Salesforce

SEPTEMBER 10, 2024

Over the years, you’ve put a lot of money into your customer service centers. And that was a smart move, because white-glove customer service – for both B2B and B2C – is essential for consumer goods (CG) brands who want to build long-term, loyal relationships with customers. the growth over those that don’t.

Service

PandaDoc

JUNE 27, 2025

We all know customer relationships are vital to business success. It doesn’t matter if you’re a startup trying to get your first clients or an enterprise with thousands of contacts. A CRM (customer relationship management) system is key to keeping organized. What are the benefits of CRM? Why is this helpful?

CRM

Salesforce

OCTOBER 28, 2024

Imagine a world where AI agents handle many of your everyday tasks, freeing you up to focus on what truly matters — building relationships, making strategic decisions, and innovating. This isn’t a distant dream, though: It’s the reality we’re shaping in partnership with our customers at Salesforce.

Trust

Salesforce

OCTOBER 14, 2024

Agentforce is a suite of out-of-the-box AI agents — autonomous, proactive applications designed to execute specialized tasks — and a set of tools to build and customize them. Agentforce represents a quantum leap in AI automation for customer service, sales, marketing, commerce, and more.

Engineering

Salesforce

JULY 18, 2024

Did you know that 65% of customers expect companies to adapt to their changing needs and preferences, but almost as many feel that companies are treating them as a number? Get to know your customers better, improve productivity, and grow your business faster. Know your customers better with a single source of truth 2.

Gaming

RingDNA

APRIL 11, 2025

Contact Attempts per Account Key Question it Answers: How many times are your reps reaching out to contacts at a particular company? What it Measures: The total number of times any person at a particular account is contacted by phone or email by a rep on your team. 50 per day) and then track actual dials against this benchmark.

Quota

ClickFunnels

MAY 13, 2025

In just 3 hours, you can set up a funnel that turns clicks into customers—no technical skills required. A successful sales funnel strategy accounts for customers at all stages of the buying process, including brand awareness, interest, desire, action, and loyalty. Customers tend to make a purchase the more time they spend on a website.

E-commerce

Hubspot

SEPTEMBER 4, 2024

If you’re looking for CRM (Customer Relationship Management) software for your startup, a third-party review website like G2.com Building a successful startup involves handling large amounts of customer data. Also, the accidental altering or deleting of customer data may be difficult to avoid with spreadsheets.

CRM

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

JUNE 17, 2025

Agentforce for Quoting When it’s available: June 2025 What it does: Use natural language to automatically generate quotes and amendments based on your business rules, pulling from comprehensive deals, customer, product, and pricing data. Use filtering settings to customize the display.

Sell

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

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

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. Did you know?

GTM

Salesforce

DECEMBER 5, 2024

After investing in the right customer relationship management (CRM) system for their small business, 5P Consulting experienced incredible business growth — 998% ROI to be exact. With tools like Gmail integration and Web-to-lead functionality , you can connect customer interactions to actionable insights.

Consult

PandaDoc

JUNE 6, 2025

Use digital tools like CRMs (customer relationship management) and CPQ (configure, price, quote) software. For example, CRMs can give your sales reps access to the most up-to-date contact information, purchase history, and deal progress. This will help them tailor every pitch with context that helps the customer trust.

Pitch

Salesforce

JULY 18, 2025

Hey, business owners, customer service is kind of a lot, are we right or are we right? But what is exceptional customer service meaning these days? It’s not just about making a sale; it’s about building lasting relationships that turn one-time buyers into loyal advocates. Customers want prompt service. Easy, right?

Service

Salesforce

APRIL 2, 2025

The rep contacts the airline’s engineer, telling them, “Hey, you did a great job installing the software, but here are some features you missed. When you enable product-led sales and incorporate this approach into your sales strategy guide , companies can acquire customers by letting the product or service drive engagement.

Product

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

Martech

JUNE 4, 2025

More than 75% of HubSpot customers are already using ChatGPT, according to HubSpots Q1 2025 AI customer sentiment survey. Using the new deep research connector, those customers will be able to apply powerful research and analysis to their own customer data and context. Email: See terms.

Pipeline

Salesforce

JUNE 4, 2025

Walk into any customer service floor and you’ll hear conversations like this: “Sarah’s AHT is killing our SLA, but her CSAT scores are solid, so let’s check her FCR before we panic.” If youre in the customer service industry, youre immersed in the language of customer service acronyms.

Service

Adaptive Business Services

JULY 16, 2025

Onward … Updates Regarding tracking individual link clicks by contact. They will also appear in the contact’s record, but not where you might expect. 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.

CRM

Martech

APRIL 11, 2025

Validity’s existing suite of products, including DemandTools, BriteVerify, Everest, Sender Certification and GridBuddy Connect, focuses on CRM data management, email address verification, inbox deliverability and avoiding spam filters. By integrating Litmus, Validity can offer an end-to-end system for email marketing. Processing.

CRM

Salesforce

FEBRUARY 3, 2025

.” While “ Always Be Closing ” reflects the aggressive tactics of the past, modern sales prioritizes relationships and gathering as much context as possible to address customers’ needs. Account A business, customer, lead, or prospect a company engages with to sell products or services to.

Objectives and Key Results

Salesforce

FEBRUARY 3, 2025

Customers are the heart of every startup or small and medium-sized business (SMB). But keeping up with what your customers want can often feel overwhelming. Thats why you need customer tracking for your startup or growing business. Its a way to know your customers better so you can meet their needs.

Customers

Salesforce

FEBRUARY 24, 2025

Running a small and medium business (SMB) means balancing all the things marketing your brand, building loyal customers, and keeping your team on track. Thats where software-as-a-service customer relationship management (SaaS CRM) yes, its a mouthful can make business easier. What well cover: What is a SaaS CRM?

CRM

Salesforce

MAY 15, 2025

Effective communication is the bedrock for all vital relationships. This includes relationships with your team, your customers, and yourself. Communication not only facilitates learning and relationships, but also serves as the lifeblood of business. In short, good communication means happier customers (and more money!).

CRM

Salesforce

JULY 14, 2025

According to our latest Small and Medium Business Trends report, 65% of customers expect businesses to adapt to their fast-paced needs , yet many SMBs are balancing sales, marketing, operations, and service, while handling daily operations. But it’s not just about efficiency — it’s about knowing your customers.

CRM

Salesforce

JULY 25, 2025

Understanding exactly where your business stands right now helps you make smarter decisions about everything — your team structure, workflow systems, customer relationship management (CRM) tools, and financial processes. You’re developing your product, hunting for those first crucial customers, and‌ seeking funding.

Growth

Salesforce

AUGUST 6, 2025

Task management vs. project management Key fundamentals of task management success Using AI to support smarter task management Choosing the right task management system How task management supports better performance and profit What is task management?

CRM

Salesforce

JANUARY 9, 2025

An “About Us” page is your brand’s first digital impression with potential customers. Your About Us page introduces you to your customers. Here are some statistics about why this page matters : Customers who visit your About Us page spend 22.5% It’s not about what you sell but also what you stand for.

Pitch

Salesforce

NOVEMBER 14, 2024

In today’s customer service, anticipating and meeting customer needs before they express them is the gold standard. While our research finds that 61% of service professionals say their organizations address issues proactively, only a third of customers agree! Put yourself in the shoes of your customers for a moment.

Trust

Martech

DECEMBER 30, 2024

Williamson explained: On the one hand, educated adoption decisions can help ensure that your AI investments are delivering the value you expect, whether thats improving CX, driving operational efficiency, supporting contact center agents, or other goals.

Retail

Martech

MAY 21, 2025

The April HubSpot updates bring new power to automation, deeper reporting insights and long-awaited improvements to forms, workflows and CRM customization. With this optional setting enabled, any email to or from a contact already in your CRM will be logged automatically, even if its sent from mobile or your regular inbox.

Objectives and Key Results

Salesforce

MARCH 24, 2025

For growing startups, every decision counts especially those driven by customer data. As businesses strive to grow in competitive markets, the ability to understand customer data can mean the difference between success and stagnation. What well cover: What is customer data management? What Is a SaaS CRM?

Customers

Martech

JUNE 2, 2025

Here are some key challenges: CRM limitations: Many traditional customer relationship management (CRM) systems are designed to track individual leads rather than accounts. B2B marketers face several challenges when shifting their focus from measuring and engaging individual leads to an account-based marketing (ABM) approach.

GTM

Sales Pop!

FEBRUARY 16, 2022

It’s essential to stay relevant, provide the most up-to-date service, and ensure effective management of customer databases to establish higher customer retention. Undoubtedly, that can only come from sustaining customers. Get to Know Your Customers. Increased Retention of Customers.

Customer Relationship Management

Salesforce

APRIL 3, 2025

With nearly two-thirds of consumers expecting personalized interactions and 65% expecting businesses to adapt to their changing needs and preferences, branding that speaks directly to customers has never been more important. Its how customers recognize you, remember you, and ultimately trust you. More importantly, authenticity is key.

CRM