What is a sales workflow?

Process 52

Process Objectives and Key Results Pitch Legal 52

SaaStr

NOVEMBER 2, 2019

What is the process to do it efficiently? How does your customer success and customer support functions change with the move to enterprise? A classic example is a Shopify selling to, let’s say, contract. It should be an opportunity to process it rather than trying to sell one more product.

GTM 50

GTM Price Up-sell Product 50

Sales Hacker

JANUARY 13, 2021

The licensee embeds the third-party software into its application to improve it by adding new functionality or features, or enhancing existing functionality or features. Resell arrangements are usually made with channel partners, consultants, and solution providers. Licensing OEM software. OEM deal structure.

GTM 74

GTM Negotiate Profit margin Contract 74

PandaDoc

FEBRUARY 27, 2023

They help give a lasting impression of the company and the product it’s offering to drive the decision-making process. If they agree, the deal is finalized by the signing of a contract. And closing questions help initiate the final negotiating process to reach an agreement for a sale. Why are closing questions important?

Closing 52

Closing Contract Technique Objectives and Key Results 52

PandaDoc

APRIL 24, 2020

You might even consult the DocuSign pricing page to learn more about the product as you try to understand which plan is right for you. This collection of plans is intended for individuals, freelancers, and small business owners with limited usage requirements and a simplified signing process. Personal plans.

Price 59

Price X-functional CRM Follow-up 59

Sales Hacker

APRIL 14, 2020

This week on the Sales Hacker podcast, we speak with Jessica Wilkeyson , Co-Founder and Principal at Alternate Route , a go-to market strategy and revenue operations consultancy based in New York. Today, Jessica helps companies find ways they can optimize their current business processes. Welcome to the Sales Hacker Podcast.

Contract 70

Contract CRM Consult Cross-sell 70

Sales Hacker

MAY 9, 2019

The Process for Creating a Sales Compensation Plan. Create a 2-Page Contract and Get Mutual Commitment [TEMPLATE PROVIDED]. Here’s a simple example to begin with that covers the SDR, AE and Customer Success Manager (CSM) functions: Table 1. Decide Base Pay vs. Variable Pay (Commissions). Set Targets.

SQL 104

SQL Commission Customers Non-Profits 104

SaaStr

AUGUST 15, 2020

One, it starts high up in the sales process, right? You need to discover in the sales process. We’ve got a lot of training to do with our sales teams to get them to start to speak in these types of terms versus feature function. But so much is discovered in sales that’s lost often in that process.

Retail 80

Retail Start-ups Drivers/motivators Up-sell 80

Sales Hacker

JULY 2, 2019

If your CRM doesn’t have this reporting functionality, you can export the data into an excel file and quickly get the average sales price from there. 2,000 x 10% = $200/lead. Other business initiatives might change your conversion rates such as improvements in the sales process, price changes or discounts, etc.

Price 79

Price X-functional CRM Sales 79

Heinz Marketing

DECEMBER 18, 2020

If you add a 5+ minute wait step, your campaign’s priority is now considered low , and the action will be deprioritized for the system-wide CRM sync that happens every 5 minutes (and almost every other process Marketo runs). As a consultant, one of the issues I see time and time again is that when companies implement Marketo, they sync every.

CRM 135

CRM Campaign X-functional Clients 135

SaaStr

MAY 10, 2019

231: Jason Reichl is the Founder & CEO @ GoNimbly, the first SaaS consultancy to focus on revenue operations. The first SaaS consultancy to focus on revenue operations growing 100 percent year over year. So I started my career on the business side of consulting in the sales force space. Jason Reichl: Yeah, absolutely.

X-functional 51

X-functional SQL Pipeline GTM 51

ConversionXL

AUGUST 27, 2019

Be careful about contracts you sign and team training you invest in. It does not process or translate data, nor does it help you work with the output. They can now deliver a lot of the same functionality, and your main decision-making factor could be the pricing model. Consult experts. Stay focused. Educate yourself.

GTM 124

GTM X-functional CRM Technology 124

SaaStr

MARCH 12, 2019

Awesome revenue growth on the X axis, awesome revenue retention on the Y. It was all about getting the contract. Once you had the contract, all the servers were set up, you flew in your professional services people, it took six months to set it up, it took six months to train people, and the product sucked, but it didn’t matter.

Growth 85

Growth Cross-sell Contract X-functional 85

SaaStr

AUGUST 26, 2022

I’m pretty sure all those deals were in process before the crash. X this year. You don’t have to do every single function to still get a customer. For all these types of categories, I know it’s trite, but you just have to find your 10 X feature that someone will buy. The deals aren’t happening.

Quota 84

Quota Growth Product Closing 84

PandaDoc

MAY 8, 2023

These software platforms have tools to process requests through a variety of channels (phone calls, email, live chat, etc.) Note: If you’re using Zendesk Sell, be sure to check out the PandaDoc x Zendesk Sell integration for even faster document creation. Plus, Slack integrates with almost everything — including PandaDoc.

Service 52

Service Product Customers E-commerce 52

SaaStr

JULY 2, 2020

Kurt Muehmel: And so I’d gone through, I’d done my stint in consulting, ended up at a big four consultancy, felt that I needed to get away from that for many of the reasons that people get away from that, just the work life balance and so on. I’ve been consulting on environmental and sustainability topics.

Customers 111

Customers Contract Price Education 111

Salesforce

JANUARY 22, 2024

And if you work in the legal or healthcare fields, AI can help analyze and research contracts or help interpret MRIs and X-rays, respectively. AI will be sort of a background to everything,” said Chris Poole, AI technical consulting lead in Salesforce’s global AI practice in professional services.

Healthcare 122

Healthcare X-functional Engineering Technology 122

Sales Hacker

JUNE 20, 2019

I learned their primary goals (personal and professional) to refine my value language… studied org charts and power dynamics to map out procurement process… learned about organizational misalignment to help create healthy tension… You get the idea. Engineered as much automation as we could in our sales process.

Quota 70

Quota X-functional Strategize Contract 70