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

Salesforce

OCTOBER 14, 2021

It was just before the launch of Lightning. Dividing my attention between CRM, social, web, and paid media meant I never got an opportunity to dedicate my full attention to the platform. Dividing my attention between CRM, social, web, and paid media meant I never got an opportunity to dedicate my full attention to the platform.

CRM

Salesforce

OCTOBER 8, 2024

It launches a company online store to sell speakers to its customers. But as sales take off, use your CRM to see trends in when and where your customers are spending. AI-powered tools Use generative AI to draft personalized sales or follow-up emails to customers by linking to your CRM. Want to take the #1 CRM for a test drive?

Territory

Salesforce

MAY 13, 2024

Do you have a killer idea that you think would be perfect for launching a small business? But in the real world, launching a small business can be a bit more challenging. If you’re skilled in a certain trade — say, bookkeeping — you can launch a business with almost no money. Here are 10 steps that will get you on your way: 1.

Legal

Salesforce

AUGUST 7, 2025

Trailhead: Salesforce for Small Business Learn how your business can benefit from this out-of-the-box CRM. Visit Trail +200 points Trail Salesforce for Small Business Customer relationship management (CRM) apps A CRM is your business’s go-to tool for managing customer relationships. Let’s take a look. And there are more !

E-commerce

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

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

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

SaaStr

AUGUST 7, 2020

We have offices in Tokyo, Sydney, Melbourne, Toronto, Salt Lake City, and then our headquarters here at the beach in Wilmington, North Carolina, and we have over 900 employees. Trisha Price: Yeah, I mean, for us, it has changed over the years and it has changed as we’ve launched new solutions, right? Matt Garratt: Super.

Price

Spiro Technologies

MAY 31, 2023

Just up the road here from where I am in North Carolina, I’m working with a fabulous yarn dyeing house which is called Package dyeing, which is like dyeing a brick. We wanted to breathe new life into the terrible field of CRM. So, I’m paying for the trial. I ask them to watch and record. Put it that way.

Manufacturing

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

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