Partners in Excellence

MAY 24, 2012

I’m venturing into a little different area than what I normally write about, but I have a real passion for software and technology. A large number of our clients are technology companies—hardware, software, and services companies. It’s not about the technology. Over time, all of this became irrelevant.

Customers 116

Customers Technology Technology Up-sell 116

Salesforce

APRIL 20, 2023

Over the past few years, the California Privacy Rights Act (CPRA) and other new laws have changed how businesses can use data to personalize interactions with consumers. The California Consumer Privacy Act (CCPA) introduced equivalent rights for California residents in 2018. residents to whom these rights apply.

Legal 96

Legal Cross-sell Represent Trust 96

Martech

OCTOBER 18, 2021

Last week, David Raab of the CDP Institute emphasized that CDPs are a specific kind of technology built for specific purposes. states (the EU’s GDPR, California’s CCPA) are making data sharing and usage more regulated. Technologies are evolving at a faster rate to connect with customers in an ever-changing world.

Campaign 119

Campaign Legal Trust Engineering 119

Martech

NOVEMBER 15, 2021

These vendors are on the front lines of dealing with changes to privacy regulations and technology shifts, so they are building solutions with the strength to weather a cookie-less future where users are in control of their own data. In addition to its NYC headquarters, the company has offices in Sacramento, California and Australia.

Strategic partnership 119

Strategic partnership Strategize Clients Hospitality 119

Cience

OCTOBER 6, 2020

Technographic Data – Includes analysis of web-based technology and apps installed, usually those on a website. Here’s an example – Location (United States, California), Titles (CEO, VP of Technology), Company Size (51-200 workers), Main Keyword (Marketing Agency). Read the case study. Sales decisions change all the time.

B2B 105

B2B Lead generation Contact CRM 105

Martech

DECEMBER 7, 2021

As an operations expert, you know that acquiring technology that isn’t a good fit for your use case or the people who need it is a recipe for shelfware nobody uses. For example, research shows that sales organizations with less than 75% CRM adoption have noticeably lower win rates and quota attainment. Image courtesy CSO Insights.

Legal 105

Legal Quota Technology Technology 105

Martech

FEBRUARY 24, 2022

Westlake Village, California-based CallSource was founded in 1991. Infinity serves brands in the automotive, financial services, leisure, healthcare, education, professional services, technology, communications, utilities and real estate markets, as well as agencies that serve them. CallSource. A CallSource dashboard (via CallSource).

E-commerce 98

E-commerce Healthcare Real Estate Appointment 98

Heinz Marketing

MAY 14, 2024

This could include Google Analytics, Adobe Analytics, CRM systems, etc. Data sources are integrated from various sources, including website analytics, advertising platforms, CRM systems, and third-party data sources, to create a unified view of customer interactions. Ensure proper tracking implementation to accurately capture data.

Customers 103

Customers E-commerce Campaign Drivers/motivators 103

Martech

OCTOBER 31, 2022

Technology is developing exponentially. Now couple this technology growth with the ever-changing face of marketing where technology is having a profound impact. IT: OT – Operational technology DNS – Doman name system MWB – Malwarebytes PGP – Pretty Good Privacy. A look at IT and marketing data’s relationship. in 2021.

Technology 116

Technology Technology Growth Government 116

Martech

JANUARY 30, 2023

After all, you have a CRM in place and obtained permissions and opt-ins for your email marketing. The industry is changing I’ll discuss government regulation next, but the marketing technology industry itself is making big changes — in some cases amounting to self-regulation. Understand how their customer data is sourced and used.

Customers 119

Customers Government Trust CRM 119

Salesforce

APRIL 25, 2023

Data analysis and emerging technologies 2. Last year, Salesforce launched the Accelerator for Nature , providing nonprofits with philanthropic funding, technology, and pro-bono support to pursue big ideas and scale climate programs. Project management 3. Multi-cultural literacy 4. Communication and collaboration 5.

Strategize 98

Strategize Relationship building Technology Technology 98

Veloxy

MAY 11, 2023

Renowned for its cutting-edge customer relationship management (CRM) capabilities, Salesforce empowers businesses to unleash their sales potential. Stay agile and adaptable, embracing new technologies and industry trends. Prepare to be inspired!

Pipeline 130

Pipeline Gaming CRM Prospecting 130

Hubspot

DECEMBER 14, 2022

By 2025 (and beyond), many people will still rely on banking cards to make payments , especially now that banks are issuing cards enabled with Tap to Pay technology. In early 2020, e-commerce giant Amazon announced its new contactless payment technology, Amazon One. Mobile Wallets and Payment Apps.

E-commerce 92

E-commerce Retail CRM Launch 92

Heinz Marketing

AUGUST 24, 2023

If your ideal prospects are marketing leaders in mid-sized technology companies located in California, then your demographic elements should include title, company size, industry, and state. Other common factors could be annual revenue, technologies used, job role, etc.

Follow-up 70

Follow-up Technology Technology Start-ups 70

Heinz Marketing

JUNE 26, 2019

If your ideal prospects are marketing leaders in mid-sized technology companies located in California, then your demographic elements should include title, company size, industry, and state. Other common factors could be annual revenue, technologies used, job role, etc.

Follow-up 72

Follow-up Start-ups Prospecting Technology 72

Sales Hacker

MAY 21, 2020

” You have to be as good at disqualifying quickly as you are at qualifying, so that you ensure that, number one, anything you put into the CRM, into the pipeline is clean, relevant, and realistic data, and you don’t need a lot of fluff in there. A lot of ghost information in the CRM is not helping your cause. Do we buy it?

Sell 130

Sell Pitch Up-sell Meeting 130

Hubspot

NOVEMBER 27, 2024

Tip #5: Teach the Tech Stack Dialing numbers sounds simple, but tools like your CRM and autodialer will add a lot of complexity in addition to the functionality they bring to your cold calling campaigns. Teach your reps to use these technologies effectively, identifying shortcuts and best practices that can save time and increase efficiency.

Cold Call 41

Cold Call Appointment Sales CRM 41

Salesforce

AUGUST 15, 2023

See how it works Quickly respond in a crisis Let’s meet Alex, a skilled software developer at a technology company that provides a range of services to its customers. The company stores comprehensive customer data in its CRM, including essential client information like contact details, purchase history, and support interactions.

E-commerce 52

E-commerce Legal CRM Represent 52

Heinz Marketing

JANUARY 21, 2019

“Spend more marketing dollars, hire more sales people or cut costs, and that just couldn’t be sustainable over time because we now have so much more data as we were just talking about the CRM systems and technologies is far advanced is where it was five or even 10 years ago.”. It may be a critical one.

Pipeline 70

Pipeline Growth Sales Technology 70

Lead Fuze

OCTOBER 6, 2021

Technographic — Involves an analysis of web-based technology and applications that have been installed, typically those found on a website. If your sales are dependent on the lead’s existing technology stack (such as integrations or competitors), or if you are a software-managed services provider, this is a must-have.

Lead generation 52

Lead generation Objectives and Key Results Contact Customer Relationship Management 52

SaaStr

NOVEMBER 26, 2019

As everyone left to work for an investment bank in California or New York that summer of ’99, I went to work at a startup in Ann Arbor. We had custom CRM apps for the Weight Watchers group, scheduling systems for optical chains, inventory management for car dealers. Now, we did really cool stuff at this startup.

Inside sales 107

Inside sales Sales Up-sell Pipeline 107

Lead Fuze

SEPTEMBER 30, 2021

However, with the emerging technologies, companies are hosting webinars and workshops online. Also, having a good CRM would prove to be very essential to lead generation for accountants. Among the technologies that can be helpful and lead generation for accounting firms: HubSpot. Conferences (related to their niche).

Lead generation 52

Lead generation Niche Objectives and Key Results Strategic partnership 52

Salesforce

MAY 13, 2024

Miscellaneous : This includes licenses, permits, legal fees, signage, technology, and accounting software. Set up your CRM software To enhance your marketing efforts and grow your small business, try customer relationship management ( CRM) for Small Business. Everything else — liability insurance, repairs, maintenance, and dues.

Legal 52

Legal Government Launch Finance 52

Heinz Marketing

JULY 20, 2020

Matt: I’m born and raised on the West coast, grew up in California, live outside of Seattle now. And some of the thunder bangers coming through, especially at night, could be a little terrifying, but also for a kid growing up in California, where a lot of fun. But I grew up in the upper Midwest.

Pipeline 100

Pipeline Sales Up-sell Inside sales 100

SBI

JULY 14, 2021

ZoomInfo (NASDAQ: ZI), a global leader in modern go-to-market software, data, and intelligence, today announced it has agreed to acquire Chorus.ai , a leader in Conversation Intelligence with the industry’s most advanced technology. It is the only solution with reliable in-room, multi-speaker separation.

Conversion 34

Conversion Legal Contact Finance 34

SaaStr

JULY 15, 2020

And yet, as you’ve talked about all, look at what’s happening in California. There are some companies that are technology companies that have to do work with them and do target them but that’s not the meat and potatoes of most companies. Let alone the Datadog and the Shopify guys and the Zooms. How do you find deals?

X-functional 72

X-functional E-commerce Growth Retail 72

Spiro Technologies

MAY 31, 2023

Transcript Adam Honig: Now, I’m listening to your accent, Graham, and I’m definitely thinking Southern California. Graham Stewart: California. Adam Honig: So, we were talking earlier about how you go to market with this and you’re licensing the technology to manufacturers. Do I have that right? Put it that way.

Manufacturing 52

Manufacturing Up-sell Process Start-ups 52

Sales Hacker

SEPTEMBER 8, 2020

Ways to use technology to help you sound less automated [26:01]. ” In terms of the technology, I don’t have the ability to build this technology. The Continent of Europe with GDPR, the State of California with privacy regulations. Ways to use technology to help you sound less automated [26:01].

Meeting 80

Meeting Consult Start-ups Campaign 80

Heinz Marketing

MAY 13, 2019

Matt: So you’re in Northern California. Karen: Yeah, so maybe it’s just starting at the top and probably what’s well known to most people in the sales and marketing space is there’s a fundamental flaw in the design of the CRM system that doesn’t allow leads and accounts to talk to each other.

Pipeline 54

Pipeline Objectives and Key Results Sales B2B 54

Cience

MAY 7, 2019

Since you’ve just licensed the technology on which your product is based, you don’t have many experts in your industry who know about your company and how it can help them. They need to see your technology in action for a couple of years. You can use your own company for this game or enjoy the story based on our clients’ experience.

Appointment 58

Appointment Hospitality Lead generation Sales 58

SaaStr

MAY 14, 2023

All right, so Nicolas, Paris is also a big city… Daniel : No offense to the California people here. Each of those steps, there are lots of different technologies our customers want to use. We add value to helpdesk systems, to CRM systems, to e commerce systems and then things just go from there. I love you.

Price 111

Price Start-ups Up-sell X-functional 111

SaaStr

SEPTEMBER 4, 2020

I’ve been in software since the ’90s and for over 20 years, nearly that entire time, we’ve been talking about digital transformation, developing strategies, architecting new technologies, and moving beyond digitization to rethinking our businesses, our products, and our services in a way that’s optimized for a digital world.

E-commerce 74

E-commerce Cross-sell Start-ups Up-sell 74

Heinz Marketing

SEPTEMBER 9, 2019

We usually start by talking about the beach drizzle next to Paul out there in Southern California. And the only reason I say that is because, at one point, three, five years ago, we would build a lot of inside sales or SDR-type teams in these high-velocity environments and for most of those environments they were in the technology sector.

Pipeline 60

Pipeline Inside sales Sales Education 60

Cience

MAY 7, 2019

Since you’ve just licensed the technology on which your product is based, you don’t have many experts in your industry who know about your company and how it can help them. They need to see your technology in action for a couple of years. You can use your own company for this game or enjoy the story based on our clients’ experience.

Appointment 40

Appointment Hospitality Lead generation Sales 40

Salesforce

DECEMBER 9, 2021

Consider the following verification scenario: Holder – Ellen Suzuki, customer, ABC Wholesale Group Verifier – ABC Wholesale Group Issuer – The California Immunization Registry. Elllen’s pharmacy uploads her immunization records and recent COVID-19 test results to the California Immunization Registry.

Trust 98

Trust Government Hospitality Drivers/motivators 98

Partners in Excellence

JULY 31, 2012

It may be a text message with a quick update on something, it may be messages we pass back and forth on our CRM system. When I’m in my California office (however seldom) I start my day very early in the morning with calls to Europe, the Middle East and Africa–catching clients, prospects, and colleagues in their afternoon.

Meeting 108

Meeting Clients Start-ups CRM 108

Sales Hacker

SEPTEMBER 21, 2021

Set a new standard for sales productivity and performance by switching to a phone system that’s best friends with your CRM. Paula: Lilt has proprietary technology in the field of translation technology. There have been customers initially who are skeptical about using automated technology. The second is technology.

Territory 81

Territory Finance B2C X-functional 81