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In today’s world of banking and insurance, it is increasingly more difficult to get the attention of a prospective buyer after only a few outreach attempts. We are all busier than ever before with multi-media coming from every direction. So, how do you stay consistent (and persistent) in your outreach with a prospect while remaining sensitive to their daily lives and the distractions they face?
Picture this: a dashboard so irresistible your team camps out in the CRM like it’s their new home. Yes, it’s possible, and here’s how we do it… For more strategies … The post Make Your CRM Irresistible first appeared on Colleen Francis - The Sales Leader.
Cold outreach can sometimes feel like a bad word. (Or two). How can you guide your team to do it effectively? How can you convince them that it can lead to ROI and sales? The reality is, cold outreach is a powerful marketing technique that can unlock untapped potential for your business. Join me as we take a look at this ultimate guide, exploring its benefits, strategies, and how to implement it successfully.
Speaker: Matt Sunshine, CEO at The Center for Sales Strategy
AI isn’t replacing salespeople—it’s empowering them. The most forward-thinking sales organizations are using AI to enhance human performance rather than eliminate it. From coaching and messaging to prospecting and pipeline accountability, artificial intelligence is giving managers and SDRs the new tools they need to work smarter, sell better, and close more.
Customer Success (CS) is a critical component of a successful customer engagement process. Growing revenue requires your organization to be cross-functionally aligned on buyer value and solution differentiation before and after the sale. Capturing that value after the initial deal is essential for driving recurring revenue and expansion opportunities within accounts.
Learn to unlock data and build with AI Show off your AI innovations with the #BuiltWithEinstein Quest Join an AI + Data Community Tour stop Attend the AI NOW Tour Participate in an Ask Me Anything (AMA) with Salesforce Developers Attend a World Tour in your city We are in the midst of the artificial intelligence (AI) revolution, which is creating the most significant shifts and opportunities for Salesforce Admins and Developers in decades.
According to the 2023 Edelman Trust Barometer, “Only 59% percent of the 32,000 global respondents to the firm’s 23rd annual trust and credibility survey trust financial services to do what is right, compared to 75% who trust technology and 71% who trust education and food & beverage companies — the top 3 most trusted industries. In the United States, 57% of consumers trust financial services, an increase of 9 percentage points over 2022 findings.
According to the 2023 Edelman Trust Barometer, “Only 59% percent of the 32,000 global respondents to the firm’s 23rd annual trust and credibility survey trust financial services to do what is right, compared to 75% who trust technology and 71% who trust education and food & beverage companies — the top 3 most trusted industries. In the United States, 57% of consumers trust financial services, an increase of 9 percentage points over 2022 findings.
Treating your customers like an ATM, only showing up when you need cash, is a sure-fire way to lose their renewals. Let’s break the cycle of transactional check-ins… For more … The post The Best Way to Sabotage Your Renewals first appeared on Colleen Francis - The Sales Leader.
When I was a kid, my father taught me how to sail. At first I sailed in racing dinghy’s never far from the shore. In high school, we graduated to cruising boats. While we never intended to do oceanic cruising, but the shoreline was beyond sight, and one of the challenges was knowing where we were and if we were going in the right direction. My dad’s solution to this was to teach me celestial navigation.
MEDDICC is an industry standard for determining the strength of a deal and charting the path to get the deal closed. Many times, deal qualification can hinge on whether your team can identify the Economic Buyer and build enough influence in the organization to both access and evangelize them. But the power of MEDDICC for influencing deal decision-makers extends far beyond the “E” in the acronym.
Speaker: Brendan Sweeney, VP of Global Sales and David Phelan, Account Executive
In a world where buyers are more informed and objections are more nuanced, confidence isn't optional—it’s a competitive advantage. In high-stakes conversations, knowing how to handle pushback can make or break the deal. Join industry experts Brendan Sweeney and David Phelan for a behind-the-scenes look at how teams are transforming sales coaching with real-time feedback, objection-handling role plays, and pre-call preparation that actually sticks.
AI Overviews is rolling out to all US based searchers in Google Search, making AI Overviews available to hundreds of millions of searchers by next week, Liz Reid, the company’s new head of Search , announced at Google I/O. AI Overviews will launch in more countries soon and be available to more than a billion users by the end of the year. Hema Budaraju, the Senior Director of Product, Search Generative Experience, Google, told us that the link cards within AI Overviews generate a higher cl
Business or sales acumen is the ability to connect with prospects and clients on a deeper level by understanding their unique problems, anticipating their needs, and leveraging knowledge of their business and industry to recommend the best possible solution — regardless of whether or not it results in a closed deal.
You’re proud of that customer retention rate, huh? But what if I told you there’s a hidden story—and it’s costing you… For more strategies like this, check out my sales … The post The Wrong Way to Measure Retention first appeared on Colleen Francis - The Sales Leader.
Speaker: Jady West, VP of Hospitality & Chris Bennett, Head of Sales & Engineering
The modern hotel room is no longer just a place to stay—it’s an experience to remember. Today’s guests expect seamless 5G connectivity, personalized comfort, and high-tech convenience. From AI-powered smart room controls to in-room entertainment and app-based services, technology is redefining hospitality from the inside out. In this new session featuring industry pros Jady West and Chris Bennett, we’ll explore how high-speed, high-bandwidth connectivity powers the innovations that are enabling
It seems like everything I read about sales productivity is focused on doing more. I see all sorts of insights, sage advice, and technology that helps improve our productivity and efficiency. These offer the potential of freeing up time. But it’s interesting how we fill the time we theoretically gain. It seems we fill the time doing more of that same stuff, rather than doing other things that may be neglected, or for which we have not enough time.
The product demo is an important part of any sales process, but they can also be a tricky stage to navigate while maintaining a value selling approach. We often advocate for sellers to move away from the 'features and functions' conversation in favor of discussing business problems and solutions. The demo is a time to discuss both. That can be a difficult balance to strike, especially when selling complex technical solutions.
Google has started its enforcement of the new site reputation abuse policy by deranking or deindexing portions of websites from the Google Search index. This seems to have launched in the past hour or so, where sites as large as CNN, USA Today, Fortune, and LA Times are seeing their coupon directories no longer ranking for coupon-related keyword phrases.
“Did I hire my salespeople this way or did I make them this way?” This is the question every sales manager must ask. Fixing performance problems always starts with Standards and Accountability.Accountability means taking responsibility for outcomes – good or bad. A sales leader’s primary responsibility is to put the BEST team into the marketplace.Much like a general manager in sports, a director of a theatre company or an orchestra leader of a symphony, you have a job and a responsibility to hir
Retailers know the clock is ticking–legacy SAP Commerce support ends in 2026. Legacy platforms are becoming a liability burdened by complexity, rigidity, and mounting operational costs. But modernization isn’t just about swapping out systems, it’s about preparing for a future shaped by real-time interactions, AI powered buying assistants, and flexible commerce architecture.
“We’re the best!”… Tired of sounding like everyone else? Here’s how to make your pitch truly stand out. For more strategies like this, check out my sales tip video library … The post How NOT to Sound Like the Competition first appeared on Colleen Francis - The Sales Leader.
For more than a decade of my career, I held various demand generation titles at multiple companies, and the function has evolved greatly in that time. However, if you’ve been listening to the chatter on LinkedIn over the past two years, that evolution has gained speed and influence. What was once a lead generation and nurturing function has now been rebranded into a full go-to-market (GTM) approach, often owning most of the budget, especially in smaller tech companies.
In our recent webinar with Force Management Managing Director and Facilitator Brian Walsh, an audience member posed a question that we hear often in our work with B2B sales organizations:
Documents are the backbone of enterprise operations, but they are also a common source of inefficiency. From buried insights to manual handoffs, document-based workflows can quietly stall decision-making and drain resources. For large, complex organizations, legacy systems and siloed processes create friction that AI is uniquely positioned to resolve.
I suspect it’s trite to say, every leader wants to create a high performance organization or that people want to be part of high performing organizations. But what does it mean to be a high performing organization? In selling, is high performance “hitting our numbers?” Is it max’ing our comp plans? Is it about our personal success?
The Department of Justice’s laid out a damning case against Google in the antitrust lawsuit closing argument. Search Engine Land Managing Editor Danny Goodwin highlighted some of the damaging evidence – including how Google has been increasing costs for advertisers – in How Google harms search advertisers in 20 slides In light of the revelations, I contacted search marketers to get their thoughts on Google Ads to evaluate the current confidence level.
You need to regularly remind customers of the value you provide. Doing business reviews once a year won’t cut it. For more strategies like this, check out my sales tip … The post The Right Cadence for Business Reviews first appeared on Colleen Francis - The Sales Leader.
B2B marketers face a number of challenges, including: continuously generating great leads converting leads to active sales prospects finding vendors that deliver real results Aggregage has proven content syndication, webinar, online advertising and intent signal marketing programs that deliver higher-quality leads. More than 700 companies have already benefited from our programs.
So Emergence Capital put together a great report here on B2B startups, “Beyond Benchmarks 2024” , with a ton of great data across 664 software startups. One piece I loved is how 2023 growth rates compared to 2022 for Top Quartile Software Startups. Now to be clear, and I know this is a bit brutal — “Top Quartile” isn’t in general enough to get funded by VCs.
This April, on the Revenue Builders Podcast, we shared wisdom from hosts John Kaplan and John McMahon along with their world-class guests. The result was some of our best insights yet on leading a relationship-based sales motion that helps sellers connect with buyers and have greater influence. We dove into how new technologies are changing the sales process in The Impact of AI on Sales with James Underhill, and discussed where many B2B Sales startups go wrong in defining and connecting with the
Before I get into this article, credit for the idea comes from a conversation with my friend, Jack Malcolm. Thanks for provoking the idea. The term, “prompt engineering,” is relatively new to most of us. While software developers and AI specialists have understood the concept for year, it’s very new for the rest of the world. But as the LLMs have emerged and grown, the concepts of prompt engineering are starting to fill our feeds.
Video ad spend is expected to rise 16% year-over-year in 2024. Brands are interested because of the deep penetration that CTV and digital video have with U.S. households. Streaming services and other publishers are stepping up to bring more ad-supported options to consumers, along with better ad experiences. Dig deeper: IAB NewFronts rings in the age of digital video dominance Here are three key reasons behind this growth in digital video and the numbers behind them.
When culture isn’t consistently lived out across the organization, engagement suffers—and it often starts with a disconnect at the top. In this session, Beth Sunshine, SVP of Up Your Culture at The Center for Sales Strategy, will reveal how HR and executive leaders can close the gap between vision and execution by equipping frontline and mid-level managers to become culture carriers.
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