Remove Cross-sell Remove Government Remove Represent
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Where are martech vendors finding their revenue? Let’s take a look

Martech

It is often easier to sell something when no one has it but many people need it. The bad news is that growth in a mature market becomes more focused on a few strategies, including cross-sell, upsell and competitive displacement. Many industries go through this. It gets a little harder once everyone has it.

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AI agents offer a glimpse into a potentially simplified future

Martech

AI agents: Changing the game AI agents represent self-learning, continuously evolving systems that can act on data with minimal human intervention. Challenges Data quality and governance: AI is not a magic bullet. Poor data governance can lead to inaccurate insights and misguided decision-making.

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Sales Invoices: What You Need to Know to Get Paid On Time

Salesforce

They also offer insight into a customer’s history of purchases, making them the key to cross-selling and upselling products. Customer service representatives use that number to quickly find the invoice when a customer calls with questions.

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How Can Financial Services Firms Grow Business With Agentforce?

Salesforce

Agents can handle documentation, audit trails, and filings — all within your established governance framework that ensures the ethical use of AI. This means that customer service representatives (CSRs) and adjusters can focus on delivering things that AI can’t, like empathy and exceptional service during times of hardship. Back to top.

Service 52
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A Sales PlayBook Success Story

criteria for success

You’ll want to create a team of representatives from all parts of your organization to get involved in the process of developing your Sales PlayBook, and this collaborative act alone will become part of your Sales PlayBook success story! It’s a huge, time-consuming endeavor that requires dedication.

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Choosing the Right Sales Motion for Your Business (28 Real-World Examples)

Sales Hacker

The best sales teams don’t just sell — they keep customers happy and drive serious upsell, cross-sell, and expansion revenue. Field sales are great for: Companies with large enterprise or government customers. The customer is walked through the entire sales and onboarding process by a dedicated account representative.

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How Insurance Teams Can Personalize Confidently While Staying Compliant

Highspot

Heres how top insurance firms are improving content governance by over 60% while helping agents personalize with confidence and stay compliant. These personalized interactions build trust, improve conversion rates, and create natural opportunities to cross-sell. Move too quickly, and compliance risks multiply.