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. Set Up Tracking Processes.

Cross-sell 98

Cross-sell Customers Relationship Management Up-sell 98

Salesforce

APRIL 2, 2025

The rep for the SaaS product sees that a major airline has signed up and is using their software. These insights offer an opportunity for sales teams to tailor their outreach and identify upsell and cross-sell opportunities. Sign up now Thanks, you’re subscribed! Fantastic that’s an essential first step.

Product 86

Product Territory Sales Price 86

Salesmate

MARCH 23, 2021

You are a budding entrepreneur and your start-up is just gearing up to take on the market. 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.

CRM 116

CRM Cross-sell Tradeshows Up-sell 116

Martech

JUNE 28, 2022

The company now has 143,000 customers, up 26% year-over-year. . HubSpot now offers a suite of applications: customer relationship management (CRM), customer experience, operations and content management software (CMS), in addition to marketing automation. Processing.Please wait.

Customers 99

Customers Customer Relationship Management Cross-sell Territory 99

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. 3 Steps to Set Up a Successful Sales Dashboard. #1

Pipeline 136

Pipeline Cross-sell CRM Sales 136

Highspot

APRIL 9, 2025

At the same time, the systems your team relies on often slow things down instead of speeding them up. 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. Clients today want more than a standard brochure or templated follow-up.

Relationship Management 52

Relationship Management Government 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

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.

Outside Sales 130

Outside Sales Pipeline Inside sales Cross-sell 130

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. As a test, they added our pop-up banners to their home page.

Gaming 95

Gaming Cross-sell Referrals CRM 95

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

ClickFunnels

NOVEMBER 28, 2022

Table of Contents: Design Your Sales Funnel First Choose the Right Software Grow Your Email List With a Lead Magnet Set Up an Automated Welcome Sequence Use the Hook, Story, Offer Copywriting Framework Pitch a Free Consultation at the End of Your Welcome Sequence Want Russel To Show You How To Build Your First Sales Funnel? ClickFunnels 2.0

Pitch 130

Pitch Consult Cross-sell Trust 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. Having such software with you also keeps your data up-to-date with an accurate view of the customer’s psyche.

Customers 123

Customers CRM Contact Customer Relationship Management 123

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

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

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

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 serve as the face of the company, representing the brand and building relationships with customers. Schedule your free workshop NOW!

Represent 130

Represent Objectives and Key Results Sales Inside sales 130

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

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

Salesmate

DECEMBER 28, 2020

Your target brands are now looking for agencies that understand their niche the best and can help them come up with best-possible solutions to their marketing campaigns. But as we said earlier, advertising is a relationship-driven business and the way you serve your clients is as important as what you serve. And this is why: 1.

CRM 119

CRM Relationship Management Clients Pipeline 119

Sales Hacker

FEBRUARY 2, 2024

Those three little letters that can stir up so much debate in the marketing and go-to-market world. We asked ourselves: ‘Would you rather have your competitor work remotely or be all huddled up in an office together?’ Start-ups to watch: Owner.com: Just announced their $33m Series B round. Our unanimous pick? Seed funding.

GTM 122

GTM Pipeline SQL UX 122

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. Agentforce is now generally available.

Service 52

Service Non-Profits Territory Trust 52

Sales Hacker

JUNE 3, 2021

What I needed was a B2B CRM software that allowed me to collect information about the prospect; qualify them based on their company and role; and send follow-ups to upsell them. automobile parts to repair cars), to sell to their customers (e.g. retail stores selling children’s toys), or they’re using a service (e.g. Over to you.

B2C 104

B2C CRM B2B E-commerce 104

Veloxy

APRIL 11, 2023

Whether you like them or not, you may have noticed how they can speed up various tasks, from content generation to planning and researching. It helps eCommerce companies personalize communications, upsell/cross-sell, and reduce cart abandonment rate. You may have already tried some AI tools like ChatGPT or Midjourney.

Pipeline 130

Pipeline Sales CRM Price 130

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

Martech

FEBRUARY 25, 2022

This includes cross-channel, multi-touch and multi-wave campaigns. Offers a highly configurable platform that sets users up for success and adapts as their business needs evolve. Can be used to schedule emails and follow-ups from within the user’s inbox. Users can set up automated workflows for data normalization.

E-commerce 120

E-commerce B2C Manufacturing Hospitality 120

Salesmate

MAY 13, 2021

The most significant error is not setting up your workflow automation to reach out to potential clients. They followed up with their leads in multiple ways. Following up with client is crucial. It is essential to follow up with people. It is essential to be able to follow up with potential customers.

CRM 97

CRM Contract Referrals Follow-up 97

Martech

MARCH 4, 2024

Conversion Rate: This metric measures the percentage of customers who complete a desired action or goal, such as making a purchase or signing up for a newsletter. Customer Lifetime Value (CLV): CLV is a measure of the total value a customer brings to a business over their entire relationship. Here are a few examples: 1.

Customers 108

Customers Objectives and Key Results Manufacturing CRM 108

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. Are you a B2B marketer ramping up your account-based marketing (ABM) approach?

Growth 98

Growth Cross-sell Customer Relationship Management Retail 98

Salesmate

APRIL 3, 2020

Customer Relationship Management (CRM) assists in tracking every interaction that takes place between you and your customer’s and even with the visitors (prospects). save important documents send invoices write emails manage your sales process set up follow-up reminders. – Capterra.

CRM 116

CRM Pipeline Objectives and Key Results Contact 116

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. How to Optimize Your CRM 1.

CRM 77

CRM Customers Cross-sell Customer Relationship Management 77

Veloxy

MAY 24, 2023

Let’s delve into the core elements that make up this dynamic metric and explore the formula for calculating sales velocity. Conversion Rate Optimization Sales Training and Enablement : Provide your sales team with comprehensive training and resources to improve their selling skills. Learn more about sales enablement.

Objectives and Key Results 130

Objectives and Key Results Pipeline Pharmaceutical Sales 130

Martech

JUNE 23, 2022

Xanterra needed to combine their customer data and profiles into one single identity to better personalize marketing messaging and identify opportunities for cross-selling and up-selling to their vast customer base (Xanterra’s 8000 staff members service over 20 million guests each year.). Processing.Please wait.

Territory 105

Territory Customers Hospitality Cross-sell 105

Martech

MAY 22, 2024

In the context of martech tools like CRMs, CDPs and marketing automation platforms, data quality means the data in these systems is: Accurate: Information like contact details, purchase history and preferences are correct and up-to-date. Stronger customer relationships and insights Happy customers are the key to business success.

Transportation 115

Transportation Healthcare Campaign Cross-sell 115

Hubspot

NOVEMBER 12, 2014

Keep on reading to brush up on your sales knowledge. In the inbound methodology, the preferred ABCs of selling are: Always Be Connecting. The potential buyer may or may not end up purchasing/adopting that product or service. B = Budget : Determines whether your prospect has a budget for what you''re selling. Cold Calling.

Non-Profits 78

Non-Profits Cross-sell Commission Pipeline 78

Hubspot

SEPTEMBER 27, 2019

How much revenue is generated by each product, product line, or service that you sell. cross-selling, upselling, repeat orders, expanded contracts, etc.). Cost of Selling as a Percentage of Revenue Generated. Where your sales are coming from and what lead generation sources are or are not working. Revenue per Sale.

Territory 99

Territory CRM Sales Cross-sell 99