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Maximizing sales efficiency with deal desk software

PandaDoc

Key Features: Workflow automation : set up who is on your team, what their role is, and hook integrations with your CRM, proposal management system, and contract management software. Professional services : consulting firms and other large, complex professional services with many moving parts in the contract process.

Legal 52
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Customer Retention, Whose Job Is It Anyway?

Partners in Excellence

We may measure them on retention, we may have goals for growing the business with our existing customers through cross sell, upsell, expanding our relationships. The legal department creating contracts that are unreadable or make every problem the “customer’s risk.”

Customers 124
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Complex sales CPQ: Accelerating sales cycles and eliminating bottlenecks

PandaDoc

If youre selling a cup of coffee, the options are relatively simple. Identifying upsell and cross-sell opportunities to drive continued revenue growth. When creating enterprise contracts, I have sat down for upwards of 45 minutes just double-checking the math on the many line items. Take buying a CRM, for example.

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Understanding Transactional Buying

Partners in Excellence

There are 1000’s of articles about transactional selling. The collective wisdom of most of those posts can be summarized as follows: “Transactional selling sucks!” Others say that it is all going the way of the web and e-procurement, so there is really no “selling opportunity.” ” It does!

Contract 113
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9 Sales KPIs Every Sales Team Should Be Tracking

Salesforce

Here’s an example: Joy’s Toys, a toy manufacturer, is focused on growth but doesn’t have a clear target KPI for lead generation that incentivizes reps to keep their pipelines full. Annual contract value (ACV) What it measures: The average sales amount of a customer contract over the course of a year.

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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.

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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.