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How to boost sales strategy with a deal desk

PandaDoc

Their cross-functional expertise enables them to create proposals tailored to customers’ needs. A deal desk identifies upsell and cross-sell opportunities for existing customers by analyzing past deals and current contracts, and tracking renewal dates. See also How to close the sales cycle with sales battle cards 2.

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HubSpot’s December releases: A manager’s guide

Martech

This is especially helpful for teams using Slack’s free plan, where older messages disappear and for important transaction-related communications between teams that need a date-stamped record, e.g., when a client cancels a contract. Does your finance team use QuickBooks?

Finance 95
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11 Strategies to Level up Your Sales Game

Salesforce

Let’s face it: Hard sells and flashy demos can be effective ways to close. Not only will this help you build trust, which makes it easier to sell , but it will open the door to long-term relationships that can lead to upsells and cross-sells. But not always. No such team in your organization?

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5 Challenges in Moving Upmarket and How to Overcome Them with Salesforce Ventures

SaaStr

You don’t want to end up in The Valley of Death, where you can’t get the big dollar contracts. You have to expand your focus on how you sell and make it strategic to the C-suite. When you get to the phase of wanting to sell to Enterprise, it often breaks down at Enterprise needs. The warning — You have to be patient.

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Sales Tech Simplified: How to Turn Relationships Into Revenues with @ModelN

SBI

For example, Model N provides solutions for Finance and Product teams to maximize revenues by designing more effective pricing and discount programs, and analytical solutions to develop new product launch strategies that maximize sales in a global market.

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Fix Your Sales Process by Asking This One Question

Sales Hacker

Company founders do a lot of the selling in the early days. They hire marketers to take over marketing, designers to take over design, finance people to take over the numbers. Then there’s a logistics stage covering contract details. If you sell cars, what decisions does a buyer need to make before they are ready to buy?

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What Is Revenue Intelligence? A Complete Guide 

Salesforce

Get AI-driven insights that help you boost revenue Sell smarter with a revenue intelligence platform built into Sales Cloud. Revenue intelligence is a data-driven way to sell. It uses AI and automation to create visibility across the revenue lifecycle — from marketing to sales to finance — and generate insights you can act on.