Sales Hacker

APRIL 14, 2020

This week on the Sales Hacker podcast, we speak with Jessica Wilkeyson , Co-Founder and Principal at Alternate Route , a go-to market strategy and revenue operations consultancy based in New York. Take control with the DocuSign agreement cloud, a suite of tools that automates sales contracts and quotes ,all right in your CRM.

Contract 86

Contract CRM Consult Cross-sell 86

Sales Hacker

MAY 9, 2019

Create a 2-Page Contract and Get Mutual Commitment [TEMPLATE PROVIDED]. Here’s a simple example to begin with that covers the SDR, AE and Customer Success Manager (CSM) functions: Table 1. I usually recommend my clients consult with a local recruiter if they’re unsure of the expectations of the job market.

SQL 110

SQL Commission Customers Non-Profits 110

ConversionXL

AUGUST 27, 2019

Be careful about contracts you sign and team training you invest in. They can now deliver a lot of the same functionality, and your main decision-making factor could be the pricing model. Consult experts. And its data-layer functionality is versatile. I recommend thinking about it this way: “Tool X is collecting the data.

GTM 124

GTM X-functional CRM Technology 124

Sales Hacker

JANUARY 13, 2021

The licensee embeds the third-party software into its application to improve it by adding new functionality or features, or enhancing existing functionality or features. Resell arrangements are usually made with channel partners, consultants, and solution providers. Licensing OEM software. OEM deal structure.

GTM 89

GTM Negotiate Profit margin Contract 89

Sales Hacker

JULY 2, 2019

If your CRM doesn’t have this reporting functionality, you can export the data into an excel file and quickly get the average sales price from there. 2,000 x 10% = $200/lead. Contract Sent (90%). Average Lead Value. Total Number of Leads. Leads Needed = Desired Revenue / Average Lead Value. 100,000 / 200 = 500.

Price 101

Price X-functional Sales CRM 101

PandaDoc

APRIL 24, 2020

You might even consult the DocuSign pricing page to learn more about the product as you try to understand which plan is right for you. That, combined with our payment gateway, means that you can design proposals, quotes, contracts, and more from one place and send everything for signature via email or mobile app. Personal plans.

Price 59

Price X-functional CRM Follow-up 59

InsightSquared

JANUARY 12, 2018

While sales leadership may sign on the dotted line for new vendor contracts, the responsibility of onboarding, implementation and training falls on the sales ops team. Be sure to ask enough questions during the demo and evaluation phase about how X functionality would handle Y workflow. Lesson 3: Tool Does Not Fix Bad Process.

Transportation 54

Transportation X-functional Sales Contract 54

Sales Hacker

OCTOBER 19, 2018

Why pay for two very effective sales intelligence tools, when you can consolidate your already complicated tech stack into one, and spare yourself the wrath of having to ask your finance team to sign two contracts? Consultative selling is king. RELATED: The 2018 Sales Technology Landscape: Your Go-To Sales Tech Guide.

X-functional 74

X-functional Technology Technology Sales 74

Heinz Marketing

AUGUST 17, 2018

By Lisa Heay , Senior Marketing Consultant at Heinz Marketing. At some point or another in your usage of the tool, you’ll likely be faced with needing to cleanse your database to stay in compliance with your contract. It’s hard to know what you don’t know. they have in their CRM. Don’t do it. From address or Reply-to?

CRM 73

CRM Campaign X-functional Clients 73

Sales Hacker

JUNE 20, 2019

That tech served purposes like capturing leads directly from a website, automatically routing those leads to reps, increasing the volume of emails a human could send, enabling reps to make phone calls with a single click, and easily creating clean and crisp contracts for signature. Pay a consultant, or hire a firm. Data capture.

Quota 85

Quota X-functional Strategize Start-ups 85

Hubspot

MAY 12, 2023

Ali Schwanke, CEO of HubSpot consultancy Simple Strat , has hired several virtual assistants to assist her with tasks from researching speaking engagements to managing her inbox and posting on social media. Use phrases like, “I can’t do X, but what I can do is…” 17. How would you handle an angry client trying to reach your supervisor?

X-functional 90

X-functional Pitch Follow-up Clients 90

PandaDoc

FEBRUARY 27, 2023

If they agree, the deal is finalized by the signing of a contract. Maybe they need to hire your consultative services for an event or some other time-sensitive reason. That is, “Sure, we can give you a discount but we need you to sign the contract today.” Do you need this functionality or that?

Closing 52

Closing Contract Technique Referrals 52

PandaDoc

OCTOBER 13, 2022

With Zoho filling the space between small businesses and larger enterprises, hiring consultants may be warranted, as they’ll help guide your team’s journey toward fully uncovering all of the capabilities and strengths the software offers. Lead generation X ? Social media integration X ? Free version X ? Free version X ?

X-functional 52

X-functional Territory CRM Lead generation 52

Sales Hacker

DECEMBER 1, 2020

He talks about the journey of a marketer leading the entire revenue function on the path to CEO. Because what we found is that one of the low points of any customer experiences, the moment after the contract is signed, all the good will and momentum that you create in the sales cycle is lost. As everyone suddenly forgets your name.

Growth 84

Growth Contract Pipeline B2B 84

PandaDoc

MAY 8, 2023

Note: If you’re using Zendesk Sell, be sure to check out the PandaDoc x Zendesk Sell integration for even faster document creation. Check out this incredible story of a Confluence x PandaDoc API integration to see how two platforms working together can create an amazing experience.) Ease of use: 7.9/10 10 Ease of setup: 7.8/10

Service 52

Service Product Customers E-commerce 52

Sales Hacker

JANUARY 7, 2025

Well, what I wanted to dive into, because it’s a personal passion of mine, I’ve been in kind of a partnerships function for a while, at least while I was an operator at Outreach. If I look at one thing, we all think about consultative selling, about active listening. Fred Viet: That’s good. Scott Barker: Awesome.

GTM 119

GTM Sell Customers Cold Call 119

SaaStr

AUGUST 15, 2020

We’ve got a lot of training to do with our sales teams to get them to start to speak in these types of terms versus feature function. That doesn’t mean to say, you’re going to do away with the functions. It cannot work in the future because that isn’t how society functions. I mean, what do they do?

Retail 109

Retail Start-ups Drivers/motivators Up-sell 109

SaaStr

MARCH 10, 2020

We are not as fortunate as some of the folks in this room that if we sign a contract, regardless of how our customer feels about what they’ve bought, they’re going to continue paying. There’s generally no contract in place. We also didn’t try to build a lot of the centralized functions too early.

Government 110

Government Up-sell Contract X-functional 110

SaaStr

JULY 2, 2020

Kurt Muehmel: And so I’d gone through, I’d done my stint in consulting, ended up at a big four consultancy, felt that I needed to get away from that for many of the reasons that people get away from that, just the work life balance and so on. I’ve been consulting on environmental and sustainability topics.

Customers 119

Customers Contract Price Education 119

SaaStr

MARCH 12, 2019

Awesome revenue growth on the X axis, awesome revenue retention on the Y. It was all about getting the contract. Once you had the contract, all the servers were set up, you flew in your professional services people, it took six months to set it up, it took six months to train people, and the product sucked, but it didn’t matter.

Growth 106

Growth Cross-sell Contract X-functional 106

Salesforce

NOVEMBER 20, 2023

. “Tell them what you’ll cover in the call, but specifically, share a short value proposition of how you can potentially help them,” advises Marcus Chan , sales coach and president of Venli Consulting Group. The contract period is pretty long. Do you agree it’s a good solution for you?”

Objectives and Key Results 69

Objectives and Key Results Pitch X-functional Sales 69

SaaStr

AUGUST 26, 2022

X this year. You don’t have to do every single function to still get a customer. For all these types of categories, I know it’s trite, but you just have to find your 10 X feature that someone will buy. Maybe doesn’t have to send the contract out for his signature, but you never, ever, ever get the time back.

Quota 98

Quota Growth Product Closing 98

PandaDoc

MARCH 7, 2023

Typical actions that close a sale include final quotes, agreed negotiations, deposits, and the signing of contracts and other legal documents. Sales automation software or other solutions with eSignature functionality will help you close deals more quickly. What needs to happen to close deals will depend on the nature of your business.

Process 52

Process Objectives and Key Results Pitch Sales 52

SaaStr

MAY 10, 2019

231: Jason Reichl is the Founder & CEO @ GoNimbly, the first SaaS consultancy to focus on revenue operations. The first SaaS consultancy to focus on revenue operations growing 100 percent year over year. So I started my career on the business side of consulting in the sales force space. Jason Reichl: Yeah, absolutely.

X-functional 58

X-functional SQL Pipeline Go To Market 58

SaaStr

AUGUST 9, 2019

Prior to Kustomer, Vikas spent over 20 years implementing, consulting, marketing, and selling CRM and ContactCenter solutions with companies like LivePerson and Oracle. So one of the things that I did, pretty early on here as we knew we were going to scale the team, was I set up an enablement function. Harry Stebbings: Got it.

Finance 63

Finance X-functional CRM Engineering 63

SaaStr

NOVEMBER 2, 2019

How does your customer success and customer support functions change with the move to enterprise? A classic example is a Shopify selling to, let’s say, contract. * How does Krish think your customer acquisition and GTM strategy has to change with the movement from SMB to enterprise? That’s the beauty of that business.

Price 65

Price GTM Up-sell Product 65

Sales Hacker

APRIL 1, 2025

And, um, you know, the best sellers do a lot of active listening, um, do a lot of consultative selling. part of my career that you didn’t cover up front was I started six years at Ernst and Young as a consultant. I mean, you wanna talk about any reason to back out of the contract the reason why it happened? Two things.

GTM 64

GTM Up-sell Start-ups Growth 64