PandaDoc

OCTOBER 3, 2023

When visitors of travel agencies’ websites inquire about beach vacations, the chatbots provide instant package details, check availability, and book consultations with travel agents — all that the first-line support had done in the past. The sessions were facilitated by an external consultant to ensure unbiased feedback.

Process 52

Process Objectives and Key Results X-functional Sales 52

Hubspot

JUNE 22, 2022

Sound customer relationships are the foundation of any viable, productive business — having direct sway over how your business functions and grows. If your business doesn't handle its finances in-house, you need to establish tight, productive relationships with whoever does. Be a consultative, educational resource.

Legal 78

Legal Relationship building Contact X-functional 78

Hubspot

OCTOBER 1, 2021

However, a fifth of CRM users want slightly more advanced functions: sales automation, a central database, email marketing, customization, and reporting/analytics. Over 50% of CRM buyers are in one of four markets: real estate, consulting, distribution, and insurance. CRM growth will come from new markets. These include: Healthcare.

CRM 86

CRM Objectives and Key Results X-functional Pipeline 86

SalesHandy

JUNE 29, 2021

B2B(Short for Business to Business) sales is a function of B2B product sales(i.e. Your sales function requires a certain volume of B2B Sales leads to pursue periodically, so a fraction of them can convert and buy from you towards the end. What is B2B Sales? selling products to other businesses). B2B Sales Principles.

B2B 98

B2B Cross-sell X-functional Follow-up 98

Heinz Marketing

MAY 16, 2022

So if you start loving prospects and customers, understanding their pain points and needs and really trying to help them through the process and be consultative in that way, you’re setting yourself up for a good relationship longer term, I think. I’m a big believer in cross-functional alignment. Matt : Yeah.

Pipeline 91

Pipeline Referrals X-functional Cross-sell 91

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.

GTM 80

GTM Negotiate Profit margin Contract 80

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 63

X-functional Technology Technology Sales 63

Sales Hacker

SEPTEMBER 29, 2020

We’ve got two sponsors, the first is Sapper Consulting. Sapper Consulting makes it easier though, because they built Regie. He has his own dedicated implementation and vetting function sales ops. Vishal Sunak : just constant backfill of functional areas with more experts. It’s not that easy.

Contract 112

Contract X-functional Objectives and Key Results Legal 112

Sales Hacker

JUNE 9, 2020

The finance world wasn’t scratching the itch, though, so he decided that he just had to be in sales. He and I talk about his background in sales, but also about how he started off in the finance world as a private equity analyst at Merrill Lynch Capital Partners before deciding that he just had to be in sales. Incredible company.

Finance 84

Finance X-functional Pipeline Territory 84

SaaStr

JULY 15, 2020

X and it’s not [inaudible 00:20:29]. I mean, there’s a couple public companies, several private companies, but it had step function. What I mean step function, I’ll give you some real numbers. Stanford Hospital went from roughly 1700 telemedicine consults a day to 74,000 a day. So massive step function.

X-functional 62

X-functional E-commerce Growth Retail 62

SaaStr

OCTOBER 29, 2019

I was on the product team and saw this opportunity for us to work more cross functionally across the company and focus heavily on retention and monetization. It was written by some of the partners from a premier pricing consultancy called Simon and Kutcher and it’s one of my favorite pricing books. First is assigning an owner.

Price 40

Price X-functional Cross-sell Drivers/motivators 40

SaaStr

DECEMBER 17, 2019

Companies that have access to more accurate financial data have the ability to develop seamless exchanges of information, providing consumers with improved ways to manage their finances. So, as a consumer, the way that you interacted with your finances in the web pre-Plaid was doing a variety of manual processes. Zach : Yeah.

Finance 57

Finance X-functional Non-Profits Launch 57

Sales Hacker

MAY 26, 2020

This week on the Sales Hacker podcast, we speak with Peter Wooster , a 25-year veteran of technology sales and executive management who is now running his own consulting firm, Wooster Advisors. He was Chief Revenue Officer for Marin Software and now he’s running his own consulting firm called Wooster Advisors.

Prospecting 101

Prospecting E-commerce Account management Up-sell 101

SaaStr

AUGUST 9, 2019

To date they have raised over $113m in financing from some of the best in the business including Tiger Global, Battery Ventures, Boldstart, Canaan, Cisco, and Redpoint, just to name a few. 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.

Finance 54

Finance X-functional CRM Engineering 54

Salesforce

JANUARY 22, 2024

And if you work in the legal or healthcare fields, AI can help analyze and research contracts or help interpret MRIs and X-rays, respectively. Jobs in healthcare, finance, graphic design, and more will evolve thanks to the assistance of smart AI. “AI Not all new AI jobs will be as obvious as those in engineering or data-related fields.

Healthcare 122

Healthcare X-functional Engineering Technology 122

ConversionXL

JANUARY 28, 2020

What about specific skills to the job—doing X analysis, using Y tool, familiarity with Z marketplace? Do they stand up and disagree when everyone else in the room is just nodding their head? Can they talk to each group on their level? Does what they say add value or just make you feel good? Developer experience in Looker is a strong plus.

Growth 70

Growth X-functional SQL UX 70

Salesforce

SEPTEMBER 16, 2024

Businesses can capitalize on this need by using a fixed subscription model with a monthly allocation of X units. Instead of it being a sales-led process, you need to involve stakeholders throughout the organization — sales, product, accounting, finance, and legal. Learn how Revenue Cloud can help.

Price 52

Price Electricity E-commerce Finance 52