Martech

JULY 16, 2024

While it is relatively easy to define “top of the funnel” (TOFU) and “bottom of the funnel” (BOFU) metrics, such as click-through rates and sales conversions, the metrics for middle-of-the-funnel (MOFU) activities are often ill-defined and generic. In this chaotic environment, the clarity of intended outcomes often gets lost.

Finance

Salesforce

AUGUST 15, 2024

Remote, hybrid, and onsite teams can operate smoother, respond to customer needs quicker, and achieve better results with less effort. 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.

Product

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

Martech

SEPTEMBER 13, 2024

General availability for Agentforce One is slated for October 25, pricing starts at $2 per conversation, with discounts available to large users Salesforce also announced the Agentforce Partner Network, which lets other organizations deploy third-party agents or use third-party actions when designing custom agents in Agentforce.

Launch

Salesforce

MARCH 12, 2025

AI agents are already doing it in customer relationship management (CRM) tools , just about everywhere. For example, a customer relationship management (CRM) assistant can offer recommendations for customer interactions but still requires a human to execute the final response.

Represent

Salesforce

OCTOBER 30, 2024

And because agents built with Agentforce have access to Salesforce customer relationship management ( CRM ) data like marketing, sales, service, commerce and industries, they provide real-time, data-driven insights, grounded in your business context, so teams and agents can make informed decisions and take action within the CRM environment.

CRM

Salesforce

JANUARY 9, 2025

Your sales representatives can spend their time building relationships with customers instead of getting bogged down in administrative tasks such as scheduling meetings and creating invoices. Higher conversion rates One of the best ways to increase productivity and revenue is by improving your conversion rates.

Closing

Sales Gravy

JANUARY 1, 2025

Discover the secrets to lead follow up and conversion after trade show, conference, and events. Importance of Patience: Building relationships and converting leads into customers takes time. This includes keeping detailed notes in your customer relationship management (CRM) system.

Follow-up

RingDNA

APRIL 11, 2025

What it Measures: The total number of attempts a rep makes to call prospects in a given day Value: Many sales organizations have a dialing quota since more dials can equate with more meaningful sales conversations and revenue. Conversations Per Day Key Question it Answers: How efficient are your reps at connecting with prospects?

Quota

ClickFunnels

MAY 13, 2025

In just 3 hours, you can set up a funnel that turns clicks into customers—no technical skills required. While building an effective sales funnel may feel intimidating, ClickFunnels makes it easy to implement a series of conversions that will ultimately lead to sales. Why is a Sales Funnel Important?

E-commerce

Martech

JUNE 19, 2025

1: Website traffic (total page views/visitors) Why it’s weak: More traffic sounds good, but it doesn’t tell you if the visitors are the right people, engaged or moving toward a conversion. Where to find conversion data: Google Analytics or other website analytics platforms. Vanity metric No. Vanity metric No.

CTR

PandaDoc

JUNE 22, 2025

Maintaining loyal, engaged customers can cost less and deliver a higher ROI than acquiring new customers. This means effective customer relationship management (CRM) is essential. A solid CRM strategy can enhance customer satisfaction while fostering loyalty, ultimately leading to more sustainable business growth.

CRM

Highspot

DECEMBER 9, 2024

Tech stack consolidation is a critical conversation among sales and sales enablement teams to ensure they are equipped with the bestand fewesttools necessary to do their jobs. One of the most popular and powerful customer relationship management tools in the market. A vital tool in this consolidated stack is Salesforce.

GTM

Highspot

AUGUST 11, 2025

The top sales intelligence solutions provide real-time data into customer engagement, sales-asset usage, and rep activity. Instead, you only see what’s spoken in conversations, shared in content, and shown through buyer behavior and how it influences revenue outcomes. No vanity metrics are offered by these tools.

GTM

PandaDoc

JUNE 6, 2025

It’s usually used at the early stages of the sales cycle to begin conversations and gauge interest. These can come in many forms, including emails, phone scripts, presentations, or in-person conversations. Use digital tools like CRMs (customer relationship management) and CPQ (configure, price, quote) software.

Pitch

Martech

DECEMBER 20, 2024

It learns from conversations in Slack channels and direct messages. This lets agents provide more relevant responses and actions based on the context of conversations. Dig deeper: SharkNinja embarks on its Salesforce AI journey Agentforce also uses Slack Enterprise Search.

CRM

Salesforce

OCTOBER 22, 2024

Outline the MEDDIC sales benefits to your reps; make the case for how it will make their jobs easier and improve conversions. Equip your team with the right tools: In order to use MEDDIC successfully, you need a good way to keep track of all your customer data. A good Customer Relationship Management (CRM) tool is crucial here.

E-commerce

Highspot

MARCH 6, 2025

Build a culture of collaboration: Regular conversations align staff and sales leaders and boost morale via team collaboration. Raise the performance bar: Actionable feedback helps reps refine their sales techniques, objection handling , sales presentation skills, and pipeline management. How do customers view the reps approach?

Objectives and Key Results

Martech

OCTOBER 14, 2024

Customer data management Improvement focus: Enhance the collection, organization, and analysis of customer data to better understand shopping behaviors and preferences. Tools: Customer relationship management (CRM) software (e.g., KPIs: Customer segmentation accuracy. Lead conversion rates.

Objectives and Key Results

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

Martech

SEPTEMBER 19, 2024

Yellow.ai’s VoiceX is an AI-powered customer service voice tool. It provides insights into brand affinity, usage, and engagement, allowing marketers to make more informed decisions, leading to more effective and transparent influencer marketing campaigns.

Campaign

Highspot

AUGUST 12, 2025

“They go deeper by building action-level insight—a data-driven analysis that links specific seller actions to outcomes like conversion rate or deal velocity.” You’ve assessed your conversion rate and landed on the ideal number of opportunities reps must engage in a given period to close more deals. But don’t stop there.

Pipeline

Salesforce

JULY 3, 2025

Manage all your customer data with AI-powered CRM A customer relationship management (CRM) system is the foundation of your business. With an AI-powered CRM, you don’t just store customer interactions; you create a single source of truth that keeps your entire team aligned. Speed matters in sales.

Technique

Highspot

JULY 3, 2025

Managers providing sales coaching and training Sales managers work one-on-one with individual reps and conduct monthly or bimonthly training sessions to ensure their teams know how to make the most of sales enablement content as well.

B2B

Highspot

JULY 7, 2025

Increased customer lifetime value (CLV): Focusing efforts on high-potential existing customers and qualified new leads at specific high-value accounts greatly enhances the odds of building and sustaining long-term relationships with those buyers.

Sell

PandaDoc

JUNE 27, 2025

We all know customer relationships are vital to business success. A CRM (customer relationship management) system is key to keeping organized. Because it offers a detailed view of customer history, preferences, and pain points, your team can easily personalize every conversation, providing a more human touch.

CRM

Martech

JUNE 11, 2025

It can handle replies, personalize messages based on real-time behavior, and escalate conversations to human agents when needed. Lead management: The AI agents qualify leads, communicate with prospects via email and web chat, and schedule meetings. It also assembles personalized web experiences dynamically.

Campaign

Salesforce

SEPTEMBER 10, 2024

Agents should have the same holistic view of customer interactions , via your customer relationship management (CRM) platform, as the sales, marketing, and account management teams. Aligning service and sales creates a seamless, connected customer experience and allows the two teams to support each other’s efforts.

Service

Hubspot

SEPTEMBER 4, 2024

If you’re looking for CRM (Customer Relationship Management) software for your startup, a third-party review website like G2.com A Gartner report revealed that satisfied customers are 82% more likely to repurchase when given a chance to switch. CRMs provide the customer data you need to delight your customers.

CRM

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. This helps companies scale and serve a larger customer base.

Product

PandaDoc

MARCH 25, 2025

Prioritize leads based on what your data shows about the chances of conversion Block time to minimize switching between prospecting, selling, and administrative tasks Create clear playbooks for consistent sales processes Focus on key metrics that drive revenue growth Small changes can build towards meaningful results.

E-commerce

PandaDoc

MARCH 25, 2025

In order to really understand a business, you need to understand all of the different lenses of the employees and cater your conversations accordingly. Relationship building Transactional sales may not require extensive communication with customers.

Objectives and Key Results

PandaDoc

JULY 23, 2025

Customer relationship management (CRM) software is a popular choice for many businesses. But even though companies use CRM software , many haven’t taken the time to build a cohesive strategy around the customer information within their database. Support reps missed the context from earlier sales conversations.

CRM

Salesforce

NOVEMBER 15, 2024

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. That’s why we launched the LLM Benchmark for CRM.

CRM

Salesforce

JULY 18, 2025

This can frustrate customers who are asked to re-explain their issue, and can destroy ‌your previously established rapport. To provide customers with a more cohesive experience, you can enlist a customer relationship management (CRM) platform like Starter Suite.

Service

Highspot

JULY 9, 2025

Instead of relying on historical knowledge that new reps just don’t have or burying new hires in standardized onboarding decks, AI taps into conversational intelligence —insights pulled from real buyer interactions and call transcripts—to identify skill gaps and build personalized learning paths. Of course, all of this hinges on trust.

Manufacturing

Salesforce

MARCH 5, 2025

For startups and small to medium-sized businesses (SMBs) , the challenge often lies in managing those relationships efficiently as the company grows. Enter the customer relationship management (CRM) manager a professional dedicated to ensuring your CRM strategy and tools work effectively to support your business goals.

CRM