Martech

SEPTEMBER 23, 2024

Here are the key responsibilities and functions of a MarTech Manager: 1. Integration of marketing technologies: A martech manager is responsible for integrating various marketing technologies, such as customer relationship management (CRM) systems, email marketing platforms, social media management tools, and analytics software.

Technology 111

Technology Technology Customer Relationship Management Campaign 111

Martech

NOVEMBER 4, 2024

Answer: Transitioning to martech (marketing technology) from a background in digital marketing and analytics can be a strategic and beneficial move, especially given your decade of experience in the field. Career advancement: Martech roles often come with opportunities for leadership and strategic influence within organizations.

Technology 117

Technology Technology Strategize Niche 117

ClickFunnels

MAY 13, 2025

In just 3 hours, you can set up a funnel that turns clicks into customers—no technical skills required. 5 Steps to Build a Strategic Sales Funnel 1. Build Relationships 5. Your sales funnel is essential because it strategically creates a series of interactions with potential customers that will lead to results.

E-commerce 130

E-commerce Strategize Sales Lead generation 130

SaaStr

JULY 11, 2025

Especially the next generation of them: Perplexity has scaled to 5,000 enterprise customers with just 5 sales reps. When AI can handle customer onboarding, support, and success functions that traditionally required human intervention, you can scale revenue without proportionally scaling teams.

GTM 73

GTM Relationship Management Quota Strategize 73

Salesforce

OCTOBER 28, 2024

Imagine a world where AI agents handle many of your everyday tasks, freeing you up to focus on what truly matters — building relationships, making strategic decisions, and innovating. This isn’t a distant dream, though: It’s the reality we’re shaping in partnership with our customers at Salesforce.

Trust 111

Trust Represent Legal Customer Relationship Management 111

Salesforce

JULY 18, 2024

Did you know that 65% of customers expect companies to adapt to their changing needs and preferences, but almost as many feel that companies are treating them as a number? Get to know your customers better, improve productivity, and grow your business faster. Know your customers better with a single source of truth 2.

Gaming 52

Gaming E-commerce CRM Customer Relationship Management 52

Salesforce

SEPTEMBER 10, 2024

Over the years, you’ve put a lot of money into your customer service centers. And that was a smart move, because white-glove customer service – for both B2B and B2C – is essential for consumer goods (CG) brands who want to build long-term, loyal relationships with customers. the growth over those that don’t.

Service 69

Service Customers Cross-sell Contact 69

Salesforce

MARCH 12, 2025

90% of SMB owners are already using AI to automate customer interactions. AI agents are already doing it in customer relationship management (CRM) tools , just about everywhere. Customer service is #1 and it impacts customer loyalty, brand reputation, and overall growth.

Represent 98

Represent Customer Relationship Management CRM Relationship Management 98

Salesforce

OCTOBER 30, 2024

This capability is particularly valuable in the context of AI and remote work, where seamless communication and efficient task management are crucial. While agents are most often discussed in customer service or sales scenarios, they’ll be transformative for routine work across the enterprise, as well.

CRM 105

CRM Customer Relationship Management Launch Follow-up 105

PandaDoc

JULY 23, 2025

Customer relationship management (CRM) software is a popular choice for many businesses. But even though companies use CRM software , many haven’t taken the time to build a cohesive strategy around the customer information within their database. Let’s hop in. What is a CRM strategy?

CRM 52

CRM Customers Objectives and Key Results Strategize 52

Martech

SEPTEMBER 16, 2024

The answer is in understanding the unique challenges and opportunities each function faces and positioning martech as a strategic enabler. The role of a martech COE in driving strategic alignment Every organization is different. Customer success Role: Ensure customers achieve their desired outcomes and maintain long-term loyalty.

Go To Market 67

Go To Market Objectives and Key Results A/B testing Territory 67

Martech

OCTOBER 14, 2024

Customer-centric approach: Shift your focus towards understanding customer behavior and preferences. Implement strategies that prioritize customer engagement and satisfaction, ensuring that your marketing efforts resonate with your target audience. Tools: Customer relationship management (CRM) software (e.g.,

Objectives and Key Results 116

Objectives and Key Results Territory Click Through Rate CRM 116

RingDNA

APRIL 11, 2025

More successful reps might be more strategic about when they dial prospects. There may be reps that are dialing less but are simply more efficient at connecting with customers. Customer Lifetime Value (CLV) Key Question it Answers: How much revenue do you earn from your average customer?

Quota 62

Quota Sales Pipeline Contact 62

PandaDoc

APRIL 28, 2025

Manual quoting processes can be slow and prone to errors, leading to lost opportunities and frustrated customers. This technology integrates with product catalogs, pricing databases, and customer relationship management (CRM) systems to produce detailed and accurate quotes swiftly.

Price 52

Price CRM Customer Relationship Management Sales 52

Highspot

JULY 3, 2025

Many buyers may value the autonomy and convenience of digital customer journeys. The reality, though, is that potential customers still require human interaction (and a lot of it) to make well-informed and timely decisions about B2B products and services. What is B2B sales enablement?

B2B 52

B2B GTM Objectives and Key Results Sales 52

Highspot

JULY 7, 2025

Without sales enablement technology to drive ABS strategies, though, sales reps and account executives can’t deliver captivating customer experiences that close deals. Sales cycle length, pipeline velocity, win rate, and deal size all improve when GTM teams work together on executing account-based sales and marketing campaigns.

Sell 52

Sell GTM Objectives and Key Results Cross-sell 52

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. Strategic Planning Lastly, strategic planning is the backbone of any successful real estate business.

Real Estate 64

Real Estate Non-Profits Strategic planning Education 64

Salesforce

APRIL 30, 2025

He gives a behind-the-scenes look at Salesforce, showing how the companys core values trust, customer success, innovation, and equality have made it one of the most admired companies in the world. Customer success first: Putting your customers needs at the heart of your business drives long-term growth and loyalty.

E-commerce 88

E-commerce Minimum Viable Product CRM Growth 88

PandaDoc

MARCH 25, 2025

Your sales professionals are likely doing it all: prospecting, selling, creating proposals, and managing customer relationships. Automate document creation Document creation and management is a huge sales efficiency opportunity for SMBs. This means less focus on high-value sales and more exhaustion.

E-commerce 52

E-commerce Contract Legal Sales 52

PandaDoc

MARCH 25, 2025

You choose a price based on size, add any extras, and send your customers on their way. Transactional sales typically involve minimal customer relationship development and focus on brief, individual purchaseslike movie tickets or coffee. The sales process varies greatly depending on the purchase. Take buying a CRM, for example.

Objectives and Key Results 52

Objectives and Key Results Contract Legal Sales 52

Sales Hacker

JUNE 17, 2025

At Procore, he led all customer-facing functions—Sales, Marketing, CS, RevOps, and BD. Customer drives everything in the organization. His time there included serving as Chief Revenue Officer leaving all customer facing functions, sales, marketing, CS Rev, ops BD and procore.org. It drives employee engagement.

GTM 84

GTM Customers Construction X-functional 84

Salesforce

MAY 14, 2025

It involves gathering information from various sources such as your sales data , customer behaviors, website traffic, and social media interactions and transforming that data into actionable knowledge. For small businesses, understanding your customers is essential. Increased customer satisfaction and loyalty. The result?

CRM 84

CRM Niche Growth Customer Relationship Management 84

Salesforce

FEBRUARY 20, 2025

Their strategic guidance helps businesses navigate critical growth phases, with many investors looking for signs of scalability and technological readiness. Tools like customer relationship management (CRM) platforms can demonstrate a business’s potential for systematic growth and strategic planning.

Pitch 52

Pitch Strategic partnership Strategize Entertainment 52

Salesforce

MARCH 5, 2025

Building strong customer relationships is at the heart of every successful business. For startups and small to medium-sized businesses (SMBs) , the challenge often lies in managing those relationships efficiently as the company grows. A CRM manager plays a pivotal role in making this strategy successful.

CRM 92

CRM Growth Customer Relationship Management Follow-up 92

Salesforce

JULY 25, 2025

Understanding exactly where your business stands right now helps you make smarter decisions about everything — your team structure, workflow systems, customer relationship management (CRM) tools, and financial processes. You’re developing your product, hunting for those first crucial customers, and‌ seeking funding.

Growth 52

Growth CRM Profit margin Legal 52

Salesforce

MARCH 26, 2025

You have to maintain inventory, help customers, and stay on top of trends all at once. Commerce AI makes shopping more personal for your customers with product recommendations and personal shoppers. There’s a reason why a whopping 73% of customers feel brands treat them as unique individuals a significant rise from 39% in 2023.

Price 52

Price Campaign A/B testing CTR 52

Highspot

JULY 9, 2025

That is why every interaction inside and outside sales reps at manufacturing companies have with potential customers must be personalized, timely, and value-driven. The challenge is that most sales reps don’t have a deep understanding of customer needs, nor the time to tailor every interaction manually.

Manufacturing 40

Manufacturing GTM Objectives and Key Results Sales 40

Salesforce

JULY 23, 2025

This guide brings them to life with practical strategies, real solutions, and smart uses of tools like customer relationship management (CRM). Navigating these cycles requires flexibility and foresight, especially when budgets tighten or customer demand fluctuates. Satisfy every customer with one tool.

CRM 52

CRM Trust Growth Follow-up 52

Salesforce

FEBRUARY 24, 2025

Running a small and medium business (SMB) means balancing all the things marketing your brand, building loyal customers, and keeping your team on track. Thats where software-as-a-service customer relationship management (SaaS CRM) yes, its a mouthful can make business easier. What well cover: What is a SaaS CRM?

CRM 52

CRM Customer Relationship Management Relationship Management Price 52

Sales Hacker

JUNE 24, 2025

Learn more at [link] UserEvidence UserEvidence is the Customer Evidence Platform that lets you collect feedback, curate success stories, and create content that credibly proves the value of your product. So when we initially closed our first [00:08:00] customer. I thought to myself, well, why did we close them? It was in person.

GTM 69

GTM Legal Contract Go To Market 69

Salesforce

OCTOBER 29, 2024

Last year, we got an unexpected phone call telling us that our 20-year-old customer service management (CSM) system for our technical support organization would be deprecated. We already had Sales Cloud as our customer relationship management ( CRM ) software, and ServiceNow as our IT service management (ITSM) solution.

Service 69

Service Customers X-functional Pharmaceutical 69

Salesforce

MAY 15, 2025

Effective communication is the bedrock for all vital relationships. This includes relationships with your team, your customers, and yourself. Communication not only facilitates learning and relationships, but also serves as the lifeblood of business. In short, good communication means happier customers (and more money!).

CRM 59

CRM Presentation Pitch Legal 59

Salesforce

JULY 7, 2025

Effective content marketing shares your story and creates brand awareness, positions you as a thought leader, and builds trust with customers. With the help of your parameters and training wheels, it can also analyze user behavior, preferences, and demographics to deliver personalized content to customers.

Objectives and Key Results 52

Objectives and Key Results E-commerce CRM A/B testing 52

Salesforce

JUNE 30, 2025

These templates serve as a starting point for customization. This includes creating and managing online stores, processing transactions, and engaging with customers effectively. You can reduce manual work and enhance efficiency, or provide personalized shopping experiences and timely customer support across multiple channels.

Cross-sell 52

Cross-sell CRM B2C Up-sell 52

Salesforce

NOVEMBER 11, 2024

Imagine having a digital partner that keeps your tasks on track, boosts your customer service, and makes daily operations smoother. Over 58% of SMBs already use AI to streamline their operations and deliver more personalized customer experiences. It manages customer inquiries, schedules meetings, and predicts sales trends.

Real Estate 105

Real Estate CRM Hospitality Retail 105

Salesforce

JANUARY 6, 2025

Today, 90% of small to medium-sized business (SMB) and startups utilize AI to automate customer interactions , showing just how essential AI has become for driving customer engagement. Here are 9 AI use cases for startups that help you achieve your goals, while improving customer satisfaction, team productivity, and growth.

Finance 111

Finance Campaign CRM Customer Relationship Management 111

Salesforce

NOVEMBER 14, 2024

In today’s customer service, anticipating and meeting customer needs before they express them is the gold standard. While our research finds that 61% of service professionals say their organizations address issues proactively, only a third of customers agree! Put yourself in the shoes of your customers for a moment.

Trust 105

Trust Service Customers Appointment 105