PandaDoc

OCTOBER 15, 2024

Deal desk software organizes a sales team’s quote-to-cash workflow. These are primarily used in B2B and SaaS companies to help manage complex sales processes, papers, and status updates. Reduce your sales cycle and improve your close rate today with PandaDoc. Sales within B2B can be complex and challenging.

Legal 52

Legal Contract Cross-sell Finance 52

Veloxy

JUNE 8, 2022

Couple questions here – are your sales stagnating? If yes, then you’re probably looking for new ways to improve your sales performance. Perhaps the answer could be in your sales pipeline. Research shows that top performing companies and sales teams do extremely well when it comes to managing their pipeline. But first….

Pipeline 195

Pipeline Technology Technology Cross-sell 195

Salesmate

FEBRUARY 11, 2020

It’s a no-brainer that sales methodologies help businesses sell better and choose better customers for life. In our past articles, we have talked about some of the best sales methodologies in depth. This would be the last article in that series, and we’re talking about Sandler Sales Methodology. Sounds a bit confusing?

Cross-sell 136

Cross-sell Sales Contract CRM 136

Salesforce

NOVEMBER 2, 2023

That’s the beauty of effective cross-selling. It increases the customer’s overall satisfaction, while driving up sales. Here’s how I recommend leveraging this proven sales approach to make existing customers even happier and get you to quota faster. What you’ll learn: What is cross-selling?

Cross-sell 69

Cross-sell Sell Quota Pitch 69

Salesforce

NOVEMBER 25, 2024

This included Agentforce Campaigns , sending multichannel journeys with email and SMS, and advanced personalization features like Cross-Object Merge fields. Customers must have Sales Cloud or Service Cloud Enterprise Edition or higher to access this. Agentforce, Cross-Object Merge Fields, and SMS require Data Cloud as a prerequisite.

Cross-sell 64

Cross-sell Customers Territory Campaign 64

PandaDoc

MARCH 25, 2025

The sales process varies greatly depending on the purchase. If youre selling a cup of coffee, the options are relatively simple. In this article, well explore the challenges of complex sales and the strategies your team can use to close deals more efficiently. What is considered a complex sale?

Objectives and Key Results 52

Objectives and Key Results Contract Legal Sales 52

Salesmate

JULY 8, 2020

Sales professionals generally visualize customer acquisition through the stages of a sales pipeline. Sales strategies can be applied at each stage of that process to help turn a qualified lead into money *ahem* a customer. Understanding how your sales pipeline is working is vital if you want to optimize your revenue generation.

Pipeline 126

Pipeline Negotiate Objectives and Key Results Contract 126

Martech

OCTOBER 19, 2023

While businesses value the synergy between marketing, sales and product teams in theory, they often struggle to create a cohesive atmosphere and deliver seamless customer experiences in practice. Our head of sales also has two primary KPIs: new revenue and CR from SQL to the client. Why did we choose these KPIs?

Product 133

Product Contract Drivers/motivators SQL 133

Salesforce

DECEMBER 4, 2023

Ever been overwhelmed by the sheer volume of sales data you’re tracking — and confused by the metrics that matter? Below, we give you everything you need to know about sales KPIs that ensure a healthy, productive, and growing business. What you’ll learn: What are KPIs in sales? Why are sales KPIs so important?

Cross-sell 105

Cross-sell Pipeline Contract Sales 105

SaaStr

MAY 22, 2024

But — it’s one that is very important to many of us that sell into the enterprise. Given how critical its research is in selling to the enterprise, I wanted to take a look at its business. Today, Gartner has now crossed $6 Billion in revenue, with a stunning $35 Billion market cap. And its very profitable.

Cross-sell 119

Cross-sell Quota Contract Price 119

Sales Hacker

SEPTEMBER 2, 2020

The best sales teams don’t just sell — they keep customers happy and drive serious upsell, cross-sell, and expansion revenue. They do this by first identifying and focusing on the sales motions that are best for their product, team, and customer. Inside sales. Inside sales. Low-touch sales.

Inside sales 132

Inside sales Cold Call Contract Price 132

Highspot

FEBRUARY 20, 2025

You ask a straightforward question about a feature or even ROI experienced by others in your same industry, and the sales rep stumbles. Buyers rely on sales reps as credible sources of truth, so you risk losing deals if your reps don’t truly understand the product. Does that inspire trust? Probably not. What is Product Training?

Product 52

Product GTM Objectives and Key Results Cross-sell 52

Sales Hacker

DECEMBER 4, 2020

That’s what selling without a sales dashboard is like. But a sales dashboard is only useful if it’s done well. What is a Sales Dashboard? A sales dashboard gives your team a fast and efficient way to see all the data that is most important to doing their job effectively. Why Use a Sales Dashboard?

Pipeline 136

Pipeline Cross-sell CRM Sales 136

Sales Hacker

OCTOBER 11, 2021

Sales teams feel constant pressure to speed up time-to-revenue and quickly close deals. To help take some of the pressure off, companies focus on technology investments to help their sales teams increase win rates and accelerate revenue while automating a lot of the tedious, manual processes that prove to be a bottleneck in the sales cycle.

Process 114

Process Cross-sell Contract Negotiate 114

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

Partners in Excellence

FEBRUARY 17, 2015

There are 1000’s of articles about transactional selling. The collective wisdom of most of those posts can be summarized as follows: “Transactional selling sucks!” Others say that it is all going the way of the web and e-procurement, so there is really no “selling opportunity.” ” It does!

Contract 118

Contract Cross-sell Manufacturing Price 118

Heinz Marketing

MAY 20, 2022

Revenue Ops / Marketing and Sales Ops. Sales Enablement. For all my busy B2B marketers and sales leaders inundated with meetings, deadlines, and the like, here’s my summary of the academic article’s key takeaways: Takeaway #1— Customer Success should be thought of and modeled as a profit center, not a cost center.

Cross-sell 115

Cross-sell Customers Growth Contract 115

Sales Hacker

JULY 25, 2022

Here’s the thing about driving a car — and about running a sales org: Bumps in the road are inevitable. One of the best ways to ensure every part of your engine is running smoothly is to build sales performance dashboards for everyone on your team. What is a sales performance dashboard? What is a sales performance dashboard?

Engineering 117

Engineering Objectives and Key Results Cross-sell Pipeline 117

Veloxy

AUGUST 17, 2022

Salesforce automation tools go a long way in helping you improve the productivity and efficiency of your sales team. To take your sales strategy to the next level, I’ve outlined the following 7 Salesforce automation tools that every salesperson should have in their sales stack. The Top 7 Best Salesforce Automation Tools.

Appointment 147

Appointment Territory Cross-sell Contract 147

SaaStr

MARCH 27, 2023

So there are 3 things every sales rep I’ve worked with hates: Clawbacks. We won’t dig into this too much here, but sales folks hate it. Everyone in sales hates them. But they are a clear sign to the sales org that there is at least a cost to closing low quality deals. 100% of sales reps also hate this.

Commission 119

Commission Contract Cross-sell Sales 119

SaaStr

FEBRUARY 1, 2022

60% of Asana’s customers come from self-service, 40% from sales. This is trending to 50/50 now that Asana has crossed $400m in ARR, but still a reminder a self-serve motion combined with sales jumping on the bigger deals can scale very, very far. Sprout Social doesn’t only sell a low-end edition.

Contract 145

Contract Cross-sell Price Up-sell 145

Hubspot

OCTOBER 16, 2017

Sales compensation is one of the trickiest aspects of the sales organization to get right. How to create a good sales comp plan. Sales comp plan types. Sales contests and SPIFs. How sales compensation should work. A sales compensation plan operates from a basic principle: Money drives behavior.

Commission 101

Commission Quota X-functional Non-Profits 101

Hubspot

OCTOBER 19, 2017

As a sales manager or leader, your problem probably isn’t too little data. 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. The “right” metrics depend on your sales organization, industry, and company.

Quota 101

Quota Cross-sell Contract Negotiate 101

Salesforce

FEBRUARY 3, 2025

Words hold power in friendships and communities, but also in sales. Using the right sales terms can make your prospect feel secure instead of defensive, as if they’re investing in an answer rather than being pressured into a decision. Learn more What you’ll learn: What are sales terms?

Objectives and Key Results 52

Objectives and Key Results Pipeline Cross-sell SQL 52

Martech

MAY 6, 2024

While the focus of lead scoring is typically on identifying and prioritizing new leads, it can also be applied to existing customers to determine their level of engagement, satisfaction, and potential for upselling or cross-selling opportunities. What types of lead scoring can I apply to existing customers? Please use simple language.

Cross-sell 117

Cross-sell Customers Referrals B2B 117

Sales Hacker

JUNE 13, 2023

I hear this a lot from business leaders — and it’s always kind of sheepish: “Chris, how do we actually make a sales process?” Sales processes don’t just happen. Company founders do a lot of the selling in the early days. And, sometimes last of all, they hire sales. sales reps who might be new to the business.

Process 115

Process Cross-sell Sales Finance 115

Sales Hacker

FEBRUARY 1, 2021

Why is it that companies have a sales process they follow rigorously to win business, yet avoid the same discipline in managing those customers throughout the lifecycle of their contracts? Too often contract cancellation (or non-renewal) comes as a surprise, but it never should. Today we can start to change that.

Customers 100

Customers Contract Cross-sell Account management 100

Partners in Excellence

APRIL 18, 2013

He reminded me of the terrible difficulty sales people have in retaining and growing business with existing customers, as well as the absence of customer retention strategies in many organizations. We hold sales responsible for customer retention. But sales only has a small part of the job of retaining customers.

Customers 126

Customers Manufacturing Cross-sell Legal 126

Sales Gravy

NOVEMBER 20, 2023

On this episode of the Sales Gravy Podcast, Jeb Blount and Will Frattini, Head of Enterprise Revenue & Growth at Zoominfo, take on account management and account expansion selling. Why Account Management Matters In sales, closing deals and prospecting often steal the spotlight from account management and customer retention.

Account management 111

Account management Objectives and Key Results Cross-sell Contract 111

SaaStr

DECEMBER 27, 2020

CEO Lew Cirne, after regretting selling his first startup in the space to CA for $375m, tries again with New Relic. But New Relic has continued to scale, crossing $650,000,000 in ARR (or so) and a $4B market cap. It can be a bit scary to move from fixed contracts. New Relic is one of my favorite Cloud stories.

Contract 136

Contract Cross-sell Price Growth 136

Sales Hacker

APRIL 6, 2022

Sales teams often struggle with configuration of price quotes when dealing with complex products or services or large product catalogs. Sales teams are often forced to use manual processes that result in errors, inaccuracies, and wasted time. And these manual processes take sales reps away from their most important activity: selling.

Cross-sell 109

Cross-sell Contract Price Finance 109

Sales Hacker

FEBRUARY 2, 2021

Before we dive into sales cycle management, let’s first focus on what a sales cycle is and the sales cycle steps. What Is a Sales Cycle? A sales cycle is a term used to describe the sales process steps, beginning when a sales rep identifies a potential customer to follow up after closing the sale.

Sales 113

Sales Cross-sell Pipeline Negotiate 113

Hubspot

AUGUST 8, 2019

While metrics are important in every aspect of any business, they’re especially critical in sales. Sales leaders can’t use their intuition to guide their decisions — not only are they dealing with a huge amount of information, but the risk of failure is high. Let's take a look at what sales metrics are. Activity Sales Metrics.

X-functional 101

X-functional Quota Cross-sell Contract 101

Martech

JANUARY 25, 2023

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. Previously, HubSpot supported sending notes to Slack channels via workflow, not sending from Slack to HubSpot.

Finance 114

Finance Cross-sell Contract Campaign 114

Hubspot

DECEMBER 13, 2023

When I think about different types of sales calls, some of the first terms that come to mind are terms like warm calling or cold calling. Sales professionals not only convert prospects into buyers, they hold the power to negotiate, upsell, and even problem-solve after the initial purchase is made.

Objection handling 87

Objection handling Negotiate Cross-sell Contract 87

Veloxy

AUGUST 31, 2023

You’re not the only outside sales rep feeling that way. This article doesn’t list every outside sales strategy under the sun. These are tactics that have helped outside sales professionals grow their pipeline by 300% in one month. Here’s a mentality that top-tier outside sales gurus have.

Outside Sales 130

Outside Sales Pipeline Inside sales Cross-sell 130

Veloxy

APRIL 11, 2023

Your sales and marketing teams may benefit from AI too. Besides creating emails or optimizing sales scripts, AI can automate mundane tasks, boost productivity, and ensure personalization. In this article, we’ll look at AI sales assistants and what to expect from them in the future. But they aren’t the only helpful solutions.

Pipeline 130

Pipeline Sales CRM Price 130