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. Are real estate agents and realtors the same thing? Short answer: No. Theyre similar but different.

Real Estate 64

Real Estate Non-Profits Strategic planning Education 64

Salesforce

APRIL 8, 2025

No matter how small your business is, some teams are non-negotiable. This is where a customer relationship management (CRM) tool comes in handy. Heres what your team needs to focus on: Keep a record of the income, expenses, and profits so you always know where your money is going.

Growth 94

Growth Finance Non-Profits Repeat business 94

Salesforce

MARCH 3, 2025

A Deal Desk is a cross-functional team that streamlines the closing of sales complex and non-standard deals, handling everything from quote to cash. A CPQ can automatically do this, ensuring all adjustments are aligned with pricing strategies and profitability thresholds.

Legal 59

Legal Contract Finance Non-Profits 59

PandaDoc

MARCH 29, 2024

Key takeaways A deal desk is a cross-functional team assembled to oversee opportunity qualification, solution and proposal development, and negotiation stages of a sales process. Each team member’s position in the deal desk is clearly defined: responsibilities, types of deals they manage, roles in the sales process, etc.

Process 52

Process Non-Profits Negotiate Legal 52

Highspot

FEBRUARY 28, 2024

Optimize Customer Relationship Management (CRM) Data CRM data management is the backbone of successful sales operations. Problem-Solving Skills Sales operations managers need strong problem-solving skills to analyze issues, such as declining sales figures and operational bottlenecks.

Non-Profits 52

Non-Profits CRM Teamwork Sales 52

PandaDoc

MAY 25, 2021

Category: Customer Relationship Management (CRM). Customers of Atlassian have included organizations like NASA, the Daily Telegraph, and the non-profit Code.org. Automated reminders and real-time in-platform editing for clients and employees alike help keep negotiations running smoothly and quickly. Salesforce.

Contract 52

Contract Non-Profits Territory Clients 52

PandaDoc

MAY 25, 2021

Category: Customer Relationship Management (CRM). Customers of Atlassian have included organizations like NASA, the Daily Telegraph, and the non-profit Code.org. Automated reminders and real-time in-platform editing for clients and employees alike help keep negotiations running smoothly and quickly. Salesforce.

Contract 52

Contract Non-Profits Territory Clients 52