Salesforce

SEPTEMBER 10, 2024

With AI and data analytics, agents can enhance customer satisfaction while contributing to sales through personalized recommendations, upselling, and cross-selling. Next, integrate your CRM system with the contact center software. AI can also assist service teams in upselling and cross-selling initiatives.

Service 69

Service Customers Cross-sell Contact 69

Highspot

FEBRUARY 20, 2025

Product training is a structured learning process that helps team members understand, communicate, and sell a product. According to Gartner, 77% of B2B buyers say their most recent purchase felt “very complex or difficult,” highlighting the importance of thorough product knowledge for anyone selling or supporting a solution.

Product 52

Product GTM Objectives and Key Results Cross-sell 52

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 52

B2B GTM Objectives and Key Results Sales 52

PandaDoc

MARCH 25, 2025

If youre selling a cup of coffee, the options are relatively simple. Take buying a CRM, for example. Identifying upsell and cross-sell opportunities to drive continued revenue growth. Using a CRM for complex sales A customer relationship management platform (CRM) helps organizations centralize customer data.

Objectives and Key Results 52

Objectives and Key Results Contract Legal Sales 52

Highspot

JUNE 19, 2025

They sense that they are part of something more than a contract. Uncover new upsell and cross-sell opportunities Staying engaged with customers as their business evolves helps you understand their changing needs. “Plus, when clients are engaged, they feel a connection with the brand,” the guide continues.

GTM 52

GTM Customers Cross-sell Contract 52

RingDNA

MARCH 26, 2025

If you live for weekend trout fishing trips you might slip it in there, but not at the expense of describing the products or services you are selling. For example, say you sell commercial property insurance. SDRs & Sales Reps: LinkedIn is the perfect playground for social selling. Forget cold calling as your only tool.

Closing 62

Closing B2B Sell Referrals 62

PandaDoc

JUNE 6, 2025

Equipping your team with slide decks and CRM access is great, but sales enablement is much more than that. It’s all about empowering your reps to sell more effectively—and you can’t improve what you don’t measure. Plus, the right software can help reduce manual labor, giving your reps important time back to focus on selling.

Objectives and Key Results 52

Objectives and Key Results Quota Cross-sell Sales 52

Sales Hacker

JANUARY 7, 2025

One of my questions right away was just, you made this transition, at least at Aircall, from APAC and running that to now overseeing you know global what are some of the differences between selling in apac and selling in in north america hmm. If I look at one thing, we all think about consultative selling, about active listening.

GTM 115

GTM Sell Customers Cold Call 115

Sales Hacker

MARCH 25, 2025

Previously, he was the Global VP of Product for SAP, CRM and Sales Cloud. Previously to that, it was the global VP of product for SAP, focused on the CRM and sales cloud. Most customers, particularly in ERP, still also in CRM, would say, I’m a snowflake. It’s literally in the title. So what I would say is.

GTM 67

GTM X-functional Start-ups Relationship building 67

Hubspot

FEBRUARY 21, 2025

Desperate for a solution, I turned to target account selling a method Ive since refined into a system thats helped me land six SaaS clients in under four months. Table of Contents What is target account selling? How does target account selling work? What is target account selling? How does target account selling work?

Clients 41

Clients Sell Cross-sell Objectives and Key Results 41

Salesforce

JULY 17, 2025

It must account for buying groups, cross-functional decisions, longer sales cycles, and the rise of AI agents brokering information on your buyer’s behalf. You’re selling to a committee, not a contact Most B2B deals involve 6–10 stakeholders. Your data lives in silos and dies in meetings CRM data only shows part of the story.

B2B 52

B2B Manufacturing Cross-sell Finance 52

Hubspot

FEBRUARY 13, 2025

Balances Consultative and Provocative Selling SPICED encourages sales professionals to engage in consultative conversations that prioritize understanding the customers needs while incorporating a provocative edge to challenge their current perspectives. To sell to me, a salesperson would need to understand the challenges of freelancing.

Sales 36

Sales Trust Pipeline Pitch 36

Salesforce

OCTOBER 18, 2024

You can sell products without holding inventory by partnering with suppliers who ship directly to customers. Service-based businesses Instead of selling physical products, service-based businesses offer customers value by providing expertise, skills, or labor. Improve productivity by getting the right CRM software. No problem.

Minimum Viable Product 111

Minimum Viable Product Cross-sell Niche Legal 111

Salesforce

MAY 12, 2025

Difference between net retention rate and gross revenue retention Tips to improve your net retention rate Unify sales, finance, and legal on the #1 AI CRM When sales, finance, and legal are disconnected, the customer feels the pain. Contraction revenue: Revenue lost due to existing customers’ downgrades or reduced usage.

Cross-sell 59

Cross-sell Territory Finance Contract 59

Salesforce

APRIL 28, 2025

Successful SMBs on Instagram dont just sell their products they create immersive brand experiences that keep followers coming back. Create content with modern AI customer relationship management (CRM ) tools that can give you a major advantage. Salesforces CRM for Small Businesses helps track this across platforms.

Follow-up 59

Follow-up CRM Contract Trust 59

Martech

MAY 19, 2025

One contract to sign. Get the best tool for each job, because as great as Supergiant Softwares CRM is, its social media management platform looks to be built by fourth graders. Now, it includes the data marketers need, putting all involved in PLG’s acquire-retain-upsell/cross-sell flywheel in one application.

Cross-sell 83

Cross-sell Finance Contract CRM 83

Salesforce

FEBRUARY 17, 2025

Let’s explore the most effective sales tactics that help you sell smarter and grow faster. Craft a compelling value proposition Effective messaging is central to how to sell better and creating a strong value proposition starts with focusing on your customer. The S.M.A.R.T.

Territory 59

Territory Negotiate E-commerce Objectives and Key Results 59

Salesforce

MARCH 3, 2025

A Deal Desk is a cross-functional team that streamlines the closing of sales complex and non-standard deals, handling everything from quote to cash. This includes everything from securing approvals and ensuring every contract is compliant. This includes setting prices, drafting custom contracts, and keeping service delivery on track.

Legal 59

Legal Contract Finance Non-Profits 59

Salesmate

DECEMBER 28, 2020

CRM is the most effective approach in maintaining and establishing relationships with customers. In this article, you’ll find ways to make your business a success with the help of a CRM for advertising agencies. So let’s have a look at some of the problems faced by agencies before we dive into the importance of choosing the right CRM.

CRM 119

CRM Relationship Management Clients Pipeline 119

Veloxy

JUNE 8, 2022

Your company can also grow at a steady rate by following sales pipeline management best practices and making use of the worlds best CRM software. For instance, you could have a pipeline worth a million dollars in contract value. Great sales CRM software has automating functions that schedule follow up emails to leads overtime.

Pipeline 195

Pipeline Technology Technology Cross-sell 195

Sales Hacker

JUNE 3, 2021

Because I had found success with the CRM I was using, I decided to use the same software I had built the landing page with as a CRM for my sales efforts since it collected all the basic prospect information I sought. Which meant it was clear I used the wrong CRM for my use case. Their role at the company. A way to qualify them.

B2C 102

B2C CRM B2B E-commerce 102

Salesmate

FEBRUARY 11, 2020

It’s a no-brainer that sales methodologies help businesses sell better and choose better customers for life. In the Sandler sales model, the seller and buyer both will be equally invested in the selling process. Basically, the sales rep will communicate to build a relationship, not to sell a product. Up-front contracts.

Cross-sell 136

Cross-sell Sales Contract CRM 136

Hubspot

NOVEMBER 7, 2023

You know you need a CRM, but there are hundreds of CRMs and hundreds more features available. This CRM best practices guide will walk you through how to evaluate a CRM, from how it will help your business and how to map your needs to core features. What is CRM? What are the benefits of CRM?

CRM 78

CRM Contact Contract Objectives and Key Results 78

Veloxy

AUGUST 17, 2022

Price: $49/month for Salesforce users, corporate plans available Automations: Non-selling activities, lead prioritization, lead capture Veloxy has several features to help you automate Salesforce, no matter how long you’ve been using the CRM platform. Veloxy Docomotion ZoomInfo Qualtrics LevelEleven TaskRay Apptoto. source of image.

Appointment 147

Appointment Territory Cross-sell Contract 147

Sales Hacker

DECEMBER 4, 2020

That’s what selling without a sales dashboard is like. Most customer relationship management (CRM) tools have the built-in ability to create dashboards for your team. Most customer relationship management (CRM) tools have the built-in ability to create dashboards for your team. What is a Sales Dashboard?

Pipeline 135

Pipeline Cross-sell CRM Sales 135

Salesmate

JULY 8, 2020

If you’re serious about applying this approach, I recommend you buy the book Sell Like Crazy , by Sabri Suby. Therefore, I recommend you use an automated tool for your CRM. Sell their goals. Your proposal can double as a contract. Once both of you have signed the contract, it’s time to PARTY. Lead Qualification.

Pipeline 126

Pipeline Negotiate Objectives and Key Results Contract 126

Martech

JANUARY 25, 2023

Without asking your admin for custom reporting changes, you can see the info you need for specific properties and segments of your CRM on dashboards using the new property filters (in beta). Previously, the date range was the only filter available for the entire dashboard.

Finance 117

Finance Cross-sell Contract Campaign 117

Salesforce

NOVEMBER 21, 2023

Field service can help drive revenue growth by selling to your existing customers, also called upselling or cross-selling. We’ve found that 65% of mobile workers are successfully selling to existing customers. Let’s dig into each of these best practices for upselling and cross-selling in field service.

Service 105

Service Growth Cross-sell Appointment 105

Salesforce

DECEMBER 4, 2023

Annual contract value (ACV) What it measures: The average sales amount of a customer contract over the course of a year. Why it’s important: ACV helps sales reps and managers identify opportunities for upselling and cross-selling that increase customer contract value and, ultimately, company revenue.

Cross-sell 105

Cross-sell Pipeline Contract Sales 105

Hubspot

OCTOBER 19, 2017

From the percentage of reps using your CRM and cohort retention rate to average time to hire and sales velocity, there’s a nearly endless list of metrics, reports, and data points. Take a look at your pay structure to see if you’re pulling the right levers to get reps to sell. Or maybe you’re trying to improve your cross-sell rates.

Quota 101

Quota Cross-sell Contract Negotiate 101

Sales Hacker

APRIL 6, 2022

And these manual processes take sales reps away from their most important activity: selling. Let’s take a closer look at each word: Configure: Configuration of products and services ensures that what you provide is actually available, meets the buyer’s needs and specifications, and can be delivered according to the agreed-upon contract terms.

Cross-sell 107

Cross-sell Contract Price Finance 107

Salesforce

SEPTEMBER 27, 2021

Add to that, the company had previously signed a three-year contract with Slack for several thousand users, and five months later, it had blown past that allotment. Their contract was originally in our mid-market segment, but they outgrew our segment lines, which brought them into our enterprise team. Reimagine the selling experience.

Closing 98

Closing Contract Legal Cross-sell 98

Salesmate

MAY 13, 2021

They will get signatures and contracts all done over the internet. Salesmate CRM integrates with Pandadoc and keeps everything in one place. Once the client agrees on a deal: A workflow automation sequence will have contract templates with the pertinent information. Leverage a CRM that has all contacts in one place.

CRM 97

CRM Contract Referrals Follow-up 97

Salesforce

APRIL 29, 2022

This works whether you sell and deliver energy or act as the delivery system on behalf of a third-party. A customer relationship management (CRM) system designed for the energy and utilities industry creates a single source of truth. A CRM also connects customer-facing apps with existing back-office and billing systems.

Technology 98

Technology Technology Customers Cross-sell 98

Hubspot

DECEMBER 13, 2023

For example, if you sell CRM software, you might conduct a demo call to show the prospect how your system can streamline their sales processes and improve customer relationships. Pro Tip : Your CRM could make tracking your prospect's progress a cleaner, easier process.

Objection handling 87

Objection handling Negotiate Cross-sell Contract 87

Martech

JULY 18, 2022

Companies that implement ABM experience a nearly two-fold increase in annual contract value (ACV) according to research conducted for the ABM Leadership Alliance. ABM isn’t just about acquiring new target accounts, it’s about retaining and growing target accounts through cross-sell, upsell and advocacy programs.

B2B 110

B2B Cross-sell Contract Pipeline 110

Hubspot

AUGUST 8, 2019

Percentage of revenue from existing customers (cross-selling, upselling, repeat orders, expanded contracts, etc.). Cost of selling as a percentage of revenue generated. You can’t control how much this salesperson sells -- but you can tell her to increase her daily email output. Average contract value (ACV).

X-functional 101

X-functional Quota Cross-sell Contract 101