Salesforce

OCTOBER 15, 2024

Other uses could include consulting for a cybersecurity company or a keynote speaker’s fee for a corporate event. They also offer insight into a customer’s history of purchases, making them the key to cross-selling and upselling products. A sales invoice, in contrast, asks for payment of a tangible product.

Finance 104

Finance Territory Price E-commerce 104

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. Professional services firms , like consultants and legal practices, use Deal Desks to define service scope, pricing, and client expectations for major engagements.

Legal 59

Legal Contract Finance Non-Profits 59

Salesforce

DECEMBER 11, 2024

Here are some tips for selecting attributes: Consult with your sales team and gather their insights Test out attributes to determine the best ones and make changes as needed Speak with your marketing team about leads that come via your website or social media 3. These are the data points you will use to score.

Prospecting 92

Prospecting Hospitality CRM Territory 92

Salesforce

DECEMBER 13, 2024

It can also serve as an opportunity to upsell or cross-sell. They’re typically given by sales reps, sales managers, account executives, or solutions consultants during the middle and later stages of the sales cycle after a lead has been qualified. Pause for impact: Give your audience time to process information.

Presentation 52

Presentation Closing Territory E-commerce 52

SaaStr

AUGUST 15, 2020

I’m on a boat in Rhode Island. Nick Mehta: On a boat in Rhode Island and then our second guest Jay Snyder, who just recently took over as Chief Customer Officer of New Relic, publicly traded SaaS company. There wasn’t something for entrepreneurs to just start an online store and then go sell things.

Retail 107

Retail Start-ups Drivers/motivators Up-sell 107