Salesforce

MARCH 5, 2025

Enter the customer relationship management (CRM) manager a professional dedicated to ensuring your CRM strategy and tools work effectively to support your business goals. This guide explores the role of a CRM manager, their key responsibilities, the skills they bring to the table, and how they can help your business succeed.

CRM 92

CRM Growth Customer Relationship Management Follow-up 92

Iannarino

FEBRUARY 28, 2023

Sales leaders and managers demand their teams capture their activity and opportunities in the CRM. This tool could probably be more strategic. ) The sales leader desires to see every new opportunity logged as soon as the sales rep returns to their office.

CRM 286

CRM Strategize Sales 286

Heinz Marketing

SEPTEMBER 24, 2024

By Sarah Threet , Marketing Consultant at Heinz Marketing In a fast-paced sales environment, Sales Development Representatives (SDRs) face the constant challenge of balancing high-volume outreach with personalized engagement. records sales calls, transcribes conversations, and analyzes them to provide coaching tips.

Objectives and Key Results 105

Objectives and Key Results GTM CRM Follow-up 105

Veloxy

SEPTEMBER 29, 2021

Salesforce Adoption Pain Point #1 : Sales representatives report spending 66% of their day performing tedious, non-selling activity in Salesforce. This is a conundrum for most sales managers, as sales productivity is one of the common selling points of the Salesforce CRM platform. The key is Salesforce automation.

Territory 342

Territory Represent Sales Lead generation 342

Martech

NOVEMBER 11, 2024

Central to this is the execution team — a skilled group that includes UX designers, web experts, email marketers, social media strategists, CRM managers, campaign analysts and operational strategists. Here’s an in-depth look at each role, highlighting how each function contributes to making strategic blueprints real-world successes.

A/B testing 114

A/B testing UX CRM Strategize 114

Salesforce

JULY 18, 2024

By anchoring into this digital transformation best practice, oil and gas giant MOL Group used generative AI to boost hot dog and coffee sales across Central Eastern Europe. Get your next business solution Check out the AppExchange collection “Trailblazer Top Picks” for software to enhance your company’s own CRM experience.

A/B testing 98

A/B testing Retail CRM Consult 98

Martech

AUGUST 8, 2024

Addressing these challenges requires a strategic approach, improving integration, enhancing team capabilities, managing costs and staying current with technological advancements. This is where the Pareto principle can become a powerful strategic tool for you and your team. Isolated tools are red flags.

Objectives and Key Results 122

Objectives and Key Results Strategize Technology Technology 122

Sales Pop!

JULY 11, 2024

In the modern sales landscape, data-driven selling has become an essential strategy for success. The ability to harness data to inform decisions, personalize interactions, and optimize sales processes is no longer optional—it’s a competitive necessity.

CRM 130

CRM Pipeline Sell Represent 130

Salesforce

AUGUST 15, 2024

Let’s say you start your workday by checking your email and going over your sales stats. For sales and service teams, customer relationship management (CRM) software is an essential part of the puzzle. CRMs offer a comprehensive view of customer data. You peek at your calendar to confirm a few meetings. Back to top.)

Product 89

Product E-commerce CRM A/B testing 89

Understanding the Sales Force

MAY 18, 2025

This logic makes sense to nearly ever human being but when you apply a filter for only those in the sales profession, including salespeople, sales managers, sales leaders and senior executives who oversee the sales function, that logic goes right out the window. The stats represent salespeople who follow a sales process.

Process 75

Process CRM Pipeline Sales 75

Martech

APRIL 2, 2025

Dig deeper: 5 ways to transition from tactical to strategic marketing Defining your target audience A critical part of the audit is clearly defining your target audience or customer persona(s). However, they could still pose a threat if they’re more effective at acquiring and converting leads into sales and revenue.

Objectives and Key Results 113

Objectives and Key Results Strategize B2C CRM 113

Closing Bigger

SEPTEMBER 18, 2023

This sales podcast episode is focused on shifting our sales performance management from tactical to strategic. Although there are dozens of strategic shifts we can make, today we are focused on three key levers that can impact your personal and organizational sales performance.

Strategize 116

Strategize Sales Pipeline Non-Profits 116

Sales Pop!

APRIL 2, 2022

Today, there are several reasons that it’s vital that onboarding for a CRM product, especially one such as Pipeliner CRM, be done right. Such an approach is not possible for process-driven CRM solutions such as Pipeliner. When it comes to CRM implementation, the real complexity comes from the customer side.

CRM 130

CRM Pipeline Technology Technology 130

Martech

MARCH 6, 2025

Salesforce and Microsoft unveiled new AI sales agents yesterday, fueling a fiery corporate grudge match. Salesforce announced the upgraded Agentforce 2dx, while Microsoft introduced its AI Accelerator for Sales alongside new Sales Agent and Sales Chat agents. Both integrate with their respective CRM systems.

CRM 84

CRM Sales Strategize Launch 84

Heinz Marketing

SEPTEMBER 29, 2024

For marketing and sales professionals, leveraging the right data can differentiate between landing a sale or missing out. In this blog post, we’ll look in-depth at what Clay offers, its standout features, and how it can elevate your marketing and sales strategies. What is Clay?

CRM 96

CRM Pipeline Prospecting Consult 96

Veloxy

NOVEMBER 6, 2023

Many sales teams find themselves juggling multiple tools, each promising to be the silver bullet for sales success. Yet, instead of streamlining operations, this often leads to confusion, inefficiencies, and a longer sales cycle. Let’s start on this journey to simplify, consolidate, and elevate your sales process.

Sales 289

Sales Strategize Gaming Up-sell 289

Sales Pop!

AUGUST 20, 2021

The sales process in B2B is not self-sufficient. In addition to the sales team’s efforts, certain tools are also required to achieve the main goal. In addition, you should use automated sales management tools as often as possible. In addition, you should use automated sales management tools as often as possible.

Inside sales 246

Inside sales B2B CRM Price 246

Veloxy

JUNE 24, 2021

Crafting a killer sales pitch? Fortunately for you , this article is about to teach you how body language can help emphasize your argument and resonate with your audience when used strategically. If you can master facial expressions, eyebrow gestures, leg activity and torso/arms behavior, you’re well on your way to a successful sale.

Cross-sell 287

Cross-sell Technique Pitch Contact 287

Martech

JANUARY 18, 2024

To manage this complexity, you need an integrated martech stack that boosts efficiency, drives revenue growth, encourages data-driven innovation and aligns with strategic goals. However, obstacles like misalignment and poor collaboration can slow things down if not handled strategically. Enabling personalized content.

Strategize 119

Strategize Growth Technology Technology 119

Martech

JUNE 21, 2024

Your company just bought a shiny new CRM. Effective customer relationship management (CRM) is a cornerstone of marketing success. At the core of this is the CRM product owner — a pivotal role that orchestrates the intersection of technology, customer insights and strategy. But what makes a CRM product owner truly exceptional?

CRM 119

CRM Product Customer Relationship Management Relationship Management 119

Sales Pop!

MAY 26, 2023

Sales enablement is a process that helps businesses equip their sales teams with the resources, tools, and information they need to improve their performance and close more deals. In today’s competitive market, sales enablement has become an essential strategy for any business that wants to stay ahead of the competition.

Objectives and Key Results 240

Objectives and Key Results Cross-sell Sales Strategize 240

Veloxy

DECEMBER 9, 2024

You’ve invested in Salesforce , hoping to streamline your sales process, improve customer relationships, and more. Why Salesforce Adoption Fails Your sales team should dedicate themselves to changing the way they work. Streamline your implementation to focus on what matters most to your sales process. Why does this happen?

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

Partners in Excellence

JANUARY 7, 2025

The team went through the usual litany of CRM, sales enablement, research, marketing/outreach, conversational intelligence and other platforms. The meeting actually ended soon after, the sales person persisted. They were looking at a strategic change in how they engaged and grew their larger customers.

Process 127

Process Strategize Clients Technology 127

Martech

NOVEMBER 6, 2024

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. Step up live call productivity with AI-powered Copilot assistance.

Objectives and Key Results 116

Objectives and Key Results CRM Contact Pipeline 116

Search Engine Land

AUGUST 5, 2024

PPC advertisers must take a strategic and nuanced approach to campaign management to stay ahead of the competition. For lead generation campaigns, optimize for qualified leads by integrating with your CRM to target lower-funnel lead stages This is the best way to test broad match in your account.

Campaign 101

Campaign Lead generation CRM B2B 101

Salesforce

FEBRUARY 24, 2025

Thats where software-as-a-service customer relationship management (SaaS CRM) yes, its a mouthful can make business easier. Our research shows that small businesses understand the value of CRM systems, with 92% of small marketing teams adopting CRM tools a rate that surpasses mid-market and enterprise adoption.

CRM 52

CRM Customer Relationship Management Relationship Management Price 52

Salesforce

OCTOBER 30, 2024

While agents are most often discussed in customer service or sales scenarios, they’ll be transformative for routine work across the enterprise, as well. These are important, time-consuming things that an agent can do for workers, freeing them up to collaborate with colleagues wherever they may be, and focus on more strategic work.

CRM 105

CRM Customer Relationship Management Launch Follow-up 105

Martech

OCTOBER 14, 2024

Familiarize yourself with tools such as CRM systems, marketing automation platforms (like Marketo or HubSpot), and analytics tools. Tools: Customer relationship management (CRM) software (e.g., CRM manager: To oversee the CRM system and ensure data integrity. Sales attributed to cross-channel campaigns.

Objectives and Key Results 114

Objectives and Key Results Territory Click Through Rate CRM 114

Martech

APRIL 30, 2025

There’s growing recognition that clean, enriched data is critical for targeting and automation in B2B sales and marketing. These objectives could include improving email deliverability, reducing duplicate records, increasing data completeness or enhancing account profiles for better sales productivity.

B2B 103

B2B Objectives and Key Results Territory Negotiate 103

Veloxy

DECEMBER 28, 2023

The world of sales is vast, and if you’re a sales professional, you’ve likely been exposed to both inside and outside sales roles. However, if you’re considering a transition to outside sales or simply want to elevate your field selling game, you’re in the right place.

Outside Sales 242

Outside Sales Cold Call Represent Objectives and Key Results 242

Martech

DECEMBER 27, 2023

Today: CRM. How to prepare for the GPT age in CRM and email by Brian McKenna. 5 ways CRMs are leveraging AI to automate marketing today by Gene Marks. Here’s how AI innovations in major CRM platforms are transforming functions like sentiment analysis, campaign creation and more. Michael Baumgaertner. Get MarTech!

CRM 109

CRM Strategize Technology Technology 109

Hubspot

DECEMBER 2, 2024

Getting anything over the finish line as the holidays approach is a struggle in any facet of life, and sales is no exception. The end of Q4 is one of the — if not the — most stressful, frustrating stretches of any sales professional's year. Q4 Sales Strategies 1. Check your CRM and engagement data. Lean on your data.

Sales 69

Sales Closing Strategize Prospecting 69

Martech

APRIL 14, 2025

Team Expected use cases Unexpected use cases Marketing management Clear alignment with management and data use cases such as dashboards, data integration and sourcing matching their strategic and oversight role. Low in sales and commerce. Sales Strong fit with sales and commerce: personalization, proposals and CRM support.

Territory 84

Territory Government Legal A/B testing 84

Martech

AUGUST 7, 2024

As predictable as the sun coming up in the morning, each day I speak with sales and marketing leaders who fear they’re not doing enough with AI and have fallen too far behind. Think about the tools you use every day in marketing and sales — your CRM system, marketing automation platform or sales enablement tools.

B2B 125

B2B Objectives and Key Results Legal Territory 125

Sales Pop!

OCTOBER 8, 2021

It is short for “revenue operations,” and it is defined as “the strategic integration of departments to provide a better end-to-end view to administration and management. It is only sales, marketing, and service departments that are included in many definitions of RevOps. Revenue Operations and CRM. Revenue Operations.”.

Management Consulting 239

Management Consulting Pipeline CRM Consult 239

Martech

DECEMBER 4, 2024

For CMOs, that means breaking down walls between marketing, IT, sales and other departments. Cross-functional workshops: Align departments on how martech will support sales, service and operations​​. Use existing tools creatively: Unlock untapped potential in your current stack by using underused features, such as advanced CRM reports.

Objectives and Key Results 125

Objectives and Key Results Technology Technology High impact 125

Heinz Marketing

FEBRUARY 8, 2023

After that, it’s all centered on strategic implementation. For example, let’s say you’re promoting a new sales CRM. However, those vanity metrics don’t equate to sales and revenue and mean very little in a down market. The post 3 Strategic Marketing Moves That Promote Efficient Growth appeared first on Heinz Marketing.

Promote 108

Promote Strategize Growth Campaign 108