Salesmate

DECEMBER 11, 2020

To prevent such errors, you need CRM software that is intuitive and adds value to your company. First, let’s look at what Insurance CRM is and the challenges insurance agents face to understand CRM’s need in business. What is Insurance CRM? Insurance CRM is designed specifically for companies and insurance agents.

CRM 128

CRM Cross-sell Clients Follow-up 128

Salesmate

MARCH 23, 2021

You are already aware that a CRM would be the viable option to invest in for the growth of your start-up, but you aren’t sure how it’ll be beneficial to you, especially at such an early stage of your business. To understand how a CRM can help your business, you first need to understand what a CRM platform is.

CRM 116

CRM Cross-sell Tradeshows Up-sell 116

Veloxy

AUGUST 10, 2021

Not only does this make them more effective, it also boosts the chance of sales conversion. But not to worry, the additional free time will allow your employees to spend more time actually selling and connecting with prospects. Although sellers hate entering data into a CRM, it’s essential if you want to prioritize and forecast.

Process 328

Process Sales Technique Pipeline 328

SaaStr

APRIL 30, 2025

Look at quota attainment, activity levels (calls, emails, demos), and conversion rates. Review lead quality, conversion rates by segment, and the effectiveness of your ICP (Ideal Customer Profile). Churn and Expansion : For existing customers, analyze churn rates, upsell/cross-sell performance, and NRR (Net Revenue Retention).

Cross-sell 75

Cross-sell Pipeline Legal Contract 75

Salesmate

DECEMBER 4, 2020

What does CRM stand for in Financial Business? Almost 47% of businesses have started using CRM for maintaining customer services and relationships. Also, with the statistics of 60% of people using multiple search engines to find a particular website, the use of CRM has increased even further to get more data on their target audience.

CRM 128

CRM Service Finance Customer Relationship Management 128

Salesmate

APRIL 3, 2020

Initially, CRM software was considered to be tools only for big businesses for managing large client databases. Today, even small businesses and startups easily benefit from choosing the best CRM software. Choosing a CRM for startups offers a lot to entrepreneurs with useful features that can help you build a better business.

CRM 116

CRM Pipeline Objectives and Key Results Contact 116

Salesforce

NOVEMBER 25, 2024

This included Agentforce Campaigns , sending multichannel journeys with email and SMS, and advanced personalization features like Cross-Object Merge fields. Data Cloud allows you to unlock all of your data sources – inside and outside the CRM. Agentforce, Cross-Object Merge Fields, and SMS require Data Cloud as a prerequisite.

Cross-sell 64

Cross-sell Customers Territory Campaign 64

Veloxy

JUNE 8, 2022

However, manage it poorly and you’re looking at stuck leads and conversion drops. The technology available today allow sales teams to maintain a healthy pipeline and continually move leads on to the conversion stage. Great sales CRM software has automating functions that schedule follow up emails to leads overtime. But first….

Pipeline 195

Pipeline Technology Technology Cross-sell 195

Veloxy

MARCH 15, 2023

It also involves the development of processes and strategies that support the revenue team in achieving their goals, such as marketing initiatives, customer experience improvements, cross-functional collaboration, and more. This leads to more successful sales engagements and higher conversion rates. Why is revenue enablement important?

Cross-sell 246

Cross-sell Objectives and Key Results Growth Teamwork 246

InsightSquared

MARCH 15, 2019

In this case, step one for implementing a new CRM is to ensure your company has defined its own processes. And, once you’ve defined how things should work in your company, make sure you hire the right person (or people) to manage and customize your CRM. CRM adoption starts at the top. A CRM is a connector and a time saver.

CRM 95

CRM Cross-sell Pipeline Start-ups 95

Sales Pop!

MAY 26, 2023

Sales enablement refers to a set of processes and tools that are designed to help salespeople sell more effectively. Sales enablement is a strategic, cross-functional discipline, designed to increase sales results and productivity, by providing integrated content, training, and coaching services. — What is Sales Enablement?

Objectives and Key Results 240

Objectives and Key Results Cross-sell Sales Strategize 240

Salesforce

AUGUST 24, 2021

It should come as no surprise that at Salesforce, we live and breathe CRM – customer relationship management. Acceleration of digital adoption has dramatically escalated the importance of relationships – the “R” in CRM – like never before. Read The State of CRM. CRM use has, in fact, largely plateaued over the past couple years.

CRM 98

CRM Finance Customer Relationship Management Technology 98

Veloxy

OCTOBER 29, 2021

This turns a sales rep who spends too much time on non-selling activity into a trusted advisor that spends the majority of their time on customer engagement. This includes tools designed to reduce the administrative burden on revenue operations and reps by automating non-selling activities. How is AI Changing Sales?

Sales 223

Sales Non-Profits CRM Pipeline 223

Hubspot

FEBRUARY 24, 2021

That's why you need a CRM. There are four main advantages of using a CRM. Benefits of CRM. With a CRM, you can automate tasks like call and activity logging, reporting, deal creation, and more. Essentially, a CRM boosts rep collaboration and efficiency. CRM Terms to Know. Better Customer Experience.

CRM 91

CRM Contact SQL Cross-sell 91

Cience

DECEMBER 1, 2020

Customer retention drives increased profitability in many ways, including: Better Conversion Rates Fewer Marketing Requirements Scope for Improvement Lower Operating Costs Increased Sales. The CRM: A Key Customer Retention Tool. Your CRM stores all data about your customers. Optimize your CRM to personalize interactions.

CRM 96

CRM Technique Customers Campaign 96

Martech

SEPTEMBER 16, 2024

Improve the conversion rate of leads to opportunities by 15%. Achieve a 30% attendee-to-lead conversion rate at events. Increase cross-sell and upsell revenue by 25%. Field marketing: Enhancing event follow-ups Integrate event management tools with CRM to streamline lead capture and post-event follow-ups.

Go To Market 64

Go To Market Objectives and Key Results A/B testing Territory 64

PandaDoc

OCTOBER 15, 2024

Key Features: Workflow automation : set up who is on your team, what their role is, and hook integrations with your CRM, proposal management system, and contract management software. Efficient cross-team communication: having multiple teams in your deal desk allows for streamlined communication between departments.

Legal 52

Legal Contract Cross-sell Finance 52

Hubspot

NOVEMBER 7, 2023

You know you need a CRM, but there are hundreds of CRMs and hundreds more features available. This CRM best practices guide will walk you through how to evaluate a CRM, from how it will help your business and how to map your needs to core features. What is CRM? What are the benefits of CRM?

CRM 78

CRM Contact Contract Objectives and Key Results 78

Salesforce

APRIL 2, 2025

Product-led sales is a sales strategy where users experience and engage with a product first often through a free trial or freemium model before sales teams leverage usage data to drive conversions and expansions. Higher conversion rates: Consumers are typically more likely to make a purchase after experiencing a free trial.

Product 86

Product Territory Sales Price 86

SaaStr

MAY 30, 2024

They prioritize direct selling and relationships over allowing customers to go and buy directly. What PLG Signals Can Sales Use to Sell Software? If you have data scientists or ML teams, you can correlate the probability of upsells and cross-sells if someone has used that aha feature.

Cross-sell 121

Cross-sell Customers Pitch Drivers/motivators 121

Salesforce

MARCH 7, 2023

With our CRM Analytics spring ’23 release, you can gain more value from the Salesforce Data Cloud, find new ways to increase productivity through AI, improvements to the user interface platform, and more. Note: some parameters are not supported, see Dataflow conversion mapping ).

CRM 87

CRM Cross-sell Pipeline Conversion 87

Salesmate

FEBRUARY 11, 2020

It’s a no-brainer that sales methodologies help businesses sell better and choose better customers for life. In the Sandler sales model, the seller and buyer both will be equally invested in the selling process. We will take a conversational example of a sales rep and a prospect throughout these steps and understand the concept.

Cross-sell 136

Cross-sell Sales Contract CRM 136

Heinz Marketing

MAY 15, 2025

Knowing who you’re selling toand how they make buying decisionsis key to building effective campaigns, aligning sales and marketing, and accelerating pipeline. Gather data from your CRM and customer base to identify your most successful accounts. Use this data to build a documented, cross-functional ICP definition.

Drivers/motivators 52

Drivers/motivators B2C Cross-sell B2B 52

Veloxy

MARCH 23, 2023

Let’s now review three unique types of selling quotas : activity quotas, revenue quotas, and profit quotas. Selling activity quota This type of quota measures the number of activities performed by sales reps within a specific timeframe. It can also help sales reps prioritize higher-value deals over lower-value deals.

Quota 246

Quota Profit margin Non-Profits Teamwork 246

Gong.io

AUGUST 19, 2021

It’s pretty straightforward: The client’s team reports a large gap given the time they spent selling, but nothing out of the ordinary. This gave them a data-driven way to decide where to focus their sales organization’s efforts so they could free up reps’ time to actually sell. “ See results, attached. Efficiency for the win. .

Product 127

Product Cross-sell CRM Sales 127

Salesforce

OCTOBER 9, 2023

In every conversation with customers, partners, and industry analysts, I heard how excited sales teams are to embrace the new era of data and AI. With the proliferation of data, AI, CRM, and trust, there’s never been a better opportunity for this innovation. Or tell your sellers which products are ripe for cross-sell opportunities.

CRM 126

CRM Cross-sell Trust Sales 126

Highspot

JANUARY 23, 2025

Hard skills are job-specific knowledge, such as CRM proficiency, product expertise, or proposal writing, while soft skills center on interpersonal and emotional abilities like communication, empathy, and resilience. In other words, hard skills guide what sales reps sell, and soft skills determine how they sell to prospects.

Objectives and Key Results 52

Objectives and Key Results Negotiate Cross-sell Technique 52

Martech

APRIL 22, 2024

I call this audience-based planning — a way to take what your sales team wants to sell and to whom and pair it with what your data can tell you about that target audience’s interests, pain points and journey stage. What clients might be a fit for cross-serve or upsell on this service? What messaging is most likely to resonate?

B2B 132

B2B Cross-sell Campaign CRM 132

Martech

JUNE 12, 2024

First, utilize the same martech tools used to identify prospects to upsell, cross-sell and retention opportunities. Build upsell and cross-sell journey maps for key customer segments using scoring techniques and tools used for qualifying leads. Watch for patterns in page path analysis.

Customers 117

Customers Cross-sell Education Account management 117

Salesforce

NOVEMBER 19, 2024

Importance of competitive pricing in business Types of competitive pricing strategies Pros and cons of competitive pricing Steps to developing a competitive pricing strategy Unify sales, finance, and legal on the #1 AI CRM When sales, finance, and legal are disconnected, the customer feels the pain. Learn how Revenue Cloud can help.

Price 52

Price Profit margin Territory Cross-sell 52

Veloxy

AUGUST 16, 2023

In this blog post, we’ll dive into the importance of Salesforce ROI, the key factors affecting it, and the essential metrics to consider when measuring your CRM investment. Businesses can increase their Salesforce ROI by leveraging external expertise to optimize the CRM investment.

Objectives and Key Results 130

Objectives and Key Results CRM Profit margin Consult 130

Sales Hacker

NOVEMBER 23, 2020

Sell as a team. Coordinate with cross-functional teams. If you’ve got a room full of reps trying to close those final deals and executives juggling end-of-year priorities, you need to ensure you’re delivering maximum value without taking too much time away from selling activities. Gain executive support. Create consistency.

Closing 131

Closing Cross-sell Contact CRM 131

SaaStr

FEBRUARY 13, 2021

Its definitely at least a Cloud infrastructure and applications company for SMBs: And its also a great case study of learning how to sell and market to SMBs at scale. We’ve seen this also with Salesforce, where its classic CRM product is no longer its largest cloud, and is also its slowest growing (and most mature) segment: 3.

E-commerce 128

E-commerce Cross-sell CRM Up-sell 128

PandaDoc

MARCH 25, 2025

If youre selling a cup of coffee, the options are relatively simple. Take buying a CRM, for example. Identifying upsell and cross-sell opportunities to drive continued revenue growth. Using a CRM for complex sales A customer relationship management platform (CRM) helps organizations centralize customer data.

Objectives and Key Results 52

Objectives and Key Results Contract Legal Sales 52

Veloxy

MAY 24, 2023

Sales velocity measures the SPEED at which deals move through your sales pipeline, resulting in shorter sales cycles, higher conversion rates, and increased revenue generation. Generating high-quality leads that align with your target customer profile enhances the likelihood of conversion and accelerates sales velocity. What is it?

Objectives and Key Results 130

Objectives and Key Results Pipeline Pharmaceutical CRM 130

Salesmate

MAY 15, 2020

For business owners, clicks and conversions will always increase their costs. Once they attain optimum customer conversions, they move on to hunt for new customers. Start a simple yet beneficial loyalty or a referral program and take the help of CRM for automating your marketing efforts. How can businesses do that? Established.

Customers 122

Customers CRM Contact Cross-sell 122

Salesforce

JUNE 14, 2023

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. Frame this conversation as a partnership. But not always.

Gaming 95

Gaming Cross-sell Referrals CRM 95