ClickFunnels

MAY 6, 2025

A video sales letter funnel (VSL) uses long-form video to sell products or services. Memberships Membership funnels are a smart way to attract people to paid subscription services or members-only sites. Giving people the option to try a product by signing up is a strategic way to get them in front of your product or service.

Growth 130

Growth Strategize Sales Contact 130

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 133

B2B Legal CRM Lead generation 133

Salesforce

DECEMBER 18, 2024

Many field service operations are standing at a crossroads, staring down a future with artificial intelligence (AI). In fact, our research finds that 83% of decision makers in the entire service industry are planning on increasing AI investment over the next year. Is your field service operation ready to join them?

Service 94

Service Appointment Start-ups Follow-up 94

Salesforce

APRIL 10, 2025

The goalposts in customer service are always shifting. To stay ahead, your service strategy must evolve and thats where agentic AI, specifically Agentforce , can reduce time to value and increase self-service outcomes. Before you can define an AI strategy, you need to understand your organizations service strategy.

Service 106

Service Cross-sell Appointment Drivers/motivators 106

Heinz Marketing

SEPTEMBER 24, 2024

Prospecting and Lead Generation Challenge : Finding qualified leads is time-consuming, and SDRs often spend hours searching for contact information and gathering data to assess lead quality. Note: You will need LinkedIn Sales Navigator to get contact info from 6sense; 6sense serves up visitor info but not contact info.

Objectives and Key Results 97

Objectives and Key Results GTM CRM Follow-up 97

Martech

OCTOBER 25, 2024

A follow-up sequence keeps the momentum going and turns attendees into engaged contacts. Example : Send a thank-you message a few days after the transaction, then follow up a week later, asking how the product or service is working for them. Re-engagement campaigns Contacts go cold over time if you don’t reach out.

Appointment 122

Appointment Follow-up Contact Start-ups 122

Martech

NOVEMBER 6, 2024

Managers can now seamlessly segment and automate contact enrollment without switching between tools, streamlining marketing activities and enhancing workflow efficiency. How it helps you This update streamlines the process of adding personalized URLs stored in contact properties, such as tailored offer links or personalized landing pages.

Objectives and Key Results 119

Objectives and Key Results CRM Contact Pipeline 119

Martech

OCTOBER 24, 2023

Seventy percent say they’re going to directly message a brand, and 63% said they’re more likely to contact a brand on social during the holidays than at other times throughout the year. The key for brands is meeting customers where they are and avoiding sending too many messages where they aren’t, or where they prefer not to be contacted.

Contact 128

Contact Drivers/motivators Service Customers 128

ClickFunnels

JUNE 24, 2025

You’ll never know if it’s your headline or contact form placement killing leads. Consider a website with navigation menus, service pages, blog links, contact forms, and social media buttons. Step 1: Choose Your One Main Offer Pick the service or product that solves your customers’ most urgent problem.

Conversion 130

Conversion Contact Follow-up Up-sell 130

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 52

Service Customers Customer Relationship Management Represent 52

Iannarino

JULY 3, 2021

You are always better off identifying yourself, sharing the reason for your call , explaining the value you are offering in trade for your prospect’s time, and then asking them for a meeting. Pitch them right away, even if your product, service, or solution requires a complex sale. Step Three.

Cold Call 325

Cold Call Pitch Retail Clients 325

Sales Gravy

JULY 3, 2025

Well-meaning professionals mistake quantity for quality, frequency for value, and availability for service excellence. Meeting Resistance: Clients rescheduling frequently or suggesting less frequent meetings signal communication fatigue. Daily email updates intended to demonstrate thoroughness turned into inbox clutter.

Clients 78

Clients Contact Prospecting Meeting 78

Veloxy

FEBRUARY 12, 2025

Creating customized meeting links has become a game-changer that streamlines scheduling and cuts down email exchanges. Calendly - Meeting Scheduling My experience integrating many scheduling tools with our Veloxy platform shows that Calendly has transformed how sales teams handle their meetings.

Product 130

Product CRM Price Objectives and Key Results 130

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

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. Be so inspired by your email that they contact a competitor that offers similar products or services.

Closing 85

Closing Quota Healthcare Tradeshows 85

Iannarino

JULY 21, 2021

The more mature your contact, the more you’ll alienate them by focusing on your competitor. The first reason that message would fail to gain a meeting is that mature businesspeople understand that their partners will have some challenges producing the results they need. Your value proposition for a meeting can’t be “O’Doyle rules!”

Cold Call 306

Cold Call Cross-sell Gaming Clients 306

Veloxy

MAY 25, 2021

This characteristic can help you see things from the customer’s perspective and identify areas where your product or service can make their life easier or better. Product or service confidence. 25% of sales people make a second contact and stop. 12% of sales people only make three contacts and stop. Confidence.

Referrals 290

Referrals Quota Cold Call Contact 290

Sales Pop!

FEBRUARY 23, 2024

The concept of customer service has evolved from a post-sale afterthought to a key driver of business success. This shift calls for a holistic approach to customer service, where every department in a company plays a distinct role in shaping the customer experience. This brings us to the core concept of holistic customer service.

Service 147

Service Customers CRM Campaign 147

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

Sales Gravy

OCTOBER 31, 2024

Sales professionals now need digital skills, especially in social media, AI, and data, to meet today’s digital buyers. Millennials as Decision Makers: Millennials make up a significant portion of B2B decision-makers, expecting seamless digital interactions, self-service options, and freedom to research independently.

Trust 96

Trust Finance B2B Pitch 96

Hubspot

AUGUST 7, 2024

I distinctly remember the day I learned about CMRs: I was using a spreadsheet for my contact management, and I felt like other people maintained their networks better by sheer luck. The term " SaaS CRM " refers to CRM software specifically tailored for software-as-a-service (SaaS) businesses. User Experience. Long-Term Investment.

CRM 81

CRM Price User Experience Customer Relationship Management 81

Hubspot

SEPTEMBER 9, 2024

How to Build a Lead List My Tips for Building a Sales Lead List A prospect may have shown interest in a product or service by responding to an online offer, visiting your company’s booth at a conference, or engaging with social media posts. A lead meets a company’s qualification criteria (like BANT ) to be added to a company’s deal forecast.

Territory 83

Territory Cold Call SQL Campaign 83

Martech

OCTOBER 24, 2024

Carriers will cut service to businesses that send SMS messages to people who haven’t consented to get them. If you do it the right way, you need to have all the contacts opt-in, and only reach out to people who want your information.” Promotional SMS messages communicate a special offer or a new product to consumers.

Legal 129

Legal Campaign Promote Contact 129

Sales Pop!

FEBRUARY 7, 2022

You put so much work into developing a great product or service a ton of time and effort into marketing and talking to potential customers and clients. Highlighting how what you offer can meet a need. If a client enjoys their process with the salesperson and knows they can count on this person to answer questions and meet their needs.

Customers 246

Customers Clients Meeting Contact 246

Sales Pop!

SEPTEMBER 18, 2021

The Common Lists include elements relating to account hierarchy, sales roles, contact relations and account relations. Another critical role is the advocate—a person who, in the company, is your product or services’ champion. Contacts Relations. What former employees of yours are related to your contact?

Pipeline 245

Pipeline CRM Contact Consult 245

Iannarino

MARCH 2, 2023

The good news is, by helping your buyer with problems related to making a purchase decision and implementing change, you increase your chances of solving the other problems that cause a prospective client to buy your product or service. This approach is often too fast, and it leaves your contacts behind.

B2B 286

B2B Contact Clients Entertainment 286

Salesforce

SEPTEMBER 28, 2023

Recognizing your agents’ contributions during National Customer Service Week (celebrated annually the first full week of October) is an opportunity to say thank you and continue to foster a positive, high-performing work environment. Here are six Customer Service Week ideas to show your appreciation all year round.

Service 136

Service Customers Gaming Drivers/motivators 136

Sales Pop!

AUGUST 20, 2021

The type of B2B business focused on SaaS (Software as a Service) is most often cloud solution providers. B2B companies sell their products or services to other companies instead of selling them to customers. Searching for and testing dozens of services can take forever. We will talk about the latter in more detail below.

Inside sales 246

Inside sales B2B CRM Price 246

Salesforce

AUGUST 15, 2024

You peek at your calendar to confirm a few meetings. For sales and service teams, customer relationship management (CRM) software is an essential part of the puzzle. Clearbit : By enriching prospect data inside your CRM, this tool organizes potential customers’ contact information, including social media handles.

Product 89

Product E-commerce CRM A/B testing 89

Martech

MAY 3, 2024

This month’s releases bring you some awesome tools like predictive deal scoring to prioritize sales efforts, along with tools to elevate the customer service experience and smarter, automated conversations powered by AI. Automated call handling with IVR technology. Centralized efficiency with the customer success workspace.

Service 126

Service E-commerce Strategize Campaign 126

Salesforce

NOVEMBER 21, 2023

Field service can help drive revenue growth by selling to your existing customers, also called upselling or cross-selling. But the question is, how can you reach this audience at the right time, with the right message, in a way that doesn’t make them feel like they’re being sold to during a service visit?

Service 105

Service Growth Cross-sell Appointment 105

Salesforce

JANUARY 17, 2024

When you’re a customer Service Star, staying ahead of the curve isn’t just an advantage — it’s an absolute necessity. You get the pivotal role technology plays in shaping the future of customer service. Table of contents What is a customer Service Star? What is the Service Trailblazer Community? The answer is yes!

Service 132

Service Customers Networking Negotiate 132

Veloxy

DECEMBER 9, 2024

The average American spent over $77,000 on goods and services in 2023, according to the U.S. Generate reports showing which team members are updating their records and meeting data-entry standards. Share these reports in team meetings to foster healthy competition and provide visibility into individual contributions.

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

Sales Pop!

MARCH 29, 2022

That is all because resource owners don’t use really good lead generation services. But what features should lead generation software have, and how much does it cost to use such services? And finally, how to choose the best service for your business? And finally, how to choose the best service for your business?

Lead generation 233

Lead generation Price B2B Healthcare 233

Martech

APRIL 30, 2025

When you contact vendors, provide them with detailed information about your business needs, including current data volumes and quality issues, specific fields for enrichment/validation, standardization requirements, geographic regions, industry-specific needs and compliance requirements.

B2B 106

B2B Objectives and Key Results Territory Negotiate 106

Veloxy

JANUARY 7, 2025

All these strategies will allow you to minimize the time elapsed from initial contact to the closing of the deal. Regularly meeting and communicating openly with your sales and marketing teams will encourage collaboration. It also keeps the solution fluid and ensures thatit meets your current business requirements.

Objectives and Key Results 130

Objectives and Key Results Negotiate CRM Sales 130

Salesforce

OCTOBER 15, 2024

A sales invoice is a document issued by a seller to a buyer, detailing the products or services sold, quantities, prices, and payment terms. Back to top ) Sales invoice vs. service invoice A service invoice requests payment for a service performed by the seller. What you’ll learn: What is a sales invoice?

Finance 104

Finance Territory Price E-commerce 104