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Sales Invoices: What You Need to Know to Get Paid On Time

Salesforce

They also offer insight into a customer’s history of purchases, making them the key to cross-selling and upselling products. With Revenue Cloud , you can automate invoices by combining all sales channels in your CRM and then using the built-in invoice scheduler. Your invoices and CRM data typically overlaps.

Finance 104
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Dear SaaStr: What Should I Do in a Sales Audit?

SaaStr

Churn and Expansion : For existing customers, analyze churn rates, upsell/cross-sell performance, and NRR (Net Revenue Retention). Are your CRM, AI tools, and other platforms being used effectively? This includes contracts, pricing approvals, and any legal requirements. If so, why?

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Maximizing sales efficiency with deal desk software

PandaDoc

Deal desks can incorporate large teams of relevant stakeholders within sales, finance, product marketing, product management, legal, customer success, and more as needed. Not to mention the increased risk of being out of legal and regulatory compliance. Paying attention to customer needs is an imperative part of revenue operations.

Legal 52
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Competitive Pricing: The Secret to Winning More Deals

Salesforce

Importance of competitive pricing in business Types of competitive pricing strategies Pros and cons of competitive pricing Steps to developing a competitive pricing strategy Unify sales, finance, and legal on the #1 AI CRM When sales, finance, and legal are disconnected, the customer feels the pain.

Price 52
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Frequently Asked Questions About ICPs, Buyer Personas & Buying Committees

Heinz Marketing

Knowing who you’re selling toand how they make buying decisionsis key to building effective campaigns, aligning sales and marketing, and accelerating pipeline. Gather data from your CRM and customer base to identify your most successful accounts. Use this data to build a documented, cross-functional ICP definition.

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Complex sales CPQ: Accelerating sales cycles and eliminating bottlenecks

PandaDoc

If youre selling a cup of coffee, the options are relatively simple. Take buying a CRM, for example. This stage often involves legal review and procurement discussions. Identifying upsell and cross-sell opportunities to drive continued revenue growth. The sales process varies greatly depending on the purchase.

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The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin

SaaStr

And non-tech platforms selling to SMBs or consumers, like Toast or Monday remain very strong: Over 70% of Monday.com ‘s customers are non-tech and they’re growing over 34% at a billion in ARR Shopify has re-accelerated and at ~$10B is growing 21%. Case and point, CRM is bigger for HubSpot today than marketing automation. #5:

B2B 127