SalesProInsider

MAY 23, 2025

During prospect conversations you, as a financial advisor, may find yourself feeling hurried to rush and quickly share all the value you bring, hoping it will click for your prospect. But heres the truth: The key to better conversions isnt moving fasterits slowing down. Eliminate distractions before meetings. Review your notes.

Conversion 62

Conversion Objectives and Key Results Trust Presentation 62

Martech

JULY 25, 2024

Meetings often involve stakeholders from different departments, so focusing only on key decision-makers may overlook the broader buyer group journey. Notably, over 70% of these interactions occur before any member of the buyer group contacts the sellers. Are these contacts in your CRM system? What is a buyer group?

B2B 135

B2B Legal CRM Lead generation 135

Veloxy

FEBRUARY 12, 2025

Gong - Conversation Intelligence My years of working with sales productivity tools have shown that Gong stands out because of its exceptional conversation intelligence capabilities. Creating customized meeting links has become a game-changer that streamlines scheduling and cuts down email exchanges.

Product 130

Product CRM Price Objectives and Key Results 130

Iannarino

OCTOBER 20, 2023

If your contact already knows everything you tell them, it is difficult to create value for them in the sales conversation. This is one reason why buyers refuse a second meeting with a salesperson. One of the most effective sales strategies is information disparity, knowing what your prospective client doesn’t know.

Strategize 299

Strategize Contact Clients Meeting 299

ClickFunnels

MAY 6, 2025

Whether you’re building momentum or scaling big, the right funnel strategy helps you attract leads, engage your audience, and guide people from curiosity to conversion. Conversion funnel mapping software can help you create plans to connect people with free trial periods for a limited time.

Growth 130

Growth Strategize Sales Contact 130

Martech

OCTOBER 25, 2024

A follow-up sequence keeps the momentum going and turns attendees into engaged contacts. Use a sequence to speed up the process so you can focus on having great conversations instead of getting bogged down in email threads. Re-engagement campaigns Contacts go cold over time if you don’t reach out.

Appointment 125

Appointment Follow-up Contact Start-ups 125

Martech

DECEMBER 11, 2024

“When you talk about AI, contact centers and customer experience, I think thats the best use case to illustrate return on investment,” said Luiz Domingos. “We had started that in 2019 with Google CCAI [Contact Center AI]. “It’s omnichannel, so not only voice but any other conversational channels like chat.”

Customers 117

Customers Contact Service Represent 117

Martech

SEPTEMBER 12, 2024

Buy Profile Playbook / Contact Strategy provides a list of key buyers, contact information, personalized narratives and recommendations for how and when to engage. Meeting Prep Assistant creates a topic-specific agenda with targeted discovery questions. Account Plan Creator generates a structured account strategy.

Cross-sell 119

Cross-sell Construction Legal Contract 119

Iannarino

JULY 3, 2021

To ensure your victim, er, I mean customer recognizes your message as spam, start the conversation with some sort of unprofessional nicety or attempt to build rapport. How is someone supposed to know if it’s a good or bad time to speak with you without understanding what your agenda is for the conversation?

Cold Call 325

Cold Call Pitch Retail Clients 325

Martech

NOVEMBER 6, 2024

Managers can now seamlessly segment and automate contact enrollment without switching between tools, streamlining marketing activities and enhancing workflow efficiency. By reducing friction and ensuring seamless future transactions, businesses can enhance customer convenience, improve conversion rates, and drive revenue growth.

Objectives and Key Results 122

Objectives and Key Results CRM Contact Pipeline 122

Iannarino

AUGUST 2, 2021

We now have to do the work of accelerating our strategies and tactics to architect a new sales conversation, one that solves the client’s problems with solving their problems. Some of those conversations went very fast, taking just a few meetings, while others took much longer. You need to make sales. You need help now.

Process 328

Process Sales Clients Conversion 328

Iannarino

JULY 3, 2022

When you ask a prospective client for a meeting, you are asking them to provide you with their single, non-renewable commodity: their time. The single reason your contacts say no to a request for a meeting is that they believe it is a waste of their time.

Contact 246

Contact Meeting Clients Prospecting 246

Veloxy

JANUARY 7, 2025

This way, you willbe able to rock your conversion rates by softly moving your prospects through all stages. Quick response also leads to higher conversion rates , paving the way for better conversations. Conversion rates give you a clear idea of how successful each step of your sales process is.

Objectives and Key Results 130

Objectives and Key Results Negotiate CRM Sales 130

Iannarino

JULY 22, 2021

In sales, the mounting evidence of one inflection point was mostly unrecognized around twenty years ago, except by those who noticed many more stakeholders in their sales meetings than they’d seen the year before. Decision-makers and decision-shapers started to ask for a different conversation. No more pushy sales tactics.

Technique 317

Technique Growth Clients Contact 317

Iannarino

MARCH 2, 2023

This strategy is still effective, as recognizing the prospective buyer's pain points allows for a good and effective sales conversation. This makes your contact One-Down , lacking the information and experience that would ensure they make the right decision. The second question was how people were treated.

B2B 286

B2B Contact Clients Entertainment 286

Iannarino

JULY 21, 2021

The more mature your contact, the more you’ll alienate them by focusing on your competitor. You best approach to differentiating yourself from your competition is enriching the sales conversation. You create exactly zero value by mentioning your competition in a prospecting email, on a cold call , or in a meeting. O’Doyle Rules!

Cold Call 306

Cold Call Cross-sell Gaming Clients 306

Veloxy

JUNE 24, 2021

Simply nodding, maintaining eye contact and smiling will help create a receptive and positive atmosphere. . Eye Contact. Non-Verbal Cues to Watch Out For in Meetings. While prospects are quite focused on what you’re going to say during sales meetings, body language plays a crucial role in the sales conversation.

Cross-sell 287

Cross-sell Technique Pitch Contact 287

Veloxy

DECEMBER 9, 2024

Is it increased lead conversion? For instance, are you focused on increasing lead conversion, shortening sales cycles, or improving customer retention? For instance, if lead conversion is a priority, customize dashboards to provide real-time visibility into pipeline stages and conversion metrics. Shorter sales cycles ?

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

Salesforce

AUGUST 6, 2024

To aid in this, the company developed a tool called Penny, an AI agent that’s automatically invited to all meetings. It can do this by comparing meeting summaries against the company’s broader objectives. For example, it knows which customers prefer to be contacted by text, email, or phone.

Real Estate 128

Real Estate Non-Profits Click Through Rate CRM 128

Veloxy

JUNE 23, 2021

Wrap touchpoints around meetings. The main one is to treat video sales meetings like in-person calls. Would you show up to a serious meeting in a t-shirt and baseball cap? Hubspot explains how to set up video for sales meetings. Wrap TouchPoints Around Meetings. 10 Steps to Building a Virtual Selling Team.

Sell 317

Sell Education CRM Up-sell 317

Veloxy

OCTOBER 22, 2024

From improved lead generation to higher conversion rates , AI-powered sales tools are making it easier than ever to close deals and scale your business. Increase in Lead Conversion Rates AI ranks leads based on their likelihood to convert. The result? You’re engaging with prospects who are ready to take the next step.

Prospecting 130

Prospecting Technique Pipeline Sales 130

Veloxy

MAY 25, 2021

Whether it’s cold-calling prospective clients or following up after a meeting, discipline moves the successful salesperson to get it done and get it done on time. 25% of sales people make a second contact and stop. 12% of sales people only make three contacts and stop. only 10% of sales people make more than three contacts.

Referrals 290

Referrals Quota Cold Call Contact 290

Hubspot

JULY 30, 2024

As a B2B salesperson for companies like IBM and Open Text, scheduling in-person meetings or phone calls was often challenging, regardless of my prospect or client’s industry or business size. From there, initiating conversations and strengthening relationships with business buyers and influencers got easier.

Closing 85

Closing Quota Healthcare Tradeshows 85

Sales Pop!

JULY 15, 2021

A good way to help this change start off on the right foot is to set aside some time to speak with all members of the team in one-on-one meetings. These meetings can help you establish expectations and learn of any current issues that would benefit from your attention. This is also a great way to set expectations from day 1.

Promote 246

Promote Consult Meeting Contact 246

Salesforce

OCTOBER 14, 2024

With the technical sophistication that’s available now, the industry is rapidly evolving from assistive conversational automation to role-based automation that augments the workforce. Einstein Copilot was a generative AI-powered conversational assistant that derived its intelligence from a mechanism called Chain-of-Thought reasoning (CoT).

Engineering 128

Engineering Represent CRM Follow-up 128

ClickFunnels

JUNE 22, 2021

How to improve the lead generation funnel conversion rate. Has given you their contact details (typically their email address). They have to meet both of these criteria to be considered a lead. Keep in mind that someone who has visited your website but hasn’t provided their contact details is not a lead.

Lead generation 230

Lead generation A/B testing Contact Conversion 230

Veloxy

NOVEMBER 29, 2022

Field Sales Engagement is the process of engaging prospects, leads, and customers in face-to-face meetings. It’s a fundamental process in field sales because customers are looking for face-to-face consultations and conversations with their vendors. This is especially true after a hiatus of sorts during Covid.

Territory 246

Territory CRM Sales Contact 246

Hubspot

AUGUST 26, 2024

In fact, when you’re tenacious enough to book a call, data from Marketing Wizdom suggests that a mere 2% of sales leads will close on the first meeting. Still, you can’t (and shouldn’t) always be wiling away the hours in your inbox waiting to be contacted, making this job a perfect one for the latest generation of generative AI technologies.

Follow-up 85

Follow-up Contract Sales Technology 85

Heinz Marketing

NOVEMBER 8, 2023

Hence why it’s a topic of conversation that never seems to really go away. During this meeting, I presented a sales document that would help streamline their lead prioritization. First step was to set up a follow up meeting. Companies with siloed teams are often in this little to non-existent area of alignment.

Meeting 121

Meeting Campaign Lead generation Strategize 121

Iannarino

JULY 8, 2021

In fact, many clients are perfectly willing to admit that they have a problem, engage with a salesperson, and even have a good number of meetings—only to decide not to take any further action to improve their results. Generally, decision-makers and decision-shapers gravitate towards conversations that provide greater value.

Clients 247

Clients Gaming Presentation Contact 247

Sales Pop!

OCTOBER 18, 2021

Sales setup is a set of tools and technologies that your salespeople use to generate leads (potential customers), store contact information , generate offers, get signups, and communicate effectively with both the rest of your team and your customers. of companies use two or more sources of contact information to meet sales development needs.

Prospecting 241

Prospecting Price CRM Lead generation 241

Veloxy

JUNE 21, 2021

You’ll start the conversation off with an air of confidence and familiarity. Open-ended questions will help keep the conversation flowing. Yes-or-no questions stop the flow and may end the conversation. If your focus is on meeting a quota or making the sale, you will likely come off as pushy and unfeeling.

Cold Call 298

Cold Call Objectives and Key Results Pitch Follow-up 298

Veloxy

DECEMBER 14, 2022

Not surprisingly, only 42% of these sales reps expected to meet (not crush) quota. Should we be surprised that sales reps are less confident in meeting (not crushing) quota? Manually entering contact information and notes is boring and it doesn’t help close deals. That’s a stunning 125 hours of less selling time than in 2018 !

Quota 246

Quota Sell CRM Contact 246

Hubspot

SEPTEMBER 9, 2024

Many organizations may closely meet your company’s ideal customer profile (ICP) criteria and warrant sales reps to proactively reach out to them. A lead meets a company’s qualification criteria (like BANT ) to be added to a company’s deal forecast. Sales Qualified Leads (SQLs). Opportunity. Evangelist.

Territory 83

Territory Cold Call SQL Campaign 83

Iannarino

JUNE 19, 2021

One way you can identify where your sales approach falls on the continuum of legacy to modern is by asking who leads the conversation and what challenges they are addressing. On the modern side, the salesperson leads the client through the conversation and the decision. Second, it leads to more conversations.

Negotiate 227

Negotiate Clients Sales Conversion 227

Veloxy

AUGUST 10, 2021

Not only does this make them more effective, it also boosts the chance of sales conversion. Artificial intelligence can listen in on meetings, calls and emails to automatically correlate these actions and automate data entry to save even more time. Obviously, relevance leads to much better conversions, return on investment and revenue.

Process 328

Process Sales Technique Pipeline 328

Veloxy

DECEMBER 7, 2022

Examples of just some real-time tasks and processes that can be handled by an AI sales assistant include the following: Data Entry Forecasting Pipeline management Lead qualification Follow-ups Scheduling meetings As you can see, there are many real-time tasks that can be taken care of using an AI sales and marketing assistant.

Sales 246

Sales Entertainment Pipeline Follow-up 246