Veloxy

JANUARY 7, 2025

How to Remove Salesforce CRM Friction Learn how to remove friction points tied to Salesforce, helping your sales team sell easier and faster. Aggregate lead data with customer relationship management (CRM) tools like Salesforce. And dont forget to use CRM integrations that leverage sales artificial intelligence.

Objectives and Key Results 130

Objectives and Key Results Negotiate CRM Sales 130

Heinz Marketing

SEPTEMBER 24, 2024

Benefit : AI scheduling tools eliminate manual scheduling tasks, allowing SDRs to focus on nurturing relationships and moving prospects further down the sales funnel. CRM Data Entry and Management Challenge : Keeping CRM data up to date is critical but often tedious. AI Solution : Tools like Reply.io and Apollo.io

Objectives and Key Results 101

Objectives and Key Results GTM CRM Follow-up 101

Sales Gravy

JANUARY 14, 2025

Choosing the Right CRM: Beware of Overkill Eric also mentioned his teams struggle with an outdated CRM thats not built for strong tracking. For smaller teams (like Erics with just two salespeople), adopting a massive enterprise CRM can be overkill. Choose a CRM that matches your current size and selling process.

Appointment 98

Appointment Cross-sell CRM Pipeline 98

Search Engine Land

AUGUST 14, 2024

Qualifying leads for ad platforms using CRM data. CRM or other database Everything you do in lead gen revolves around generating inbound queries. Something like a reCAPTCHA will drastically reduce the number of bots and spammers who end up in your CRM. Connect your CRM. Recreate your sales pipeline.

CRM 116

CRM Campaign Niche Negotiate 116

Veloxy

FEBRUARY 12, 2025

Salesforce Sales Cloud - CRM Platform My experience as a sales productivity platform CEO has exposed me to many CRM solutions. I built Veloxy to work alongside platforms like this, and I’ve watched Outreach help sales teams build qualified pipelines that turn into actual revenue. See our case study here.

Product 130

Product CRM Price Objectives and Key Results 130

Heinz Marketing

SEPTEMBER 29, 2024

CRM Integration: Clay seamlessly integrates with popular CRM systems like Salesforce, HubSpot, and Pipedrive. This means that enriched data can be automatically synced with your CRM, enabling you to keep your sales pipeline updated without manual entry.

CRM 95

CRM Pipeline Prospecting Consult 95

Understanding the Sales Force

MAY 18, 2025

The sales process is not thoroughly integrated into CRM. There isnt any continuity or reinforcement, milestones do not appear and cannot be completed, and playbook capable CRMs arent properly leveraged. Instructions are provided to integrate the process into CRM and the process is provided in several formats.

Process 125

Process CRM Pipeline Sales 125

PandaDoc

JUNE 27, 2025

A CRM (customer relationship management) system is key to keeping organized. The benefits of CRM in business are vast, from streamlining the sales process and boosting collaboration to helping your team close deals faster. What is a CRM? A CRM is all about helping you work smarter, not harder.

CRM 52

CRM Customers Contract Legal 52

Martech

NOVEMBER 6, 2024

Get instant pipeline insights with the mobile lead summary widget. Updated CRM object merge behavior to be aware of. How it helps you This update improves the mobile prospecting experience by giving sales reps a quick overview of their pipeline and highlighting the number of leads at each stage.

Objectives and Key Results 119

Objectives and Key Results CRM Contact Pipeline 119

Veloxy

DECEMBER 9, 2024

Implement strict data entry standards and regular audits to keep your CRM clean and reliable. Common CRM Adoption Failures and How to Avoid Them Salesforce isn’t just a piece of software. It reduces errors and ensures your CRM remains reliable. Data Quality Issues Garbage in, garbage out, as the saying goes.

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

Martech

AUGUST 19, 2024

Develop your ICP by combining insights from your sales team with data about your current customers from your CRM. Data analytics tools like Google Analytics and CRM systems provide valuable insights into potential accounts and customer relationships. This includes factors like industry, company size and location.

B2B 120

B2B Objectives and Key Results Campaign Contact 120

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

Martech

AUGUST 8, 2024

Data is not a new topic, but it is being revitalized since Google’s announcement that cookie deprecation is no longer in the pipeline. Use common keys, like email addresses and phone numbers, to integrate data from various sources, including ecommerce and customer relationship management (CRM) platforms and web and mobile app analytics.

Customer Relationship Management 128

Customer Relationship Management Campaign Relationship Management Lead generation 128

Partners in Excellence

FEBRUARY 12, 2025

But they were still struggling to make their numbers and fill their pipelines. And despite doing this, why were they struggling to maintain healthy pipelines? As I dove in, I discovered the sellers were not entering opportunities into the pipeline until they were actually in the contract negotiation stage. It is human nature.

Gaming 110

Gaming Contract Pipeline CRM 110

Sales Gravy

APRIL 23, 2025

ask, How many outbound touches do I need to hit my pipeline goal? For the ones who answer, quickly note any important information to input into your CRM later. Don't try to update your CRM in real-time between every call. At days end, batch-enter critical intel into your CRM. You can make 10 dials. You can make 10 dials.

Prospecting 70

Prospecting Appointment Outside Sales Territory 70

Martech

SEPTEMBER 5, 2024

The LinkDR platform includes AI-powered prospecting to find relevant websites and influencers, a verified email finder, customizable outreach templates and follow-up sequences, a CRM-style pipeline for managing link-building campaigns, and an analytics dashboard to track ROI and link quality metrics.

Retail 112

Retail Gaming Campaign Engineering 112

Sales Gravy

APRIL 10, 2025

Fancy decks, CRM tagging, and custom email flows feel like progressbut they dont get the contract signed. Whatever the flavor, the phone remains your fastest path to building pipeline. Fancy decks, CRM tagging, and custom email flows feel like progressbut they dont get the contract signed. But automation doesnt close deals.

Closing 85

Closing Objection handling Cold Call Contract 85

Sales Gravy

JUNE 10, 2025

Here's a question that exposes one of the most dangerous myths in modern sales: How do you set the right pipeline creation target to consistently hit quota? The obsession with pipeline multipliers is creating more problems than it's solving, and it's time we had an honest conversation about what actually drives predictable revenue.

Pipeline 54

Pipeline Appointment Quota Follow-up 54

Martech

SEPTEMBER 6, 2024

It identifies target companies and contacts within your CRM, researches their business needs, detects intent signals, and crafts personalized emails. It identifies target companies and contacts within your CRM, researches their business needs, detects intent signals, and crafts personalized emails.

User Experience 117

User Experience Contact Campaign CRM 117

Adaptive Business Services

OCTOBER 23, 2024

Time flies and I’m guessing that it has been close to 10 years since LinkedIn decided to close its access doors to most third-party applications including Nimble CRM. Shortly thereafter, they did authorize limited access to a few enterprise level CRMs providing that you have the right LinkedIn premium account.

CRM 62

CRM Prospecting Contact Follow-up 62

Adaptive Business Services

MAY 7, 2025

Pipelines look like workflows and they also represent a process. They differ in that contacts go into workflows and deals go into pipelines so we can track sales revenues and forecasts. I do have some clients who will combine the lead qualification process and the sales pipeline into one workflow. Are you thinking about a CRM?

CRM 71

CRM Contact Pipeline Clients 71

Salesforce

JANUARY 9, 2025

Sales acceleration is a collection of strategies using automated tools and workflows to help sales representatives move leads through the end-to-end sales pipeline faster, engage with customers more effectively, and close more deals in less time. It works by optimizing various factors across the sales pipeline.

Closing 98

Closing Represent Territory Lead generation 98

RingDNA

JULY 2, 2025

Salesforce Sales Operations Professional Certification Designed for RevOps leaders and Salesforce administrators, this certification teaches how to streamline CRM processes, improve data hygiene, and build impactful reports. Topics include lead conversion, pipeline management, reporting, and automating daily tasks.

Retail 62

Retail Technical Sales Consult CRM 62

Martech

JANUARY 14, 2025

From upgrading data permissions to improving your ability to track customer satisfaction with feedback-linked tickets, these updates give you better control over your CRM and actionable insights for smarter decision-making. Control who can create CRM objects with new create permissions. Automate backup scheduling in HubSpot.

Objectives and Key Results 67

Objectives and Key Results CRM Campaign Pipeline 67

Hubspot

MARCH 13, 2025

Its relatively straightforward to do simply take your current pipeline, multiply the gross at each milestone times your historical close rates (actual or estimated), and determine if a seller can reasonably expect to be YTD one sales cycle ahead. Relying upon seller opinions when grading pipeline health. Current pipeline.

Meeting 66

Meeting Pipeline Quota Sales 66

Closing Bigger

FEBRUARY 10, 2025

The Role of CRM and AI in Bridging Leadership and Management Technology, when used correctly, can enhance both sales management and leadership. CRMs provide structure, consistency, and visibility into key performance metrics, helping managers keep the team accountable. Proactive leaders: Build a talent pipeline before they need it.

Objectives and Key Results 85

Objectives and Key Results CRM Sales Strategize 85

Martech

JUNE 19, 2025

LinkedIn Analytics, X Analytics, Facebook Business Suite), Google Analytics (using proper UTM tagging for social campaigns), CRM systems (integrating social lead forms). Where to find it: CRM systems (e.g., Where to find them: Your CRM system is essential for tracking the progression of leads through the sales pipeline.

CTR 87

CTR CRM Click Through Rate Lead generation 87

SaaStr

JULY 1, 2025

Administrative quicksand: CRM updates: 14% of time Email follow-ups: 18% of time Scheduling coordination: 12% of time Proposal/contract admin: 16% of time Internal meetings/reporting: 12% of time The Performance Gap : Most AEs are terrible at the non-selling stuff—and they know it. CRM data accuracy sits at 47% across most sales orgs.

Territory 83

Territory CRM Negotiate Relationship building 83

SaaStr

APRIL 30, 2025

Heres what to include: Pipeline Health : Review the pipeline metricsdeal velocity, win rates, average deal size, and pipeline coverage. Deal Quality and Close Rates : Examine the quality of deals entering the pipeline and the close rates at each stage. Are your CRM, AI tools, and other platforms being used effectively?

Cross-sell 71

Cross-sell Pipeline Legal Contract 71

Salesforce

OCTOBER 14, 2024

Get started The evolution from Einstein Copilot to Agentforce Earlier this year we released Einstein Copilot, which has now evolved into an Agentforce Agent for customer relationship management (CRM). In this mechanism, the AI system mimics human-style decision-making by generating a plan containing a sequence of steps to attain a goal.

Engineering 128

Engineering Represent CRM Follow-up 128

SaaStr

JULY 10, 2025

In just two weeks, SaaStr’s AI SDR sent 4,495 hyper-personalized messages , opened pipeline, booked meetings, and reactivated lapsed accounts — all while outperforming our historical human SDR averages. ” analysis CRM : What’s our history with them? ” Yeah, that’s not what we’re talking about here.

CRM 89

CRM Campaign Presentation Pitch 89

Hubspot

SEPTEMBER 4, 2024

If you’re looking for CRM (Customer Relationship Management) software for your startup, a third-party review website like G2.com com ought to help… Except that G2 returns a list of over 700 recommendations when you search for CRM. That's an overwhelming amount, especially considering you need just one CRM tool.

CRM 73

CRM Price Contact Pipeline 73

RingDNA

MAY 16, 2025

If someone is buying your CRM , and you suggest adding a conversation intelligence tool to improve coaching, that’s cross-selling. G2 research reveals that 58% of pipeline stalls occur when reps fail to add value. Let’s say a customer is about to purchase your CRM platform. That recommendation doesn’t replace the CRM.

Cross-sell 62

Cross-sell Sell X-functional CRM 62

RingDNA

APRIL 11, 2025

But beyond merely revealing insight into reps’ performance, tracking the right sales KPIs is critical to assessing they overall health of your sales pipeline. And a lot of companies are finding it harder to build pipeline than ever before. Value: It’s important to know how lead response time affects your overall sales pipeline.

Quota 62

Quota Sales Pipeline Contact 62

SalesPop

JULY 18, 2025

Listen for subtle signals: Silence, disengagement, or superficial CRM updates may indicate burnout or more significant underlying issues. Make your coaching conversations about the person, not just the pipeline. He is CSMO at Pipeliner CRM. ask “What’s going on with you?” Shift from judgment to empathy.

Drivers/motivators 66

Drivers/motivators Technique Sales Pipeline 66

Martech

OCTOBER 24, 2024

takes it further by finding prospects and drafting compelling messages based on pipeline insights and earlier engagements. AI tools assist in identifying customer needs, generating personalized sales messages, taking meeting notes, automating prospecting, gamifying team training and analyzing CRM data. Compelling.ai AI sales support.

Niche 128

Niche Pipeline Prospecting Growth 128

Veloxy

JULY 23, 2025

You will also want to monitor your pipeline velocity, or the time it takes to progress from a first meeting to a successful close. Utilize the data you collect with a robust CRM system to support this process and help you identify the most critical areas of training. You will also want to have goals for customers.

Product 130

Product Objectives and Key Results Territory Sales 130