Salesforce

OCTOBER 15, 2024

In short, sales invoices are like the friendly reminder that helps you stay organized, build trust with your customers, and manage your cash flow effectively. As a receivable transaction, the sales invoice prompts the customer for payment. What you’ll learn: What is a sales invoice? Learn how Revenue Cloud can help.

Finance

PandaDoc

OCTOBER 15, 2024

Deal desks can incorporate large teams of relevant stakeholders within sales, finance, product marketing, product management, legal, customer success, and more as needed. Paying attention to customer needs is an imperative part of revenue operations. It allows us to respond quicker to quotation requests and track the client’s activity.

Legal

Highspot

JANUARY 23, 2025

Sales reps often juggle multiple demandsmeeting quotas, showcasing product value, and forming authentic customer connectionswhich require a healthy mix of soft and hard skills. Soft skills training helps sales teams learn to work well with colleagues and customers. What is Soft Skills Training?

Objectives and Key Results

Hubspot

JULY 22, 2024

I'm always saying, “Sound, well-structured business email templates are central to effective sales communication, initiating productive sales conversations, and sustaining relationships with prospects and customers.” Referral Request Emails Happy customers are some of the most lucrative resources any sales org has at its disposal.

Clients

PandaDoc

JULY 23, 2025

Customer relationship management (CRM) software is a popular choice for many businesses. These platforms help to build a historical record of customer engagement and interactions over time by managing correspondence, keeping track of specific buyers and stakeholders, and even assisting with quote generation and marketing campaigns.

CRM

Heinz Marketing

MAY 15, 2025

By Win Dean-Salyards , Senior Marketing Consultant at Heinz Marketing In B2B marketing, precision matters. Knowing who you’re selling toand how they make buying decisionsis key to building effective campaigns, aligning sales and marketing, and accelerating pipeline. How do you create an ICP? How do you create personas?

Drivers/motivators

Salesforce

JULY 24, 2025

I loved how every customer interaction was different. But I wanted to sell something that challenged my mind, involved consultation of multiple strategic decision-makers, and had a measurable business impact on customers. From initial discovery to closing, I own the customer relationship. A later bedtime?

Cold Call

ClickFunnels

JULY 8, 2025

Using a multi-business funnel builder means you can house various brands, offers, customer journeys, and teams in one location without the complexity of juggling separate platforms. How can you keep customer data, branding, and messaging from bleeding into each other? Your coaching clients never land on your e-commerce upsell pages.

E-commerce

Highspot

AUGUST 11, 2025

That’s the level of clarity go-to-market teams like yours need to move fast, fix what’s broken, and scale what wins within your respective sales process so your sales teams can better turn potential customers into high-paying clients. Just the opposite, in fact: They focus on potential customers who are ready to engage.

GTM

Martech

FEBRUARY 24, 2025

Integrate with new platforms quickly, thanks to plug-and-play architectures rather than relying on months of custom API work. Building blocks exist, from recommendation engines that serve personalized product listings to chatbots that drive automated customer engagement. We’re already seeing early signs of these capabilities.

Objectives and Key Results

Salesforce

FEBRUARY 14, 2025

But hyper-personalization isnt just about adding a customers name to an email. Its about using big data , predictive analytics , and machine learning to understand customer behavior, predict future needs, and provide content, offers, and solutions in real-time. Watch the video What is hyper-personalization?

A/B testing

Martech

JUNE 9, 2025

This shift — from license delivery to operational integration — marks a fundamental evolution in how SaaS companies must think, sell and support. In martech and CreativeOps, professional services should deliver: Custom implementation : Connecting the SaaS platform to adjacent systems like brand hubs, CMSs and workflow orchestration layers.

Strategic partnership

PandaDoc

MARCH 25, 2025

If youre selling a cup of coffee, the options are relatively simple. You choose a price based on size, add any extras, and send your customers on their way. Transactional sales typically involve minimal customer relationship development and focus on brief, individual purchaseslike movie tickets or coffee.

Objectives and Key Results

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 example, say you sell commercial property insurance. Sharing personal wins, sales tips, and customer success stories shows that you’re in the trenches, driving real results.

Closing

PandaDoc

MAY 12, 2025

Selling additional products or services usually sounds like a good thing, but thats only true when every extra sale contributes to your overall bottom line. Marginal revenue can help by showing exactly how much additional income your business brings in from selling one more unit. All buyers wont pay the same rate to acquire a product.

Price

Salesforce

FEBRUARY 19, 2025

Fragmented data and siloed teams lead to long and less-than-ideal customer engagements, ultimately lowering customer satisfaction. Customer service and sales representatives spend a lot of valuable time trying to answer constant inquiries of where is my order?

Manufacturing

Hubspot

FEBRUARY 24, 2025

Five years into my B2B marketing career, I noticed a pattern: The clients who said yes were the ones whom I understood not just their stated needs but their underlying motivations through conceptual selling. Table of Contents What is conceptual selling? While traditional selling asks, What do you need? Heres how it works.

Sell

Sales Hacker

JANUARY 7, 2025

One of my questions right away was just, you made this transition, at least at Aircall, from APAC and running that to now overseeing you know global what are some of the differences between selling in apac and selling in in north america hmm. Fred Viet: It’s a big difference. Okay, let’s go on invest.

GTM

Highspot

APRIL 10, 2025

As noted in the Journal of Personal Selling & Sales Management (2020) : “While some might suggest that many of the constituent elements of sales enablementi.e. Business professionals and consultants: It’s always good to broaden your skills. With these skills, youll be ready to make an impact from day one.

Objectives and Key Results

Martech

FEBRUARY 18, 2025

With data collection at an all-time high, some marketers cross the line, using personal details (e.g., ” That’s marketing that delivers fresh, unique experiences without crossing privacy boundaries. It’s thoughtful, non-intrusive and rewarding strengthening customer relationships without compromising privacy.

Trust

Martech

JULY 18, 2025

For example, in the initial month of Musk’s ownership, a fraudulent Eli Lilly account’s post claimed the company would distribute insulin to customers for free, resulting in a 4.37% drop in Eli Lilly’s stock price. Cross-platform usage: X/Twitter users have the most commonality with Reddit (66.4%) and Discord (69.3%) users.

B2B

Hubspot

FEBRUARY 13, 2025

This sales method focuses on teams working together so the customer feels like theyre working with one, connected company. SPICED is a customer-centric framework that provides a unified approach for all revenue teams. Understand the customers current state and challenges. So, how do you create a company that feels unified?

Sales

Sales Hacker

FEBRUARY 24, 2025

Cross-promotion of tools and services: Their videos often demonstrate how to use Ahrefs’ tools, subtly promoting their services while providing value. – Paddy Galloway, Mr Beasts YouTube Consultant. Provide value, dont sell B2B decision-makers seek valuable information and answers, not fluff. Pain-point explainers.

B2B

Salesforce

OCTOBER 18, 2024

Marketing dollars are wasted if you can’t identify your potential customers. Create an ideal customer profile to target prospects who are mostly likely to spend their hard-earned money on your product or service. They offer face-to-face interactions, building trust and loyalty among customers. Who is your target audience?

Minimum Viable Product

Martech

JULY 28, 2025

There’s a line I don’t cross anymore: shrinking myself to keep the peace. The work reflects the shift If you’ve followed my work — through consulting, teaching or my role with the Marketing Accountability Council (MAC) — you’ve seen the shift. It’s where I stop selling and start explaining. It wasn’t just self-protection.

Cross-sell

Salesforce

JULY 28, 2025

Multi-format content ecosystems : Don’t rely on one platform; explore cross-platform storytelling and immersive formats across many different channels. The impact of digital creators on business Salesforce’s latest State of Commerce report suggests that 53% of customers prefer to engage digitally. Source: Dunkin’ Donuts The result?

E-commerce

Martech

APRIL 22, 2025

Moderated by Steve Armenti of Twelfth, the panel featured fractional ABM consultant Brittany Hamer and me. Why ABM strategies are entering a new era The past decade solidified ABM as a mission-critical component of B2B marketing, but as customer behaviors, technology and markets evolve, so must strategies.

Cross-sell

Hubspot

MARCH 21, 2025

They may also provide services that help customers get the most out of your product. Product extensions also allow customers to customize the platform beyond what's available in the core product itself. Your company, competitors, customers, and partners all work in the same ecosystem. What is an ecosystem?

Commission

Salesforce

MARCH 3, 2025

A Deal Desk is a cross-functional team that streamlines the closing of sales complex and non-standard deals, handling everything from quote to cash. Deal desks are essential in industries with complex sales cycles , custom solutions, or strict regulatory requirements.

Legal

ClickFunnels

OCTOBER 26, 2021

The post Getting A Sales Funnel Consultant – Is This Necessary? But do you need to hire a sales funnel consultant to grow your business? When Should You Consider Hiring a Sales Funnel Consultant? Middle of the funnel (potential customers): You get them interested in your product. appeared first on ClickFunnels.

Consult

ConversionXL

JUNE 16, 2022

These tactics are upselling and cross-selling (respectively). While both effectively drive revenue and enhance the customer experience, upselling is ideal for companies with a single product or freemium model. It’s hard to sell customers on something they don’t know they need. How WeTransfer makes things simple.

Cross-sell

Iannarino

JULY 21, 2021

His main goal, though, was to sell his solution, something his email made perfectly clear. Playing, Not Consulting. There is nothing wrong with being an expert on what you sell. There is nothing consultative about trashing your competitors. Whatever you sell does solve a problem for your client.

Cold Call

Openview

SEPTEMBER 17, 2018

A CEB Gartner study completely contradicts what has been conventional wisdom in SaaS, that strong customer service is a critical part of a sales team’s ability to not just retain clients but grow and accelerate account revenue. Customer improvement is essentially a quasi-business consultant role.

Cross-sell

Understanding the Sales Force

APRIL 7, 2014

Of course, it is the king of the top of the funnel where everything begins, but with few exceptions, selling rarely ends in that department. Customer Service, where the focus may be upselling and/or cross-selling, has been around for ages. So where does consultative selling fit into that approach?

Inside sales

The 5% Institute

OCTOBER 6, 2019

Cross selling is when you offer a complimentary or paid product or service to your clients, when they buy one of your other products and services. So how can you effectively implement cross selling as a part of your sales strategy, and what is the difference between cross selling and up selling?

Cross-sell

ClickFunnels

NOVEMBER 15, 2021

Want to get clarity on how to effectively sell online? Your first step is to get the potential customer interested in what you have to offer – that is what marketing is all about. There are two types of marketing: Inbound marketing where you use content to get your ideal customers to come to you. Continue reading….

Lead generation

Heinz Marketing

MAY 20, 2022

By Lauren Bensussen , Senior Marketing Consultant at Heinz Marketing. While the idea of customer success as a profit center is not new, it is regaining momentum and overtaking new logo acquisition as the main strategy for B2B revenue growth. I say this from my own experience over the past 4 years as a consultant for Heinz Marketing.

Cross-sell