Salesforce

MARCH 12, 2025

AI agents are already doing it in customer relationship management (CRM) tools , just about everywhere. Assistive agents can help you tailor your offers to meet individual preferences, creating a better shopping experience that can drive sales. Assistive agents: Partially automated and require human oversight.

Represent

RingDNA

APRIL 11, 2025

The most successful sales managers are consistently tracking how busy reps are (in terms of dials, emails and other outbound touch points). As an example, there may be reps who spend less time on calls but are more efficient at booking meetings and moving deals forward. But it’s also essential to track which reps are most efficient.

Quota

Highspot

JULY 7, 2025

To meet rising buyer expectations and achieve predictable revenue growth, you need a smarter approach to ABS—starting with a revamped go-to-market (GTM) technology stack. For instance, Highspot’s AI-powered meeting intelligence enables smarter coaching to individual reps.

Sell

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. Get out there, build a network, meet people! Are real estate agents and realtors the same thing? Happy clients.

Real Estate

Salesforce

SEPTEMBER 10, 2024

Agents should have the same holistic view of customer interactions , via your customer relationship management (CRM) platform, as the sales, marketing, and account management teams. It also helps build a stronger brand that is committed to meeting individual customer needs.

Service

Hubspot

APRIL 9, 2025

Mark Donnolo , managing partner at business consultancy SalesGlobe, describes the role as a mix of leadership and hands-on strategy. I think of a managing partner as a first among equals, he says. Its the person thats leading the charge strategically. Power and Decision-Making Managing partners have real skin in the game.

Strategize

PandaDoc

MARCH 25, 2025

This stage can involve multiple meetings and additional stakeholders. Using a CRM for complex sales A customer relationship management platform (CRM) helps organizations centralize customer data. You can also gain more information on their budget and how soon they are looking to implement a solution.

Objectives and Key Results

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

Salesforce

MARCH 5, 2025

For startups and small to medium-sized businesses (SMBs) , the challenge often lies in managing those relationships efficiently as the company grows. Enter the customer relationship management (CRM) manager a professional dedicated to ensuring your CRM strategy and tools work effectively to support your business goals.

CRM

Salesforce

MAY 14, 2025

BI tools allow you to analyze customer behavior and preferences, helping you create targeted marketing campaigns, personalize customer experiences , and develop products that meet their needs. By automating routine data analysis, BI frees up time so your team can focus on more strategic tasks. The result?

CRM

Highspot

JULY 9, 2025

That’s why centralized platforms like Highspot are designed to meet SOC 2 Type II, ISO 27001, and GDPR standards. And, for manufacturing teams managing AI-specific risks, the NIST AI Risk Management Framework offers clear, practical guidance for deploying AI securely and responsibly.

Manufacturing

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). Meeting these rising expectations is the real challenge. Understanding these patterns can help you build a business that adapts, even when the market changes.

CRM

Sales Hacker

JUNE 24, 2025

The feedback from last week’s episode where we pulled back the curtain on a private episode from GTM Fund’s annual general meeting, a GM was incredible. Uh, our first two strategic, you know, senior AE hires and building that playbook, kind of coaching them on my, you know, how did founder lead sales? We just made.

GTM

Salesforce

FEBRUARY 24, 2025

Thats where software-as-a-service customer relationship management (SaaS CRM) yes, its a mouthful can make business easier. Software-as-a-service customer relationship management (SaaS CRM) is a cloud-based solution that helps small businesses manage customer relationships more efficiently. Back to top.)

CRM

Sales Hacker

JUNE 17, 2025

Just last week, we hosted GTM Fund’s first annual general meeting or a DM for short. At the A GM Annual general meeting, I hosted a session on scaling vertical SaaS with prolific leader Dennis Leaners. Now onto the episode. This episode is a special one, and you’ll learn tactical advice on scaling vertical SaaS companies.

GTM

Salesforce

OCTOBER 29, 2024

We already had Sales Cloud as our customer relationship management ( CRM ) software, and ServiceNow as our IT service management (ITSM) solution. Strategic roadmap. This was a huge shock — but as my company’s VP of global technical support, I quickly saw an opportunity to improve our technology. Integrations.

Service

Salesforce

MAY 15, 2025

In business, however, the focus shifts to extracting valuable information through strategic questioning. Customer relationship management (CRM) : A CRM brings customer data, interaction history, and communication logs together. It enables face-to-face communication for virtual meetings, presentations, and collaborative sessions.

CRM

Salesforce

NOVEMBER 11, 2024

For example, with Salesforce’s AI-powered customer relationship management (CRM) you’re getting your customer data ready to be used by an AI agent. It manages customer inquiries, schedules meetings, and predicts sales trends. This allows you to focus on what matters most — growing your business.

Real Estate

Salesforce

JANUARY 6, 2025

Sales teams can leverage AI-powered customer relationship management (CRM ) like Salesforce to boost efficiency. Improve product quality by using customer insights to better meet needs. Stay adaptable by quickly adjusting to meet changing customer needs. Turn data into clear, strategic reports for actionable insights.

Finance

Sales Hacker

FEBRUARY 4, 2025

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Casey Woo is the Founder and CEO of Operators Guild, an invite-only community for professionals in strategic finance and operations roles. Prior to Landing, he served as the Global Head of Strategic Finance at WeWork. That is so table stakes.

GTM

Salesforce

NOVEMBER 14, 2024

In today’s customer service, anticipating and meeting customer needs before they express them is the gold standard. Central to this system is a Customer Relationship Management (CRM) system, such as the Salesforce platform , which manages and analyzes large amounts of customer data.

Trust

Salesforce

JULY 28, 2025

Digital portfolio management : Bring all your channels under one roof, and flaunt your skills using link-in-bio tools such as LinkTree. Pro-tip : You can use a ‌ customer relationship management (CRM) tool to plan your social media strategy. Your ideal niche is where these three things meet.

E-commerce

Salesforce

APRIL 8, 2025

This is where a customer relationship management (CRM) tool comes in handy. On the other hand, the customer success team focuses on helping customers get the most value from your product or service to meet their goals. But doing it all manually can quickly become overwhelming.

Growth

Salesforce

MAY 13, 2025

To help navigate the digital landscape for small businesses, we sat down with Boon Lai, SVP of Growth Marketing at Salesforce, to discuss how artificial intelligence (AI) and customer relationship management (CRM) are helping businesses expand and scale. Dont miss out on his key takeaways and actionable tips at the end. Lets dig in.

CRM

Salesforce

APRIL 17, 2025

Employees spend a staggering 41% of their time on low-value and repetitive tasks , leaving them with less time to focus on strategic initiatives that could increase consumer satisfaction and drive sales. Agentforce, for example, uses AI to manage and nurture leads, providing personalized and timely interactions. Back to top.)

Objectives and Key Results

Salesforce

MARCH 3, 2025

Risk management: Spot potential revenue gaps early and plan ahead. Strategic planning: Set realistic goals for marketing, hiring, and product launches. Cash flow management: Avoid cash shortages with accurate startup revenue forecasts. As a result, you get better control over resources and meet your targets.

Angle

Salesforce

MARCH 25, 2025

It helps create new products, improve existing ones, and innovate to meet changing market demands and customer preferences. 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.

Real Estate

Salesforce

FEBRUARY 17, 2025

Here are some strategies that you can use to keep your work family close, feel welcomed and recognized: Strategize team meetings to know each other Team building doesn’t happen overnight. To do so, make time in your team meetings to get to know each other. This can help encourage participation and foster connection.

Teamwork

Salesforce

MARCH 31, 2025

Who are you excited to meet at the event? Having answers to questions like these can help you strategize better. For example, if you’re measuring a product’s performance, AI can A/B test it and see if it meets your specific, measurable, achievable, relevant, and time-based (SMART) goals. The good news?

A/B testing

Salesforce

MAY 28, 2025

Marketing AI : Give your marketing efforts a great boost with features like segmentation , end-to-end campaign management, real-time engagement tracking, and performance insights. AI CRM : Customer relationship management (CRM) gives you everything weve just listed, plus more. What is an AI Agent? Here’s how. Back to top.

Customers

Heinz Marketing

NOVEMBER 8, 2023

By Carly Bauer , Marketing Coordinator at Heinz Marketing At Heinz Marketing, we regularly talk about sales and marketing alignment– A strategic and collaborative approach in which a company’s sales and marketing teams work closely together to achieve common goals, increase efficiency, and improve overall business performanc e.

Meeting

Hubspot

JULY 29, 2022

Partner relationship management (PRM) is a key part of growth for scaling businesses in many industries, and teams who have built a partnership program know how quickly spreadsheets and manual outreach become too much to handle. Why is Partner Relationship Management Important? PartnerStack. Partner Deals Portal.

Relationship Management

Sales Pop!

AUGUST 14, 2024

Leveraging BI enables organizations to tailor offerings and marketing strategies specifically designed to meet these evolving client needs. Organizations can increase productivity by automating workflows and encouraging collaboration among staffers while giving teams time to focus on strategic initiatives rather than administrative duties.

Service

Salesmate

MAY 28, 2020

For many of us, project management and CRM (Current Relationship Management) are two distinct processes that are largely different from each other. The range of activities carried out under both these management disciplines tends to achieve a common goal, that is, to satisfy customers and stakeholders alike.

CRM

Sales Pop!

AUGUST 20, 2021

B2B company goal options: Organizing meetings with interested decision-makers, fitting the client profile; Encouraging leads “stuck” in the sales funnel to make a decision; Current customer receipt increase (e.g., EngageBay is a great platform for sales management at B2B SaaS companies. Website booking integration.

Inside sales

Sales Pop!

FEBRUARY 23, 2024

When all of these are implemented, it provides unparalleled benefits to organizations, including: Improved customer satisfaction and loyalty A holistic approach means consistently meeting and exceeding customer expectations. Set up a unified customer data management. Develop joint training and development programs.

Service

Veloxy

AUGUST 23, 2023

Understanding AI Sales Tools AI sales tools are designed to automate tasks, provide data-driven insights, and optimize efficiency throughout the sales process, thus enabling sales teams to dedicate their time to more strategic activities. They come in two primary categories: automation and insights.

E-commerce