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. Adaptability The real estate market is tricky to navigate. One of those rewards? Happy clients. How to achieve this?

Real Estate

PandaDoc

MARCH 25, 2025

Identifying upsell and cross-sell opportunities to drive continued revenue growth. Customer advocacy efforts, such as case studies and referrals, to further support business growth. Using a CRM for complex sales A customer relationship management platform (CRM) helps organizations centralize customer data.

Objectives and Key Results

PandaDoc

MARCH 25, 2025

Prioritize leads based on what your data shows about the chances of conversion Block time to minimize switching between prospecting, selling, and administrative tasks Create clear playbooks for consistent sales processes Focus on key metrics that drive revenue growth Small changes can build towards meaningful results.

E-commerce

PandaDoc

JULY 23, 2025

Customer relationship management (CRM) software is a popular choice for many businesses. These platforms help to build a historical record of customer engagement and interactions over time by managing correspondence, keeping track of specific buyers and stakeholders, and even assisting with quote generation and marketing campaigns.

CRM

Highspot

JULY 9, 2025

Whether you sell machinery, building supplies, or vehicle parts, leveraging a unified, AI-powered enablement platform with rich analytics is invaluable, as it can lead to faster deal cycles, higher closed-won rates, and more predictable revenue growth. Of course, all of this hinges on trust. Siemens is a prime example.

Manufacturing

Highspot

APRIL 9, 2025

In theory, leading a banking and lending sales team should be simple: set the strategy, support your team, and drive growth. From governance and personalization to coaching and measurement, banking sales leaders face no shortage of choices. Centralize and govern your content. In reality, its much more complicated.

Relationship Management

Salesforce

FEBRUARY 7, 2025

Now, the industry is at another pivotal moment: It can no longer rely on steady growth as the world seeks to reduce its carbon footprint. A digital platform that aggregates information about assets, resources, and schedules such as a customer relationship management (CRM) platform can improve maintenance planning and coordination.

Profit margin

Salesforce

MARCH 24, 2025

Customer data management (CDM) is the strategic process of collecting, storing, and leveraging customer information to fuel growth and enhance customer experiences. Beyond growth, CDM helps with customer satisfaction. This allows you to focus on growth while maintaining consistent, high-quality customer service.

Customers

Salesforce

JUNE 25, 2025

What you’ll learn: Understanding TAM, SAM, and SOM How to calculate TAM, SAM, and SOM Why TAM, SAM, and SOM matter for business strategy Key takeaways Understanding TAM, SAM, and SOM TAM, SAM, and SOM are metrics that help businesses understand the potential size of their market and set realistic goals for growth. Just get started.

Manufacturing

Martech

FEBRUARY 19, 2025

While the platform initially appealed primarily to Gen Z and younger millennials, it experienced significant growth among older demographics and professional audiences. It’s so important that the Chinese government has said it cannot leave China (further clouding a possible sale of the platform). Government officials in the U.S.

B2B

Salesforce

MARCH 25, 2025

What you’ll learn: Why is funding important for small business growth? Next steps: preparing for your funding search Small business funding opens new opportunities Why is funding important for small business growth? Microloans : These loans offer up to $50,000 for startups and SMBs managed by local nonprofit organizations.

Real Estate

Salesforce

JUNE 2, 2025

But if you do, its important to find the kind that fits your needs and stage of growth. This option is ideal for high-growth startups Crowdfunding: Platforms like Kickstarter and Indiegogo enable businesses to raise funds from numerous individuals. And that starts with a customer relationship management (CRM) tool.

Minimum Viable Product

Salesforce

MARCH 27, 2025

Government and community support also play a huge role in helping small businesses survive tough times. Trailhead: Build your business skills Master the essential skills to connect with customers, drive growth, and achieve success on Salesforce's free online learning platform.

CRM

Salesforce

JULY 16, 2025

The right network can open doors and speed up your growth. Trailhead: Build Your Business Skills Master the essential skills to connect with customers, drive growth, and achieve success. Government-sponsored incubators These incubators are funded by local or national governments to boost entrepreneurship.

Minimum Viable Product

Salesforce

MARCH 31, 2025

SMBs contribute significantly to economic growth. You can network with other entrepreneurs, attend panel sessions, and interact with diverse business leaders, industry experts, and government officials. The goal is simple: encouraging SMBs to discover growth opportunities and connect with potential investors and partners.

A/B testing

Sales Pop!

AUGUST 14, 2024

As businesses increasingly rely on software applications for managing various functions (from customer relationship management (CRM) to supply chain management), integration becomes ever more essential for smooth operations and seamless data flows between systems, eliminating manual data entry while decreasing errors.

Service

Martech

DECEMBER 28, 2023

In my previous three pieces for MarTech, I focused on the overall trends , data quality and content/campaign governance. Dig deeper: 3 ways email marketers should actually use AI This piece focuses on the integration capabilities in customer relationship management (CRM) and marketing automation platforms (MAPs).

CRM

Salesforce

DECEMBER 2, 2021

People around the world rely on our customer relationship management (CRM) platform to keep their business running. An architect brings technology, people, and processes together using governance and expert communication and listening skills to ensure solutions truly meet the needs of the business. TAKE ME TO TRAILHEAD.

B2C

ConversionXL

OCTOBER 21, 2014

Watching the growth of digital analytics over the last several years has been both exciting and disturbing. This mindset, or something like it, is necessary to help key players within a business understand how data science & conversion rate optimization play a role to business growth.

Campaign

Highspot

MAY 3, 2024

It requires multiple teams including marketing, customer success, account management, and more to optimize the sales cycle and performance. Whether your revenue targets are at risk, you’re trying to turbocharge growth, or you’re looking to improve your bottom line, revenue enablement is for you.

Cross-sell

Highspot

NOVEMBER 9, 2023

Integration with CRM Systems The integration of digital sales rooms with sales tools like Customer Relationship Management (CRM) systems ensures that all interactions with prospects and customers are tracked, providing a 360-degree view of customer relationships. This ensures everyone is aligned and working together cohesively.

Objectives and Key Results

PandaDoc

FEBRUARY 28, 2025

A strategic revenue operations (RevOps) approach can help you optimize your end-to-end customer journey to maximize growth. 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.

E-commerce

Sales Hacker

NOVEMBER 15, 2017

Content Management System. Customer Relationship Management. Customer Relationship Management (CRM) is a system, set of practices, and associated technologies used to record, manage and analyze customer data and interactions, with the aim of improving customer engagement and revenue. Closed Won. Cold Email.

B2B

Highspot

NOVEMBER 7, 2022

It’s more than a purchase; it is an investment in your sales team’s ability to drive revenue growth. A sales enablement tool should enable go-to-market (GTM) teams to support the sales team with content, training, coaching, and analytics — helping sellers provide a stellar buying experience and ultimately drive revenue growth.

Government

PandaDoc

FEBRUARY 28, 2025

Silos are a thing of the past when it comes to operational efficiency and revenue growth. RevOps is designed to unify operations across all of these teams to drive predictable and sustainable revenue growth. Simply put, RevOps is all about driving revenue growth for your business. PandaDoc enables growth.

Objectives and Key Results

PandaDoc

FEBRUARY 28, 2025

It promotes growth and expansion, helps sustain, pays salaries, and so much more. Chances are you have something called a Customer Relationship Management ( CRM ) software to organize and collect sales data. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy. In a certain world, yes, thats sales.

Legal

Search Engine Land

JUNE 26, 2023

I will always find one or more people at the executive level, including someone I report up to (either directly or up a level or two), and try to get support from other teams (it could be the Director or VP responsible for content, engineering, growth or digital marketing).

Process

Salesforce

JANUARY 8, 2024

Businesses collect a lot of it, but they don’t always know how to manage it. That’s where data management and harmonization come in. They bring together data from multiple sources — think your customer relationship management ( CRM ) and order management system s — to provide a holistic view of all your business activities.

Angle

PandaDoc

APRIL 25, 2023

This can include training on product features and benefits, sales techniques, objection handling, and customer relationship management. Secondary research involves analyzing existing data sources, such as government reports or industry publications. Use of PandaDocs services are governed by our Terms of Use and Privacy Policy.

Territory

PandaDoc

FEBRUARY 23, 2024

All you need to do is zoom out, see the bigger picture and start looking for long-term growth and expansion possibilities rather than focusing only on short-term conversion objectives. Below, we’ll discuss the impact that a robust opportunity management process can have on your bottom line. But opportunities can be much more than that.

Objectives and Key Results

PandaDoc

SEPTEMBER 4, 2024

In step with the explosion of AI integrations, such growth is no surprise considering the value document automation brings to sales reps. First, document management is streamlined: proposals, quotes, contracts, and invoices are generated more accurately and in less time. The global market for sales automation software was valued at $9.25

E-commerce

Lead Fuze

MAY 26, 2023

Discovering the applicable licensing regulations for your area can be done by consulting a trustworthy source like Realtor.com or checking your local government website. It should also include a customer relationship management system to help you manage your leads and clients.

Real Estate

Highspot

JULY 18, 2023

It’s not just a trend, but a catalyst for business growth through tough times and beyond. Let’s dive into all these details, including how you can leverage marketing expertise to support sales and significantly impact business growth. What is Marketing Enablement? This is where a single source of truth is invaluable.

Objectives and Key Results

Highspot

MAY 30, 2024

It ensures all customer-facing teams are equipped to provide a cohesive, consistent customer experience that maximizes growth. This, in turn, can help achieve 19% faster revenue growth and a 15% increase in profitability. A content governance framework can help maintain quality standards and alignment with brand guidelines.

Objectives and Key Results

PandaDoc

SEPTEMBER 4, 2024

Enter customer relationship management (CRM) software tailored specifically to accommodate the commercial real estate (CRE) market. A commercial real estate CRM is a type of customer relationship management software specifically designed to meet the needs of commercial real estate professionals.

Real Estate

PandaDoc

APRIL 21, 2023

A better way to secure your business’s future growth prospects is to prioritize accounts with the potential to bring in higher revenue down the road. More than growth, sustainability is crucial. Have a growth plan for each account. These plans must factor in each account’s uniqueness to maximize strengths and manage weaknesses.

Account management

Hubspot

OCTOBER 11, 2019

Growth opportunities for self-employed individuals vary greatly depending on the field of work. There are various options available for creating self-governed work. Implement a CRM — A customer relationship management platform ( CRM ) can be a valuable tool for keeping track of client information. Business Owner.

Contract