Salesforce

JANUARY 9, 2025

Agentforce Skills for Merchandising draws from the #1 CRM, governed by the Salesforce trust layer, and powered by the Atlas Reasoning Engine for natural, adaptive responses. With that foundation, Commerce Cloud has developed actions to give merchandisers a leg up in meeting customer needs.

Retail 59

Retail Promote Government Trust 59

Highspot

JULY 7, 2025

To meet rising buyer expectations and achieve predictable revenue growth, you need a smarter approach to ABS—starting with a revamped go-to-market (GTM) technology stack. For instance, Highspot’s AI-powered meeting intelligence enables smarter coaching to individual reps.

Sell 52

Sell GTM Objectives and Key Results Cross-sell 52

Salesforce

OCTOBER 29, 2024

Some neighborhoods, government buildings, or private properties prohibit door-to-door sales. You can accomplish this by turning to your CRM data or even calling ahead if you know whom you’ll be speaking with. This information, housed in your CRM , can be used to develop or improve products that better meet customer needs.

Objectives and Key Results 52

Objectives and Key Results Territory E-commerce Pitch 52

Highspot

FEBRUARY 28, 2025

After all, you didnt hire your team to take notes, update the CRM system, or hunt through endless folders for the right content. Platforms like Highspot automatically capture and summarize meetings so your sellers can focus fully on customer conversations. AI for sales enablement helps remove this administrative burden.

Follow-up 52

Follow-up Sales Government Up-sell 52

Hubspot

JULY 10, 2025

This tier includes HubSpot branding and is ideal for solo users or teams testing CRM solutions. This tier includes HubSpot branding and is ideal for solo users or teams testing CRM solutions. Additionally, users get 500 calling minutes per account per month, supporting outbound outreach directly from the CRM.

Price 36

Price Objectives and Key Results Territory Government 36

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. Back to top.

Service 52

Service Non-Profits Territory Trust 52

Hubspot

JANUARY 14, 2025

Get out there, build a network, meet people! As a real estate entrepreneur, putting yourself out there is one of the best ways to build clientele, meet colleagues, and attach credibility to your name. Its inherently dynamic, influenced by consumer preferences and the fluctuating economy, and factors such as government policies.

Real Estate 64

Real Estate Non-Profits Strategic planning Education 64

PandaDoc

MARCH 25, 2025

Take buying a CRM, for example. This stage can involve multiple meetings and additional stakeholders. Luckily, there are various tools teams can use, like CRM platforms and Configure Price Quote (CPQ) software to make this easier and more efficient. CRM integration means reps can access customer data without switching platforms.

Objectives and Key Results 52

Objectives and Key Results Contract Legal Sales 52

Salesforce

JANUARY 15, 2025

On a broader scale, data governance makes sure that data is managed ethically and in compliance with regulations, protecting privacy while fostering innovation. By establishing clear guidelines for responsible data use, it helps organizations meet regulatory standards and safeguard sensitive information throughout its lifecycle.

Government 93

Government Legal Technique Healthcare 93

Salesforce

APRIL 11, 2025

For example, lets say youre meeting with a customer for dinner but arent sure what your companys expense policy covers. An agent can skim through knowledge articles and access CRM records to provide the correct cancellation details based on the customers status, or remind them to use their airline credit within a specified amount of time.

Government 45

Government CRM Start-ups Represent 45

Sales Hacker

MARCH 4, 2025

I think Calendly, it’s one of those blessings and a curse where you can sell into all different parts of the organization, really, like everyone has meetings, everyone needs to schedule their, their day in their life. And so whenever we had, uh, a certain kind of Microsoft CRM, we knew that that was an incredible sale for us.

GTM 74

GTM X-functional Start-ups Campaign 74

Martech

JULY 1, 2025

Instead of the usual planning meeting, invite a representative from sales leadership, a product manager and a customer success manager to a dedicated “Campaign Kick-off and Alignment Workshop.” Meet regularly to review current tools, discuss issues and prioritize upcoming projects.

Objectives and Key Results 94

Objectives and Key Results Campaign Government SQL 94

Highspot

JULY 9, 2025

By connecting outcomes to CRM records, you can track which content is used and when, which engagement activities move the needle, and what activities correlate to stalled deals. In manufacturing, where proprietary specs, buyer conversations, and sensitive customer data are involved, data governance is non-negotiable.

Manufacturing 40

Manufacturing GTM Objectives and Key Results Sales 40

Salesforce

FEBRUARY 7, 2025

A digital platform that aggregates information about assets, resources, and schedules such as a customer relationship management (CRM) platform can improve maintenance planning and coordination. Everyone has access to the same data to improve engagement with customers, suppliers, government regulators, and local communities.

Profit margin 52

Profit margin Objectives and Key Results Price CRM 52

Sales Hacker

MARCH 25, 2025

Previously, he was the Global VP of Product for SAP, CRM and Sales Cloud. Previously to that, it was the global VP of product for SAP, focused on the CRM and sales cloud. Most customers, particularly in ERP, still also in CRM, would say, I’m a snowflake. It’s literally in the title. So what I would say is.

GTM 67

GTM X-functional Start-ups Relationship building 67

Highspot

APRIL 9, 2025

From governance and personalization to coaching and measurement, banking sales leaders face no shortage of choices. Centralize and govern your content. Meanwhile, version control and access logs keep everything audit-ready, while CRM integration ensures nothing falls through the cracks. Rely on training and manual audits.

Relationship Management 52

Relationship Management Government GTM Clients 52

Hubspot

JANUARY 3, 2025

Pro tip: Look into government grants for small business owners. Additionally, I made it a point to personally meet with clients, ensuring that they felt valued and understood," Stevens says. Then, you can enter them into your CRM and email marketing campaign to nurture them into scheduling a call or demo.

Networking 36

Networking Finance Non-Profits Referrals 36

Salesforce

OCTOBER 29, 2024

We already had Sales Cloud as our customer relationship management ( CRM ) software, and ServiceNow as our IT service management (ITSM) solution. Get the free report What Crestron does At Crestron , we manufacture technology that provides a seamlessly integrated experience for our customers when they host meetings from their offices or homes.

Service 69

Service Customers X-functional Pharmaceutical 69

PandaDoc

NOVEMBER 13, 2024

Pricing analytics uses data to provide insights into customer behavior, market trends, and competitor strategies — ultimately helping businesses set prices that maximize revenue and meet customer expectations. “It’s not just a matter of setting prices high or low; it’s about finding that sweet spot where demand meets profitability.”

Price 52

Price Legal Retail Strategize 52

Salesforce

APRIL 28, 2025

Finally, it will enhance governance through unified observability and policy enforcement across every agent interaction, ensuring administrators remain in control. Together, they draft a tailored proposal, schedule meetings between human sales representatives, and plan joint promotional campaigns.

Retail 97

Retail Trust Manufacturing Government 97

Salesforce

DECEMBER 23, 2024

They describe the directional sale of goods or services among businesses (B), consumers (C), and government agencies (G). Unlike B2C purchases, where buyers expect products that meet industry-defined standards for quality and performance, C2C goods are often bought because they are one-of-a-kind or have been crafted by hand.

B2C 98

B2C Government Manufacturing Retail 98

Highspot

JULY 15, 2025

You need the right tools to meet customers where they are. Since most healthcare professionals also have limited time and prefer either completely virtual or hybrid meetings, you need to align your engagement strategy to match. What type of customer feedback is in your CRM notes or emails?

Healthcare 52

Healthcare Customers GTM Hospitality 52

Hubspot

APRIL 1, 2025

Before you start Googling: No, AI agents arent secret spies fueled by mysterious government schemes. He even admitted that when hes onboarding customers onto HubSpots CRM, the first thing he asks about is data architecture. They check availability, avoid conflicts, and send invites before you even remember the meeting exists.

CRM 36

CRM Follow-up Clients High impact 36

Salesforce

OCTOBER 18, 2024

To find information about local laws for small businesses, you can start by visiting your city or county’s official government website. You target certain kinds of customers with specialized products or services that meet specific needs — things that larger companies have overlooked. Do you go local or virtual?

Minimum Viable Product 111

Minimum Viable Product Cross-sell Niche Legal 111

Heinz Marketing

DECEMBER 20, 2024

Integrated Technology Stack Invest in a CRM (e.g., Clear Governance Define roles and responsibilities for key stakeholders involved in the GTM process. The Solution By implementing marketing orchestration: Teams adopted a unified CRM and marketing automation platform. The Result Lead-to-customer conversion rates increased.

GTM 98

GTM Go To Market Objectives and Key Results Campaign 98

SaaStr

APRIL 4, 2025

Come meet them (and also watch 100+ present live at our first AI Demo Stage ) at 2025 SaaStr Annual, May 13-15 in SF Bay!! Here’s more on a dozen of them to meet IRL!: Companies can meet stringent quality requirements at a fraction of the cost of in-house teams, while accelerating their AI initiatives.

GTM 70

GTM Government CRM Follow-up 70

Understanding the Sales Force

APRIL 3, 2025

For example: Get Referral Initial Contact Schedule a Meeting, Make the Sale Manage the Account and Make Additional SalesThose five steps represent an actual sales process that a company “borrowed” from an “expert” who wrote about what a sales process should include.

Process 102

Process Customers Sales Represent 102

Martech

MARCH 27, 2025

… the upshot is that companies will need to treat unstructured data with the same care as structured data applying governance and quality checks because its becoming a critical input. They include: Governance: Both types of data lack of agreed-upon processes and definitions. My reaction was: Oh #@% *! the same care?!

Government 94

Government Legal Contract CRM 94

Hubspot

MARCH 11, 2025

However, while we had knowledge on the sector, we were struggling with convincing decision makers at these companies to meet us for a product demo. So, for instance, instead of paying $250 per month for an essential tool like a CRM, they might be paying just half of that amount if they have a partner.

Legal 36

Legal Real Estate Retail Angle 36

Martech

APRIL 22, 2025

Together, we provided actionable insights on evolving ABM strategies based on data governance, precision targeting, collaboration and measuring success. Clear accountability and governance practices are essential, ensuring that marketing and sales teams are aligned on capturing, validating and managing data.

Cross-sell 94

Cross-sell Government B2B Pipeline 94

Salesforce

MARCH 25, 2025

It helps create new products, improve existing ones, and innovate to meet changing market demands and customer preferences. Investment in technology and equipment: You’ll get to invest in the right tools , machinery, and artificial intelligence (AI) to streamline operations and enhance product quality while meeting industry standards.

Real Estate 90

Real Estate Government Finance Growth 90

Salesforce

JUNE 2, 2025

What can your small business do with marketing automation on Salesforce CRM? Grants: Government agencies and private organizations offer grants to businesses that meet specific criteria. And that starts with a customer relationship management (CRM) tool. The right CRM will fit how you work.

Minimum Viable Product 52

Minimum Viable Product Legal CRM Launch 52

Adaptive Business Services

APRIL 23, 2025

Here is what it looked like The Process of Investing in a Permanent On-Premise Sign First Meeting: The account executive meets with the client to determine wants, needs, and desires. Determine what municipality governs the property in question and if there may be any overlay districts such as CCDC, Historical, Convention Center, etc.

Process 71

Process Electricity Government Manufacturing 71

Salesforce

JULY 16, 2025

Networking opportunities: Meet investors, potential partners, and other founders. Many university incubators also have networking events where you can meet investors and potential co-founders. Government-sponsored incubators These incubators are funded by local or national governments to boost entrepreneurship.

Minimum Viable Product 52

Minimum Viable Product Government Networking Legal 52

Salesforce

MARCH 31, 2025

You can network with other entrepreneurs, attend panel sessions, and interact with diverse business leaders, industry experts, and government officials. AI Tools for Small Business Do More With AI CRM For Small Business What is Agentforce For Small Business? Who are you excited to meet at the event? What is an AI Agent?

A/B testing 59

A/B testing Objectives and Key Results CRM Customer Relationship Management 59

Sales Pop!

OCTOBER 22, 2021

We have shown, throughout this series, that the new function known as RevOps—revenue operations—is uncannily similar to Pipeliner CRM. There is a considerable difference between centralization in a company and government centralization. We’re not discussing centralization within a government, but only within an enterprise.

Government 246

Government Service Pipeline CRM 246

SalesforLife

SEPTEMBER 26, 2019

European leaders weren’t reading their emails, and in countries like France and Germany, emails aren’t even being sent overnight because of new GDPR rules and regulations – the governing body for email data protection. When Phil was telling me this story, he said five words that I’ll remember forever: “LinkedIn is our new CRM”.

CRM 82

CRM Territory Government Contact 82