PandaDoc

FEBRUARY 28, 2025

A strategic revenue operations (RevOps) approach can help you optimize your end-to-end customer journey to maximize growth. Marketing, sales, and customer success departments are all aiming for a common goal: to drive revenue. Want to drive more reliable profit for your organization?

E-commerce 52

E-commerce Objectives and Key Results Contract Pipeline 52

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 66

Angle Healthcare Technology Technology 66

Highspot

MAY 30, 2024

It ensures all customer-facing teams are equipped to provide a cohesive, consistent customer experience that maximizes growth. In fact, Gartner predicts that around 60% of enablement functions will focus on empowering these teams by 2026. This includes templates, scripts, presentations, and objection-handling guides.

Objectives and Key Results 52

Objectives and Key Results Cross-sell Education Objection handling 52

Highspot

JANUARY 30, 2025

Key Takeaways Automation in wealth management involves using artificial intelligence (AI), machine learning, and robotic process automation (RPA) to handle repetitive tasks and manage data efficiently. By 2026, 90% of finance functions will use at least one AI-enabled solution.

Finance 52

Finance Clients Relationship Management Technology 52