Veloxy

JANUARY 18, 2023

Field sales teams are turning to software to support a wide range of tasks, from identifying new prospects in a specific territory to optimizing routes or automating engagement at different stages of the buying journey. You can use mapping tools to identify new territories, uncover trends, and look for new prospects.

Territory 246

Territory CRM Represent Lead generation 246

Veloxy

JANUARY 19, 2022

I’ve worked with dozens of regional sales managers at telecom companies T-Mobile and Comcast, multiplying revenue by eliminating non-selling activities that bog down field sales reps. We help sales teams turn unproductive churning into generative earning. Could you hear the ‘check, check, check’ sound in the buyer’s mind? I know I could.

Cold Call 358

Cold Call Territory Quota Up-sell 358

Sales Pop!

NOVEMBER 5, 2021

Continuing in our series on Pipeliner CRM security, here is our path and reasoning. Today, we have our production infrastructure running in 4 AWS regions: Toronto, Sydney, Northern Virginia and Frankfurt. This allows us as a CRM to have multiple data centers around the world—something not all CRM vendors offer.

Pipeline 246

Pipeline CRM Territory Contract 246

Sales Hacker

SEPTEMBER 21, 2021

How to open a regional office. With over 35 years of sales and leadership experience, she’s an accomplished linguist and knows a lot about how companies should expand regionally to maximize growth. Set a new standard for sales productivity and performance by switching to a phone system that’s best friends with your CRM.

Territory 102

Territory Finance B2C X-functional 102

Martech

JULY 30, 2024

Once your business reaches the scale-up phase, it’s important to adapt by implementing customer relationship management (CRM) systems and marketing automation platforms. However, as they grow, they must shift toward more structured, data-driven strategies and employ suitable tools to monitor customer behavior and campaign performance.

X-functional 115

X-functional Territory Customer Relationship Management CRM 115

Salesforce

OCTOBER 15, 2024

With Revenue Cloud , you can automate invoices by combining all sales channels in your CRM and then using the built-in invoice scheduler. Here are common best practices: Integrate revenue management with your CRM. Your invoices and CRM data typically overlaps. Learn how Revenue Cloud can help.

Finance 104

Finance Territory Price E-commerce 104

Veloxy

APRIL 26, 2023

Salesforce is the leading CRM platform in the market, and it has proven to be the best choice for companies that deploy field sales teams. In fact, according to Salesforce’s most recent State of Sales report, 87% of field sales reps believe their organization takes full advantage of their CRM ( more than inside reps ).

CRM 130

CRM Territory Appointment Sales 130

Martech

APRIL 30, 2025

Identify all the tools the solution will need to integrate with, particularly your CRM (like Salesforce , Microsoft Dynamics, HubSpot ), marketing automation platform (like Marketo , Oracle Eloqua, HubSpot, and Salesforce Account Engagement, formerly Pardot), data warehouse and any existing email or address verification tools.

B2B 90

B2B Objectives and Key Results Territory Negotiate 90

Martech

JULY 19, 2024

Can you think of a lot of companies that need a CRM or marketing automation platform today but don’t have one? Businesses are born, then they reach the point in their growth where they need a CRM. If a customer is looking to save money, dropping the CRM platform is a drastic move. But save some blame for a maturing market.

Cross-sell 118

Cross-sell Growth CRM Up-sell 118

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. What AI looks like in different ad platforms.

CRM 116

CRM Campaign Niche Negotiate 116

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. Use automation to assign leads based on criteria like territory or deal size. It reduces errors and ensures your CRM remains reliable.

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

Salesforce

DECEMBER 19, 2024

Make your enablement about results, not effort Close your revenue gaps and get more out of every rep with Sales Programs delivered in your CRM. This not only hurts the trust between you and your team, but compromises critical components of your sales process, like CRM integrity and forecasting.

Territory 97

Territory E-commerce Sales Drivers/motivators 97

Martech

APRIL 14, 2025

Sales Strong fit with sales and commerce: personalization, proposals and CRM support. Increased usage suggests a move toward more independent data use, which, while positive, is new territory. Notable increase in data use cases suggests a shift toward more self-service, moving beyond reliance on Ops or analysts.

Territory 87

Territory Government Legal A/B testing 87

Salesmate

MARCH 23, 2021

You are already aware that a CRM would be the viable option to invest in for the growth of your start-up, but you aren’t sure how it’ll be beneficial to you, especially at such an early stage of your business. To understand how a CRM can help your business, you first need to understand what a CRM platform is.

CRM 116

CRM Cross-sell Tradeshows Up-sell 116

Sales Hacker

FEBRUARY 12, 2021

A simple CRM can’t handle this level of complexity. It might sound like a simple task, but choosing an enterprise CRM solution is difficult. That’s why we compiled a list of some of the most popular enterprise CRM solutions out there. What is an enterprise CRM software? Enterprise CRM vs. SMB CRM.

CRM 116

CRM Territory Price E-commerce 116

Martech

OCTOBER 22, 2024

Geographical location If your business focuses on a specific geographic region or offers country-specific offerings, prioritize leads from those areas. This information can be integrated into your CRM and used to boost lead scores accordingly. Conversely, lower points should be given to leads outside your service area.

Cross-sell 123

Cross-sell Lead generation GTM Territory 123

Veloxy

NOVEMBER 29, 2022

Such a solution helps kickstart the effort to maximize face-to-face meetings weeks, if not months before a territory visit. With field sales engagement software, you should be able to quickly segment prospects, leads, and customers in your CRM. Here are two easy ways to accomplish higher levels of field engagement prior to a visit: 1.

Territory 246

Territory CRM Sales Contact 246

Martech

FEBRUARY 20, 2025

Some accounts may behave consistently across a single business unit or division, while others may show consistency across a region. The good news is that building buying groups isn’t much more complicated than targeting at the account level if you have suitable data in your CRM. Why are CRM systems so dated?

Objectives and Key Results 105

Objectives and Key Results B2B CRM Territory 105

Martech

OCTOBER 13, 2021

He kept calling it a CRM. Does the difference not matter in some regions? I was reminded of this when I spoke to Andy Pitre at HubSpot about the upgrades to their CRM announced at Inbound this week. Andy agreed that CDPs are addressing much the same challenges that the HubSpot CRM developments are designed to address.

CRM 116

CRM Healthcare Drivers/motivators Territory 116

Sales Pop!

NOVEMBER 23, 2022

It is for this reason that we generally market our Pipeliner CRM solution to companies with existing data. These dynamic features provide evidence-based predictions Forecasting is no longer based on wishful thinking; ours is the first CRM in the market to make forecasting so precise. No more wishful thinking!

Pipeline 230

Pipeline Quota CRM Territory 230

Sales Pop!

JUNE 13, 2022

Just look at the fact that we have so many categories of sales functions: sales labeling, sales execution, sales CRM, sales marketing, sales engagement, and many more. We therefore must develop systems that can deal with this complexity as we have done with Pipeliner CRM. Increasing Pipeliner CRM Functionality.

Pipeline 244

Pipeline CRM Angle Sales 244

Hubspot

SEPTEMBER 9, 2024

During my time as a sales rep, building a lead list was one of my first activities when I took on a new sales role, territory, or industry vertical. I generated a comprehensive lead list that later, when I had to split my territory with a colleague due to restructuring, helped him hit the ground running.

Territory 83

Territory Cold Call SQL Campaign 83

Salesforce

JANUARY 9, 2025

And customer relationship management (CRM) integration also significantly improves the sales process by centralizing customer data and sales activity. Companies using CRMs typically have improved workflow and communication. Back to top ) Want to take the #1 CRM for a test drive? Take the free tour

Closing 98

Closing Represent Territory Lead generation 98

Martech

AUGUST 7, 2024

While it can tell you about Quantum Physics or farming best practices in the Sub-Saharan regions of Africa, they completely lack the context of your organization, how your solution approach is better, how your capabilities are superior or why your audience needs may differ from competitors.

B2B 126

B2B Objectives and Key Results Legal Territory 126

Veloxy

FEBRUARY 28, 2022

What would it mean to you if you could integrate Google Maps or Waze with Salesforce or another CRM? If your company happens to use a CRM other than Salesforce, such as Microsoft Dynamics or HubSpot—Badger may be your best choice. It’s a favorite of Territory Managers who manage several field sales reps.

Territory 221

Territory Gambling Quota Commission 221

Tibor Shanto

JANUARY 11, 2022

But if you’re going to plan, there is more to it than Territory or Account Planning. Some sellers create their plans for one element of success, say territory planning, then commit to an unrelated skill. I guess that does the CRM rep a favor but does nothing for you. This week we look at your own objectives and outcomes.

Territory 167

Territory Quota CRM Prospecting 167

Sales Pop!

JULY 23, 2022

The more critical and complex type of navigation is developing the skill for exploring unknown territory. The difference between “known” and heuristic navigation is the difference between Pipeliner CRM and other CRM systems. These are then programmed into the CRM as known objectives. Not Knowing.

CRM 204

CRM Pipeline Territory Gaming 204

Salesforce

MARCH 13, 2025

And use CRM data to find the average revenue per user. To avoid overestimating: Do your market research and use internal customer data when possible. Whenever possible, find market data from credible sources (e.g., Census Bureau or published reports from analyst firms) to find total potential users.

Minimum Viable Product 100

Minimum Viable Product Strategic planning Territory E-commerce 100

Martech

SEPTEMBER 16, 2024

Whether it’s targeting specific regions, industries or customer segments, martech’s role is to act as a bridge between business objectives and customer engagement. Sample goals: Host 10 regional events to generate new sales opportunities. Increase regional sales pipeline by 20%.

Go To Market 66

Go To Market Objectives and Key Results A/B testing Territory 66

Sales Pop!

NOVEMBER 18, 2021

Pipeliner CRM. Pipeliner CRM is the first CRM tool with a completely holistic approach, bringing together two approaches that are often divergent in companies. Lead capture tools help convert anonymous website visitors into authorized subscribers. Sales Enablement Tool and key account management ( KAM). Landing Page Designers.

Lead generation 246

Lead generation A/B testing Referrals CRM 246

Veloxy

JUNE 13, 2022

Managers can optimize territory management and prioritize field rep travel plans to shorten the sales cycle. Here are the most popular features of Salesforce Maps along with a corresponding testimonial: Territory Planning : Visualize your account location intelligence to optimize territory assignments—eliminating the need for spreadsheets.

Territory 182

Territory Price Appointment Technology 182

Martech

APRIL 11, 2025

Breeze AI analyzes lists in HubSpots Smart CRM to identify contacts who share attributes and actions similar to those of a users best customers. Multi-account management for multiple lines of business Marketing teams at the large end of the SMB category often deal with multiple lines of business or create regional teams.

Territory 100

Territory Government Account management Contact 100

Martech

MARCH 27, 2024

Leading CRM platforms like Salesforce, Dynamics, Zoho and HubSpot are introducing new AI features for autonomous chats, automatic campaign launches, product suggestions and sentiment analysis. Many mainstream CRM systems provide this functionality. Break down your data into segments (territory, region, salesperson, industry, etc.)

Territory 130

Territory CRM Manufacturing Clients 130

Salesforce

NOVEMBER 25, 2024

At Connections ’24 we announced that customers in the AMER region could access many of the features we were building out in Marketing Cloud Growth and Advanced Editions. This is currently available in AMER, EMEA, and LATAM, with more regions to follow early next year. It also helps you create connections between those data points.

Cross-sell 64

Cross-sell Customers Territory Campaign 64

SalesPop

MAY 21, 2021

Through the articles in this series, we’ve now covered all aspects of account management, and its related features within Pipeliner CRM. Very few CRM solutions have dealt with account management, most likely because it is a complex subject and only becoming more so over time. These are two more features that no other CRM offers today.

Account management 98

Account management CRM Pipeline Territory 98

Sales Hacker

NOVEMBER 4, 2020

We were trying to understand where we saw an early adoption of our technology and then compare that against our addressable market by region. The regions (and languages) that had the highest organic traffic, customer base, and large addressable markets made the first cut. In some cases, a rep was assigned to just one region.

Territory 126

Territory Launch Sales Up-sell 126

Sales Hacker

MAY 29, 2023

Related: Sales Cycle Management: Definition, Stages, and Strategies Listen to your AE’s calls The leads that you pick from the above CRM report might have call recordings associated with them. You can get this information by studying CRM deal links and speaking to the AEs you have worked with. Get to know your CRM in and out.

Territory 103

Territory Objectives and Key Results CRM Pitch 103