Veloxy

FEBRUARY 12, 2025

Salesforce Sales Cloud - CRM Platform My experience as a sales productivity platform CEO has exposed me to many CRM solutions. The platform works with over 90 tools and syncs smoothly with major CRM systems. Creating customized meeting links has become a game-changer that streamlines scheduling and cuts down email exchanges.

Product 130

Product CRM Price Objectives and Key Results 130

Salesforce

MAY 5, 2025

They wanted a way to personalize each customer experience, track customer conversations, make data-driven decisions in real-time, and increase conversions without complicating internal processes. Here are 4 ways Marketing Cloud + WhatsApp turned conversations into massive conversions: 1.

Conversion 96

Conversion Customers Strategic partnership Campaign 96

RingDNA

MARCH 18, 2025

Conversation intelligence is the future of smarter selling—helping you close more deals, coach more effectively, and drive continuous improvement. Our conversation intelligence platform empowers sales teams to sell with confidence, turning every interaction into actionable insights. What is conversation intelligence?

Conversion 62

Conversion Objectives and Key Results Sales CRM 62

Martech

JANUARY 8, 2025

Tools like Calendly or HubSpots meeting scheduler let prospects see when youre available and book a time instantly. For group meetings, these tools can combine everyones availability to find the perfect slot no emails, no hassle. Pro tip : Dont forget to include automated reminders for the meeting. But then silence.

CRM 128

CRM Follow-up Sales Prospecting 128

Veloxy

OCTOBER 22, 2024

We designed it to integrate with tools like Salesforce CRM, giving sales reps contextual, real-time data that makes decision-making faster and smarter. We’ve designed our platform to integrate with Salesforce CRM, providing intelligent prospecting solutions that work seamlessly with your existing workflow. The result?

Prospecting 130

Prospecting Technique Pipeline Sales 130

Hubspot

MARCH 13, 2025

And even with revenue up in 2024 , reps are still struggling to meet their sales goals. In addition, I reached out to other sales experts to hear what they had to say about setting and meeting revenue goals so you can take home some best practices from their experience. Table of Contents What are revenue targets?

Meeting 66

Meeting Pipeline Quota Sales 66

Salesforce

AUGUST 6, 2024

To aid in this, the company developed a tool called Penny, an AI agent that’s automatically invited to all meetings. It can do this by comparing meeting summaries against the company’s broader objectives. AI is helping Sandstone improve customer service in other ways, by analyzing customer conversations and extracting relevant details.

Real Estate 128

Real Estate Non-Profits Click Through Rate CRM 128

Veloxy

DECEMBER 9, 2024

Implement strict data entry standards and regular audits to keep your CRM clean and reliable. Is it increased lead conversion? Common CRM Adoption Failures and How to Avoid Them Salesforce isn’t just a piece of software. It reduces errors and ensures your CRM remains reliable. Shorter sales cycles ?

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

Iannarino

JUNE 12, 2022

Everything good that happens to a salesperson starts by meeting a stranger and engaging in a number of conversations. Even though you might record an "opportunity" in your CRM after a first meeting, the opportunity belongs to the client, as they are the one who experiences the better results they need.

CRM 268

CRM Meeting Clients Conversion 268

Martech

JANUARY 7, 2025

Since its launch at the Dreamforce conference in September 2024, Salesforce Agentforce changed the conversation around AI, customer experience and customer service. Shortly after the launch, Salesforce announced it was hiring more than 1,000 employees to meet the demand for Agentforce.

Launch 131

Launch Represent Engineering CRM 131

Salesforce

OCTOBER 30, 2024

Agents can automate many tasks including scheduling meetings, generating summaries, writing emails, doing research, and analyzing data. The agent can adjust deadlines and coordinate communication by scheduling meetings. Maybe you spaced out in a meeting, or held up a workflow because you forgot to respond to a Slack message.

CRM 105

CRM Customer Relationship Management Launch Follow-up 105

Salesforce

OCTOBER 14, 2024

With the technical sophistication that’s available now, the industry is rapidly evolving from assistive conversational automation to role-based automation that augments the workforce. Einstein Copilot was a generative AI-powered conversational assistant that derived its intelligence from a mechanism called Chain-of-Thought reasoning (CoT).

Engineering 128

Engineering Represent CRM Follow-up 128

Martech

NOVEMBER 11, 2024

Central to this is the execution team — a skilled group that includes UX designers, web experts, email marketers, social media strategists, CRM managers, campaign analysts and operational strategists. Each role is key in engaging customers, boosting conversions and supporting broader business goals.

A/B testing 119

A/B testing UX CRM Strategize 119

Veloxy

JUNE 23, 2021

Wrap touchpoints around meetings. The main one is to treat video sales meetings like in-person calls. Would you show up to a serious meeting in a t-shirt and baseball cap? Hubspot explains how to set up video for sales meetings. Wrap TouchPoints Around Meetings. 10 Steps to Building a Virtual Selling Team.

Sell 317

Sell Education CRM Up-sell 317

Martech

NOVEMBER 6, 2024

Updated CRM object merge behavior to be aware of. By reducing friction and ensuring seamless future transactions, businesses can enhance customer convenience, improve conversion rates, and drive revenue growth. How it helps you This standardization simplifies CRM object management and supports future enhancements for merge options.

Objectives and Key Results 122

Objectives and Key Results CRM Contact Pipeline 122

Salesforce

AUGUST 15, 2024

You peek at your calendar to confirm a few meetings. For sales and service teams, customer relationship management (CRM) software is an essential part of the puzzle. CRMs offer a comprehensive view of customer data. The top 27 tools for small business productivity If you’re in sales, you probably already use a CRM.

Product 89

Product E-commerce CRM A/B testing 89

Partners in Excellence

FEBRUARY 12, 2025

But when I started looking at the performance, I realized, despite consistently meeting the goals, the number of qualified leads this person was developing was about the same as his peers. Why were they waiting until the final stage of their process to enter them into the CRM pipeline? But one person consistently beat the goals.

Gaming 123

Gaming Contract Pipeline CRM 123

Partners in Excellence

JANUARY 16, 2025

In selling, there is no end to the tools that claim to provide coaching, performance reporting tools, conversational intelligence, role play tools, social selling, prospecting/customer engagement, negotiation, objection handling, closing, time management. We have very rich conversational intelligence tools. This is not coaching.

Objectives and Key Results 126

Objectives and Key Results Objection handling GTM Pipeline 126

Martech

DECEMBER 9, 2024

This helps you craft your AI impact story, a narrative highlighting how AI improves marketing performance and conversions. It drives most personalization, scoring and segmentation features of marketing automation, email marketing, CRM, social media and SEO systems. I love using AI summaries of meetings.

A/B testing 122

A/B testing Gaming CRM Technology 122

Veloxy

JANUARY 18, 2023

Offering in-person meetings, performing product demos in front of prospects, attending professional events, and engaging in door-to-door selling can help your sales team stand out in this increasingly digital environment. However, prioritizing in-person meetings over digital channels doesn’t mean you can’t leverage technology.

Territory 246

Territory CRM Represent Lead generation 246

Martech

OCTOBER 24, 2024

Personalization, powered by genAI, allows marketers to create tailored interactions that increase conversions, customer loyalty and revenue. GenAI tailors experiences based on customer behavior, increasing conversion rates. AI solutions help identify leads and automate outreach to increase conversions. Customer-centric approach.

Niche 130

Niche Pipeline Growth Prospecting 130

Iannarino

JULY 24, 2021

Use the order of the sales conversation to prioritize your work. Since the first conversation you are ever going to have with a future client is a request for a meeting, that is the kind of work you should do first each day. It is proven to work, but it requires the discipline to close your email and your browser.

Sales 321

Sales Clients Prospecting Meeting 321

Salesforce

MAY 29, 2025

Todays AI agents are often single-task specialists a service agent that summarizes conversations, or a sales assistant that suggests next-best actions. These early successes show how far generative AI has come, but they also reveal how much farther we must go to meet the demands of real-world enterprise applications.

B2C 95

B2C CRM B2B Negotiate 95

Martech

OCTOBER 22, 2024

Conversely, lower points should be given to leads outside your service area. Conversely, if you’re targeting SMBs, adjust your scoring model accordingly. This information can be integrated into your CRM and used to boost lead scores accordingly. Dig deeper: A scoring model your GTM team will fall in love with 3.

Cross-sell 127

Cross-sell Lead generation GTM Territory 127

Salesforce

FEBRUARY 24, 2025

Thats where software-as-a-service customer relationship management (SaaS CRM) yes, its a mouthful can make business easier. Our research shows that small businesses understand the value of CRM systems, with 92% of small marketing teams adopting CRM tools a rate that surpasses mid-market and enterprise adoption.

CRM 52

CRM Customer Relationship Management Relationship Management Price 52

Partners in Excellence

JANUARY 7, 2025

A long time friend and colleague asked me to sit in a vendor meeting. More as part of their learning process, they arranged meetings with a few leading companies to see if these types of tools might support what they were trying to achieve. The team invited the CRO and me to sit in a meeting.

Process 127

Process Strategize Clients Technology 127

Martech

MARCH 20, 2025

From AI-powered workflow enhancements to more flexible forecasting tools, these updates will give you greater efficiency, better data visibility and more control over your CRM. How it helps you This long-awaited feature helps marketers optimize CTAs by testing different designs and copy to improve conversions.

A/B testing 108

A/B testing Objectives and Key Results CRM Pipeline 108

Veloxy

SEPTEMBER 29, 2021

This is a conundrum for most sales managers, as sales productivity is one of the common selling points of the Salesforce CRM platform. Persuasive conversational skills are valuable. Salesforce: A Brief Overview Salesforce is a premium CRM platform. What limits companies’ experience of Salesforce CRM?

Territory 342

Territory Represent Sales Lead generation 342

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.

B2B 130

B2B Objectives and Key Results Cross-sell B2C 130

Sales Pop!

JANUARY 21, 2023

Let’s see how this should happen, and again we’ll provide examples from Pipeliner CRM. Selecting and Implementing a CRM Such an impatient approach can also be seen when selecting and implementing a system such as a CRM. Too many companies make a rapid, shallow choice of a CRM system and implement it.

CRM 240

CRM Pipeline Meeting Consult 240

Sales Pop!

JUNE 28, 2021

Some of the most effective tools for increasing revenue are setting up a CRM and automating business processes. CRM System. CRM for sales is a basic element of automation. The main functional components of CRM are: Working with the client database; Working with analytical data and reporting.

Niche 212

Niche CRM Sales CTR 212

Veloxy

AUGUST 10, 2021

Not only does this make them more effective, it also boosts the chance of sales conversion. Although sellers hate entering data into a CRM, it’s essential if you want to prioritize and forecast. What’s more, AI can closely analyze past results to predict outcomes such as revenue, conversion rates and the value of each customer.

Process 328

Process Sales Technique Pipeline 328

Veloxy

JUNE 24, 2021

Non-Verbal Cues to Watch Out For in Meetings. While prospects are quite focused on what you’re going to say during sales meetings, body language plays a crucial role in the sales conversation. The good news however is that unless you’re in a very specific type of sales, your legs shouldn’t really be noticed during a meeting.

Cross-sell 287

Cross-sell Technique Pitch Contact 287

Sales Pop!

SEPTEMBER 20, 2021

The better approach in the initial conversation is to: Before a discovery meeting, read the person’s profile. Uncover why the person agreed to spend time for a meeting. Salespeople do best by adapting the principle of inclusive ideas in the sales arena and applying it to everyone they meet.

Legal 246

Legal Sales Trust Clients 246

Veloxy

DECEMBER 14, 2022

Not surprisingly, only 42% of these sales reps expected to meet (not crush) quota. Should we be surprised that sales reps are less confident in meeting (not crushing) quota? Automate CRM Data Entry. hours of data entry and other CRM admin tasks waiting for you—every single day. Automate your CRM data entry today!

Quota 246

Quota Sell CRM Contact 246

Salesforce

NOVEMBER 15, 2024

That’s why we launched the LLM Benchmark for CRM. This comprehensive but easy-to-use tool helps you optimize your AI adoption, letting you explore countless customer relationship management (CRM) use cases and compare how LLMs fare in terms of accuracy, cost, speed, and trust.

CRM 119

CRM Trust Customer Relationship Management Launch 119

Veloxy

NOVEMBER 29, 2022

Field Sales Engagement is the process of engaging prospects, leads, and customers in face-to-face meetings. It’s a fundamental process in field sales because customers are looking for face-to-face consultations and conversations with their vendors. This is especially true after a hiatus of sorts during Covid. Send Drip Campaigns.

Territory 246

Territory CRM Sales Contact 246