Salesforce

JANUARY 31, 2024

As an illustration, I used to sell appointment-scheduling software — a single-function solution for easier meeting set-up. Sales Cloud , for example, offers a suite of features that address many sales pain points, such as sales team collaboration tools, pipeline management tools, and forecasting tools.

Networking 59

Networking Cross-sell B2C Negotiate 59

Gong.io

JULY 27, 2022

Territory plans. As the account manager or customer success manager, you’re leading this meeting, meaning it’s on you to prepare a thorough agenda, and provide access to all the required data. Set an appointment for the next QBR. Expansion opportunities. A week in advance is generally a good timeframe. Conclusion

Objectives and Key Results 62

Objectives and Key Results Cross-sell Clients Strategize 62

Cience

FEBRUARY 21, 2020

You can implement it for advertising regional promotions or with the help of location-specific content, draw the attention and offer a personalized experience. For instance, when CIENCE crafted a landing page for Own The Room , it resulted in 8,04% conversion rates and 2 additional appointments per month on average.

Campaign 79

Campaign B2B Objectives and Key Results Contact 79

Capterra Sales & Marketing Software

JANUARY 21, 2022

Device Compatibility: Screenshot: Agile CRM offers functions such as appointment scheduling, project management, sales gamification, contact management, reporting, lead scoring, lead prospecting, and 360-degree contact management. Trial/Free Version: Free Trial. Free Version. Value-for-money rating: 3.8. Read reviews.

Customer Relationship Management 52

Customer Relationship Management Relationship Management CRM Price 52

Hubspot

AUGUST 24, 2023

Image Source What We Like Viva Sales automates time-consuming administrative tasks such as data entry, email follow-ups, and appointment scheduling. The platform aggregates forecasts across multiple dimensions, such as reps, regions, channels, and product lines, providing valuable insights for sales planning and execution.

Negotiate 69

Negotiate Objectives and Key Results Represent Trust 69

PandaDoc

SEPTEMBER 21, 2022

Instead, it’s all part of your everyday process, and that makes deal management easier than ever before. Powerful free and low-cost plans Full sales, marketing, and support suites Intuitive, drag-and-drop opportunity management Appointment scheduling Customized milestones generation. Key features. Salesforce CRM. Key features.

CRM 52

CRM Pipeline Sales Territory 52

PandaDoc

APRIL 25, 2023

You can integrate calendars so that you will never miss an important appointment or call back. The system lets you set tasks and appointments (separate from your calendar integration), as well as providing ready-to-use dashboards and the ability to track and record all calls and text messages. Difficult to manage B2B relationships.

CRM 52

CRM Sales Pipeline Appointment 52

SBI

NOVEMBER 7, 2019

Cirrus Insight is pleased to announce the appointment of Sean Piket as Vice President of Revenue. Revegy, a leading provider of strategic account management technology, is proud to announce the addition of David Keil to its Board of Directors. Territory Optimization. Prospect Engagement. Industry News. Sales Enablement.

Customers 20

Customers Tradeshows Technology Technology 20

Sales Hacker

JULY 17, 2019

Knowing the “rule” is that the best Individual Contributor is NOT always the best manager, I asked him why he thought I would make a good leader, because I thought I was a bit too self-centered for the job. You’ll take some burden from your manager and establish yourself in the minds of your peers as a leader.

Promote 97

Promote Quota Sales Consult 97

The Lost Book of Sales

JULY 12, 2021

This is potentially a lose-lose situation threatening both the quality of the vendor’s work and the fabric of the relationship, and it requires careful account management including frequent contact at the executive level. Appoint a subcommittee to make the target market selection.

Cross-sell 52

Cross-sell Niche Objectives and Key Results Price 52

Hubspot

SEPTEMBER 4, 2024

These roles equipped me with excellent resources for managing my “book of business” in my assigned industry and territory. As a business development representative for an enterprise software company, I had a geographic territory and business size parameters to work with. It’s best not to name or shame those businesses.

Territory 74

Territory Objectives and Key Results Drivers/motivators Appointment 74