Sales Gravy

APRIL 10, 2025

Fancy decks, CRM tagging, and custom email flows feel like progressbut they dont get the contract signed. Fancy decks, CRM tagging, and custom email flows feel like progressbut they dont get the contract signed. Youre hoping your sequence will nurture your prospect into buying without you having to actually sell.

Closing

PandaDoc

JUNE 22, 2025

This means effective customer relationship management (CRM) is essential. A solid CRM strategy can enhance customer satisfaction while fostering loyalty, ultimately leading to more sustainable business growth. Modern CRMs are integrated platforms that can help you deliver personalized experiences at scale.

CRM

Sales Gravy

JANUARY 1, 2025

Onthis episode of The Sales Gravy Podcast, Harriet Mellor shares proven strategies for maximizing trade show ROI with personalized outreach, leveraging CRM tools, and building lasting relationships that convert leads into valuable long-term customers. This includes keeping detailed notes in your customer relationship management (CRM) system.

Follow-up

PandaDoc

MARCH 13, 2025

As these relationships deepen, partnering companies will often agree on contracted pricing, a pre-negotiated price structure that applies over a defined period. Contracted deals ensure that pricing is more predictable, consistent, and transparent between buyers and sellers. What is contracted pricing? Long-term customer loyalty.

Contract

Martech

APRIL 30, 2025

Identify all the tools the solution will need to integrate with, particularly your CRM (like Salesforce , Microsoft Dynamics, HubSpot ), marketing automation platform (like Marketo , Oracle Eloqua, HubSpot, and Salesforce Account Engagement, formerly Pardot), data warehouse and any existing email or address verification tools.

B2B

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. What is a CRM strategy? Explain how the system should be used. Who needs it and why?

CRM

PandaDoc

JUNE 26, 2025

CRM systems are meant to help your teams manage customer relationships more effectively. But without a solid document workflow in place, even the best CRM can become a bottleneck. With CRM documentation, you can achieve greater speed and consistency, as well as smarter collaboration across your team. So, what’s the answer?

CRM

Salesforce

OCTOBER 14, 2024

Get started The evolution from Einstein Copilot to Agentforce Earlier this year we released Einstein Copilot, which has now evolved into an Agentforce Agent for customer relationship management (CRM). In this mechanism, the AI system mimics human-style decision-making by generating a plan containing a sequence of steps to attain a goal.

Engineering

Veloxy

JULY 23, 2025

Utilize the data you collect with a robust CRM system to support this process and help you identify the most critical areas of training. In 2025, many customers are using AI to review the contracts you send them, which can often lead to more detailed and unexpected concerns than ever before.

Product

SaaStr

APRIL 30, 2025

Are your CRM, AI tools, and other platforms being used effectively? This includes contracts, pricing approvals, and any legal requirements. Are reps equipped with the right tools, content, and training? AI-powered tools can provide personalized coaching and identify skill gaps. Technology and Tools : Audit your tech stack.

Cross-sell

PandaDoc

OCTOBER 15, 2024

Key Features: Workflow automation : set up who is on your team, what their role is, and hook integrations with your CRM, proposal management system, and contract management software. Professional services : consulting firms and other large, complex professional services with many moving parts in the contract process.

Legal

SaaStr

JULY 1, 2025

It spans marketing attribution, lead scoring, outbound sequencing, meeting booking, discovery calls, proposal generation, contract negotiation, and post-sale expansion. CRM data accuracy sits at 47% across most sales orgs. The other 72%?

Territory

Adaptive Business Services

JULY 16, 2025

I do have one new client who has been busy scanning documents related to engagements that he has previously been contracted for. I Just Want to Maintain Contact Records In My CRM Before there was CRM (Customer Relationship Management), there was CM (Contact Management). Are you thinking about a CRM?

CRM

SaaStr

JULY 5, 2025

at IPO 1,432+ customers paying average of $1.75M annually 7,291 employees – from 650 at IPO 20%+ growth at massive scale, highly profitable Dominant market position : 80%+ market share in life sciences CRM This represents a 29.8% Here’s pharma CRM – that’s like a pinprick. market cap – up from $2.4B

E-commerce

Salesforce

JULY 3, 2025

Attract more customers with Salesforce AI Attract More Customers With Starter Suite CRM 7 AI Strategies To Boost Sales For Small Businesses Learn How Your AI CRM Scales With You AI Sales Forecasting For Startups: How To Get It Right Sales automation isn’t just a nice-to-have — it’s a must if you want to grow fast. Get it now 2.

Technique

PandaDoc

JUNE 6, 2025

Combining CRM insights with CPQ automation capabilities will better equip your sales team so they can deliver a stronger pitch. Here’s a simple pitch: “If your team spends hours each week creating quotes, contracts, or proposals manually, PandaDoc can help cut that time significantly. Let’s use PandaDoc as an example.

Pitch

Hubspot

APRIL 30, 2025

or Is there a discount if we sign a two-year contract? Leverage your CRM and sales tools. For example, marking their contract redlines with high priority for the legal team might shave an additional 3-5 days off the implementation timeline. Inquiries about contract details. That indicates theyre envisioning the deal.

Contract

Hubspot

JUNE 16, 2025

Incorporate critical CRM and sales technology proficiencies. Buj highlights data analysis and CRM skills as key differentiators: ‘It signals adaptability to sales tech stacks.’ For example: ‘Used CRM analytics to identify customer trends, improving engagement by 25%.’ Instead of simply listing a tool, demonstrate impact.

Objectives and Key Results

Salesforce

JULY 14, 2025

Customer relationship management (CRM) integrations can help you reduce manual tasks and connect your tools. Let’s take a look at how you can automate your CRM with integrations (don’t worry, we won’t get too technical). What we’ll cover: What is CRM integration? So, why not integrate and automate?

CRM

RingDNA

APRIL 11, 2025

By tracking these call outcomes in your CRM, you can view a report that gives a bird’s-eye-view of a rep’s call outcomes. This is possible with a call tracking tool that integrates with your customer relationship management (CRM), where your revenue data is stored.

Quota

Salesforce

MARCH 13, 2025

The formula: Total number of accounts in your industry x Annual contract value (ACV) of your company’s product or service By using fewer estimations, you can deliver a more reliable number. And use CRM data to find the average revenue per user. Whenever possible, find market data from credible sources (e.g.,

Minimum Viable Product

PandaDoc

APRIL 28, 2025

This technology integrates with product catalogs, pricing databases, and customer relationship management (CRM) systems to produce detailed and accurate quotes swiftly. Data integration: The software connects with existing CRM systems, product catalogs, and pricing databases to access real-time information.

Price

Hubspot

NOVEMBER 22, 2024

We are still gathering the results from the campaign, but so far, it has led to: 1) “Booked a meeting with one churned customer for a new contract. At SmythOS, we've taken AI-driven sales processes to the next level with our Deal Pilot agent, seamlessly integrated with HubSpot CRM,” says Walker.

Lead generation

PandaDoc

JUNE 2, 2025

Elongated deals are common, with sales cycles that may last for months before the contracts are finally signed. High-cost contracts and long sales cycles. Build CRM-friendly workflows Any sales qualification methodology is much easier to implement when it aligns with the tools that reps use in their day-to-day workflow.

Objectives and Key Results

Heinz Marketing

JUNE 25, 2025

Track revenue from: Contract renewals with increased seats or usage Cross-sell of new products/modules Upsell to higher pricing tiers Tie this to marketing-influenced activity (ABM, content, campaigns targeting existing customers). CLG metrics are about long-term value from customers you already have.

B2B

PandaDoc

MARCH 25, 2025

Take buying a CRM, for example. This means you will be working with a technical buyer who will handle the implementation, a financial buyer who wants to only know contracting details and the why, and an end user who only cares about the how. CRM integration means reps can access customer data without switching platforms.

Objectives and Key Results

Hubspot

NOVEMBER 12, 2024

In the end, it became one of the biggest contracts we had ever secured at that time. "As In one case, this approach reengaged a prospect who had gone silent for three months, leading to a signed contract within two weeks. They mentioned that the video made them feel like more than just another lead in our CRM.

Prospecting

Highspot

FEBRUARY 20, 2025

For instance, if you’re selling a CRM tool, highlight how it centralizes contact data, improving lead management and shortening the sales cycle by helping sales reps respond more quickly and minimize back-and-forth delays. This could include cost savings, efficiency gains, or revenue growth potential.

Product

SaaStr

JUNE 6, 2025

Why buy a traditional CRM when AI-native alternatives might emerge? SaaS leaders need to focus on value-based pricing and finding ways to increase average contract values rather than just customer counts. This means maintaining existing software stack rather than expanding it.

Territory

Salesforce

OCTOBER 22, 2024

A good champion can help facilitate faster deals, bigger contract sizes, and easier account management. A good Customer Relationship Management (CRM) tool is crucial here. And even if your champion is not a manager, they could have influence, and be a valuable resource in helping you win the sale.

E-commerce

Salesforce

NOVEMBER 25, 2024

Data Cloud allows you to unlock all of your data sources – inside and outside the CRM. With Data Cloud pulling data inside and outside the CRM you can get even more granular with targeting. Account Engagement customers have been asking for these features for years. It also helps you create connections between those data points.

Cross-sell

Highspot

JULY 3, 2025

Think deals tied to software subscriptions that require annual or multi-year contracts.) Well-prepared sales discovery calls driven by enablement insights from your CRM software and other GTM tools ensure that conversations stay focused and aligned with the prospect’s specific needs.

B2B

Salesforce

SEPTEMBER 10, 2024

Agents should have the same holistic view of customer interactions , via your customer relationship management (CRM) platform, as the sales, marketing, and account management teams. Next, integrate your CRM system with the contact center software. And finally, automate routine tasks with AI to reduce the manual workload for agents.

Service

Salesforce

NOVEMBER 8, 2024

From process automation and predictive intelligence to generative and agentic AI , an industry-specific AI-powered CRM platform can provide the essential tools for Pharma and MedTech companies to easily set up and use reliable AI solutions.

Healthcare

PandaDoc

MARCH 25, 2025

Your team spends days manually creating proposals, tracking contracts, and managing documents while large enterprises use automated systems that zoom through these tasks in minutes. Smaller teams with heavier workloads Enterprise teams have dedicated proposal writers, contract specialists, and sales engineers. The result?

E-commerce

Highspot

JUNE 19, 2025

They sense that they are part of something more than a contract. A personalized sales email that addresses a prospect’s specific challenge, such as a CRM solution for managing leads, demonstrates that you are paying attention and genuinely care. Customer Feedback Loop Are we collecting, sharing, and acting on feedback regularly?

GTM

Salesforce

JULY 7, 2025

This all led to a 62% increase in average contract value from those leads. At Dreamforce, you’ll discover how AI agents, real-time data, and CRM create a digital labor force that scales with you. We found that only 40% of our leads were truly sales-ready, which allowed our sales reps to focus on the highest-potential prospects.

High impact