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CRM document management: Top benefits of automating your document workflows

PandaDoc

And if you’re serious about improving your sales, support, or operations workflows, combining automation with your CRM is a no-brainer. CRM document management is all about organizing, storing, and managing customer-facing documents (think contracts, proposals, quotes, invoices, onboarding materials, etc.)

CRM 52
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I Learned How Sales Champions Drive Deals Forward — Here’s What You Should Know [+ Recent Data]

Hubspot

Every interaction with a prospect is an opportunity, and sales champions dont just know this, but they make the most of it. From the initial discovery email or phone call to the final contract negotiation conversation, they ensure every touchpoint adds value for the prospect. Sales champions take crushing it to a whole new level.

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10 Ways AI Will Change Sales Forever. It’s Already Happening, In Fact.

SaaStr

AI Will Handle Most One-Call Closes For routine sales with transactional deals (typically under $10K), AI will soon handle 80% of the process. The SaaStr AI is already one release away from being able to automatically send contracts for simple sponsorship deals rather than just connecting prospects with sales reps.

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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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How to Build Your Sales Operations Team from Scratch

InsightSquared

Sales operations has been around for quite some time, but lately the function has been gaining momentum. Instead of behind-the-scenes sales support, sales ops now acts as a strategic partner for sales VPs and leadership. Luckily, sales ops can help with all the above. Enable With Tools and Training.

Contract 119
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11 essential sales pipeline metrics you should be tracking

Salesmate

Your sales pipeline covers every stage of the customer acquisition process from leads to after-sales support to repeat business. To be successful in sales, you need to track specific sales pipeline metrics. If they intend to close 200 deals for 2020, each sale should have an average value of $5,000.

Pipeline 121
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Which Type of Sales Job Is Right for You?

Hubspot

Thanks to the rise of email, social media, and web-conferencing tools -- not to mention, a growing desire to talk to salespeople virtually and on the phone rather than in-person -- outside sales roles are becoming increasingly less common. You’ll be moving around constantly: Around the city, region, state, country, or even world.

Territory 101