Martech

NOVEMBER 7, 2024

The promise here is simple: use a combination of intent data (such as keyword searches, third-party signals and industry-specific trends), CRM data and website visitation behavior to prioritize accounts most likely to convert. This process is far from simple. Processing. That’s because it is.

B2B 131

B2B Contract GTM CRM 131

PandaDoc

JULY 23, 2025

Customer relationship management (CRM) software is a popular choice for many businesses. But even though companies use CRM software , many haven’t taken the time to build a cohesive strategy around the customer information within their database. What is a CRM strategy? Explain how the system should be used. Who needs it and why?

CRM 52

CRM Customers Objectives and Key Results Strategize 52

Salesforce

OCTOBER 15, 2024

They also offer insight into a customer’s history of purchases, making them the key to cross-selling and upselling products. Please read and agree to the Master Subscription Agreement By registering, you confirm that you agree to the processing of your personal data by Salesforce as described in the Privacy Statement.

Finance 104

Finance Territory Price E-commerce 104

Salesforce

AUGUST 8, 2024

But with challenges around data quality, an inability to personalize, and a lack of intelligent segmentation & automation processes, it’s time to rethink your approach and use AI to take your email marketing to the next level. EXAMPLE: Your company sells outdoor adventure gear online. Test and refine your email strategy.

Click Through Rate 111

Click Through Rate A/B testing E-commerce Campaign 111

SaaStr

APRIL 30, 2025

A sales audit should be comprehensive and focus on identifying strengths, weaknesses, and opportunities across your sales process. Sales Process Efficiency : Analyze how well your sales process is working. Sales Process Efficiency : Analyze how well your sales process is working. Are reps following the playbook?

Cross-sell 73

Cross-sell Pipeline Legal Contract 73

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. In the near future, AI will become standard across all sales operations functions.”

Government 62

Government Cross-sell Objectives and Key Results CRM 62

PandaDoc

OCTOBER 15, 2024

As businesses and competition grows, more companies are turning to deal desk software to organize their processes and close more deals. These are primarily used in B2B and SaaS companies to help manage complex sales processes, papers, and status updates. It doesn’t need to be more complicated by a lack of organization and process.

Legal 52

Legal Contract Cross-sell Finance 52

Salesforce

JULY 3, 2025

Attract more customers with Salesforce AI Attract More Customers With Starter Suite CRM 7 AI Strategies To Boost Sales For Small Businesses Learn How Your AI CRM Scales With You AI Sales Forecasting For Startups: How To Get It Right Sales automation isn’t just a nice-to-have — it’s a must if you want to grow fast.

Technique 59

Technique CRM E-commerce Click Through Rate 59

Salesforce

AUGUST 9, 2024

Apple’s Safari browser (24% share) started to phase out cookies and other forms of cross-site tracking in 2017. Sell good products, offer good services and be easy to work with. This matters because Chrome has the largest share (62%) of browser traffic, and Google has a roughly $30 billion cookie-based media network business.

Trust 105

Trust Cross-sell Networking Technology 105

Salesforce

NOVEMBER 19, 2024

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. Learn how Revenue Cloud can help.

Price 52

Price Profit margin Territory Cross-sell 52

Highspot

FEBRUARY 20, 2025

Product training is a structured learning process that helps team members understand, communicate, and sell a product. Training focus: Core features, unique selling propositions (USPs), ROI justification, competitive comparisons, industry knowledge, and practical demos. What is Product Training?

Product 52

Product GTM Objectives and Key Results Cross-sell 52

Salesforce

NOVEMBER 25, 2024

This included Agentforce Campaigns , sending multichannel journeys with email and SMS, and advanced personalization features like Cross-Object Merge fields. Data Cloud allows you to unlock all of your data sources – inside and outside the CRM. Agentforce, Cross-Object Merge Fields, and SMS require Data Cloud as a prerequisite.

Cross-sell 64

Cross-sell Customers Territory Campaign 64

Salesforce

SEPTEMBER 10, 2024

With AI and data analytics, agents can enhance customer satisfaction while contributing to sales through personalized recommendations, upselling, and cross-selling. Next, integrate your CRM system with the contact center software. AI can also assist service teams in upselling and cross-selling initiatives.

Service 69

Service Customers Cross-sell Contact 69

Martech

SEPTEMBER 16, 2024

Think of it as the core of your marketing strategy, where all tools and processes support your business goals. Sales and support Role: Streamline the customer acquisition process while providing exceptional post-sale support. Increase cross-sell and upsell revenue by 25%. Processing.

Go To Market 67

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

Salesforce

JUNE 17, 2025

Say goodbye to time-sucking sales process tasks with automatic opportunity record updates and agent-powered quoting. Say hello to smarter enablement with tailored coaching from Agentforce Sales Coach, now available on any deal type in your CRM. This is just the tip of the productivity iceberg. For more information, click here.

Sell 83

Sell Territory E-commerce Sales 83

Highspot

JULY 7, 2025

Key Takeaways Executing 1:1 and 1:few account-based selling strategies geared toward high-value target accounts is how leading enterprise sales teams drive sustainable revenue growth. Guide: What Good Client Engagement Looks Like Download free guide What is account-based selling?

Sell 52

Sell GTM Objectives and Key Results Cross-sell 52

Salesforce

OCTOBER 29, 2024

Like other sales approaches, the goal of door-to-door sales is to establish a relationship with a customer, upsell , cross-sell, and close more deals. Back to top ) Understanding the door-to-door sales process The D2D sales process follows a typical sales cycle , except that nearly all the steps happen in person.

Objectives and Key Results 52

Objectives and Key Results Territory E-commerce Pitch 52

Heinz Marketing

MAY 15, 2025

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.

Drivers/motivators 84

Drivers/motivators B2C Cross-sell B2B 84

Martech

JULY 17, 2025

With more than 100 product updates released last month, June continues HubSpot’s momentum in AI innovation, CRM flexibility and cross-team efficiency. It’s a major time-saver for teams selling in the U.S. How it helps you This update makes testing and launching CRM changes much safer and more efficient.

CRM 75

CRM Territory Campaign Contact 75

Martech

NOVEMBER 8, 2024

Your CRM likely holds more valuable insights than you realize. It can help address three key challenges: Data tied to your business: If properly recorded, your CRM tracks all interactions with your business — whether won, lost or disqualified — making it easy to identify trends and patterns. Exploring solutions (consideration).

B2B 128

B2B Objectives and Key Results Cross-sell B2C 128

Highspot

JULY 3, 2025

This is especially the case in complex, high-stakes purchasing processes in which their businesses are spending tens or hundreds of thousands of dollars. Source: Highspot State of Sales Enablement Report 2025) The modern sales enablement framework No two B2B sales processes or enablement strategies will look alike.

B2B 52

B2B GTM Objectives and Key Results Sales 52

Hubspot

JULY 22, 2024

Business emails are a mission-critical component of virtually every step of the modern sales process, and it serves you to know how to send thoughtful, professional, approachable ones. There‘s no point in selling yourself as a provider if your prospect hasn’t decided on a type of solution yet.

Clients 78

Clients Referrals Prospecting Sales 78

PandaDoc

MARCH 25, 2025

The sales process varies greatly depending on the purchase. If youre selling a cup of coffee, the options are relatively simple. Take buying a CRM, for example. This is the nature of complex salesthey demand strategy, patience, and the right tools to navigate the process effectively. You cant just pick it off a menu.

Objectives and Key Results 52

Objectives and Key Results Contract Legal Sales 52

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. To meet that expectation, businesses—specifically, their GTM teams—must connect their people, processes, and technologies to deliver a seamless customer experience at every step.

GTM 52

GTM Customers Cross-sell Contract 52

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. Whether you use a traditional CRM, a CDP or a data lake, all those repositories could effectively live in a unified, AI-interpreted environment.

Objectives and Key Results 101

Objectives and Key Results Government Technology Technology 101

Salesforce

NOVEMBER 18, 2024

These agents generate responses that are consistent with your company’s brand voice and guidelines using trusted business data, including Salesforce Customer Relationship Management (CRM ) data, external data from Data Cloud , and more. Back to top.

Service 52

Service Non-Profits Territory Trust 52

RingDNA

MARCH 26, 2025

LinkedIn is no longer a nice to have in 2025, whether you’re a CEO shaping your company’s vision, a COO optimizing processes, or an SDR hustling to hit quota. 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. It’s that simple.

Closing 62

Closing B2B Sell Referrals 62

Salesforce

APRIL 2, 2025

This shifts the sales focus from persuasion to value demonstration, making the process more customer-centric. These insights offer an opportunity for sales teams to tailor their outreach and identify upsell and cross-sell opportunities. The data may also reveal areas for product or service improvement.

Product 86

Product Territory Sales Price 86

Highspot

OCTOBER 14, 2024

It brings sales teams, marketing, and customer operations and success together to streamline end-to-end processes and ultimately deliver the seamless customer experience that today’s buyers demand. If even one part of the process falters, their entire experience is compromised. Every step should flow seamlessly.

Teamwork 52

Teamwork Objectives and Key Results Cross-sell Follow-up 52

PandaDoc

MAY 22, 2025

When sales enablement and sales operations work together, youre bound to smooth out your sales process, boost productivity, and drive consistent revenue growth, which is the ultimate goal. Sales enablement is all about providing sales teams with the content, tools, training, and support they need to sell effectively.

Sales 52

Sales Cross-sell Finance CRM 52

Salesforce

JULY 24, 2025

Want to join the #1 AI CRM that’s leading the digital labor revolution? But I wanted to sell something that challenged my mind, involved consultation of multiple strategic decision-makers, and had a measurable business impact on customers. The freedom to build beyond my role, from mentoring to improving processes.

Cold Call 52

Cold Call Strategize Pipeline Represent 52

Salesforce

FEBRUARY 19, 2025

Yet many companies are still held back by the inefficient manual processes that order management entails. The intricate nature of personalized manufacturing and multi-step build processes, often involving numerous vendors, can obscure the true location and status of an order.

Manufacturing 59

Manufacturing Cross-sell Represent Inside sales 59

Highspot

MARCH 7, 2025

Key Takeaways RevOps frameworks streamline your technology stack, clean up CRM data, and get sales reps using sales tools. They help unite your go-to-market (GTM) teams, streamline processes, and tackle tool sprawl. It ensures go-to-market (GTM) teams work toward shared company goals with efficient processes and reliable data.

Growth 52

Growth GTM Objectives and Key Results CRM 52

Highspot

JULY 9, 2025

Manufacturing sales teams face long deal cycles with cross-functional buying committees who have complex product requirements. What’s more, they often navigate highly technical buyers, strict procurement processes, and tough competition. Using intuitive, AI-powered sales analytics give you that clarity.

Manufacturing 40

Manufacturing GTM Objectives and Key Results Sales 40

PandaDoc

JUNE 6, 2025

Equipping your team with slide decks and CRM access is great, but sales enablement is much more than that. It’s all about empowering your reps to sell more effectively—and you can’t improve what you don’t measure. Plus, the right software can help reduce manual labor, giving your reps important time back to focus on selling.

Objectives and Key Results 52

Objectives and Key Results Quota Cross-sell Sales 52

RingDNA

APRIL 25, 2025

But you should consider, especially if you’re selling SaaS software like we do, experimenting with late afternoon call blitzes to top leads. The point is that if sales managers aren’t tracking call metrics in a CRM, it’s impossible to truly know when leads are entering the pipeline.

Cold Call 62

Cold Call Prospecting Pipeline Inside sales 62

Sales Hacker

JANUARY 7, 2025

One of my questions right away was just, you made this transition, at least at Aircall, from APAC and running that to now overseeing you know global what are some of the differences between selling in apac and selling in in north america hmm. Fred Viet: It’s a big difference. Scott Barker: Yeah, that makes sense.

GTM 115

GTM Sell Customers Cold Call 115