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. I don’t like to think about education or certifications, when I talk to people.

Government 62

Government Cross-sell Objectives and Key Results CRM 62

Hubspot

FEBRUARY 24, 2021

That's why you need a CRM. There are four main advantages of using a CRM. Benefits of CRM. With a CRM, you can automate tasks like call and activity logging, reporting, deal creation, and more. Essentially, a CRM boosts rep collaboration and efficiency. CRM Terms to Know. Better Customer Experience.

CRM 91

CRM Contact SQL Cross-sell 91

Cience

DECEMBER 1, 2020

The CRM: A Key Customer Retention Tool. There are so many ways to drive and improve customer retention, and a lot of them revolve around a robust customer relationship management system , more commonly known as CRM. Your CRM stores all data about your customers. Educate New Customers about How to Use Your Product or Service.

CRM 96

CRM Technique Customers Campaign 96

Hubspot

NOVEMBER 21, 2023

However, merely having a CRM isn't enough. To truly unlock its potential and maximize its impact, businesses need to optimize their CRM strategies. How to Optimize Your CRM 1. Clean and regularly update your data Optimizing your CRM starts with ensuring that your data is accurate, complete, and up-to-date.

CRM 77

CRM Customers Cross-sell Customer Relationship Management 77

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. Marketers educate and connect with audiences through content, social media channels, emails, and events to spark lasting interest.

GTM 52

GTM Customers Cross-sell Contract 52

Salesforce

APRIL 2, 2025

These insights offer an opportunity for sales teams to tailor their outreach and identify upsell and cross-sell opportunities. You need a strategy that integrates product development, customer education, and data-driven sales engagement. The data may also reveal areas for product or service improvement.

Product 86

Product Territory Sales Price 86

SaaStr

OCTOBER 8, 2020

1) Most startups, in order to go into “scale-up” mode will need a second product, a “second act” The SaaS companies crossing $1b ARR all seem to have a second product. Hubspot launched Sales CRM as a Free product, which might have been a partial mistake. Educating your channel and partners? A lot harder.

Launch 105

Launch Product CRM Cross-sell 105

Martech

JUNE 12, 2024

First, utilize the same martech tools used to identify prospects to upsell, cross-sell and retention opportunities. Build upsell and cross-sell journey maps for key customer segments using scoring techniques and tools used for qualifying leads. Watch for patterns in page path analysis.

Customers 119

Customers Cross-sell Education Account management 119

Martech

FEBRUARY 25, 2022

They also integrate seamlessly with many third-party CRM and other point solutions to offer extended capabilities. B2B and B2C upper mid-market and enterprise marketing teams, supporting retailers, banks, insurance, e-commerce, education, travel, hospitality, media, manufacturing and entertainment. Target customers. Product overview.

E-commerce 120

E-commerce B2C Manufacturing Hospitality 120

Veloxy

NOVEMBER 29, 2021

These data-driven insights use both historical and stored data, such as CRM and engagement data, along with statistical algorithms and machine learning to push these predictions to your sales force. Yet, how it can shape selling for your company can be revolutionary for you. Lead Scoring. Content Creation.

Inside sales 162

Inside sales Sales Outside Sales Cross-sell 162

Salesmate

MAY 5, 2020

In addition to that, when interacting with customers, service agents can effectively cross-sell and up-sell, whenever the opportunity arises. Sales can help customer service: Educate customers on what to expect from your products Contribute to maintaining customer relationships Report customer needs to appropriate parties.

Service 110

Service Customers Cross-sell Sales 110

Salesmate

NOVEMBER 25, 2020

However, make sure you do not cross the line. The consultative selling sales approach. Active listening is important in consultative selling. The solution selling sales approach. Unlike the traditional sales approach, solution selling focuses on educating the prospect. Use a smart CRM to manages your deals.

B2B 111

B2B Cross-sell Referrals Networking 111

Sales Hacker

JUNE 26, 2020

We concentrated on evergreen, educational content for our blog to address this stage, and we placed a heavy focus on SEO. Step Three: Implement a CRM. So we implemented a single CRM system to unite their databases. Gmail was already at the heart of everything we did, so we needed a CRM that natively integrated with it.

Referrals 131

Referrals CTR CRM Cross-sell 131

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. SDRs & Sales Reps: LinkedIn is the perfect playground for social selling. Forget cold calling as your only tool.

Closing 62

Closing B2B Sell Referrals 62

Hubspot

OCTOBER 14, 2020

Less frequently do we hear about social media being used by sales reps as a way to identify, connect with, educate, nurture, speak to, and convert prospects — this process is known as social selling. What is social selling? An important distinction to make here is that social selling is not social media marketing.

Sell 96

Sell Cross-sell Education Up-sell 96

Partners in Excellence

JULY 8, 2013

The way customers buy is changing, the complexities of our own products and solutions, the broad range of people involved in the customer buying process mandates a different approach to selling and careful reconsideration of how we define the role of account and territory managers. And all the traditional selling skills underlie all these.

Territory 116

Territory Account management Cross-sell Sales 116

SalesLoft

MARCH 21, 2022

Most sales orgs already use a CRM like Salesforce or HubSpot but realize that this platform alone doesn’t help sellers powerfully connect with prospects and customers. . This post will show you how sales engagement fills the gaps your CRM leaves and how using the two together accelerates deal velocity. . CRM: Your System of Record.

CRM 52

CRM Cross-sell Pipeline Sales 52

The 5% Institute

OCTOBER 1, 2020

This gap may be needing more information about what you sell, finding solutions to their problems and pain points , and of course selling and serving new and current clients. Team selling is working with other departments to leverage intelligence, data, and relationships to open new relationships, and close more sales.

Consult 105

Consult Cross-sell Sales Real Estate 105

Salesforce

JULY 21, 2021

Salesforce creates and supports customer relationship management (CRM) software that helps break down the technology silos between departments to give companies a complete view of their customer everywhere they interact with your brand. Another thing about our CRM platform: It’s software, not hardware, and it lives in the cloud.

B2C 98

B2C CRM Non-Profits Hospitality 98

Salesmate

JULY 5, 2020

This is one of the essential segmentation approaches that categorize a customer base by the following criteria: age gender ethnicity education income marital status education job position family size religion. For example, a business that sells computers should benefit from segmentation based on age, income, and family size.

Customers 101

Customers Objectives and Key Results CRM Territory 101

Veloxy

MAY 24, 2023

Conversion Rate Optimization Sales Training and Enablement : Provide your sales team with comprehensive training and resources to improve their selling skills. Maximizing Deal Size Upselling and Cross-Selling : Identify opportunities to upsell or cross-sell additional products or services to your existing customers.

Objectives and Key Results 130

Objectives and Key Results Pipeline Pharmaceutical CRM 130

ClickFunnels

DECEMBER 22, 2022

The purpose of email marketing is to help you sell products and services which is why it’s so important to think about it in the context of your overall sales funnel. And we believe that the most effective way to sell anything online is the Value Ladder sales funnel. Mention relevant education, credentials, and accomplishments.

Lead generation 130

Lead generation Cross-sell Pitch Consult 130

Sales Hacker

JULY 18, 2022

Educational sequences. In other words, the customer is educated enough to use a product to its full potential for their business, without further help from the provider. Don’t send educational email campaigns from a general email address (info@domain.com). Customer success is built on a foundation of proactivity and education.

Process 97

Process Education Contract CRM 97

Veloxy

FEBRUARY 22, 2023

Field sales, also known as outside sales , is a method of selling that involves sales representatives who engage with potential customers in person, typically outside of an office setting. Some companies also offer training in business processes, such as CRM and sales forecasting. Schedule your free workshop NOW! What is field sales?

Represent 130

Represent Objectives and Key Results Sales Inside sales 130

Sales Hacker

JULY 25, 2022

Dashboards integrate with your CRM so you can instantly see performance data, trends, and progress-to-goal. This involves spending 1:1 time with their people to help them strategize, brainstorm, and develop their communication and selling skills so they can grow your pipeline. Churned accounts. Retention rate. Expansion revenue rate.

Engineering 114

Engineering Objectives and Key Results Cross-sell Pipeline 114

Veloxy

OCTOBER 26, 2023

The Role of a Medical Device Sales Rep Medical device sales representatives play a critical role in the healthcare industry, selling and promoting medical devices to healthcare professionals. Aligning your personal and professional interests with the medical devices you sell can help you excel in your role.

Healthcare 130

Healthcare Hospitality Networking Negotiate 130

The 5% Institute

FEBRUARY 12, 2020

This gap may be needing more information about what you sell, finding solutions to their problems and pain points , and of course selling and serving new and current clients. Team selling is working with other departments to leverage intelligence, data, and relationships to open new relationships, and close more sales.

Consult 98

Consult Cross-sell Sales Real Estate 98

ConversionXL

DECEMBER 3, 2018

We call this movement-first content : articles designed to inspire and build credibility, instead of educate and target keywords. By shifting the focus away from basic educational content and toward high-level inspirational concepts, Zuora inspired the elite and discerning audience it intended to sell to—CEOs, founders, and executives.

Niche 133

Niche B2B Manufacturing Education 133

Martech

JULY 14, 2022

It changes depending on the type of product you’re selling and the market you are pursuing. Canare says that while there are elements common to all campaigns, there are significant differences depending on what you sell and who you’re selling it to. You have to sell to them differently. They buy differently.”.

E-commerce 126

E-commerce Cross-sell Contract Up-sell 126

Martech

MAY 22, 2024

User training: Educate CRM and marketing/sales teams on proper data entry procedures and the importance of data quality. Existing customers are less costly to acquire, provide upsell and cross-sell opportunities and will become advocates for your brand.

Transportation 115

Transportation Healthcare Campaign Cross-sell 115

Sales Hacker

NOVEMBER 22, 2019

These issues are not likely to change any time soon, and right now account-based selling is one of the best tools to combat them. At Belkin, we use ABM with an account-based selling (ABSD) framework to do everything from database research to appointment setting. Pick vendors that know your industry and your pain points the best.

Lead generation 129

Lead generation Sales B2B Cross-sell 129

Martech

MARCH 10, 2022

When you consider the above, you start to understand why a “zero-touch” approach is so important; it allows the prospect to buy the way they want to buy and not necessarily the way you want to sell. Inbound marketing is about building value and trust, NOT about selling.?. ?Content And that’s where ABM comes in.

E-commerce 109

E-commerce Growth Cross-sell Objectives and Key Results 109

Highspot

MAY 3, 2024

The goal is to simplify the complexities of today’s selling environment and create a smoother experience for buyers and sellers. The current selling environment for new business and within your existing customer base is more complex, and intense, than any time in the past decade. Why Do You Need Revenue Enablement?

Cross-sell 93

Cross-sell Technology Technology GTM 93

Sales Hacker

APRIL 21, 2021

SDRs are ready to start calling but first they must dedupe dozens of contacts just dumped into their CRM. The director of customer success brings her Salesforce report to a cross-functional meeting with sales and marketing leadership. Partner with cross-functional teams to advise on impact of new and existing initiatives or launches.

Finance 114

Finance Cross-sell SQL GTM 114

Salesforce

FEBRUARY 1, 2024

Decision stage By now, buyers understand their problem, have done their research, and are ready to make a purchase — but they haven’t crossed the finish line yet. Remember: Selling a solution rather than a product can help set you apart from competitors. You’re not just selling. Pro tip: Use your CRM to help!

Sports 111

Sports Cross-sell Pitch Represent 111

ConversionXL

APRIL 7, 2021

When sales made a list of logos they wanted to sell, or the list of ‘dream customers’ to close. The concept remains the same today with modern ABM—we want to sell to a list of ‘dream customers’ more commonly referred to as target accounts. If you’re selling B2B, you know it’s a wide and competitive market.

CRM 98

CRM Cross-sell GTM Cold Call 98

Sales Hacker

FEBRUARY 2, 2021

It’s important that sales teams familiarize themselves with information about the prospects such as needs, wants, expectations, and relevant background information such as occupation and education. In this stage of the selling cycles, sales teams get to meet the client, either in person or through video conferencing apps or even email.

Sales 111

Sales Cross-sell Pipeline Negotiate 111