Hubspot

JULY 23, 2025

I mapped out buyer personas, stacked automation tools, drafted clever messaging sequences, and organized a color-coded CRM that looked like a sales manager’s dream. CRM: HubSpot, Salesforce, Pipedrive Data: Apollo, Lusha, ZoomInfo, RocketReach Content: Google Docs + ChatGPT for script iterations Mindset: I log emotional trends, too.

SQL 54

SQL Customers Cold Call Sales 54

Adaptive Business Services

JUNE 25, 2025

They may have built up an effective network of repeat customers and referrers. Can a CRM help? Since I represent Nimble CRM, let’s talk about how easy it is to do and I will use a typical B2B sales environment as an example. Are you thinking about a CRM? They already know it all and it is working. Why change? Absolutely!

Process 71

Process CRM Represent Sales 71

Martech

DECEMBER 16, 2024

They also learned that most customers came from personal referrals a crucial, untapped source of growth. Dropbox used these insights to create a referral program directly appealing to its customers needs. The company offered additional storage space in exchange for referrals.

Growth 107

Growth A/B testing Customers Referrals 107

Heinz Marketing

JUNE 25, 2025

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. CLG metrics focus on post-sale impact. What are the KPIs for each stage of the customer journey?

B2B 91

B2B Cross-sell Referrals Drivers/motivators 91

Hubspot

APRIL 9, 2025

Set your CRM to automatically prompt a series of tasks after you complete, say, a discovery call. These days, I build genuine relationships with everyone involved, from receptionists to property managers, which has helped me close deals more smoothly and get better referrals.

Real Estate 69

Real Estate Objectives and Key Results Follow-up Contact 69

RingDNA

JUNE 10, 2025

Referrals also count as warm calls. Even though they have not engaged directly with your sales team, referrals may be a good fit , have already expressed interest, and are expecting a conversation with you. Successful warm calling programs also require a well-organized CRM with automation capabilities.

Cold Call 62

Cold Call Contact Referrals CRM 62

PandaDoc

JUNE 26, 2025

A CPQ (configure, price, quote) tool that can smooth out the quoting process and can integrate directly with your CRM. You can use CRM data to tailor feedback and help your reps improve in specific areas. Streamline processes with technology CRM and CPQ tools are heroes of the sales process. What’s even better?

CRM 52

CRM Legal Sales Price 52

RingDNA

MARCH 26, 2025

It also directly affects the professional opinion your network forms about you, which in turn, affects how likely you are to get sales referrals and other opportunities. After all, your LinkedIn network is vitally important for sales referrals, prospecting and other activities. (By But with a referral, you can hit the ground running.

Closing 62

Closing B2B Sell Referrals 62

Salesforce

MARCH 31, 2025

How many current customers offered referrals? Build a dashboard in your CRM system to track and publish those results, and award appropriate prizes and recognition. Use historical sales records in your CRM to help set these. How many connects did your team have today? How many deals progressed to the next steps? framework.

Drivers/motivators 64

Drivers/motivators Quota Territory E-commerce 64

Salesforce

JUNE 17, 2025

Say hello to smarter enablement with tailored coaching from Agentforce Sales Coach, now available on any deal type in your CRM. Say goodbye to time-sucking sales process tasks with automatic opportunity record updates and agent-powered quoting. This is just the tip of the productivity iceberg.

Sell 83

Sell Territory E-commerce Sales 83

Adaptive Business Services

APRIL 30, 2025

Referrals Fuel Growth – Satisfied customers dont just buy; they advocate. Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar.

Customers 71

Customers CRM Quota Trust 71

Highspot

JULY 7, 2025

What’s more, it can foster stronger customer relationships with target accounts and increase the likelihood you retain their business long-term (not to mention possibly get referral business from them). ” Translation?

Sell 52

Sell GTM Objectives and Key Results Cross-sell 52

PandaDoc

MARCH 25, 2025

Take buying a CRM, for example. Customer advocacy efforts, such as case studies and referrals, to further support business growth. Luckily, there are various tools teams can use, like CRM platforms and Configure Price Quote (CPQ) software to make this easier and more efficient. You cant just pick it off a menu.

Objectives and Key Results 52

Objectives and Key Results Contract Legal Sales 52

Highspot

JUNE 19, 2025

Successful customer engagement strategies have a direct impact on your revenue growth, leading to additional purchases, referrals, and increased customer lifetime value. Stronger customer acquisition through advocacy and referrals Engaged, loyal customers are far more likely to become brand advocates. Those are high-level benefits.

GTM 52

GTM Customers Cross-sell Contract 52

Salesforce

JULY 18, 2025

What we’ll cover: Prioritize prompt resolutions Speed up response times with AI Provide self-serve knowledge bases Unify your customer data Conduct feedback surveys after interactions Maximize positive reviews and referrals Reach out to former customers Be ready to scale 1. Start it up 5. Try it for free 6.

Service 52

Service Customers Referrals CRM 52

Hubspot

JANUARY 14, 2025

Customer Relationship Management (CRM) While the real estate entrepreneurs life is full of rewards, its no lie that youve got to do the work to reap them. By prioritizing your CRM strategy as a core responsibility in your business. One of those rewards? Happy clients. How to achieve this?

Real Estate 64

Real Estate Non-Profits Strategic planning Education 64

Adaptive Business Services

JULY 23, 2025

I am continuously earning the right to ask for their business as well as their referrals. Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. We’ve all heard it. That’s not my job.”

Electricity 71

Electricity CRM Referrals Clients 71

Understanding the Sales Force

JANUARY 4, 2025

How many sales leaders hold their salespeople accountable for any of these 25 required achievements (requirements vary by role) in addition to quota/revenue targets: Call Attempts Conversations Emails/LinkedIn Messages Meetings Booked New Opportunities Pipeline Value Pipeline Quantity Win Rate Average Sale Referrals/Introductions Obtained New Accounts (..)

Quota 71

Quota Territory Pipeline Referrals 71

Sales Hacker

JANUARY 7, 2025

Or if you look at, for example, some of the CRM, they started and they say, okay, my solution is a bit complex. That’s, as you mentioned, it’s what we call the system integrator, the VAR, the MSP. And I think here you’ve got another mentor model. Fred Viet: Does it need to be a lead source?

GTM 115

GTM Sell Customers Cold Call 115

SaaStr

NOVEMBER 8, 2024

It ingests all of your CRM data and maybe marketing materials and website, looks at the information, identifies the best customers and what makes them a great customer, and finds more customers like that by preparing campaigns based on your value props, and you adjust them with the creative.

GTM 109

GTM Growth Campaign Cold Call 109

Salesforce

DECEMBER 18, 2024

This can boost loyalty, bring in repeat business, and earn you some great referrals. Integration with existing systems : Integrating AI agents with an existing CRM and other systems can be complex, especially if your business has outdated infrastructure. Back to top ) What are AI agents?

Service 52

Service B2B Customers Trust 52

Hubspot

JANUARY 3, 2025

We also implemented an employee referral program, which brought in skilled candidates through trusted recommendations, Stevens says. This provided us with case studies and testimonials and helped build a network of referrals. It will also help with word-of-mouth referrals from past customers.

Networking 36

Networking Finance Non-Profits Referrals 36

SaaStr

MARCH 25, 2025

Blond explained that this wasnt just anecdotalit was tracked rigorously in their CRM. For Toast, this means field reps who are deeply embedded in their territories, building networks of referrals and recommendations. This can create a network effect that drives referrals and accelerates sales. The results?

Conversion 73

Conversion Territory Referrals Inside sales 73

SaaStr

JULY 23, 2025

Blond explained that this wasn’t just anecdotal—it was tracked rigorously in their CRM. For Toast, this means field reps who are deeply embedded in their territories, building networks of referrals and recommendations. This can create a network effect that drives referrals and accelerates sales. The results?

Conversion 73

Conversion Territory Referrals Inside sales 73

Salesforce

APRIL 29, 2025

Smart all-in-one customer relationship management (CRM) tools like Commerce for Small Business helps you grow faster by simplifying production, managing products, and cutting costs, making it easier to handle bigger orders and reach more customers. Focus on high-impact, low-cost marketing strategies like referral programs, and partnerships.

CRM 59

CRM Legal Promote Up-sell 59

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. Kind of customers, referrals, and like all of that.

GTM 67

GTM X-functional Start-ups Relationship building 67

Salesforce

APRIL 4, 2025

They often have more questions, and dont forget that they are prime to make referrals and recommendations. For example, an agent can be programmed to pull data from your CRM, website analytics, social media platforms, ad platforms, and even offline sales data.

Objectives and Key Results 52

Objectives and Key Results Cross-sell A/B testing Strategize 52

Adaptive Business Services

JANUARY 1, 2025

More Referrals – This will include power partners. More Referrals While Im very good at earning referrals, Im flat out terrible about asking for them. In the sign business, I worked almost exclusively on referrals. Im honestly better at developing referral relationships in person vs. online.

Referrals 62

Referrals CRM Non-Profits Contract 62

Salesforce

NOVEMBER 14, 2024

Increased business growth: Satisfied customers are more likely to share their positive experiences with others, leading to improved customer satisfaction (CSAT) scores and increased word-of-mouth referrals. Proactive customer service also fosters customer trust and satisfaction, encouraging repeat business and positive referrals.

Trust 105

Trust Service Customers Appointment 105

Hubspot

NOVEMBER 22, 2024

It can also lead to more opportunities and referrals (which equals more money, cha-ching). However, starting with a CRM may be a good place to start — I suggest HubSpot’s. This is often the most significant milestone you’ll experience as a freelancer. You’ll get a steady stream of clients. Culture is everything.

Objectives and Key Results 36

Objectives and Key Results Niche Clients Growth 36

Hubspot

APRIL 7, 2025

61% look at their CRM data and past interactions. 61% look at their CRM data and past interactions. 61% look at their CRM data and past interactions. 59% said they use a CRM. 59% said they use a CRM. 54% said they use a CRM. Here's how they answered: 48% primarily use a CRM. 1% use other methods.

Cold Call 45

Cold Call Sales CRM Prospecting 45

SaaStr

JUNE 4, 2025

Despite all the sales enablement tools, CRM sophistication, and “sales productivity” solutions we’ve built over the past 20 years, we haven’t moved the needle on the two metrics that matter most: time with customers and account coverage. CRM adoption took years to show meaningful results.

CRM 101

CRM Follow-up Pipeline Territory 101

Salesforce

MARCH 20, 2025

Cloud-based customer relationship management (CRM) systems help sales teams manage customer data, track customer interactions, and collaborate with colleagues from anywhere with an active internet connection. Cloud platforms can help analyze your referral paths and search terms to identify the best leads.

Technology 81

Technology Technology CRM Campaign 81

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

Heinz Marketing

MARCH 7, 2025

Weak Inbound Marketing Contribution Some companies over-rely on outbound efforts or referrals without developing an inbound marketing engine. Integrate CRM and marketing automation platforms for better visibility. Integrate marketing automation with CRM platforms to track lead progression accurately.

Pipeline 94

Pipeline Growth A/B testing Campaign 94

Salesforce

FEBRUARY 17, 2025

Develop a referral program A great referral program doesn’t just bring in new customers, it also strengthens loyalty with existing ones. To make a referral program work, you need to offer a compelling incentive. Track referral performance to fine-tune incentives over time. Think of it like testing and pivoting.

Territory 59

Territory Negotiate E-commerce Objectives and Key Results 59

Salesforce

MARCH 24, 2025

By harnessing the insights within your customer relationship management (CRM) system, you can identify trends, anticipate market shifts, and innovate faster than your competitors. In fact, 92% of marketing teams use CRM tools to unify data and create unique customer profiles , highlighting its importance for startups.

Customers 59

Customers Objectives and Key Results CRM Legal 59