Salesforce

JUNE 2, 2022

At Salesforce, every potential deal is recorded as an opportunity in the Salesforce CRM (customer relationship management platform). How to build a pipeline engine. Your pipeline engine needs to have all cylinders firing. Tip 2: Understand each of the functions that make up your pipe engine. What’s their capacity?

Pipeline 98

Pipeline Engineering Growth Territory 98

SaaStr

MAY 29, 2025

At Owner, selling ~$10K ACV deals to tiny businesses that “don’t typically buy software,” the AI transformation has been mission-critical. They’ve increased revenue-generating activity time by 25-30% by automating CRM updates, note-taking, and pipeline management.

GTM 83

GTM Negotiate Cross-sell CRM 83

Salesforce

AUGUST 24, 2021

It should come as no surprise that at Salesforce, we live and breathe CRM – customer relationship management. Acceleration of digital adoption has dramatically escalated the importance of relationships – the “R” in CRM – like never before. Read The State of CRM. CRM use has, in fact, largely plateaued over the past couple years.

CRM 98

CRM Finance Customer Relationship Management Technology 98

Martech

FEBRUARY 24, 2025

Enterprises rely on a mix of tools marketing automation, CRM, content management, analytics, CDPs and more each solving specific challenges but often overlapping in functionality. Building blocks exist, from recommendation engines that serve personalized product listings to chatbots that drive automated customer engagement.

Objectives and Key Results 101

Objectives and Key Results Government Technology Technology 101

Veloxy

JUNE 21, 2022

Before the pandemic, Salesforce found that most customers were demanding a team selling approach to satisfying their needs. Fast forward to today’s post-pandemic business world, and our research shows that sales teams are starting to put the customer experience first—and team (or collaborative) selling is an integral part of that sales plan.

Sell 189

Sell Inside sales Sports Cross-sell 189

Veloxy

OCTOBER 29, 2021

This turns a sales rep who spends too much time on non-selling activity into a trusted advisor that spends the majority of their time on customer engagement. This includes tools designed to reduce the administrative burden on revenue operations and reps by automating non-selling activities. How is AI Changing Sales?

Sales 223

Sales Non-Profits CRM Pipeline 223

PandaDoc

MAY 22, 2025

Sales enablement is all about providing sales teams with the content, tools, training, and support they need to sell effectively. Here are some core responsibilities of sales ops: CRM management: This means setting up and standardizing CRM usage across the team. What is sales enablement? Read all about sales operations CPQ here.

Sales 52

Sales Cross-sell Finance CRM 52

SaaStr

MAY 20, 2025

The HubSpot Journey: From Inbound Marketing to Complete CRM+ Platform HubSpot began with an idea in 2006: to own the inbound marketing space. Each module connects to the same Smart CRM database, creating a seamless ecosystem powered by AI. Let’s look at where both companies stand today: HubSpot ARR : $2.7B

Customers 104

Customers Non-Profits Education Cross-sell 104

Salesforce

APRIL 2, 2025

Here’s an example: A software engineer at a major airline tries out a new SaaS product it’s a snippet of code that records the sessions of people who visit the airline’s website. It’s easy enough for the engineer to use on their own, and they find value in it. Fantastic that’s an essential first step.

Product 86

Product Territory Sales Price 86

Salesforce

OCTOBER 9, 2023

With the proliferation of data, AI, CRM, and trust, there’s never been a better opportunity for this innovation. Similar to the move from on-premise software to cloud, this next evolution of generative AI will rely on real-time connected, harmonized, and trusted data from within and external to CRM. Tech stack consolidation.

CRM 126

CRM Cross-sell Trust Sales 126

Score More Sales

AUGUST 5, 2011

Social Selling and Brand Building Dogs and Winners From a Cross-Country Drive. How could selling, customer service, cold calling, brand-building, and sales strategies have anything to do with our recent drive across the U.S.? Who is doing social selling and social, in general the right way (and building customers?).

Cross-sell 64

Cross-sell Sell Cold Call Non-Profits 64

SaaStr

FEBRUARY 13, 2021

Its definitely at least a Cloud infrastructure and applications company for SMBs: And its also a great case study of learning how to sell and market to SMBs at scale. We’ve seen this also with Salesforce, where its classic CRM product is no longer its largest cloud, and is also its slowest growing (and most mature) segment: 3.

E-commerce 127

E-commerce Cross-sell CRM Up-sell 127

Gong.io

AUGUST 19, 2021

It’s pretty straightforward: The client’s team reports a large gap given the time they spent selling, but nothing out of the ordinary. This gave them a data-driven way to decide where to focus their sales organization’s efforts so they could free up reps’ time to actually sell. That reduces the time they spend selling. .

Product 127

Product Cross-sell CRM Sales 127

Score More Sales

DECEMBER 16, 2011

Putting the Social Into CRM Predictions for 2012. Having a sure-fire repository, or “catch-all” place to help support your business growth was the original purpose of a CRM system quite a few years ago. Let’s look at an old definition, the challenges with CRM, and some predictions for 2012. So what is next for CRM?

CRM 69

CRM Objectives and Key Results E-commerce Cross-sell 69

Veloxy

SEPTEMBER 8, 2022

But, as you know, the insane number of variables and non-selling activities in your sales process makes it nearly impossible to start improving sales velocity. High Velocity Sales is the approach to selling that progressively accelerates the sales process to generate maximum results. You’re right, the selling activities.

Cross-sell 130

Cross-sell Sales Quota Contact 130

Veloxy

AUGUST 17, 2022

Price: $49/month for Salesforce users, corporate plans available Automations: Non-selling activities, lead prioritization, lead capture Veloxy has several features to help you automate Salesforce, no matter how long you’ve been using the CRM platform. Veloxy Docomotion ZoomInfo Qualtrics LevelEleven TaskRay Apptoto. source of image.

Appointment 147

Appointment Territory Cross-sell Contract 147

Salesmate

MAY 5, 2020

Customer service has truly become the new sales engine – it’s the fact that is backed by numerous studies. In addition to that, when interacting with customers, service agents can effectively cross-sell and up-sell, whenever the opportunity arises. Customer service and sales teams work better in alignment.

Service 110

Service Customers Cross-sell Sales 110

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

Martech

FEBRUARY 25, 2022

They also integrate seamlessly with many third-party CRM and other point solutions to offer extended capabilities. Budgeting and planning leverage marketing, CRM and finance systems to measure, track and optimize marketing performance. This includes cross-channel, multi-touch and multi-wave campaigns.

E-commerce 122

E-commerce B2C Manufacturing Hospitality 122

Highspot

FEBRUARY 20, 2025

Product training is a structured learning process that helps team members understand, communicate, and sell a product. According to Gartner, 77% of B2B buyers say their most recent purchase felt “very complex or difficult,” highlighting the importance of thorough product knowledge for anyone selling or supporting a solution.

Product 52

Product GTM Objectives and Key Results Cross-sell 52

Veloxy

AUGUST 31, 2023

Know your product Whereas inside sales reps need to speak intelligently about their products, outside sales reps also need to know how best to use their products, their industrial applications, and in some cases the products’ intricate engineering. This especially applies to CRM and managing customer data, and quota attainment.

Outside Sales 130

Outside Sales Pipeline Inside sales Cross-sell 130

SaaStr

AUGUST 24, 2019

As we see more and more SaaS companies cross $1b+ in ARR (wow!), was fueled by its entry into email marketing by buying Sendgrid: Twilio Crossed $1 Billion in ARR Growing 81%. But its original CRM / sales business is its slowest growing segment at just 13% now, decelerating from 17% last year. Twilio started with SMS.

Product 84

Product Cross-sell Sell CRM 84

SaaStr

JULY 1, 2024

It sounds great to be able to sell to more people and sell bigger deals, but are you ready? You want to ensure you have cross-functional alignment and that this isn’t another squirrel you’re chasing. Do you have a core portion of your team equipped to sell upmarket? When Should You Move Upmarket? Look at your team.

Cross-sell 119

Cross-sell Price Account management Up-sell 119

Openview

MAY 11, 2018

In today’s rapidly changing world of SaaS, artificial intelligence , big data and CRM, a firm handshake and killer smile only go so far. Each week should be mapped out to ensure that a new hire is trained on the product or service, the target market, ideal customer profile, and the selling approaches, systems, and tools to be leveraged.

Drivers/motivators 105

Drivers/motivators Cross-sell Territory Sales 105

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

Sales Hacker

MARCH 29, 2021

RevOps has grown in importance as SaaS products have continued to proliferate and organizations have recognized the importance of good data, efficient workflows, and ensuring cross-department collaboration. In addition, businesses are continuing to rely on agencies, consultancies, and distributors to refer, sell, and implement products.

CRM 111

CRM Cross-sell Campaign Referrals 111

Sales Hacker

MAY 6, 2021

They’ll rip apart your CRM and replace your opportunity fields with their proven-and-trusted sales methodologies and scoff if you try to rehearse Sandler, Challenger, or MEDDIC selling to them. This includes roles that are complementary to sales like renewals, customer success, and solution engineering. Their peers.

B2C 118

B2C SQL Pipeline Strategize 118

Sales Hacker

NOVEMBER 16, 2021

Report scheduling, enhanced scripts, the Rule Engine, and Shopping Campaign Refresher automation. It offers time-saving alerts, workflow tools, and a cross-platform reporting dashboard. Integrates with all major CRM and marketing automation tools. Cross-channel customer service communication. WordStream.

Lead generation 124

Lead generation Price Campaign Contact 124

Salesmate

DECEMBER 4, 2020

What does CRM stand for in Financial Business? Almost 47% of businesses have started using CRM for maintaining customer services and relationships. Also, with the statistics of 60% of people using multiple search engines to find a particular website, the use of CRM has increased even further to get more data on their target audience.

CRM 52

CRM Service Finance Customer Relationship Management 52

Salesforce

OCTOBER 4, 2024

Every CRO finds themselves thinking this about their original revenue engine at some point — usually after a period of growth. In this article, we’ll explain how building a RevOps team can turn a cumbersome revenue engine into a well-oiled machine. “It’s not me. It makes sense – in the early days of growth, your team had to be lean.

GTM 98

GTM Territory Finance E-commerce 98

Salesforce

NOVEMBER 9, 2021

And they need to look beyond the traditional functions of their CRM , shifting its use from a system of record to a platform for more effectively managing customer relationships with artificial intelligence (AI) and predictive capabilities over time. It’s really easy to sell something once. Push your CRM to the limit.

Customers 98

Customers Finance CRM Cross-sell 98

Sales Hacker

MARCH 17, 2021

Strict sales volume does go a long way in achieving long-term revenue growth, but processes and cross-department alignment are what allow sales volumes to scale in the first place. The same can be said about technology, CRM usage, and the overall process. However, the actual construction of the engine is far from complete.

Growth 113

Growth Assembly Line Cross-sell Engineering 113

SBI

FEBRUARY 3, 2021

As we release our 2021 SalesTech Landscape, you’ll now find 1078 solutions (a whopping 461 are CRM solutions) spread out among 45 unique categories. As an example, some analyst firms might refer to our “Video Selling” category as “Asynchronous Video.” 1] They can also sell to B2C but B2B has to be a primary focus. [2]

Cross-sell 72

Cross-sell Objectives and Key Results Technical Sales CRM 72

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

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. Google search engine using the terms “RevOps jobs” and “Revenue Operations jobs”.

Finance 114

Finance Cross-sell SQL GTM 114

Hubspot

MARCH 18, 2019

The difference between key account management and selling. Does your product have upsell and cross-sell potential? Key accounts require consultative selling techniques -- and it will be hard to teach your salespeople to adopt completely new processes for just a few clients. The benefits. How to identify key accounts.

Account management 100

Account management Objectives and Key Results Cross-sell Non-Profits 100

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