Sales Hacker

JULY 18, 2019

Rule 1 – You or your sales team needs to be consistently updating your CRM with accurate deal data. Having well-defined and accurate sales stages for your business is critical, particularly if you plan to leverage the weighted pipeline functionality. Most CRMs have a baseline of stages you can easily adopt or modify for your business.

X-functional 68

X-functional Pipeline Contract Quota 68

Salesforce

NOVEMBER 20, 2023

Send an advance copy of the contract or a prepared quote so all decision-makers can review sales details before the call. Are you asking for a referral? Pro tip: Make sure all this data goes into your company’s CRM.) The contract period is pretty long. If so, with whom? Be direct with your ask from the jump.

Objectives and Key Results 69

Objectives and Key Results Pitch X-functional Sales 69

Hubspot

AUGUST 8, 2019

Percentage of revenue from existing customers (cross-selling, upselling, repeat orders, expanded contracts, etc.). Number of referral requests. Average contract value (ACV). Ramp-up = amount of time spent in training + average sales cycle length + X. Percentage of reps using the CRM. X months or years).

X-functional 96

X-functional Quota Cross-sell Contract 96

Sales Hacker

JULY 2, 2019

If your CRM doesn’t have this reporting functionality, you can export the data into an excel file and quickly get the average sales price from there. 2,000 x 10% = $200/lead. It’s also key to look at the historical data for your most ideal customers: not just those that close but also those that retain and become referrals.

Price 78

Price X-functional CRM Sales 78

Sales Hacker

MAY 9, 2019

Create a 2-Page Contract and Get Mutual Commitment [TEMPLATE PROVIDED]. Here’s a simple example to begin with that covers the SDR, AE and Customer Success Manager (CSM) functions: Table 1. 3) Business-Case Target Setting (Recommended): The sales acquisition team that sells a CRM platform uses one SDR ($80k), one Jr.

SQL 103

SQL Commission Customers Non-Profits 103

SaaStr

NOVEMBER 21, 2020

I look at my experience through those companies, and I learned a lot about enterprise software sales, about buying patterns, about functions like product management and product marketing, and how they fit into a well functioning and operating company. If you’re CRM, boom, Salesforce. So if you’re ERP, boom, Workday.

E-commerce 102

E-commerce Manufacturing X-functional Retail 102

PandaDoc

MARCH 7, 2023

When connected to tools like your CRM and other solutions, these numbers can be even more powerful at guiding sales operations. Typical actions that close a sale include final quotes, agreed negotiations, deposits, and the signing of contracts and other legal documents. Each business will need to find components that suit its needs.

Process 52

Process Objectives and Key Results Pitch Legal 52