Salesforce

OCTOBER 8, 2024

This gamifies referrals and brings new awareness to important causes for the brand and its members.  By creating a community, members stay engaged outside of buying behavior and brands stay top of mind and part of members’ conversations. Programs like these reward those who share their experiences online and through social channels.

Education

Martech

JULY 18, 2025

Instead of leading with campaigns, we should focus on conversations — engaging customers throughout their entire lifecycle, starting when they opt in. It’s like starting a conversation and then ghosting them in mid-sentence. Think lifecycle marketing, start honest conversations Email isn’t a megaphone. Flash Sale!”

Campaign

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

Search Engine Land

JULY 31, 2024

One handy tip is that you can include custom columns you’ve created, such as for seeing totals and CPA for individual conversion actions. An added value of Google Analytics for PPC reporting is the ability to see how ads work together with other channels such as organic search, social, referrals and direct traffic in the conversion process.

Referrals

Heinz Marketing

JUNE 26, 2025

But that’s how you burn out your SDRs and tank your conversion rates. Start tracking: NPS shifts over time (especially early surges) Product usage increases by role or segment First-time logins from new personas Referral or advocacy behavior Self-serve training engagement 5. Instead, implement signal triage.

GTM

Search Engine Land

JULY 10, 2024

It’s becoming increasingly evident that a successful approach requires a balance of link building , technical SEO , and conversion rate optimization (CRO). This data type coincides with the overall user experience , which naturally flows into conversion rate optimization, a way to test the user experience of a webpage.

A/B testing

Salesforce

APRIL 14, 2025

Small and medium-sized businesses (SMBs) and startups can reap the benefits of a good referral program. Lets check out how to build an effective referral program and some fresh ideas to make it even better. What well cover: Whats a referral program? Why do referral programs matter for small businesses?

Referrals

Sales Gravy

JANUARY 7, 2025

Think of It as One Extended Conversation Each touchvoicemail, email, text, or social messageshould flow logically from the last. Instead, let your communication build a case for why a conversation is worthwhile. Instead, let your communication build a case for why a conversation is worthwhile.

Prospecting

criteria for success

JULY 27, 2025

When you discover that, aside from meeting people, networking includes exchanging referrals, forming strategic alliances, making and getting introductions, providing and getting recommendations and establishing friendships, you’ll want to network much more often. Other good questions include “what is a good referral for you?”

Networking

Sales Gravy

JULY 31, 2025

Instead, they’re zig-zagging across digital touchpoints: social feeds, emails, websites, calls, review sites, podcasts, webinars, and peer referrals. Used strategically, it extends your credibility, warms up cold conversations, and drives responses other channels can’t. They don’t follow a step-by-step funnel. It reinforces it.

Prospecting

Martech

JULY 21, 2025

While you’ve been busy optimizing conversion rates and A/B testing button colors, your competitors figured out something you missed: technology isn’t just about efficiency anymore, it’s about connection. Not just track clicks and conversions, but recognize the hopes, doubts and motivations driving those behaviors?

Referrals

Search Engine Land

JULY 29, 2024

GEO tracks referral traffic from AI engines, cited sources and response structures to understand how AI-driven platforms prioritize and display your content, informing optimization tactics. Unlike traditional search engines, which simply list web pages, generative AI engines create conversational and nuanced responses.

Engineering

Hubspot

JULY 23, 2025

Because that’s how you turn a lead into a conversation. A conversation into a commitment. In my experience, the impact isn’t just visible in conversions. When I shifted to a journey-first funnel, where each stage had a clear intent, I saw my conversion rate jump. SQL conversion rate. And a funnel into real revenue.

SQL

ClickFunnels

JUNE 10, 2025

The more you test and tweak, the more your funnel becomes a finely tuned conversion machine. For example, instead of offering “marketing tips,” offer “a conversion blueprint for six-figure course creators.” And that builds the kind of relationship that leads to loyalty and referrals.

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

SaaStr

JULY 26, 2025

One in five Toast deals comes from referrals. In-Person Still Wins (By 3X) The Data : Toast sees significantly higher conversion rates with in-person meetings, similar to what many B2B companies discovered during the remote work transition. In-Person Sales Generate 3x Higher Conversions Per The CROs of Toast, Splunk, Brex and Slice 5.

Territory

Hubspot

APRIL 9, 2025

During an enterprise software pitch, a prospect threw out an unexpected question one that shifted the conversation in the wrong direction. This led to much deeper conversations about their pain points and, ultimately, more successful deals. O'Connell suggests using AI to get personalized insights that lead to authentic conversations.

Real Estate

Hubspot

JULY 18, 2025

It’s the full experience someone has with your brand once they become a paying customer, including onboarding, product use, support interactions, renewals, and referrals. Most of the buyer experience happens outside live conversations, meaning your product and onboarding must do a lot of the work. Take Fireflies, for example.

Referrals

Sales Gravy

JUNE 19, 2025

When a customer churns, you lose all potential referrals, upsells, and cross-sells they could have generated. That conversation addressed David's real concerns and kept Mary's soluti. When a customer churns, you lose all potential referrals, upsells, and cross-sells they could have generated. You know the drill.

Commission

Partners in Excellence

DECEMBER 31, 2024

We track 3 things: We have a single top of funnel metric: Number of high impact conversations within our ICP per week. It leads to recurring business and huge referrals. Each of us has a goal for these, reporting them each week. The pipeline coverage ratio tells us we are working on enough to achieve our revenue goals.

Minimum Viable Product

Sales Gravy

MARCH 4, 2025

Sharpen Targeting To Build Better Prospecting Lists Matts telecom company has a strong base of medical practicesmostly gained through referrals. Focus on the Conversation, Not the Sale Matt from Grand Rapids says, If I dont make my cold calls, our pipeline will go dry. Keep close tabs on them, but dont do their job for them.

Cold Call

Hubspot

JANUARY 14, 2025

From the initial discovery email or phone call to the final contract negotiation conversation, they ensure every touchpoint adds value for the prospect. By engaging with selling in this way, sales champions not only strengthen client relationships but also open the door for upselling , cross-selling , and referrals.

Negotiate

Martech

DECEMBER 16, 2024

They also learned that most customers came from personal referrals a crucial, untapped source of growth. Dropbox used these insights to create a referral program directly appealing to its customers needs. The company offered additional storage space in exchange for referrals.

Growth

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. CLG metrics focus on post-sale impact.

B2B

Highspot

JULY 13, 2025

By engaging satisfied clients through social platforms, sales teams can request introductions and referrals that carry greater credibility and impact than cold outreach. This approach helps cultivate a community around the brand, driving organic conversations and enhancing overall sales engagement.

B2B

RingDNA

MARCH 26, 2025

Use LinkedIn to Have Smarter Conversations Let’s face it – if you use LinkedIn to send out spammy emails to prospects, it’s not likely that you’ll get the traction you desire. That type of authenticity builds trust with leads before you even start the conversation. The Key Takeaway: People buy from people, not companies.

Closing

RingDNA

JUNE 10, 2025

Warm calling is an outbound sales strategy that focuses on dialing, connecting with, and having sales conversations on the phone with sales leads who have been “warmed up” with some kind of prior activity. Referrals also count as warm calls. What is warm calling? In fact, it can take as many as eight attempts to contact a lead.

Cold Call

Salesforce

JUNE 17, 2025

Ensure Einstein Activity Capture and Einstein Conversation are also enabled. Sales Development Enhancements: Conversation Preview When it’s available: April 2025 What it does: Simulates how Agentforce Sales Development will behave right in your production org, without sending anything to customers.

Sell

SaaStr

JULY 27, 2025

If renewal conversations aren’t contentious, everything’s fine. ” would have opened a conversation. ” conversations. The Myth of the Squeaky Wheel Most B2B companies assume if customers aren’t complaining, they’re happy. If they’re not demanding attention, they don’t need it.

Customers

Sales Gravy

JUNE 13, 2025

Instead of "I'm bad at sales," identify exactly when you struggle: "I freeze up when asking for referrals from satisfied customers." Create a specific identity, such as The Referral Request Professional, who understands that satisfied customers want to help others access the same value they received. Be precise. How do they sit?

Cold Call

PandaDoc

JUNE 26, 2025

This means higher conversion rates and shorter sales cycles. What’s even better? A CPQ (configure, price, quote) tool that can smooth out the quoting process and can integrate directly with your CRM. Prioritize high-quality leads Targeting the right prospects is key for higher success rates.

CRM

Salesforce

MARCH 31, 2025

Lori Richardson To put this into practice, start by having one-on-one conversations between sales management and reps to find all possible motivations, then send out surveys to ask reps to rank them in order of importance. How many current customers offered referrals? How many connects did your team have today?

Drivers/motivators

Highspot

JULY 7, 2025

What’s more, it can foster stronger customer relationships with target accounts and increase the likelihood you retain their business long-term (not to mention possibly get referral business from them). ” Translation?

Sell

Membrain

DECEMBER 17, 2024

This conversation sheds light on the challenges of setting appropriate metrics and KPIs and the benefits of integrating a robust referral strategy to enhance lead generation and foster meaningful conversations in an increasingly noisy world.

Niche

Salesforce

FEBRUARY 14, 2025

Create conversational and AI-driven assistance AI-powered assistants, like Agentforce, create more personalized interactions by remembering past conversations, understanding context, and proactively helping customers just like a human support rep. Ensure smarter A/B testing and personalization at scale AI doesnt just test variations.

A/B testing

Search Engine Land

JULY 26, 2024

Likewise, creating content with referral links to your products or store is also a great way to reach customers who are still in the research stage. Blogs can aid in conversion optimization Blog content is a powerful tool across all areas of your sales funnel. Get the newsletter search marketers rely on. Processing.

Trust

Highspot

JUNE 19, 2025

Successful customer engagement strategies have a direct impact on your revenue growth, leading to additional purchases, referrals, and increased customer lifetime value. Stronger customer acquisition through advocacy and referrals Engaged, loyal customers are far more likely to become brand advocates. Those are high-level benefits.

GTM