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How to Use Data and the Right Tools to Build Your Sales Plan (Ask Jeb)

Sales Gravy

Consider: Conversion Rates from Inbound Leads Speed to Lead (How fast are you following up?) Maybe you need to tighten up your proposals so more of them convert. Choosing the Right CRM: Beware of Overkill Eric also mentioned his teams struggle with an outdated CRM thats not built for strong tracking. The rule of thumb?

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CDP and customer experience: Best of the MarTechBot

Martech

website interactions, social media, email campaigns, and CRM systems) to create comprehensive customer profiles. Data quality and governance: Ensure the data collected is accurate, up-to-date, and compliant with regulations (e.g., This holistic view enables marketers to understand customer behavior and preferences better.

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5 Email Marketing Campaigns Every Small Business Needs

Salesforce

The welcome series nurture A prospect’s interest in your brand is at its peak right after they sign up. Wondering if you should sell or not? Gather customer feedback by setting up focus groups with customers or sending out a survey. Upsell and cross-sell nurtures can help improve the customer’s lifetime value.

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Why B2B CMOs are frustrated with ABM platforms

Martech

Talk to CMOs who have used these platforms for at least nine months, and you’ll often see steam start to blow from their ears like a train whistle. Cross-department ownership and confusion A major issue with ABM platforms is that using them effectively requires buy-in and cooperation from multiple departments, like sales and IT.

B2B
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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. Sign up now Thanks, you’re subscribed! For example, if a customer signed up late in the month, the bill may only be for 15 days of that first month. Learn how Revenue Cloud can help.

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Frequently Asked Questions About CLG Metrics in B2B Marketing

Heinz Marketing

Key ones include: Net Revenue Retention (NRR) Expansion Revenue (upsell/cross-sell) Customer Lifetime Value (CLV) Advocacy Rate (reviews, referrals, testimonials) Product adoption/usage Time-to-value (TTV) 2. Need help defining your CLG metrics and setting up your dashboards? What are key metrics for measuring CLG success?

B2B
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11 Emerging Trends Redefining Sales Operations in 2025

RingDNA

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. It now plays a central role in data strategy, automation, and revenue intelligence.