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The 10 Best Salesforce Automation Tools for 2022 & 2023

Veloxy

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. Visit Veloxy’s Salesforce AppExchange store to start your free trial today.

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From Service to Sales: How Field Service Can Drive Revenue Growth

Salesforce

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.

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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.

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30 Outside Sales Tips That’ll Grow Your Pipeline

Veloxy

From long-lasting client relationships to face-to-face meetings , field reps can make all the difference in innovation by continually supporting customer needs. If you’ve been meeting quota attainment for the past few months in a row, then you’re clearly underplaying your real potential.

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SaaS Revenue Model: How to Adopt One to Boost Recurring Revenue

Hubspot

SaaS selling — and SaaS revenue — are distinctly different from traditional sales and require a new approach to maximize their potential. This starts by creating a solid SaaS bundle that customers want to buy. Instead, the SaaS revenue approach comes with three distinct phases: Initial Contracts. This doesn’t happen overnight.

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What Is a Sales Pipeline and How Do You Build One? A Complete Guide

Salesforce

A prospect lingering in the negotiation stage, for example, may need a change to product price to move them to the contract stage. When the prospect meets specific exit criteria (requirements needed to complete a pipeline stage), they move to the next stage in the pipeline.

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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. You gain some traction and see some success and start growing. Make your sales process about buyer decisions, not arbitrary stages Every time I start working with a new sales team, I ask the same question: What decisions does a customer have to make to buy from you?

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