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Maximizing sales efficiency with deal desk software

PandaDoc

Deal desks can incorporate large teams of relevant stakeholders within sales, finance, product marketing, product management, legal, customer success, and more as needed. Professional services : consulting firms and other large, complex professional services with many moving parts in the contract process.

Legal 52
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HubSpot’s December releases: A manager’s guide

Martech

This is especially helpful for teams using Slack’s free plan, where older messages disappear and for important transaction-related communications between teams that need a date-stamped record, e.g., when a client cancels a contract. Does your finance team use QuickBooks?

Finance 115
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Choosing the Right Sales Motion for Your Business (28 Real-World Examples)

Sales Hacker

The best sales teams don’t just sell — they keep customers happy and drive serious upsell, cross-sell, and expansion revenue. This is where a sales rep physically meets a potential customer to discuss needs, budgets, volumes, prices, requirements, timelines, and other contract details. ACV and $17M ARR.

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CPQ: What it is and Why You Need it

Sales Hacker

And these manual processes take sales reps away from their most important activity: selling. Let’s take a closer look at each word: Configure: Configuration of products and services ensures that what you provide is actually available, meets the buyer’s needs and specifications, and can be delivered according to the agreed-upon contract terms.

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RevOps Career: How (and Why) to Find the Right RevOps Job

Sales Hacker

It may take days before the rep can actually send a contract for signature. The director of customer success brings her Salesforce report to a cross-functional meeting with sales and marketing leadership. Creates processes to enhance cross-functional collaboration between sales, marketing, and customer success.

Finance 117
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How I Leveraged the Crypto Boom to Close My First Multi-Million-Dollar Deal

Salesforce

Add to that, the company had previously signed a three-year contract with Slack for several thousand users, and five months later, it had blown past that allotment. Their contract was originally in our mid-market segment, but they outgrew our segment lines, which brought them into our enterprise team. Reimagine the selling experience.

Closing 98
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The 7 B2B website essentials: What customers want

Martech

Sell, close. You may not be selling online end-to-end, but surely you can enable pieces of the journey, like quotes, purchase orders, contract pricing, channel partner support, order approvals, cross-sell and upsell, licensing, renewals, reactivation, winback, etc. Motivate interaction. Capture visitor data.

B2B 118