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CRM strategy: What every business needs to improve customer relationships

PandaDoc

Customer relationship management (CRM) software is a popular choice for many businesses. These platforms help to build a historical record of customer engagement and interactions over time by managing correspondence, keeping track of specific buyers and stakeholders, and even assisting with quote generation and marketing campaigns.

CRM 52
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What Is a Deal Desk?

Salesforce

These teams work closely with experts from sales, marketing, accounting, operations, and legal, serving as liaisons between these groups. This includes everything from securing approvals and ensuring every contract is compliant. Standard deals often flow through automated processes or sales reps without Deal Desk involvement.

Legal 59
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Start-Ups VS Enterprise: Which Sales Team Should You Work for? (Infographic)

Sales Hacker

Enterprise sales organizations usually have well-established procedures , workflows, customer relationship management , and forecasting systems. They also have well-developed workflows for lead-processing and drafting and revising of contracts. Sales Support. Procedures and Workflows.

Start-ups 105
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170 Sales Terms From A – Z: The Updated Glossary of B2B Sales Definitions

Sales Hacker

Account-Based Selling / Sales Development. Average Contract Value. Average Sale/Selling Price. Annual Recurring Revenue (ARR) is the value of contracted, often subscription-based revenues normalized for one calendar year. Complex Sale. Content Management System. Customer Relationship Management.

B2B 105
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What is a sales pipeline — and how can you build and optimize yours?

PandaDoc

To build a robust sales pipeline, you need to define the stages of your sales process and equip your team members with the right tools for each type of sales activity, such as qualifying leads, creating proposals , and signing deals. Negotiation The next stage of the sales cycle is negotiating contracts with decision-makers.

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Digital Sales Rooms: The Future of Sales

Highspot

This allows sales professionals to present the latest information and updates to prospects. How DSR Aligns With the Buyer Journey A digital sales room aligns with the sales cycle by supporting and enhancing each stage of the sales process, from initial lead generation to closing deals and even post-sale relationship management.

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15 tools to make your customer service team more productive

PandaDoc

By using a unified platform for all of your customer service needs, you will be able to more effectively handle all aspects of customer relationship management. Plus, its built-in eSignature feature eliminates time-consuming paperwork processes and makes it easier for users to get contracts signed quickly.

Service 52