Salesforce

DECEMBER 2, 2024

Get started with CRM A customer relationship management (CRM) helps you stay organized by keeping all your customer info in one place. It tracks conversations, reminders, and follow-ups so you don’t miss out on anything. You’ll gain insights into improving processes, motivating your team, and managing customer accounts.

CRM 106

CRM Technique Finance Start-ups 106

Salesforce

AUGUST 15, 2024

For sales and service teams, customer relationship management (CRM) software is an essential part of the puzzle. How small business tools drive growth About 93% of today’s small business owners report using at least one technology platform to help run their businesses, according to a study by the U.S. Back to top. )

Product 89

Product E-commerce CRM A/B testing 89

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 98

Closing Represent Territory Lead generation 98

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

Salesforce

MARCH 12, 2025

Technology is becoming more innovative with every passing day. One of the most exciting developments in technology is the rise of autonomous and assistive agents. AI agents are already doing it in customer relationship management (CRM) tools , just about everywhere. Spoiler alert: The answer is, you need both agents.

Represent 98

Represent Customer Relationship Management CRM Relationship Management 98

Salesforce

SEPTEMBER 10, 2024

Salesforce’s Einstein technology can analyze customer data to predict the best moment to send each email. This helps B2B marketers focus their time and energy on the leads that are most likely to convert into customers, allocate resources effectively, and ultimately drive higher conversion rates. Predict lead conversion.

B2B 59

B2B Healthcare Relationship Management Campaign 59

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 105

CRM Customer Relationship Management Launch Follow-up 105

RingDNA

APRIL 11, 2025

Fortunately, advances in sales technology have made it easier than ever for sales leaders to take on the role of data scientists. Conversations Per Day Key Question it Answers: How efficient are your reps at connecting with prospects? What it Measures: The number of times reps have actual conversations with leads each day.

Quota 62

Quota Sales Pipeline Contact 62

Martech

OCTOBER 14, 2024

I am the first generative AI chatbot for marketing technology professionals. Marketing technology stack management: Ensure you have a well-integrated marketing technology stack that aligns with your marketing objectives. Tools: Customer relationship management (CRM) software (e.g., Lead conversion rates.

Objectives and Key Results 116

Objectives and Key Results Territory Click Through Rate CRM 116

Highspot

DECEMBER 9, 2024

Technology is imperative in todays world, and thats especially true for sellers. They need that technology to do their jobs, yes, but a glut of tooling means sellers focus more than they should on finding the right tools than their actual work. One of the most popular and powerful customer relationship management tools in the market.

GTM 52

GTM Customer Relationship Management Technology Technology 52

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. Practicing and preaching Salesforce is using the technology internally. This helps mitigate risks and ensures agents perform consistently and reliably.

CRM 109

CRM Engineering Clients Represent 109

Martech

SEPTEMBER 16, 2024

Improve the conversion rate of leads to opportunities by 15%. Achieve a 30% attendee-to-lead conversion rate at events. Partner marketing: Simplifying collaboration with PRM systems Use partner relationship management (PRM) tools to track and enhance partner-driven revenue and engagement. Processing.

Go To Market 67

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

Martech

SEPTEMBER 19, 2024

Key features include: Natural multi-turn conversations with context retention, accurate handling of complex queries and alphanumeric inputs, contextual responses based on user history and preferences, acknowledgment and management of user interruptions and background noise cancellation for clearer audio.

Campaign 64

Campaign Launch Technology Technology 64

Highspot

MAY 15, 2025

A good training program covers the essentials while giving partners the tools to navigate challenging conversations. Leverage technology to streamline enablement A partner portal is just one option. According to Gartner, 49% of sellers report being overwhelmed by the technologies needed to do their work. And simplicity matters.

Healthcare 52

Healthcare Objectives and Key Results Niche Finance 52

Highspot

JULY 7, 2025

Without sales enablement technology to drive ABS strategies, though, sales reps and account executives can’t deliver captivating customer experiences that close deals. To meet rising buyer expectations and achieve predictable revenue growth, you need a smarter approach to ABS—starting with a revamped go-to-market (GTM) technology stack.

Sell 52

Sell GTM Objectives and Key Results Cross-sell 52

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 52

B2B GTM Objectives and Key Results Sales 52

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. Back to top. ) Here’s your chance.

Service 52

Service Non-Profits Territory Trust 52

Salesforce

SEPTEMBER 10, 2024

You’ve upgraded technology, upskilled your agents, and invested in 24/7 self-service options. And that was a smart move, because white-glove customer service – for both B2B and B2C – is essential for consumer goods (CG) brands who want to build long-term, loyal relationships with customers.

Service 69

Service Customers Cross-sell Contact 69

PandaDoc

MARCH 25, 2025

This guide explores how forward-thinking SMBs are leveraging modern technology to find shortcuts on the competitive sales highway, with practical strategies you can implement to transform your revenue operations starting today. Automate document creation Document creation and management is a huge sales efficiency opportunity for SMBs.

E-commerce 52

E-commerce Contract Legal Sales 52

Highspot

JUNE 19, 2025

Customer engagement is the ongoing relationship management with your customers through direct interactions that help establish and maintain trust, spark interest in new products or services, and make them feel valued in every touchpoint with your business. . What is customer engagement? Did you know?

GTM 52

GTM Customers Cross-sell Contract 52

Hubspot

APRIL 9, 2025

Managing partners have more job security but take on more financial risk, while CEOs have defined salaries but can be replaced at any time. Managing Partner vs. Owner In my conversations with managing partners, Ive learned that ownership alone doesnt define leadership its the level of responsibility that sets managing partners apart.

Strategize 46

Strategize Legal Finance Growth 46

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 52

Objectives and Key Results Contract Legal Sales 52

Highspot

JULY 9, 2025

The issue manufacturing sales teams face, though, is a big one: Outdated systems and technology and data silos deter effective sales rep preparation, which slows everything associated with their GTM efforts down. – Managers can coach using buyer conversation data and AI feedback. Of course, all of this hinges on trust.

Manufacturing 40

Manufacturing GTM Objectives and Key Results Sales 40

Salesforce

MARCH 26, 2025

They can analyze real-time shopping trends, handle sales queries, and run end-to-end marketing campaigns to help increase conversions. From past purchases and browsing habits to service conversations and sentiment analysis, AI analyzes everything to help customers move forward through the purchasing funnel. What is an AI Agent?

Price 52

Price Campaign A/B testing CTR 52

Salesforce

JULY 25, 2025

Understanding exactly where your business stands right now helps you make smarter decisions about everything — your team structure, workflow systems, customer relationship management (CRM) tools, and financial processes. Operational and legal setup : Setting up legal information, basic operations, including office space and technology.

Growth 52

Growth CRM Profit margin Legal 52

Salesforce

JUNE 4, 2025

Walk into any customer service floor and you’ll hear conversations like this: “Sarah’s AHT is killing our SLA, but her CSAT scores are solid, so let’s check her FCR before we panic.” CRM (Customer Relationship Management) This is your digital memory.

Service 52

Service Customers Customer Relationship Management Represent 52

Salesforce

FEBRUARY 3, 2025

Sales terms are words, phrases, and concepts used in sales conversations. Sales terms ultimately shape every stage of a deal: They set the tone at the start, guide the conversation toward solutions, and create clarity and confidence to drive the deal home. Back to top ) Get the latest articles in your inbox.

Objectives and Key Results 52

Objectives and Key Results Cross-sell Pipeline SQL 52

Salesforce

OCTOBER 29, 2024

Last year, we got an unexpected phone call telling us that our 20-year-old customer service management (CSM) system for our technical support organization would be deprecated. This was a huge shock — but as my company’s VP of global technical support, I quickly saw an opportunity to improve our technology.

Service 69

Service Customers X-functional Pharmaceutical 69

Sales Hacker

JUNE 24, 2025

Paul Irving: it’s a really interesting time I think for legal tech as well, generally, just because if you look at, from a technology perspective, it is a fairly intuitive application of some of, some of the ai, both foundational models, but some of the other I. Hope you enjoyed this style of conversation. Explore gen ai.

GTM 69

GTM Legal Contract Go To Market 69

Salesforce

NOVEMBER 11, 2024

But the right technology, like an artificial intelligence (AI) assistant, or agent, for small business, can make a world of difference. AI assistants use technologies like natural language processing (NLP) , machine learning, and predictive analytics to keep operations smooth. Salesforce’s focus on AI goes beyond automation.

Real Estate 105

Real Estate CRM Hospitality Retail 105

Sales Hacker

JUNE 17, 2025

Enjoy the conversation. He’s like, listen, you know, sir, I, I, I really apologize, but like the thing we are absolutely most committed to is always being the leader in technology. So these are the kinds of conversations and or understandings you need to have. It’s like second to none.

GTM 84

GTM Customers Construction X-functional 84

Salesforce

JUNE 18, 2025

A solid customer relationship management (CRM) solution built for small businesses. Technology is evolving faster, too. You’ll learn how top SMBs use technology to deliver fast, personalized customer service that builds long-term loyalty. Manager, Product Marketing, Salesforce, and Ross Gordon, Sr. Sound familiar?

CRM 52

CRM Up-sell Start-ups Growth 52

Salesforce

JUNE 30, 2025

With technology leveling up every day, you don’t need to waste your time and money on everything. This includes creating and managing online stores, processing transactions, and engaging with customers effectively. Whether you’re selling products or services, online stores give you reach.

Cross-sell 52

Cross-sell CRM B2C Up-sell 52

Salesforce

JANUARY 6, 2025

Sales teams can leverage AI-powered customer relationship management (CRM ) like Salesforce to boost efficiency. AI use cases for startups in marketing are among the most popular due to their ability to increase customer engagement and conversion rates. Achieve higher ROI with targeted campaigns that drive more conversions.

Finance 111

Finance Campaign CRM Customer Relationship Management 111

Martech

DECEMBER 30, 2024

I expect these initiatives and hires to proliferate in 2025, said Eric Williamson, CMO of conversation intelligence company CallMiner. This will result in increased investments in technology to optimize product content and dynamically change content and creative as contextual targets are refined.

Retail 113

Retail CRM B2B Education 113

Sales Hacker

FEBRUARY 4, 2025

38:33 The commoditization of technology in the age of AI. Conversations reveal the unshared details behind how they have grown companies, and the go-to-market strategies responsible for shaping that growth. Um, so anyway, I’ve been super excited to have this conversation. 18:13 The role of cross-functional communication.

GTM 84

GTM Finance Cross-sell X-functional 84

Salesforce

MARCH 20, 2025

That’s why many SMBs are using cloud technology to scale their businesses. In fact, 48% of SMBs leaders use cloud technology to backup and store data that helps them grow and scale. What you’ll learn: What is cloud computing technology and how does it work?

Technology 81

Technology Technology CRM Campaign 81