SaaStr

JULY 11, 2025

Especially the next generation of them: Perplexity has scaled to 5,000 enterprise customers with just 5 sales reps. When AI can handle customer onboarding, support, and success functions that traditionally required human intervention, you can scale revenue without proportionally scaling teams.

GTM

Salesforce

DECEMBER 5, 2024

But for 5P Consulting , a small consulting firm founded in San Diego, technology is the very business of their business. 5P Consulting’s mission is to optimize organizations and drive them to improve business productivity through process and advanced technology. Plus, trust in data has increased company-wide.

Consult

Salesforce

JUNE 17, 2025

Remember the very first spreadsheet you started to keep track of your customers? Or worst of all, customer follow-ups start falling through the cracks because there’s no system to remind you. Maybe tracking customer contacts feels messy, multiple team members need access, or spotting trends is getting harder.

CRM

Salesforce

OCTOBER 22, 2024

Pioneered in the 1990s by Jack Napoli, the MEDDIC framework transforms teams into sales powerhouses by delving deep into the elements of the customer buying experience. And by the end, you’ll know more about your customer than you have before. Learn more What is the MEDDIC sales process? Let’s start with what MEDDIC means.

E-commerce

PandaDoc

JULY 23, 2025

Customer relationship management (CRM) software is a popular choice for many businesses. But even though companies use CRM software , many haven’t taken the time to build a cohesive strategy around the customer information within their database. Let’s hop in. What is a CRM strategy?

CRM

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

PandaDoc

MARCH 25, 2025

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. The sales process varies greatly depending on the purchase. Take buying a CRM, for example.

Objectives and Key Results

PandaDoc

MARCH 25, 2025

Your sales professionals are likely doing it all: prospecting, selling, creating proposals, and managing customer relationships. Automate document creation Document creation and management is a huge sales efficiency opportunity for SMBs. This means less focus on high-value sales and more exhaustion.

E-commerce

Salesforce

MAY 14, 2025

It involves gathering information from various sources such as your sales data , customer behaviors, website traffic, and social media interactions and transforming that data into actionable knowledge. For small businesses, understanding your customers is essential. Increased customer satisfaction and loyalty. The result?

CRM

Adaptive Business Services

JULY 16, 2025

If you have fields in your file where there is not a corresponding Nimble field, you must create custom fields first so that they have a place to land. I Just Want to Maintain Contact Records In My CRM Before there was CRM (Customer Relationship Management), there was CM (Contact Management).

CRM

Martech

FEBRUARY 11, 2025

As a HubSpot consultant and marketing strategist, Im always talking with clients about this! Post-webinar segmentation in HubSpot Filter attendees by specific metrics to customize follow-ups, while non-attendees get re-engagement paths. Want to turn webinars into a powerhouse for lead generation and nurturing?

CRM

Salesforce

JULY 28, 2025

The impact of digital creators on business Salesforce’s latest State of Commerce report suggests that 53% of customers prefer to engage digitally. This collaboration involved D’Amelio showing how she’d get her go-to Dunkin’ order customized to her liking on her social media feeds. Source: Dunkin’ Donuts The result?

E-commerce

Salesforce

MARCH 3, 2025

Deal desks are essential in industries with complex sales cycles , custom solutions, or strict regulatory requirements. For example: SaaS businesses use Deal Desks to handle lengthy sales processes for custom features that need to integrate with their existing technology.

Legal

Salesforce

APRIL 17, 2025

Enter AI and Agentforce for Consumer Goods , which are quickly changing the way consumer goods companies engage with their customers. Learn more about: Understanding agentic AI Agents for sales Agents for key account management Agents for retail execution Agents for customer service Are you ready to build agents for your consumer goods brand?

Objectives and Key Results

Salesforce

FEBRUARY 27, 2025

Whether its managing customer relationships, collaborating with your team, or tracking sales , SaaS makes it simple. Whether youre running a retail shop , a consulting firm, or a startup, you can use SaaS tools to handle tasks like customer management, team communication, or invoicing , all from your laptop or even your phone.

CRM

Salesforce

JUNE 16, 2025

To know your audience, look at your existing customer base or followers. Align webinar and business goals Are you trying to expand into a new market, launch a new product, or increase customer engagement ? Bonus points if it can be integrated with your customer relationship management (CRM) or marketing automation tools.

Objectives and Key Results

Salesforce

JUNE 2, 2025

Step 2: Know your why Before you think about customers or products, take a step back. Great Management Sales and Marketing Applications Financial Services Cloud Basics Get Started with Slack Build Your Business Skills Improve and showcase the skills you need to connect with customers and succeed in business.

Minimum Viable Product

Salesforce

MARCH 31, 2025

The SBA also co-hosts a two-day virtual summit with Service Corps of Retired Executives ( SCORE ), a nonprofit organization that offers free business mentorship and consulting services. Take advantage of the national spotlight to launch new products, share your story, or run special promotions to attract new customers. The good news?

A/B testing

Partners in Excellence

FEBRUARY 28, 2024

The commonality between the two of us is the obsession around helping customers solve complex problems and create great value. My obsession to provide Customer Value Written by Christian Maure r Dave, thank you very much for picking up the challenge. That’s how my obsession to provide customer value was borne.

Customers

Martech

SEPTEMBER 16, 2022

At the beginning of the pandemic, with restaurants and entertainment venues shut down, New Jersey liquor distributor Allied Beverage saw an opportunity to transform its customer experience, service and e-commerce. Their retail customers range from mom-and-pop liquor stores and restaurants to grocery stores and casinos. Get MarTech!

E-commerce

Hubspot

APRIL 4, 2023

When people think of consulting interviews, they immediately think of case study questions. Here, we'll cover 15+ questions that will likely come up in consulting interviews — and discuss best practices for nailing them. Why consulting? By asking, "Why consulting?" However, solving cases is only half the battle.

Consult

Veloxy

APRIL 12, 2023

But selling solar isn’t easy – it requires knowledge, skill, and persistence to convince customers to invest in this renewable energy source. Some customers may have a basic understanding of solar, while others may not know much at all. Provide references or testimonials from other satisfied customers.

Referrals

Sales Pop!

OCTOBER 14, 2023

If you’re tired of repeating the same mistakes and seeking to enhance your sales prowess while fostering robust customer relationships, then this episode of the Expert Inside Interview is a must-listen. Greg delves into the misconception that it’s merely about pushing products onto customers.

B2B

Martech

FEBRUARY 27, 2024

While many brands talk about focusing on the customer, few do it. Less than a quarter (24%) of global brands are mapping customer behavior and sentiment, according to Braze’s 2024 Customer Engagement Review. What’s worse, only 6% apply customer insights to their product and brand approach. “At she said to MarTech.

Product

The 5% Institute

JUNE 15, 2023

In today’s competitive business landscape, companies rely heavily on sales consultants to drive revenue and ensure customer satisfaction. Understanding these sales consultant duties will streamline your consulting activities with clarity. The fundamental sales consultant duties are all based around these key areas.

Consult

Martech

JUNE 21, 2024

Effective customer relationship management (CRM) is a cornerstone of marketing success. At the core of this is the CRM product owner — a pivotal role that orchestrates the intersection of technology, customer insights and strategy. Your company just bought a shiny new CRM. Now, who drives it?

CRM

Martech

JUNE 10, 2022

Enterprise-level HubSpot customers have enjoyed using Playbooks, call transcription and call coaching features, and now Professional-level HubSpot users can benefit from these powerful tools. At the same time, Enterprise users can create a set of custom answer options or save answers to a property.

Customers

Veloxy

MARCH 23, 2023

Sales goals are broader, long-term objectives that may include other factors besides sales, such as customer satisfaction or brand recognition. This includes the number of salespeople on your team, the tools and technology they have access to, and the support they receive from other departments such as marketing or customer service.

Quota

Salesforce

MARCH 31, 2022

Customers crave connection and entertainment, relying heavily on fast internet connections and dependable communications service to deliver it. These customers provide communications service providers with a wealth of data, such as demographics, service history, usage patterns, and communications preferences. Is your data accessible?

Service

ClickFunnels

AUGUST 8, 2021

A lead is a potential customer who has: Expressed an interest in your product or service. Lead generation is the process of converting potential customers into leads by persuading them to give you their contact information, typically in exchange for a lead magnet (a freebie that they can either download to their devices or access online).

Lead generation

The 5% Institute

JUNE 6, 2023

Inside sales consulting plays a crucial role in helping businesses enhance their sales performance, increase revenue generation, and optimize their sales processes. By leveraging the expertise of inside sales consultants, companies can gain valuable insights, implement effective strategies, and improve the productivity of their sales teams.

Inside sales

The 5% Institute

JUNE 7, 2023

B2B sales consulting plays a pivotal role in helping businesses achieve their sales goals and optimize their revenue generation process. This comprehensive guide explores the world of B2B sales consulting, providing valuable insights, strategies, and tips for success.

Consult

PandaDoc

MAY 28, 2024

Consultative selling offers a less pushy, customer-centric approach to the buyer’s journey. Read this guide to learn the ins and outs of consultative sales. Key takeaways Consultative sales is customer-centric and focuses on building relationships. Consultative selling pitches education and authenticity.

Consult

ClickFunnels

NOVEMBER 28, 2022

Table of Contents: Design Your Sales Funnel First Choose the Right Software Grow Your Email List With a Lead Magnet Set Up an Automated Welcome Sequence Use the Hook, Story, Offer Copywriting Framework Pitch a Free Consultation at the End of Your Welcome Sequence Want Russel To Show You How To Build Your First Sales Funnel? An email course.

Pitch

Partners in Excellence

NOVEMBER 28, 2012

There’s a lot of data going around about customers not wanting to engage sales people until very late in their buying process. The implication is that somehow the sales person is no longer necessary, customers have other alternatives for getting information, evaluating alternatives, and developing a short list. . They sell well!

Sell

Hubspot

NOVEMBER 21, 2023

Customer Relationship Management tools (CRMs) have become a critical tool for organizations of all sizes. They serve as a central hub for managing customer data, tracking interactions, and fostering meaningful relationships. However, merely having a CRM isn't enough. How to Optimize Your CRM 1.

CRM

Veloxy

MARCH 15, 2023

It is a comprehensive approach that helps organizations increase their revenue growth by aligning their sales, marketing, and customer success efforts with their business objectives. This results in higher customer satisfaction, increased customer loyalty, and improved customer retention.

Cross-sell