SaaStr

FEBRUARY 17, 2023

They discuss how Fox helped build a churn-fighting, upselling, and cross-selling machine that continues to generate revenue. Because Fox was the VP of Relationship Management at Brex for a few years, he had an up-close view of this particular shift in focus at Brex in its earlier stages. Share the Findings.

Cross-sell 98

Cross-sell Customers Relationship Management Up-sell 98

Veloxy

OCTOBER 29, 2021

This turns a sales rep who spends too much time on non-selling activity into a trusted advisor that spends the majority of their time on customer engagement. This includes tools designed to reduce the administrative burden on revenue operations and reps by automating non-selling activities. How is AI Changing Sales?

Sales 223

Sales Non-Profits CRM Pipeline 223

Hubspot

MARCH 19, 2018

Balancing sales and relationship management. The Challenge: Selling today requires more resources. Balancing sales and relationship management. Upselling and cross-selling are still more effective techniques than selling new business opportunities. Building the right sales skills.

Cross-sell 101

Cross-sell Relationship Management Price Trust 101

Salesmate

MARCH 23, 2021

Customer Relationship Management software is a big-picture approach to your company’s relationships. Marketing, Sales, Customer Service, Recruiting and Public Relations, all of these departments that depend on building and nurturing relationships need a tool like CRM. How does a CRM help you grow your start-up? .

CRM 116

CRM Cross-sell Tradeshows Up-sell 116

Salesforce

NOVEMBER 14, 2024

Central to this system is a Customer Relationship Management (CRM) system, such as the Salesforce platform , which manages and analyzes large amounts of customer data. Predictive analytics identify trends and patterns, enabling companies to address potential issues and find upselling and cross-selling opportunities proactively.

Trust 105

Trust Service Customers Appointment 105

Salesforce

APRIL 2, 2025

These insights offer an opportunity for sales teams to tailor their outreach and identify upsell and cross-sell opportunities. Fewer touchpoints to conversion imply that the product is able to sell itself, reducing reliance on heavy sales efforts. The data may also reveal areas for product or service improvement.

Product 86

Product Territory Sales Price 86

Martech

JUNE 28, 2022

HubSpot now offers a suite of applications: customer relationship management (CRM), customer experience, operations and content management software (CMS), in addition to marketing automation. HubSpot also continues to add customers; 8,200 were onboarded in Q1. The company now has 143,000 customers, up 26% year-over-year. .

Customers 103

Customers Customer Relationship Management Cross-sell Territory 103

Salesmate

DECEMBER 4, 2020

One handy way of ensuring the best services for any business is using a Customer Relationship Management software that enables timely services as well as personalized experience for their customers. Customer Relationship Management tools are an essential investment you make towards the growth of your business.

CRM 128

CRM Service Finance Customer Relationship Management 128

Sales Hacker

DECEMBER 4, 2020

That’s what selling without a sales dashboard is like. Most customer relationship management (CRM) tools have the built-in ability to create dashboards for your team. This not only takes time away from selling, it can introduce a lot of opportunities for mistakes. But a sales dashboard is only useful if it’s done well.

Pipeline 135

Pipeline Cross-sell CRM Sales 135

Highspot

APRIL 9, 2025

Whether its a commercial banker structuring a mid-market loan or a relationship manager preparing for a portfolio review, your team needs to move fast. A relationship manager supporting a high-net-worth client might customize a product sheet but use outdated language. Clients expect quick answers.

Government 52

Government Relationship Management GTM Clients 52

Salesforce

OCTOBER 9, 2023

Or tell your sellers which products are ripe for cross-sell opportunities. When AI impacts every sales leader, seller, sales operations manager, and channel seller, companies see their enablement , sales planning , and partner relationship management transformed.

CRM 126

CRM Cross-sell Trust Sales 126

PandaDoc

MARCH 25, 2025

If youre selling a cup of coffee, the options are relatively simple. Closing the deal is just one step; ensuring customer success and fostering long-term relationships requires ongoing work. Identifying upsell and cross-sell opportunities to drive continued revenue growth. Take buying a CRM, for example.

Objectives and Key Results 52

Objectives and Key Results Contract Legal Sales 52

The 5% Institute

OCTOBER 1, 2020

This gap may be needing more information about what you sell, finding solutions to their problems and pain points , and of course selling and serving new and current clients. Team selling is working with other departments to leverage intelligence, data, and relationships to open new relationships, and close more sales.

Consult 105

Consult Cross-sell Sales Real Estate 105

Salesforce

JUNE 14, 2023

Let’s face it: Hard sells and flashy demos can be effective ways to close. Not only will this help you build trust, which makes it easier to sell , but it will open the door to long-term relationships that can lead to upsells and cross-sells. But not always. These features aren’t just nifty toys.

Gaming 95

Gaming Cross-sell Referrals CRM 95

Veloxy

AUGUST 23, 2023

Amplemarket Tavus These tools use machine learning and natural language processing to manage daily activities, offer valuable insights, predict customer behavior, detect cross-selling opportunities, and enhance forecasting. Apollo Drift Smartlead Zoovu Tact.ai Saile SalesDirector Sendspark Clay People.ai

E-commerce 130

E-commerce Represent CRM Customer Relationship Management 130

Salesmate

MARCH 27, 2020

Yes, we are talking about CRM (customer relationship management) software. The modern smart customer relationship management suites and their automation features bring all these data on a single platform. A 360-degree customer view is the most essential part of the contact management feature in Salesmate CRM.

Customers 123

Customers CRM Contact Customer Relationship Management 123

Veloxy

AUGUST 31, 2023

And while you can always push a product for the sake of selling it, you’ll only sell it once. A lot of sales reps end up competing on who sold the most or what product is selling faster. Maybe you’re selling the right products to the wrong audience in the wrong market. However, salespeople tend to miss the bigger picture.

Outside Sales 130

Outside Sales Pipeline Inside sales Cross-sell 130

The 5% Institute

FEBRUARY 12, 2020

This gap may be needing more information about what you sell, finding solutions to their problems and pain points , and of course selling and serving new and current clients. Team selling is working with other departments to leverage intelligence, data, and relationships to open new relationships, and close more sales.

Consult 98

Consult Cross-sell Sales Real Estate 98

The 5% Institute

JUNE 19, 2023

In the world of business, the terms “sales” and “selling” are often used interchangeably. So what is sales vs selling? While they are closely related, understanding the difference between sales and selling can have a profound impact on the success of your business. What is Selling? What is Sales?

Sell 52

Sell Objectives and Key Results Technique Customer Relationship Management 52

ClickFunnels

DECEMBER 22, 2022

The purpose of email marketing is to help you sell products and services which is why it’s so important to think about it in the context of your overall sales funnel. And we believe that the most effective way to sell anything online is the Value Ladder sales funnel. Design a Value Ladder Sales Funnel For Your Business.

Lead generation 130

Lead generation Cross-sell Pitch Consult 130

ClickFunnels

NOVEMBER 28, 2022

We believe that the most effective way to sell anything online is the Value Ladder sales funnel. We also recommend adding downsells , upsells , and cross-sells to these core offers in order to maximize your revenue. Then to sell the same service via email without actually talking to the potential customer.

Pitch 130

Pitch Consult Cross-sell Trust 130

Veloxy

FEBRUARY 22, 2023

Field sales, also known as outside sales , is a method of selling that involves sales representatives who engage with potential customers in person, typically outside of an office setting. They usually travel to meet with clients in person and build relationships, often resulting in long-term partnerships. What is field sales?

Represent 130

Represent Objectives and Key Results Sales Inside sales 130

Salesforce

APRIL 29, 2022

This works whether you sell and deliver energy or act as the delivery system on behalf of a third-party. A customer relationship management (CRM) system designed for the energy and utilities industry creates a single source of truth. Next, consider the kaleidoscope of segments in the populations you serve.

Technology 98

Technology Technology Customers Cross-sell 98

Heinz Marketing

JUNE 30, 2023

A high repeat purchase rate indicates customer loyalty and satisfaction, highlighting the success of customer-led strategies and the potential for cross-selling or upselling opportunities. Utilize customer relationship management (CRM) software, analytics tools, and surveys to gather data that provides valuable insights.

B2B 111

B2B Growth Customers Cross-sell 111

Salesforce

FEBRUARY 3, 2025

You’re not selling tools or closing contracts; you’re offering solutions and building partnerships. Account A business, customer, lead, or prospect a company engages with to sell products or services to. Business-to-business (B2B) A model in which businesses sell products or services directly to other businesses.

Objectives and Key Results 52

Objectives and Key Results Pipeline Cross-sell SQL 52

Highspot

MAY 3, 2024

It works to enable each channel and stage of the sales cycle that drives revenue growth, including marketing, customer success, account management, and more. The goal is to simplify the complexities of today’s selling environment and create a smoother experience for buyers and sellers. Why Do You Need Revenue Enablement?

Cross-sell 93

Cross-sell Technology Technology GTM 93

The 5% Institute

JULY 31, 2023

Additionally, upselling and cross-selling techniques can maximize the revenue from each customer interaction. Customer Relationship Management (CRM) systems help manage customer data and interactions, leading to better customer engagement. Social selling is another crucial aspect of modern sales.

Sell 52

Sell Negotiate Technique Cross-sell 52

Salesmate

DECEMBER 28, 2020

It is your relationship-management skills that will retain your clients for long. Customer Relationship Management software are built especially for this purpose. With the help of a CRM you can not only manage your data, but also align your sales processes with your clients’ requirements, and help you help them better!

CRM 119

CRM Relationship Management Clients Pipeline 119

Salesforce

NOVEMBER 18, 2024

These agents generate responses that are consistent with your company’s brand voice and guidelines using trusted business data, including Salesforce Customer Relationship Management (CRM ) data, external data from Data Cloud , and more.

Service 52

Service Non-Profits Territory Trust 52

Salesforce

JUNE 2, 2022

This blog will look at strategies and tactics for creating, managing, and measuring pipeline with a focus on how our team at Salesforce does it. How Salesforce manages pipeline. At Salesforce, every potential deal is recorded as an opportunity in the Salesforce CRM (customer relationship management platform). Enablement.

Pipeline 98

Pipeline Engineering Growth Territory 98

Martech

FEBRUARY 25, 2022

This includes cross-channel, multi-touch and multi-wave campaigns. Founded in 2006, Cambridge-based HubSpot is perhaps best known for its customer relationship management (CRM), but its software services have grown well beyond CRM. Lead management. Lifecycle Marketing (upsell/cross-sell). Product overview.

E-commerce 125

E-commerce B2C Manufacturing Hospitality 125

Martech

MARCH 4, 2024

Marketing can focus on strategies to increase CLV, such as personalized cross-selling or upselling campaigns, targeted retention efforts, and loyalty programs. Customer Relationship Management (CRM) System: A CRM system helps manage customer data, interactions, and relationships. Here are a few examples: 1.

Customers 113

Customers Objectives and Key Results Manufacturing CRM 113

The 5% Institute

JUNE 5, 2023

Enterprise sales refer to the process of selling products or services to large-scale organizations and corporations. Leveraging Cross-Functional Expertise Enterprise sales often require collaboration with various internal teams, such as product development, customer success , or implementation. What is Enterprise Sales?

Sell 52

Sell Objectives and Key Results Cross-sell Relationship building 52

Salesforce

SEPTEMBER 14, 2021

When it comes to connecting your marketing data, having a customer relationship management solution isn’t enough. To succeed in today’s digital-first world, you need to market, sell, and engage audiences from anywhere. 21 — How to Use Salesforce CDP to Build Data-Driven Experiences. 22 — Get More from Digital.

Growth 98

Growth Cross-sell Customer Relationship Management Retail 98

Martech

DECEMBER 21, 2022

Sales : Your sales team’s job is to sell your products or services to customers, converting qualified leads into buyers. Business development : This process is essential to establishing and maintaining prospect relationships. You will encourage your team to work collaboratively and cross-functionally on projects.

Objectives and Key Results 104

Objectives and Key Results Teamwork Cross-sell Customer Relationship Management 104

Veloxy

APRIL 11, 2023

It helps eCommerce companies personalize communications, upsell/cross-sell, and reduce cart abandonment rate. It also serves individuals seeking a top-notch customer relationship management (CRM) solution. What Are AI-Powered Sales Assistants, and Why Are They Important? You should embrace new technologies like AI.

Pipeline 130

Pipeline Sales CRM Price 130

Hubspot

NOVEMBER 21, 2023

Customer Relationship Management tools (CRMs) have become a critical tool for organizations of all sizes. They serve as a central hub for managing customer data, tracking interactions, and fostering meaningful relationships. However, merely having a CRM isn't enough.

CRM 77

CRM Customers Cross-sell Customer Relationship Management 77