Salesforce

OCTOBER 25, 2024

Whether you’re exporting data from your CRM or dropping inputs from SalesOps or RevOps into your spreadsheets, the process is almost entirely manual. At most organizations, the data you need is probably dispersed across multiple sources, like your CRM, ERP, HCM or payroll and invoicing systems. Watch the demo

Commission 52

Commission Territory Transportation Contract 52

Salesforce

MARCH 3, 2025

Step 1: Take in requests The Deal Desk process starts with sales reps submitting requests, usually through sales technology such as a Customer Relationship Management (CRM) or Configure, Price, Quote (CPQ) system. While CRM and CPQ systems are ideal for Deal Desk workflows, processes often depend on a company’s setup and resources.

Legal 59

Legal Contract Finance Non-Profits 59

Salesforce

MARCH 11, 2024

Here are four best practices to follow to launch a successful ABS strategy: 1. Take a look at CRM data to see the problems and pain points your customers share. Contact management tools within your CRM software can help you keep track of outreach. You can also organize contacts and track outreach using your CRM.

Sell 59

Sell Cross-sell Territory CRM 59

Salesforce

JUNE 6, 2025

Unify sales, finance, and legal on the #1 AI CRM When sales, finance, and legal are disconnected, the customer feels the pain. They’ve layered point solutions, spreadsheets, and homegrown tools on top of one another and tried to connect them between CRM and ERP. Learn how Revenue Cloud can help. This messy middle is expensive.

Finance 52

Finance E-commerce Territory Price 52

Salesforce

MARCH 7, 2024

When to negotiate a contract The contract creation and negotiation process How to improve contract negotiation core skills 9 contract negotiation tips Learn 3 ways to sell faster with Salesforce CPQ See how Salesforce CPQ helps sellers close faster, and companies launch new revenue models in days, not months.

Contract 59

Contract Negotiate Objectives and Key Results Legal 59

Salesforce

SEPTEMBER 25, 2024

Integrations: A tool that connects with other products like your customer relationship management (CRM), enterprise resource planning (ERP), human capital management (HCM), and payroll software will help you create a real-time, single source of truth for all commission needs. My preferred incentives tool is Salesforce Spiff. Watch the demo

Commission 97

Commission Drivers/motivators Territory Sales 97

Salesforce

JANUARY 30, 2025

Get an assist from AI: Using data from your CRM platform, generative AI can help you draft personalized, contextually relevant emails. Hi [FIRST NAME], We recently launched [PRODUCT OR SERVICE] at [SELLER COMPANY]. And personalization works open rates jump 29% higher when cold emails are personalized. INCLUDE ONE-SENTENCE PITCH.]

A/B testing 52

A/B testing Territory Prospecting Referrals 52