Salesforce

JANUARY 9, 2025

So, closing more deals more quickly is a win for everyone sales representatives, sales managers, the finance department, and a company’s leadership. And customer relationship management (CRM) integration also significantly improves the sales process by centralizing customer data and sales activity.

Closing 98

Closing Represent Territory Lead generation 98

Salesforce

APRIL 8, 2025

This is where a customer relationship management (CRM) tool comes in handy. Finance and accounting team Your finance team plays a key role in keeping your business running smoothly. A solid finance and accounting setup keeps you in control, helps avoid mistakes, and supports your growth.

Growth 94

Growth Finance Non-Profits Repeat business 94

Salesforce

SEPTEMBER 16, 2024

Instead of it being a sales-led process, you need to involve stakeholders throughout the organization — sales, product, accounting, finance, and legal. The switch is usually transformative, requiring processes and technology across the organization to shift or be redesigned. Learn how Revenue Cloud can help.

Price 52

Price Electricity E-commerce Finance 52

Highspot

MAY 15, 2025

This results in higher sales growth and improved customer satisfaction Broaden market reach: Partners can often access niche markets through avenues that were previously unavailable to you, like healthcare or finance. They can leverage existing customer relationships or complementary products and services they may resell.

Healthcare 52

Healthcare Objectives and Key Results Niche Finance 52

Salesforce

NOVEMBER 11, 2022

We recently spoke with several executives in finance — including some who joined us for our “Women of Wall Street” features at Salesforce’s New York World Tour and Dreamforce events this year — to learn more about their journeys. Empowering women in finance. Alicia Stone , senior business technology executive at KeyBank.

Finance 98

Finance Networking Manufacturing Customer Relationship Management 98

Salesforce

MARCH 25, 2025

Investment in technology and equipment: You’ll get to invest in the right tools , machinery, and artificial intelligence (AI) to streamline operations and enhance product quality while meeting industry standards. You’re unable to invest in modern technology, equipment upgrades, and digital solutions.

Real Estate 90

Real Estate Government Finance Growth 90

Martech

SEPTEMBER 8, 2021

Last week we introduced you to this year’s MarTech Replacement Survey which, among other things, showed just how bullish marketing organizations were to make changes to their marketing technology stacks during the pandemic. This week, we’re sharing some key data on specific platforms from the report. This is MarTech.

CRM 142

CRM E-commerce Objectives and Key Results Retail 142

Salesforce

AUGUST 24, 2021

It should come as no surprise that at Salesforce, we live and breathe CRM – customer relationship management. Acceleration of digital adoption has dramatically escalated the importance of relationships – the “R” in CRM – like never before. Fragmented technology and data continue to hinder customer centricity.

CRM 98

CRM Finance Customer Relationship Management Technology 98

Martech

NOVEMBER 15, 2023

Markets, technology and competitors have moved forward. Optimize your martech to strengthen your marketing performance A critical component of the marketing story is how we leverage marketing technology. The lack of centralized oversight can be attributed to: Distributed purchasing and technology responsibilities.

X-functional 107

X-functional Objectives and Key Results Technology Technology 107

Salesforce

MARCH 4, 2023

CRM stands for Customer Relationship Management , and it’s a technology for managing and supporting customer relationships. CRM technology helps companies build and grow customer relationships across the entire customer lifecycle. But what is CRM, and what does CRM do? What is CRM?

CRM 98

CRM B2C Commission Customer Relationship Management 98

Heinz Marketing

NOVEMBER 26, 2021

But with the help of a customer relationship management (CRM) tool and automation, small- to medium-sized business can also engage in account-based marketing to increase their sales and generate value with individual customers.”. Information Technology. Need-to-Have Tools (and their Channels): CRM and Marketing Automation.

CRM 122

CRM Contact Campaign B2C 122

Salesforce

FEBRUARY 26, 2024

Take all of the generative AI technology you’ve come to know and love in apps like ChatGPT, Bard, and Einstein. Before the world of AI copilots, you’d first scan the client’s customer relationship management (CRM) record to check for any dietary preferences. Here’s the difference between now and then. That’s a type of copilot.

Healthcare 111

Healthcare Real Estate CRM Finance 111

Martech

JANUARY 25, 2022

Customer relationship management (CRM) is the technology brands use to nurture relationships with their customers. Unlike CDPs, CRM systems use their technologies to ensure each step of the customer’s experience is as frictionless as possible. At their core, they bring together people, technology and processes.

CRM 98

CRM Agriculture Hospitality Healthcare 98

Sales Pop!

DECEMBER 23, 2021

While accountants and others in the finance department know the value of payment analysis, many entrepreneurs may not see how important it is. Technological progress allows not only to save on salaries but also to minimize errors caused by the human factor And identify theft protection.

E-commerce 130

E-commerce Promote Price Customer Relationship Management 130

Salesforce

APRIL 20, 2022

This includes email, video conferencing, document sharing, and — of course — CRM (customer relationship management). Ideally, these technologies are cloud-based, meaning core business data is kept safe on secure servers that employees can access anytime and anywhere from a computer or mobile device. Employees work online.

CRM 98

CRM Technology Technology Customer Relationship Management 98

Salesforce

MARCH 3, 2025

How Deal Desk works Advantages of implementing a Deal Desk Challenges and disadvantages of Deal Desks Impact of technology on Deal Desk efficiency Best practices for optimizing your Deal Desk Deal desk FAQs What is a Deal Desk in sales? What you’ll learn: What is Deal Desk in sales? What can Deal Desk help with?

Legal 59

Legal Contract Finance Non-Profits 59

Salesforce

JUNE 29, 2022

Business leaders are prioritizing technology investments that drive efficiency and productivity. Here’s how different departments can use automation to reduce manual processes, cut costs, reduce inefficiencies, and serve customers and employees better: Finance and accounting. How can companies identify opportunities for automation?

Product 98

Product Strategize Drivers/motivators Customer Relationship Management 98

Sales Hacker

FEBRUARY 2, 2024

That’s why we’ve not only switched our own banking over at GTMfund, but we’ve also partnered with Flex to help companies improve the way they manage their cashflow. Fora is an innovative executive relationship management (ERM) platform poised to transform C-suite decision-making through cutting-edge AI technology.

GTM 117

GTM Pipeline SQL UX 117

Martech

FEBRUARY 25, 2022

With martech budgets under greater scrutiny in the current environment, marketing leaders are expected to be able to demonstrate ROI for any new technology investment. Budgeting and planning leverage marketing, CRM and finance systems to measure, track and optimize marketing performance. Product overview.

E-commerce 122

E-commerce B2C Manufacturing Hospitality 122

Hubspot

OCTOBER 1, 2021

In recent years, the CRM (Customer Relationship Management system) has evolved far beyond being just a tool for contact management. 65% of sales professionals use a CRM and 97% consider sales technology “very important” or “important”, according to LinkedIn State of Sales 2020.

CRM 95

CRM Objectives and Key Results X-functional Pipeline 95

Hubspot

JULY 26, 2013

Also, this story is not really about technology -- it''s about how to build a modern company. Here are some key components of the new cloud stack, according to Levie: Workday for human resources and finance. Salesforce.com for customer relationship management. It''s about a new way of doing business. The New Cloud Stack.

Customer Relationship Management 78

Customer Relationship Management Finance Relationship Management Networking 78

PandaDoc

FEBRUARY 28, 2025

Despite this, these teams are often siloed off from one another, causing inefficiencies, data inconsistencies, and misaligned technology and objectivesall of which hinder revenue growth. By sharing goals, metrics, and technology, these teams can collaborate to ensure everything operates smoothly.

E-commerce 52

E-commerce Objectives and Key Results Contract Pipeline 52

The 5% Institute

JUNE 15, 2023

It encompasses a range of activities that support and optimize the sales team’s performance, including strategic planning, process management, data analysis, and technology implementation. Customer relationship management (CRM) systems, sales automation tools, and analytics platforms are commonly used in sales operations.

Strategic planning 52

Strategic planning Finance Cross-sell Sales 52

Salesforce

MARCH 26, 2025

Streamline operations with AI agents SMBs lose an average of over 90 minutes daily when they don’t have access to the right technology. Implementing AI or Agentforce to manage routine tasks can significantly improve productivity and boost morale. This ensures you act on the insights that drive the most value.

Price 52

Price Campaign A/B testing CTR 52

Salesforce

APRIL 16, 2025

You can apply these models across all areas of business, like marketing , finance , and customer service , to make smarter decisions. It can help you: Improve sales forecasting by predicting demand and managing inventory. Enhance customer relationship management (CRM) by spotting churn risks and recommending engagement strategies.

E-commerce 59

E-commerce Healthcare CRM Finance 59

The 5% Institute

OCTOBER 1, 2020

The sales consultancy industry can be a very lucrative career and business choice, and is only going to increase in popularity as more people move into consulting roles due to business technology disruption. Some examples of industries you’ll find sales consultancy a factor is: Process management. Risk management. Procurement.

Consult 105

Consult Cross-sell Sales Real Estate 105

Salesforce

DECEMBER 5, 2023

Your customer relationship management product may help you do this using artificial intelligence (AI). For example, let’s say you’re selling a cloud-based business technology solution to a small manufacturing business. Next, read up on the industry and research particular customers you plan to meet.

Sell 94

Sell Pharmaceutical Manufacturing Consult 94

Salesforce

JUNE 8, 2023

We’ve created a primer on everything you need to know to understand the newest, most impactful technology that’s come along in decades. Get the roadmap Ethical AI maturity model An Ethical AI maturity model is a framework that helps organizations assess and enhance their ethical practices in using AI technologies. Here’s how.

CRM 98

CRM Networking Healthcare User Experience 98

Salesforce

SEPTEMBER 19, 2023

You also know that many of the decision-makers for big banks attend finance conferences, so you register several of your reps for the major ones in your region to make connections and identify prospects. Good thing technology is here to help. Prospects coming in? You’re ready to sell! Wait, how do I sell? Below we share how.

Territory 102

Territory Sell Pipeline Objectives and Key Results 102

Sales Hacker

NOVEMBER 15, 2017

With the rise of AI, new sales technology and automation at the forefront of the sales echo chamber these days, we thought we’d take a moment to bring it back to BASICS – that’s why we’ve rounded up this complete glossary of sales terms and definitions to help you remember where it all started. Closed Won. Cold Email.

B2B 105

B2B E-commerce Cold Call Represent 105

The 5% Institute

FEBRUARY 12, 2020

Sales consulting can be a very lucrative career and business choice and is only going to increase in popularity as more people move into consulting roles due to business technology disruption. Some examples of industries you’ll find sales consulting a factor are: Process management. Risk management. But what is sales consulting?

Consult 98

Consult Cross-sell Sales Real Estate 98

Salesforce

MAY 21, 2025

In some cases, multiple teams (like finance and operations) may need to approve it before moving forward. Consider: Can the issue be fixed with better processes or technology ? For example, a customer relationship management (CRM) can track customer interactions and give you the insights you need to make a stronger argument.

Objectives and Key Results 52

Objectives and Key Results CRM Pitch Launch 52

Hubspot

SEPTEMBER 13, 2023

Sales projections provide important data that helps business leaders make informed decisions about product pricing, finances, staffing needs, marketing strategy, and sales processes. These trends can result from technological advancement or other disruptive forces that impact traditional buying patterns. Make better decisions.

Objectives and Key Results 80

Objectives and Key Results Pipeline Finance Quota 80

Spiro Technologies

JUNE 14, 2023

While enterprise resource planning (ERP) systems are effective tools for managing business operations, inventory management, and other functions, they can’t provide the visibility needed to properly manage customer relationships. As Citibank found out in 2021 , bad user interfaces can be costly.

CRM 52

CRM Customer Relationship Management Relationship Management Manufacturing 52

Lead Fuze

OCTOBER 20, 2023

Welcome to the world of business with AI , where technology anticipates needs and makes life simpler. These intelligent technologies learn from data over time, enabling them to make predictions and decisions without any need for programming. Ever noticed how Netflix always seems to know what you’ll want to watch next?

Customer Relationship Management 52

Customer Relationship Management Technique Objectives and Key Results Relationship Management 52

The 5% Institute

JUNE 9, 2023

Customer Relationship Management Building and maintaining strong relationships with customers is crucial for sales success. Sales managers play a key role in fostering customer relationships by ensuring excellent customer service , addressing customer concerns, and maintaining regular communication.

Objectives and Key Results 52

Objectives and Key Results Finance Drivers/motivators Sales 52

SalesLoft

OCTOBER 1, 2019

If you want to go on the account management track, you have to master value selling and relationship management. If you want to be a management leader, you stay on that path. If they want to master the relationship management track, is it an outside training? Business & Technology Acumen.

Relationship Management 40

Relationship Management Finance Up-sell Account management 40