Heinz Marketing

JUNE 25, 2025

Key ones include: Net Revenue Retention (NRR) Expansion Revenue (upsell/cross-sell) Customer Lifetime Value (CLV) Advocacy Rate (reviews, referrals, testimonials) Product adoption/usage Time-to-value (TTV) 2. Traditional metrics (MQLs, CTRs, funnel conversion rates) measure top-of-funnel activity.

B2B 91

B2B Cross-sell Referrals Drivers/motivators 91

RingDNA

MARCH 31, 2025

The modern sales ops team is no longer just responsible for reporting and CRM management. To stay ahead, sales ops leaders must embrace new technology, rethink traditional processes, and focus on data quality, automation, and cross-team alignment. Analyze sales conversations in real-time to improve coaching and objection handling.

Government 62

Government Cross-sell Objectives and Key Results CRM 62

Salesforce

JULY 3, 2025

Attract more customers with Salesforce AI Attract More Customers With Starter Suite CRM 7 AI Strategies To Boost Sales For Small Businesses Learn How Your AI CRM Scales With You AI Sales Forecasting For Startups: How To Get It Right Sales automation isn’t just a nice-to-have — it’s a must if you want to grow fast.

Technique 59

Technique CRM E-commerce Click Through Rate 59

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

Salesforce

SEPTEMBER 10, 2024

With AI and data analytics, agents can enhance customer satisfaction while contributing to sales through personalized recommendations, upselling, and cross-selling. What’s more, AI-powered platforms provide agents with real-time insights into a customer’s history with the brand, prompting more meaningful and wide-ranging conversations.

Service 69

Service Customers Cross-sell Contact 69

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

Salesforce

JUNE 17, 2025

Say hello to smarter enablement with tailored coaching from Agentforce Sales Coach, now available on any deal type in your CRM. Onboard fast, sell faster See how Sales Cloud speeds up the sales cycle with data and AI, making you more efficient at every step. Ensure Einstein Activity Capture and Einstein Conversation are also enabled.

Sell 83

Sell Territory E-commerce Sales 83

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

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

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

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 67

Go To Market Objectives and Key Results A/B testing Territory 67

Highspot

JULY 7, 2025

Key Takeaways Executing 1:1 and 1:few account-based selling strategies geared toward high-value target accounts is how leading enterprise sales teams drive sustainable revenue growth. Guide: What Good Client Engagement Looks Like Download free guide What is account-based selling?

Sell 52

Sell GTM Objectives and Key Results Cross-sell 52

Hubspot

JULY 22, 2024

I'm always saying, “Sound, well-structured business email templates are central to effective sales communication, initiating productive sales conversations, and sustaining relationships with prospects and customers.” They're typically sent following initial conversations, meetings, or proposals (shocking, I know.)

Clients 78

Clients Referrals Prospecting Sales 78

Martech

JULY 17, 2025

With more than 100 product updates released last month, June continues HubSpot’s momentum in AI innovation, CRM flexibility and cross-team efficiency. It’s a major time-saver for teams selling in the U.S. How it helps you This update makes testing and launching CRM changes much safer and more efficient.

CRM 75

CRM Territory Campaign Contact 75

Highspot

JULY 3, 2025

Enablement focusing on content management Through marketing and sales team collaboration, B2B sales enablement teams can turn their attention to: Content marketing: Developing detailed assets that can be leveraged for account-based selling, ad-hoc prospect and customer engagement, and content management.

B2B 52

B2B GTM Objectives and Key Results Sales 52

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 84

Drivers/motivators B2C Cross-sell B2B 84

Salesforce

OCTOBER 29, 2024

This practice also applies to canvassing — hanging physical flyers or starting conversations with people on the street to gather information. Like other sales approaches, the goal of door-to-door sales is to establish a relationship with a customer, upsell , cross-sell, and close more deals.

Objectives and Key Results 52

Objectives and Key Results Territory E-commerce Pitch 52

Highspot

JUNE 19, 2025

Uncover new upsell and cross-sell opportunities Staying engaged with customers as their business evolves helps you understand their changing needs. McKinsey research found three-quarters of shoppers now expect consistent interactions across all departments, not siloed conversations or disjointed experiences. Did you know?

GTM 52

GTM Customers Cross-sell Contract 52

Martech

NOVEMBER 8, 2024

Your CRM likely holds more valuable insights than you realize. It can help address three key challenges: Data tied to your business: If properly recorded, your CRM tracks all interactions with your business — whether won, lost or disqualified — making it easy to identify trends and patterns. What are they discussing?

B2B 128

B2B Objectives and Key Results Cross-sell B2C 128

RingDNA

MARCH 26, 2025

If you live for weekend trout fishing trips you might slip it in there, but not at the expense of describing the products or services you are selling. For example, say you sell commercial property insurance. That type of authenticity builds trust with leads before you even start the conversation.

Closing 62

Closing B2B Sell Referrals 62

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

Salesforce

NOVEMBER 18, 2024

Financial services firms are bullish on artificial intelligence (AI), and the conversation is shifting from the benefits of an AI strategy to how to implement and realize those benefits while maintaining regulatory compliance and customer trust. Back to top. Check out our in-person event opportunities in large cities across the globe.

Service 52

Service Non-Profits Territory Trust 52

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

Salesforce

JULY 24, 2025

Want to join the #1 AI CRM that’s leading the digital labor revolution? But I wanted to sell something that challenged my mind, involved consultation of multiple strategic decision-makers, and had a measurable business impact on customers. It took me five minutes to dial a number, and during the conversation, I stumbled.

Cold Call 52

Cold Call Strategize Pipeline Represent 52

Highspot

OCTOBER 14, 2024

If they spend more time on administrative tasks than selling, it’s a sign that responsibilities, technology, and processes may need a closer look. Focusing on the most promising prospects saves your sales team time and increases conversion rates.

Teamwork 52

Teamwork Objectives and Key Results Cross-sell Follow-up 52

PandaDoc

MAY 22, 2025

Sales enablement is all about providing sales teams with the content, tools, training, and support they need to sell effectively. Here are some core responsibilities of sales ops: CRM management: This means setting up and standardizing CRM usage across the team. What is sales enablement? Read all about sales operations CPQ here.

Sales 52

Sales Cross-sell Finance CRM 52

Highspot

JULY 9, 2025

Manufacturing sales teams face long deal cycles with cross-functional buying committees who have complex product requirements. This AI functionality helps new sales hires ramp faster by grounding their training in actual sales conversations and behaviors across the deal cycle.

Manufacturing 40

Manufacturing GTM Objectives and Key Results Sales 40

RingDNA

APRIL 25, 2025

The best time to make cold calls is an important part of live call execution, as calling at the right time can maximize your answer rate, thereby maximizing your sales conversations and ultimately opportunities. That is a leading indicator of the fact that sales development teams are still seeing cold calling as a valuable channel.

Cold Call 62

Cold Call Prospecting Pipeline Inside sales 62

Sales Hacker

JANUARY 7, 2025

One of my questions right away was just, you made this transition, at least at Aircall, from APAC and running that to now overseeing you know global what are some of the differences between selling in apac and selling in in north america hmm. Fred Viet: It’s a big difference. Fred Viet: Does it need to be a lead source?

GTM 115

GTM Sell Customers Cold Call 115

Highspot

MARCH 7, 2025

Key Takeaways RevOps frameworks streamline your technology stack, clean up CRM data, and get sales reps using sales tools. A strong framework eliminates the common headaches that keep RevOps leaders up at night: disconnected tech stacks, incomplete CRM data, and underused sales tools. Ensures cross-team alignment on revenue goals.

Growth 52

Growth GTM Objectives and Key Results CRM 52

Sales Hacker

JULY 1, 2025

Sophie Buonassisi: Super [00:03:00] excited to have you been actually looking forward to this conversation for a while. We also had a centralized CRM that we used to just like track what we were working on in a very systematized way of going about this. You need to make sure that you’re not crossing your wires.

GTM 78

GTM Growth Sell X-functional 78

Salesforce

JUNE 30, 2025

Whether you’re selling products or services, online stores give you reach. A storefront builder is a tool or platform that allows users to create and manage an online store that functions as a digital storefront to sell products or services online. But tools like AI CRM have your back. Just get started.

Cross-sell 52

Cross-sell CRM B2C Up-sell 52

Sales Hacker

MARCH 25, 2025

Previously, he was the Global VP of Product for SAP, CRM and Sales Cloud. Conversations reveal the unshared details behind how they have grown companies, and the go-to-market strategies responsible for shaping that growth. Previously to that, it was the global VP of product for SAP, focused on the CRM and sales cloud.

GTM 67

GTM X-functional Start-ups Relationship building 67

SaaStr

MAY 29, 2025

Companies like Bamboo HR and Scale AI are already automating their entire sales and revenue operations using AI-powered customer conversation analysis. At Owner, selling ~$10K ACV deals to tiny businesses that “don’t typically buy software,” the AI transformation has been mission-critical.

GTM 95

GTM Negotiate Cross-sell CRM 95

Hubspot

FEBRUARY 21, 2025

Desperate for a solution, I turned to target account selling a method Ive since refined into a system thats helped me land six SaaS clients in under four months. Table of Contents What is target account selling? How does target account selling work? What is target account selling? How does target account selling work?

Clients 41

Clients Sell Cross-sell Objectives and Key Results 41

Highspot

APRIL 9, 2025

Meanwhile, version control and access logs keep everything audit-ready, while CRM integration ensures nothing falls through the cracks. No more edits or deletions that accidentally cross the line. With Highspot, coaching becomes part of the selling process. and get the right document in seconds.

Relationship Management 52

Relationship Management Government GTM Clients 52

Martech

JUNE 27, 2025

There’s no shortage of conversation about giving marketing a seat at the table. Then, build systems — sales enablement, CRM automation and lifecycle campaigns — to introduce the rest of the product portfolio after that initial traction. We also need to get comfortable having tough conversations. Email: See terms.

X-functional 85

X-functional Cross-sell Strategize Finance 85