Salesforce

APRIL 8, 2025

No matter how small your business is, some teams are non-negotiable. You need a team to handle money, another to bring in customers, and one to keep them happy. This is where a customer relationship management (CRM) tool comes in handy. It helps cut costs and keep things flexible.

Growth 94

Growth Finance Non-Profits Repeat business 94

Hubspot

JANUARY 14, 2025

At their core, all preconceived notions aside, real estate entrepreneurs are pretty good salespeople, and theres a ton to learn from them, from making profit to closing deals, even client relationship management stuff. Are real estate agents and realtors the same thing? Short answer: No. Theyre similar but different.

Real Estate 64

Real Estate Non-Profits Strategic planning Education 64

Salesforce

MARCH 3, 2025

A Deal Desk is a cross-functional team that streamlines the closing of sales complex and non-standard deals, handling everything from quote to cash. A CPQ can automatically do this, ensuring all adjustments are aligned with pricing strategies and profitability thresholds.

Legal 59

Legal Contract Finance Non-Profits 59

PandaDoc

MARCH 29, 2024

Key takeaways A deal desk is a cross-functional team assembled to oversee opportunity qualification, solution and proposal development, and negotiation stages of a sales process. Each team member’s position in the deal desk is clearly defined: responsibilities, types of deals they manage, roles in the sales process, etc.

Process 52

Process Non-Profits Negotiate Legal 52

Highspot

FEBRUARY 28, 2024

These tools intend to automate mundane tasks, improve customer communication, and make sales data accessible. Optimize Customer Relationship Management (CRM) Data CRM data management is the backbone of successful sales operations. It involves accurately collecting customer information and interactions.

Non-Profits 52

Non-Profits CRM Teamwork Sales 52

PandaDoc

MAY 25, 2021

Category: Customer Relationship Management (CRM). One of the most essential things a growing business can do is keep an eye on customer relations. Keeping customers satisfied and handling complaints efficiently and effectively is what Salesforce is all about. Salesforce. Location: San Francisco, CA.

Contract 52

Contract Non-Profits Territory Clients 52

PandaDoc

MAY 25, 2021

Category: Customer Relationship Management (CRM). One of the most essential things a growing business can do is keep an eye on customer relations. Keeping customers satisfied and handling complaints efficiently and effectively is what Salesforce is all about. Salesforce. Location: San Francisco, CA.

Contract 52

Contract Non-Profits Territory Clients 52