Search Engine Land

AUGUST 5, 2024

If you are working as a consultant or at an agency, I suggest you make your document available to your internal team as well as the client. Expertly documenting your strategy could be the difference between getting more budget or a canceled contract. You may want to include details about types of competitors, products and services.

Objectives and Key Results

Hubspot

NOVEMBER 22, 2024

Create self-service resources. HubSpot's 2024 B2B buyer survey finds that 81% of B2B professionals are likelier to buy a B2B product from vendors offering self-service tools. But what do self-service resources look like in practice? Pro tip: Specificity is key if you want your cold outreach emails to convert.

Lead generation

PandaDoc

MARCH 27, 2025

Its all about offering complementary products or services so you can maximize every transactionall while improving the customer experience. Simply put, cross-selling is a sales strategy used to recommend additional, complementary products/services or items frequently bought together to your customers based on their past/existing purchases.

Cross-sell

Hubspot

JUNE 16, 2025

Traditional media companies are slashing sales teams as linear TV declines, while tech platforms and streaming services are hunting for a new breed of seller: digital-first, tech-savvy. Maintained a 90% client retention rate, securing $1M in contract renewals.’ But here’s the twist — not all sales roles are created equal.

Objectives and Key Results

PandaDoc

MAY 2, 2025

Pricing isnt just a number you stick on a product or service. When buyers see that committing to a larger quantity or a longer-term contract earns them a better price, theyre more likely to scale up their purchase. Instead of selling individual products or services, you package them together to deliver a more comprehensive solution.

Price

Salesforce

NOVEMBER 15, 2024

Sales Selected 360 Highlights Selected C-Suite Selected IT Selected Commerce Selected Marketing Selected Service Selected Please select at least one newsletter. They identify potential customers, present product or service offerings, negotiate contracts, and ensure customer satisfaction. I can unsubscribe at any time.

Tradeshows

PandaDoc

JULY 7, 2025

It includes robust sales tools that integrate with marketing automation, customer service features, and content management. HubSpot is built with a broader scope, meaning it has robust features for sales, marketing, service, and ops. But if you’re looking for a broader platform that can support sales, marketing, service, etc.,

CRM

Salesforce

OCTOBER 22, 2024

Attracting qualified prospects — companies that are a good fit for your product or services — is more important in B2B (business-to-business) sales than earning a large number of leads. This provides insight into a prospect’s needs so you can zero in on qualified buyers who are a good fit for your product or service.

E-commerce

PandaDoc

JUNE 27, 2025

PandaDoc, for example, can help you easily create, manage, and eSign your contracts and proposals all in one tool, simplifying your process. Want a solution to help your sales teams centralize and collaborate on all their documents, like proposals, contracts, quotes, and one-pagers? This means driving more growth for your business.

Objectives and Key Results

PandaDoc

JUNE 22, 2025

A CRM system centralizes your customer data, tracks communication, and provides insights that help your team offer consistent, personalized service. Think about it: if you’re spending less time on admin work, you can focus on giving personalized service where it counts. This page is not intended to and does not provide legal advice.

CRM

PandaDoc

MAY 12, 2025

Its something that each brand has to handle on a case-by-case basis for every product and service on offer. Pay more for features, design, convenience, or service. This group is more often found in luxury markets, niche services, or high-stakes categories like health, legal, or financial services.

Price

PandaDoc

MARCH 25, 2025

Complex sales typically involve high-value products or services, which are often highly customizable. Here is an overview of the sales process for complex sales: Discovery/needs analysis: Understanding your customers needs and challenges is key to demonstrating how your product or service can help. This involves tailoring your offer.

Objectives and Key Results

PandaDoc

JUNE 27, 2025

CPQ tools can help you generate quotes and contracts all from within your CRM. For example, PandaDoc CPQ integrates with top CRMs like Salesforce, HubSpot, and Pipedrive, allowing your team to generate, send, and track quotes, proposals, and contracts all without switching platforms.

CRM

PandaDoc

MAY 2, 2025

That can mean anything from misrepresented pricing to contract clauses that Legal never approved. Legal wants visibility into contract terms. Should you have legal questions on the validity of e-signatures or digital signatures and the enforceability thereof, please consult with an attorney or law firm. The end result?

Legal

Hubspot

DECEMBER 20, 2024

Coming up with the best price for your product or service is an evolving practice. This pricing model is common for contractors, freelancers, consultants, or service businesses. How to Use AI for Project-Based Pricing A great use case for AI project-based pricing is contract work.

Price

PandaDoc

JUNE 2, 2025

By digging deeper into the business challenges that the buyer faces, sales teams can position their products and services as must-haves that align closely with company objectives. Elongated deals are common, with sales cycles that may last for months before the contracts are finally signed. High-cost contracts and long sales cycles.

Objectives and Key Results

PandaDoc

JUNE 26, 2025

CRM document management is all about organizing, storing, and managing customer-facing documents (think contracts, proposals, quotes, invoices, onboarding materials, etc.) Document management means having everything in one place, which means faster decisions, better service, and fewer mistakes. What is CRM document management?

CRM

PandaDoc

MARCH 25, 2025

Your team spends days manually creating proposals, tracking contracts, and managing documents while large enterprises use automated systems that zoom through these tasks in minutes. Smaller teams with heavier workloads Enterprise teams have dedicated proposal writers, contract specialists, and sales engineers. The result?

E-commerce

PandaDoc

JUNE 16, 2025

See why businesses rely on PandaDoc to build better proposals, quotes, and contracts. For example, if a commission is contingent upon a customer using a SaaS service for 90 days, a company might award the commission when the deal closes but claw it back if the customer churns before the 90-day period is up.

Commission

PandaDoc

JULY 23, 2025

Example: A mid-sized software company recently adopted a CRM platform to support its sales and customer service teams. It’s an ideal approach for subscription-based brands, account-based sales models, and service providers with long-term contracts. Use of PandaDocs services are governed by our Terms of Use and Privacy Policy.

CRM

Hubspot

APRIL 9, 2025

Mark Donnolo , managing partner at business consultancy SalesGlobe, describes the role as a mix of leadership and hands-on strategy. From haggling over contract terms to figuring out how to boost revenue, theyre the ones making sure the numbers add up. I think of a managing partner as a first among equals, he says.

Strategize

RingDNA

MARCH 26, 2025

If you live for weekend trout fishing trips you might slip it in there, but not at the expense of describing the products or services you are selling. For operational leaders, it’s a goldmine for finding potential partners, vendors, or consultants. Reach out to your first-degree network and make sure that they know what you do.

Closing

TrackStreet

JULY 1, 2025

Over time, this adds up: increased customer service costs, wasted inventory, and higher return rates that can hurt your standing with online marketplaces. Audit your distributors and implement tight contracts that restrict resale. Book a consultation today and start reclaiming control of your brand.

Retail

SaaStr

AUGUST 14, 2025

Even basic deployments often come up $25k+ up front charges, $60k+ annual deal sizes, and a month or two of “forward deployed” help getting the models and apps trained and going, What Forward Deployed Engineers Actually Do (And Why They’re Different) Forget what you think you know about solutions engineers or technical consultants.

Engineering

Martech

FEBRUARY 7, 2025

The ICP is a foundational concept, not an intellectual exercise, that aligns resources organization-wide The C-suite, marketing, sales, service and CX. The best examples weve seen involve professionals who combine marketing expertise, consultative selling skills and a dedication to their customers’ success.

B2B

Hubspot

FEBRUARY 24, 2025

Conceptual selling is a consultative approach that focuses on the clients needs and motivations rather than pushing product features. Most salespeople rush to understand whats broken when a prospect reaches out about a service or solution. Table of Contents What is conceptual selling? How to Start Conceptual Selling 1. Ask Why now?

Sell

Sales Pop!

FEBRUARY 18, 2025

But its after the contract is signed and when the wedding day has ended that the real work begins. Ive consulted with many selling organizations on the topic of client retention and in so doing, Ive reworked a quote about personal relationships into a selling version.

Customers

Sales Hacker

JANUARY 7, 2025

They need to be able to, I would say, build services on top of the software. And it’s not my business to do, I would say, professional services. If I look at one thing, we all think about consultative selling, about active listening. And I remember at AWS, suddenly there’s no margin. They cannot resell.

GTM

Hubspot

FEBRUARY 13, 2025

As a consultant, I work with a variety of businesses. This person has control of budgets and needs to know that the service will perform for the company. Exhaustive documentation of the Paper Process can reveal potential bottlenecks on contract sign-offs or legal audits and allow your team to mitigate them quickly.

Objectives and Key Results

Adaptive Business Services

JULY 16, 2025

I do have one new client who has been busy scanning documents related to engagements that he has previously been contracted for. Thank you again for placing your trust in my services! The post Nimble CRM Tips & Updates – July 16, 2025 appeared first on Adaptive Business Services. I am honored to be one of them!

CRM

Martech

JULY 14, 2025

If you use your newsletter to push a product or set of services, people will tune out. In larger orgs, use a simple RASCI chart (responsible, accountable, supportive, consulted, informed) to make roles crystal clear. And when the time does come to choose a vendor or renew a contract? What makes a good B2B newsletter?

B2B

Hubspot

JANUARY 3, 2025

In the months leading up to the launch of my business, I joined a startup accelerator and got a contract for a new investment fund through that. Dealing With Imposter Syndrome and Gaining Credibility You've just opened your doors, offering a service. Bailey says she launched the business with just 35 thousand pounds.

Networking

Hubspot

APRIL 23, 2025

Compile current lease agreements, outstanding loans, and supplier contracts to give buyers a full picture of ongoing obligations. Review employment contracts, NDAs, and any existing non-compete agreements to clarify obligations for both employees and buyers. Do your current tax preparer, bookkeeper, or attorney offer these services?

Sell

Partners in Excellence

MAY 29, 2025

Subsequent revenue is generated through maintenance, service, parts, upgrades. Perhaps the best example is consulting, professional services, systems integration. Again, laying the groundwork for durable revenue, we see these organizations incorporating platforms and ongoing services to create continued revenue streams.

Real Estate

Salesforce

APRIL 28, 2025

Salesforce played a pivotal role by contributing the concept of an Agent Card a lightweight JSON contract that communicates an agents capabilities, identity, compliance tags, and TrustScore. Lets take a look at some real-world scenarios to get a sense of how agent interoperability would work in areas like customer service and sales.

Retail

SaaStr

JUNE 19, 2025

Top 5 Takeaways Consumption Revenue Recognition Changes Everything : Unlike traditional SaaS, Snowflake can’t recognize revenue ratably—they only book revenue when customers actually consume credits, even with multi-year contracts. Success isn’t measured by contract value, but by use case creation. How many did you win?

Strategic partnership

Adaptive Business Services

JANUARY 1, 2025

However, take away one large contract, and it was mediocre at best. One large contract and very few new clients. It is critical for me to only offer services which can support each other. In other words, any client could benefit from any or all of my services. What will 2025 look like? 2024 was totally atypical for me.

Referrals