Salesforce

APRIL 17, 2025

Agents can handle multiple use cases simultaneously and process a high volume of calls, reducing wait times and speeding up resolution. They can execute a wide range of tasks, including assisting in the creation, management, and routing of customer cases and automating the initial steps of complaint management.

Objectives and Key Results 82

Objectives and Key Results Negotiate Retail Promote 82

Salesforce

JUNE 2, 2025

As your customer list grows, so will your need for better tools. And that starts with a customer relationship management (CRM) tool. A CRM helps you keep track of leads and manage customer relationships. Time management is crucial for entrepreneurs.

Minimum Viable Product 52

Minimum Viable Product Legal CRM Launch 52

Salesforce

MARCH 31, 2025

The all-in-one customer relationship management (CRM) tool The good news is, you only need one tool. Customer relationship management (CRM) tools offer comprehensive analytics to help you track your business’s performance, sales pipeline, and financial health.

A/B testing 59

A/B testing Objectives and Key Results CRM Customer Relationship Management 59

Martech

SEPTEMBER 29, 2023

The AI arms race in marketing technology Martech vendors across all platforms, including data analytics, customer relationship management (CRM) systems, email marketing platforms, social media advertising and more, are racing to incorporate AI features into their products. How can marketers balance innovation and privacy?

Technology 129

Technology Technology Government Legal 129

Salesforce

JANUARY 24, 2022

As a marketer, you need to know your customer — all that data is already in your customer relationship management (CRM) system. With integrated systems, you can put the customer’s needs first and provide relevant marketing messages to help nurture your leads. What does that look like in real life?

Campaign 98

Campaign Customer Relationship Management CRM Prospecting 98

Outreach

MARCH 4, 2020

Today, a whole new cohort of sales organizations will be able to tap into the power of Outreach with our new native integration with Microsoft Dynamics 365 Sales - Microsoft’s own customer relationship management (CRM) platform.

Customer Relationship Management 52

Customer Relationship Management Relationship Management High impact CRM 52

Highspot

NOVEMBER 25, 2019

An efficient salesperson spends time on high-impact activities like call preparation, as opposed to low-impact activities like administrative tasks. A highly effective rep uses available resources to win customers. Organize your team’s activities by impact — either high or low. Sales Enablement.

Product 52

Product High impact Quota CRM 52

Hubspot

NOVEMBER 7, 2023

CRM, or customer relationship management, is a strategy companies use to track customer relationships from pre- to post-sale. By leveraging segmentation in your CRM, you're not only managing customer relationships but also optimizing them for better business outcomes. Set up lead scoring.

CRM 78

CRM Contact Contract Objectives and Key Results 78

The 5% Institute

JUNE 9, 2023

A successful sales strategy focuses on addressing customer needs, differentiating from competitors, and maximizing revenue generation. Customer Relationship Management Building and maintaining strong relationships with customers is crucial for sales success.

Objectives and Key Results 52

Objectives and Key Results Finance Drivers/motivators Sales 52

ConversionXL

AUGUST 21, 2014

Every day, data from over 130 processes are collected in O2’s data warehouse, including the entire billing and customer relationship management system. This unified system is a huge improvement over the earlier infrastructure, which was both expensive and slow. How Buffer Improves Retention Through Trigger-Based Emails.

Referrals 106

Referrals Objectives and Key Results Follow-up Service 106

Highspot

SEPTEMBER 28, 2021

The core tech stack of more sales teams comprises the following tools: CRM: Customer relationship management platforms, or CRMs, allow you to track and manage interactions with buyers as they move from prospects to valued customers. The key to alignment is to leave your ego at the meeting room door.

Sales 52

Sales Cross-sell Technique Growth 52