Salesforce

JUNE 17, 2025

Or worst of all, customer follow-ups start falling through the cracks because there’s no system to remind you. These are the classic signs that your business has outgrown spreadsheets and might benefit from a customer relationship management (CRM) system, an all-in-one tool for managing customer interactions, sales, and relationships.

CRM

Search Engine Land

AUGUST 14, 2024

If you haven’t been keeping up with the role of automation and AI in lead gen advertising, this article includes advice and experiences on: Managing your ad strategy. Qualifying leads for ad platforms using CRM data. AI tools to help you level up fast. How often do we follow up? Optimizing your landing page experience.

CRM

Salesforce

AUGUST 6, 2024

Sell more, and faster, with AI With interested buyers lined up, now it’s up to the sales team to close deals. Generative AI for sales , when integrated into CRM, can speed up and personalize the sales process for Sandstone in a number of ways. For example, service reps might be empowered to sell ancillary products.

Real Estate

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? It is often easier to sell something when no one has it but many people need it. When you change the apps at the center of the stack, you end up making changes throughout the stack. billion, up 11% year-over-year.

Cross-sell

Veloxy

OCTOBER 22, 2024

We designed it to integrate with tools like Salesforce CRM, giving sales reps contextual, real-time data that makes decision-making faster and smarter. We’ve designed our platform to integrate with Salesforce CRM, providing intelligent prospecting solutions that work seamlessly with your existing workflow.

Prospecting

Veloxy

JULY 29, 2025

The right app can take the pressure off and help them focus on what matters: selling. Reps should be able to pull up contact details, add meeting notes, or send quick emails while on the go. The goal is to save time and stay in front of prospects without skipping steps or forgetting follow-ups.

Product

Sales Gravy

MAY 28, 2025

The tighter your route planning, the more selling time you create and the less windshield time you waste. You can also set up your phone so contact numbers are easily accessible with voice commands. Hands-free follow-up calls: Use voice-to-text features to send follow-up messages to prospects or customers.

Territory

Martech

AUGUST 12, 2024

website interactions, social media, email campaigns, and CRM systems) to create comprehensive customer profiles. Data quality and governance: Ensure the data collected is accurate, up-to-date, and compliant with regulations (e.g., Take our brief 2024 MarTech Replacement Survey Email: Business email address Sign me up!

Customers

Sales Nexus

SEPTEMBER 30, 2024

Is your CRM solution able to clearly break down funnel metrics? However, the two indisputably greatest sources of failure for salespeople are Prospecting and Follow up. Of course, bringing the issue up to management, etc. Inside Out Selling However, this can often lead to frustration. Sales is a numbers game.”

CRM

Salesforce

NOVEMBER 5, 2024

The welcome series nurture A prospect’s interest in your brand is at its peak right after they sign up. Wondering if you should sell or not? Gather customer feedback by setting up focus groups with customers or sending out a survey. Upsell and cross-sell nurtures can help improve the customer’s lifetime value.

Campaign

Martech

OCTOBER 22, 2024

This information can be integrated into your CRM and used to boost lead scores accordingly. Existing customers Take note of existing customers to identify opportunities for up-selling and cross-selling, which can be beneficial for improving lead scoring. Growth trajectory Companies on a growth trajectory (e.g.,

Cross-sell

Sales Gravy

APRIL 10, 2025

The Fancy Stuff Is Failing You We see it all the timesalespeople hiding behind automation tools, social selling gimmicks, and relationship-building fluff. Youre hoping your sequence will nurture your prospect into buying without you having to actually sell. Follow-up calls. Most reps send five emails and give up.

Closing

Sales Nexus

SEPTEMBER 30, 2024

Is your CRM solution able to clearly break down funnel metrics? However, the two indisputably greatest sources of failure for salespeople are Prospecting and Follow up. Of course, bringing the issue up to management, etc. Inside Out Selling However, this can often lead to frustration. Sales is a numbers game.”

CRM

Veloxy

FEBRUARY 12, 2025

Sales teams today spend 70% of their workday on non-selling activities a massive roadblock to hitting quotas. Sales Reps are swamped with 1,400 non-selling hours every year. Prove it to me Sign up for free 1. The platform works with over 90 tools and syncs smoothly with major CRM systems. Lets dive in.

Product

Martech

NOVEMBER 7, 2024

The promise here is simple: use a combination of intent data (such as keyword searches, third-party signals and industry-specific trends), CRM data and website visitation behavior to prioritize accounts most likely to convert. Marketers are expected to set up, integrate and manage the system themselves. Sounds great, right? Processing.

B2B

Sales Gravy

DECEMBER 29, 2024

Whether its a house, a new car, or building up your savings, to-have goals are about acquiring something that enhances your life. Maybe you want to be a Presidents club winner or be recognized as an expert in your industrywhatever it is, to-be goals help you level up as a person and a professional. Its loaded with rejection.

Commission

Salesforce

JULY 18, 2024

Get your next business solution Check out the AppExchange collection “Trailblazer Top Picks” for software to enhance your company’s own CRM experience. Data points came from a variety of sources, including Marketing Cloud, Experience Cloud, CRM, and third-party data into the customer profiles.

A/B testing

Martech

AUGUST 19, 2024

I’m not bringing it up to judge Robinson on his turn at this unfortunate ritual. Dig deeper: 22 must-have reports for measuring CRM health The 6 high-churn personas marketers need to watch closely There are at least six high-churn personas marketers and sales teams need to watch closely. Email: Business email address Sign me up!

B2B

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

Martech

SEPTEMBER 11, 2024

When many people are responsible for upselling and cross-selling, the customer can be, at best, confused and, at worst, feel badgered by multiple people from the same company. Collect this feedback in your CRM so it can be used and rules can be applied for priority action (e.g., customer persona, product feature, sentiment).

Cross-sell

Adaptive Business Services

MAY 7, 2025

Now when you open up a group message that you wish to send, you can add these people directly from this interface including doing a custom search for contacts. In the last newsletter I talked a bit about using Nimbles webforms for newsletter sign-ups. How do we clean this up? Are you thinking about a CRM? Beyond that?

CRM

Partners in Excellence

FEBRUARY 12, 2025

The leader held this individual up as a high performer. At the 5 minute mark, he would hang up, then call the buddy back. Even when he was talking to a prospect, he would hang up at 5 minutes, then call the person back. As I started doing the analysis, I noticed they had unusually short selling cycles.

Gaming

Veloxy

JULY 23, 2025

You might simply want to switch up who is assigned to a location from time to time to see if they can achieve better results with a new set of eyes on the area. The General Waste of Non-Selling Tasks Common time-wasters that can start to cut into sales hours are the bane of any salesperson.

Product

RingDNA

JULY 2, 2025

CPSP – Certified Professional Sales Person The Certified Professional Sales Person (CPSP) program from the National Association of Sales Professionals (NASP) is designed for reps at any stage of their career looking to build a strong foundation in modern selling. Duration: ~3 hours (self-paced) Cost: Free 7.

Retail

Salesforce

OCTOBER 15, 2024

They also offer insight into a customer’s history of purchases, making them the key to cross-selling and upselling products. Sign up now Thanks, you’re subscribed! For example, if a customer signed up late in the month, the bill may only be for 15 days of that first month. Learn how Revenue Cloud can help.

Finance

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. These tactics arent just ineffective, but they also pave the way for a cover up sales culture. Sign up now Thanks, you’re subscribed!

Territory

Salesforce

AUGUST 8, 2024

So marketers end up stuck in a cycle of sending out generic blast emails that do little to engage their audience. Set up automated email triggers based on customer actions, such as abandoned cart reminders, post-purchase follow-ups, or personalized birthday messages. EXAMPLE: Your company sells outdoor adventure gear online.

Click Through Rate

SaaStr

JULY 1, 2025

Early movers who consolidate now will have cleaner data and faster cycles when the technology catches up. AEs Want to Sell, Not Admin—AI Will Handle the Rest The Hard Data : Average AE spends only 28% of their time actually selling. CRM data accuracy sits at 47% across most sales orgs. The other 72%?

Territory

Sales Nexus

SEPTEMBER 18, 2024

It’s easy for salespeople to see themselves as the conduit for all information instead of the sales CRM, marketing messages and other sources. Essentially, when a customer visits your competitor’s site, they begin to see the competitor’s ads showing up on completely unrelated websites they visit. What will they find?

CRM

RingDNA

APRIL 11, 2025

What it Measures: The total number of sales emails that individual reps send out each day Value: It’s important for reps to keep up a regular cadence of calls and emails with prospects. Some common call dispositions might include busy, no answer, hang-up or appointment set.

Quota

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. It shows up in morale, in consistency, and in confidence. I can say, “Here’s how we warm up cold accounts,” or “Here’s the content you send after a demo.”

SQL

Adaptive Business Services

JULY 3, 2025

I want to know whether or not they visited my website, looked me up on LinkedIn, went to grab an asset, or visited my Zoom meeting booking page. In the sales biz we call these buying signs and they are worthy of additional follow-up! The same rules apply and, when you are job hunting, you are selling yourself.

CRM

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

Hubspot

SEPTEMBER 9, 2024

MQLs that your sales team has vetted and identified as worthy of direct follow-up. The Benefits of a Lead List Selling without a lead list is a slow, disorganized process that usually produces poor results. Since I mostly worked with public sector clients, that tended to be the only way to sell to that industry anyway.

Territory

Hubspot

MARCH 12, 2025

SNAP Selling is designed to help you cut through the noise and make buying easier for prospects. Table of Contents What is SNAP selling? The 3 Decisions SNAP Selling Terms to Know How to Start SNAP Selling What is SNAP selling? I dont go there so their team can sell me random tools. So, the first hurdle?

Sell

Hubspot

APRIL 9, 2025

Some, like scheduling follow-up emails or creating a repeatable framework for researching prospects, streamline your day without harming the quality of your work. Doing your research after regular business hours (rather than during) frees up additional selling time. Plan follow-up strategies when, how, and what to say.

Real Estate

Hubspot

JUNE 16, 2025

Incorporate critical CRM and sales technology proficiencies. You show you can identify hidden revenue opportunities and automate follow-ups that close deals faster. Buj highlights data analysis and CRM skills as key differentiators: ‘It signals adaptability to sales tech stacks.’ Follow up post-interview.

Objectives and Key Results