PandaDoc

MARCH 25, 2025

If youre selling a cup of coffee, the options are relatively simple. Identifying upsell and cross-sell opportunities to drive continued revenue growth. Complex sales challenges Complex sales processes present unique challenges due to product/service intricacy, team involvement, and procedural complexities.

Objectives and Key Results 52

Objectives and Key Results Contract Legal Sales 52

SaaStr

OCTOBER 25, 2023

Fast forward to today, and last quarter they crossed an incredible $560,000,000 in ARR growing 20% on a constant currency basis. NRR Stable / Up a Smidge at 108%, But Boosted By Price Increases Like Monday and many other leaders that sell to SMBs, they’ve seen some decline in NRR. That should put them at about $600m ARR today!

Cross-sell 117

Cross-sell Contract Price Growth 117

Hubspot

OCTOBER 11, 2019

This is where personal selling comes into play. Personal selling is the key to a well-balanced sales organization, and, in this guide, we’re going to explain why that’s the case. Personal selling is most commonly used for business-to-business (B2B) selling, although it’s also used in retail and trade selling, too.

Sell 98

Sell Cross-sell Negotiate Up-sell 98

Martech

JUNE 27, 2023

Sell, close. This is a classic content marketing play whereby you provide libraries of case studies, research reports, presentations, archived webinars, blog posts, videos and all information intended to help visitors learn and present themselves as their trusted partner in that task. Motivate interaction. Capture visitor data.

B2B 119

B2B Customers Cross-sell Price 119

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

Partners in Excellence

OCTOBER 25, 2016

Wrapped around this is some notion of upsell/cross sell, “Can we expand the relationship with the current customer (individuals)?” Perhaps it’s presenting new solutions to current customers in the account (upsell) or going to parts of the account we haven’t done business with, presenting these new solutions.

Territory 103

Territory Account management Cross-sell Retail 103

Sales Hacker

FEBRUARY 2, 2021

This information will help you when coming up with the perfect sales pitch that will appeal to your prospect and sell the value of whatever product/ service you might offer. In this stage of the selling cycles, sales teams get to meet the client, either in person or through video conferencing apps or even email. Presentation.

Sales 112

Sales Cross-sell Pipeline Negotiate 112

Salesforce

FEBRUARY 3, 2025

You’re not selling tools or closing contracts; you’re offering solutions and building partnerships. Account A business, customer, lead, or prospect a company engages with to sell products or services to. Annual contract value (ACV) The average annual revenue generated per customer contract.

Objectives and Key Results 52

Objectives and Key Results Pipeline Cross-sell SQL 52

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

Gong.io

MAY 31, 2021

It leads your sales reps through various scenarios: how to prospect, when to sell what product or service, how to overcome common objections, what to negotiate for (and how ) to name a few. Sales presentations. Sales presentations. Best-selling author, Hal Elrod, once said: . Contracting. Pilot resources.

Territory 118

Territory Objectives and Key Results Contract Price 118

SaaStr

JULY 13, 2023

It took Monday a long time to cross 100% NRR from SMBs, and they have to have multiple offerings to get there. #2. Monday’s investors struggled to understand the unit economics for small ACV deals until they iterated how they presented cohort analyses more clearly. GRR will vary by segment and category.

Cross-sell 97

Cross-sell Contract Gaming Up-sell 97

A Sales Guy

DECEMBER 21, 2019

I love the success stories I get from people who’ve read Gap Selling. I never expected the level of success Gap Selling would have or the impact it would have on readers sales careers, it’s been amazing to read about. Eric got an early copy of Gap Selling and has had just about a year to measure it’s effects.

Sell 88

Sell Cross-sell Hospitality Contract 88

Sales Hacker

APRIL 21, 2021

It may take days before the rep can actually send a contract for signature. The director of customer success brings her Salesforce report to a cross-functional meeting with sales and marketing leadership. There are a few different role functions present in RevOps already, so each role has its own unique responsibilities and functions.

Finance 115

Finance Cross-sell SQL GTM 115

Salesmate

MAY 13, 2021

They will get signatures and contracts all done over the internet. Once the client agrees on a deal: A workflow automation sequence will have contract templates with the pertinent information. There will be an onboarding process after they sign the contract. You can consider other products and services that you can cross-sell.

CRM 97

CRM Contract Referrals Follow-up 97

Hubspot

AUGUST 14, 2023

Salespeople frequently undermine their chance of winning sales when they allow value leaks — instances where your email, proposal, word choice, presentation, or body language diminishes the perceived value of your solution — to creep into their sales processes. You drop the ball during sales presentations.

Closing 90

Closing Hospitality Negotiate Price 90

Salesforce

JUNE 2, 2022

Because it’s the greatest indicator of future sales bookings, or annual contract value (ACV). This is where we engage customers and present them with offers like Trailhead links and product demos. This is arming our sales teams with the right tools to sell and win deals. Why pipeline? This keeps our focus on continued growth.

Pipeline 98

Pipeline Engineering Growth Territory 98

Veloxy

AUGUST 31, 2023

And while you can always push a product for the sake of selling it, you’ll only sell it once. A lot of sales reps end up competing on who sold the most or what product is selling faster. Maybe you’re selling the right products to the wrong audience in the wrong market. However, salespeople tend to miss the bigger picture.

Outside Sales 130

Outside Sales Pipeline Inside sales Cross-sell 130

Martech

SEPTEMBER 25, 2023

How these metrics are presented, however, makes all the difference. Marketing must be constantly available to potential buyers when they become interested in your product — not necessarily when you want to sell it. But marketers must try. direct marketing, sales calls and web visits).

A/B testing 124

A/B testing Tradeshows Finance Cross-sell 124

Veloxy

APRIL 11, 2023

It helps eCommerce companies personalize communications, upsell/cross-sell, and reduce cart abandonment rate. Let it be a moment when they ask prospects to sign a contract. And AI can also speed the whole process, from initial outreach and sales deck presentation to customer onboarding.

Pipeline 130

Pipeline Sales CRM Price 130

Sales Hacker

APRIL 21, 2022

In the early days, most SaaS companies sell to other startups for a number of reasons. It’s simply easier to create a SaaS product for smaller companies.That’s why most SaaS companies focus on selling to other startups in the early stages of the company lifecycle. We started by selling to other startups, mainly YC companies.

Cross-sell 102

Cross-sell Legal Contract Price 102

PandaDoc

SEPTEMBER 17, 2024

PandaDoc As an all-in-one document management solution , PandaDoc helps businesses of all sizes streamline their sales proposals, quotes, contracts, and more. Salesloft streamlines the sales funnel by integrating multiple automation and insight tools, enhancing the entire sales process from demo to contract. 5 Capterra Rating: 4.4/5

Contract 98

Contract CRM Legal Sales 98

Salesmate

DECEMBER 28, 2020

Big brands these days have started building their in-house creative teams, and so the ad agencies are being pushed from long-term contracts to signing short-term project-wise contracts. For 45% of businesses, implementing a CRM grew their revenue, and 39% of them said it helped them upsell and cross-sell as well.

CRM 119

CRM Relationship Management Clients Pipeline 119

Hubspot

FEBRUARY 7, 2018

That rep is responsible for presenting or demoing the product, resolving the buyer’s objections, and creating a proposal. How to know if this job is right for you: Being an AE is a natural next step once you’ve gotten some selling experience under your belt. But account managers also look for upsell and cross-sell opportunities.

Territory 101

Territory Commission Outside Sales Account management 101

Sales Hacker

SEPTEMBER 11, 2020

Imagine having the opportunity to sell into a company like Lyft in 2011. According to Crunchbase data, 95,000+ companies have received funding (globally) from 2015-present, totaling $1.3+ The total addressable market continues to grow and is ripe for selling to, but very few startups reach unicorn status. And so on.”.

Sell 101

Sell Minimum Viable Product Objectives and Key Results Cross-sell 101

Sales Hacker

JULY 17, 2018

Gartner predicted it will become the default selling framework for most tech vendors that exceed $5 million in annual revenue. There are many factors driving the dramatic shift towards account-based selling: Customer centricity, which is a key tenet of ABS, has become the new mantra. What Is Account-Based Selling?

Cross-sell 69

Cross-sell B2C Sales Represent 69

Sales Hacker

FEBRUARY 5, 2019

Who could avoid dreaming of those seven-figure deal sizes, 3-year contracts, and trophy logos? We have worked inside organizations that have successfully transitioned from selling into mid-market to selling into Enterprises. Then, still working together, present a project plan that the Board will buy into. Bonus Takeaway.

Product 66

Product Contract Cross-sell Account management 66

PandaDoc

AUGUST 22, 2024

SaaS sales is the art of selling software-as-a-service (SaaS), focused on methods to obtain new customers while retaining/upselling existing ones. What makes selling SaaS products different from other types of sales? What does SaaS sales stand for?

Contract 52

Contract Cross-sell Legal Drivers/motivators 52

Gong.io

JULY 11, 2022

Inside sales (sometimes called remote sales or remote selling) is often the primary sales model for B2B, SaaS, tech, and certain high-ticket B2C sales teams. Inside sales reps sell from their office, in stark contrast to outside sales, where sales reps travel to visit clients and close deals on the road.

Inside sales 62

Inside sales Commission Outside Sales Quota 62

Hubspot

SEPTEMBER 12, 2018

But what is a sales pipeline and why is it so instrumental to selling success? If your forecast anticipates you’re going to miss your quota, you should double down on selling activities. If you sell a premium product, it might take several months to a year to build up a list of key contacts and accounts.

Pipeline 101

Pipeline Sales Negotiate Objectives and Key Results 101

PandaDoc

APRIL 8, 2024

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.

Negotiate 52

Negotiate Cross-sell Contract Legal 52

InsightSquared

DECEMBER 6, 2017

They tackle much of the heavy lifting in Salesforce.com (or other CRM systems) and continuously optimize processes to make lives easier for sales reps and managers, giving them more time to focus on what they do best – sell. Cross-functional projects are always taking place, most frequently with marketing, finance, and IT.

Objectives and Key Results 72

Objectives and Key Results Finance CRM Cross-sell 72

Hubspot

NOVEMBER 20, 2023

For example, if a contract has been sitting unsigned for too long, I can use AI tools to trigger a personalized email reminder to the specific contact or prospect to sign or reach out to me with any questions. Implement AI chatbots for quick customer support.

Cross-sell 73

Cross-sell Contact Contract Prospecting 73

Sales Hacker

MAY 26, 2021

Sales ops is responsible for supporting and enabling sales reps to sell efficiently and effectively. Sales operations teams bring a system of selling and structure to a sales organization. The focus is on things like reporting, territory management and later stage tasks such as contract negotiations and finance approvals.

Territory 69

Territory Objectives and Key Results Finance Cross-sell 69

Partners in Excellence

MARCH 2, 2016

They provide the customer with their best price, crossing their fingers, hoping to win. To get what they want, the customers presenting our solution have to position–justify the project in terms of how it contributes to the attainment of the strategic goals. Customers simply aren’t renewing their contracts.

Cross-sell 72

Cross-sell Contract Price Commission 72

Hubspot

AUGUST 25, 2022

They’re under contract with another vendor. The goal, of course, isn’t to sell them anything, but to see how things are going and if there’s anything you can do to help. It may seem counterintuitive, but sometimes when you’re in a sales slump, it helps to focus on activities that you’re good at that aren’t directly related to selling.

Cold Call 88

Cold Call Drivers/motivators Pitch Sales 88

ConversionXL

FEBRUARY 7, 2014

Engagement will obviously vary depending on the type of product you sell. For an eCommerce company, increasing the order size is done by Up-selling (Think extended warrantees, enhanced service, or newer models) or Cross-selling (You got the TV, how about the DVD Player?). image source. Want to know what it is?

E-commerce 93

E-commerce Cross-sell Up-sell Growth 93

PandaDoc

APRIL 29, 2024

From the moment a request for a quote is received and all the way to shaking hands over a contract and getting paid, QTC dictates how intermediate sales goals are achieved. Quote : Create and present a quote to the customer. Contract : Finalize and agree on a contractual agreement.

Cross-sell 52

Cross-sell Contract Legal Negotiate 52