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! What you’ll learn: What is proactive customer service?

Trust 105

Trust Service Customers Appointment 105

Hubspot

MARCH 13, 2025

And even with revenue up in 2024 , reps are still struggling to meet their sales goals. In addition, I reached out to other sales experts to hear what they had to say about setting and meeting revenue goals so you can take home some best practices from their experience. Table of Contents What are revenue targets?

Meeting 66

Meeting Pipeline Quota Sales 66

Salesforce

JUNE 4, 2025

Walk into any customer service floor and you’ll hear conversations like this: “Sarah’s AHT is killing our SLA, but her CSAT scores are solid, so let’s check her FCR before we panic.” If youre in the customer service industry, youre immersed in the language of customer service acronyms.

Service 52

Service Customers Customer Relationship Management Represent 52

Anthony Cole Training

MAY 1, 2025

Here is the definition of client centered selling given by AI: Client centered selling is a sales approach that prioritizes understanding and addressing the unique needs and goals of each customer, rather than simply promoting a product or service.

Clients 213

Clients Sell Promote Meeting 213

Salesforce

APRIL 10, 2025

The goalposts in customer service are always shifting. To stay ahead, your service strategy must evolve and thats where agentic AI, specifically Agentforce , can reduce time to value and increase self-service outcomes. Before you can define an AI strategy, you need to understand your organizations service strategy.

Service 106

Service Cross-sell Appointment Drivers/motivators 106

Salesforce

AUGUST 6, 2024

To see what a day in the life of such an AI enterprise might look like, let’s travel to the year 2028 and visit Sandstone Services, a fictional 37-year old mid-size company in Minnesota providing home maintenance services. It can do this by comparing meeting summaries against the company’s broader objectives.

Real Estate 128

Real Estate Non-Profits Click Through Rate CRM 128

Salesforce

OCTOBER 3, 2024

This is in contrast to traditional inventory management methods, which involve keeping a large stock of unsold inventory, on hand in order to meet customer demand. If demand for a product increases, a company may not be able to produce enough of the product to meet demand. Can your suppliers meet your quality standards?

Manufacturing 111

Manufacturing Transportation Technique Meeting 111

Martech

AUGUST 6, 2024

How do these shifts in behavior impact a more complicated service like insurance? That means the right message, or the right service, over the right channel impacts referrals and grows brand appreciation. Sometimes, as a brand, we meet people on their darkest day.” Food, personal items and even cars are ordered through a screen.

Promote 119

Promote Trust Service Referrals 119

Sales Gravy

NOVEMBER 7, 2024

The staffing industry presents unique challenges, as selling intangible services such as staffing solutions requires resilience and the ability to manage client skepticism. Early in a sales career, working weekends, making countless cold calls, and attending numerous meetings is essential.

Cold Call 101

Cold Call Clients Trust Up-sell 101

Martech

DECEMBER 11, 2024

He had previously overseen the Unify communications software and services sweet at Atos and came to Mitel when it acquired Unify last year. Healthspan was interested in the virtual agent to help meet its contact center challenges. “We have a 55-seat customer service center at Gosport on the south coast of England.

Customers 115

Customers Contact Service Represent 115

Martech

SEPTEMBER 11, 2024

Customer success (which comes in many flavors, from customer service to account management), is in charge of customer satisfaction and sometimes renewal. Often, customer feedback and service data are not shared widely. Product management is in charge of anticipating and meeting customer’s emerging needs.

Cross-sell 113

Cross-sell Customers UX A/B testing 113

Martech

JANUARY 15, 2025

For marketers looking to meet customers where they are , social media cant be overlooked. Customer service on social media We dont know what shape TikTok will take in the U.S., This creates an opportunity for marketers to boost customer service on social in the new year. as the date for a likely ban approaches.

Niche 117

Niche B2B Service Retail 117

Martech

DECEMBER 6, 2024

Frame AIs conversational intelligence allows marketers to pull insights from unstructured data in emails, calls, meetings and other communications. Today, HubSpot announced an agreement to acquire Frame AI, an AI-powered conversational intelligence company.

Conversion 120

Conversion CRM Technology Technology 120

Martech

JANUARY 3, 2025

We will get around to providing all the services you need. iPaaS as a solution Integration platform-as-a-service set out to ease those challenges by providing cloud-based tools designed to automate the integration and orchestration of martech applications. Meet your friendly AI agent. But let’s not overlook iPaaS.

Government 121

Government Campaign Service Meeting 121

ClickFunnels

MAY 6, 2025

A video sales letter funnel (VSL) uses long-form video to sell products or services. Memberships Membership funnels are a smart way to attract people to paid subscription services or members-only sites. Giving people the option to try a product by signing up is a strategic way to get them in front of your product or service.

Growth 130

Growth Strategize Sales Contact 130

Salesforce

OCTOBER 30, 2024

Agentforce is Salesforce’s suite of tools, services, and actions to help companies quickly build and deploy such agents. 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

Partners in Excellence

FEBRUARY 12, 2025

But when I started looking at the performance, I realized, despite consistently meeting the goals, the number of qualified leads this person was developing was about the same as his peers. It was a professional services company selling complex service offerings. But one person consistently beat the goals.

Gaming 120

Gaming Contract Pipeline CRM 120

Heinz Marketing

SEPTEMBER 24, 2024

Its AI-driven analytics help SDRs focus on leads that are showing active interest in your product or service. Chili Piper automatically routes qualified leads to the right SDR and books meetings based on SDR availability. Once a prospect selects a time, the meeting is automatically booked, and reminders are sent out.

Objectives and Key Results 104

Objectives and Key Results GTM CRM Follow-up 104

Martech

AUGUST 14, 2024

To meet these user demands, Google introduced two new requirements for senders concerning unsubscribes. There are steps marketers can take on their end to make sure they are in good standing with Google, Yahoo and other services. First, senders need to provide an easy one-click unsubscribe link in the body of the email message.

Campaign 124

Campaign Start-ups Follow-up Customers 124

Martech

JULY 25, 2024

Meetings often involve stakeholders from different departments, so focusing only on key decision-makers may overlook the broader buyer group journey. With your sales and CRM teams Before you align your tech targeting processes to different buyers, ask your selling teams who they tend to see at meetings. What is a buyer group?

B2B 133

B2B Legal CRM Lead generation 133

Iannarino

SEPTEMBER 28, 2023

For as long as anyone can remember, salespeople open a first meeting with a ploy to create credibility. What followed was, and still is for many, positioning the company’s product of services. To execute this tactic, the salesperson will start the conversation by talking about their company.

Trust 296

Trust Clients Meeting Service 296

ClickFunnels

JUNE 3, 2025

Defined Buyer Profiles The first step in attracting customers to any business or service is to define your target audience. Any insight you gain will help you better meet their needs and solve their problems. Help them get the most from their purchase, listen to their feedback, and show them how your product or service works.

Trust 130

Trust Follow-up Campaign Sales 130

Martech

OCTOBER 25, 2024

Example : Send a thank-you message a few days after the transaction, then follow up a week later, asking how the product or service is working for them. Use an automated sequence to ask for reviews when it matters most — right after someone’s had time to enjoy your product or service.

Appointment 122

Appointment Follow-up Contact Start-ups 122

Martech

OCTOBER 22, 2024

Industry Depending on your product or service, certain industries will be a better fit than others. Conversely, lower points should be given to leads outside your service area. If your product or service is tailored to enterprises, assign higher scores to leads from larger companies. Negative scoring can help with that.

Cross-sell 124

Cross-sell Lead generation GTM Territory 124

Martech

JANUARY 7, 2025

Since its launch at the Dreamforce conference in September 2024, Salesforce Agentforce changed the conversation around AI, customer experience and customer service. Shortly after the launch, Salesforce announced it was hiring more than 1,000 employees to meet the demand for Agentforce.

Launch 129

Launch Represent Engineering CRM 129

Martech

JULY 31, 2024

Meets requirements. Large companies may lack the agility to easily “turn the container ship” to address emerging or embedded customer service concerns. It’s no wonder that many service organizations have built entire playbooks around serving core audiences. The factors are, in order: Quality of support. Ease of doing business.

B2B 128

B2B Customers Drivers/motivators Referrals 128

Sales Gravy

OCTOBER 24, 2024

Many companies in this space have dedicated sales teams and hefty goals, and pipeline velocity can be the difference between meeting targets or falling short. They want to move deals through quickly to meet their goals, but at the same time, they need to maintain a high level of quality.

Pipeline 98

Pipeline Launch Sales Up-sell 98

Veloxy

JANUARY 19, 2022

While some salespeople at companies like Amazon Web Services and ServiceNow can leverage their company’s recognition during the first cold call, most salespeople need to inform and intrigue the potential buyer in very little time. Get ready to impress more buyers and get more meetings. Meeting booked! It’s not an easy task.

Cold Call 358

Cold Call Territory Quota Up-sell 358

Martech

JULY 16, 2024

But to persuade prospects to take meetings, it helps, to say the least, if they have some awareness of the brand. It’s not new that Pipeline 360 offers content syndication capabilities aimed at driving demand for products and services. Brand building can get lost in the push to achieve revenue goals.

Pipeline 102

Pipeline Launch B2B Meeting 102

ClickFunnels

JUNE 24, 2025

Consider a website with navigation menus, service pages, blog links, contact forms, and social media buttons. Step 1: Choose Your One Main Offer Pick the service or product that solves your customers’ most urgent problem. Remove your menu, ‘About’ section, service pages, blog links, and contact information.

Conversion 130

Conversion Contact Follow-up Up-sell 130

Veloxy

DECEMBER 9, 2024

The average American spent over $77,000 on goods and services in 2023, according to the U.S. Generate reports showing which team members are updating their records and meeting data-entry standards. Share these reports in team meetings to foster healthy competition and provide visibility into individual contributions.

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

Heinz Marketing

AUGUST 9, 2024

Use AI to Improve Customer Experiences AI can enhance customer experiences by providing quick and efficient service. This omnichannel approach ensures that customers receive the same high level of service regardless of how they choose to engage with your brand.

E-commerce 116

E-commerce Campaign Follow-up Trust 116

Hubspot

JULY 30, 2024

As a B2B salesperson for companies like IBM and Open Text, scheduling in-person meetings or phone calls was often challenging, regardless of my prospect or client’s industry or business size. Be so inspired by your email that they contact a competitor that offers similar products or services. Share proof your offer is what you claim.

Closing 85

Closing Quota Healthcare Tradeshows 85

Search Engine Land

JULY 25, 2024

The most common definition is the total number of people who could possibly use a product or service. An example of a postponable is a TV streaming service or magazine subscription. Expendable products and services will likely impact local SEO more than other sectors. Talk to your sales team regularly.

Campaign 108

Campaign Objectives and Key Results Price Finance 108