Martech

SEPTEMBER 12, 2024

That’s reflected here in the presentation of unified account views, based on data from marketing, sales and service clouds. A novel development, however, is the incorporation of data from back office sources including finance, contracts, product usage and supply chain. “What do we know about our existing customers?

Assembly Line 111

Assembly Line Contract B2C GTM 111

SaaStr

OCTOBER 23, 2024

At SaaStr’s AI Summit during the SaaStr Annual , René chatted with SaaStr CEO and founder Jason Lemkin about how BILL has reached half a million customers and $1.3B ’ Bill is approaching half a million customers, so has a good pulse on small businesses. There was an inflection point for BILL around 10k customers.

Customers 123

Customers Networking UX Engineering 123

Sales Hacker

JANUARY 7, 2025

Because I think when you start having the signal that, I’ve got a product market fit, I’ve got organic traction, I can win, I can keep my customer. They need to be able to, I would say, build services on top of the software. And it’s not my business to do, I would say, professional services.

GTM 117

GTM Sell Customers Cold Call 117

Salesforce

SEPTEMBER 19, 2024

Advanced Edition has all the same functionality as Growth Edition, plus additional features that help small businesses reach customers faster, optimize their journeys, and better understand their customers with predictive AI. You can also customize how individuals are distributed to different paths when testing journeys.

Territory 126

Territory Launch Growth Contract 126

Salesforce

JANUARY 8, 2024

You’ve heard the adage about salespeople telling a customer “Of course we can do that!” Sales contracts are vital to completing any business transaction. This guide will teach you how to draft a bulletproof sales contract. What you’ll learn What is a sales contract? ” to close a sale.

Contract 109

Contract Process Legal Real Estate 109

Martech

AUGUST 10, 2022

Contracts are complex for a reason. I’ve seen and heard of my share of contract gotchas. When you decide to churn from the vendor, does your contract allow you to keep and use the data you’ve pulled into your CRM or other systems after the relationship ends? Service-level agreements (SLAs).

Contract 113

Contract Contact Price Legal 113

SaaStr

JANUARY 15, 2021

25% of revenue from professional services may sound high, but it’s a fairly standard ratio in true enterprise software. Importantly, Qualtrics’ margins remain high so it’s not losing money on its services. Gross margins on services are about 35%. And isn’t it a bit unseemly to charge for services? It sure did to me.

Service 138

Service Contract Price Negotiate 138

SaaStr

APRIL 2, 2025

So Freshworks started off as a low-end Zendesk competitor (Freshdesk), but relatively early expanded into a whole suite of related products for service and support, and most of its growth today is fueled by its lower-end competitor to ServiceNow, it’s “EX” products. It’s one of the fastest-changing spaces in B2B.

Drivers/motivators 105

Drivers/motivators Contract B2B Growth 105

Veloxy

DECEMBER 21, 2021

Maximizes Selling Time : By automating non-selling activity, you’re giving your sales team more time to spend with their customers. By automating Salesforce, individual salespeople see a 124% increase in customer engagement ! This is where the real impact on revenue comes to play. inbox activity, content engagement, etc.).

Tradeshows 348

Tradeshows Contract Sales Contact 348

Martech

OCTOBER 21, 2024

Naturally, the client was upset, having paid a significant amount upfront for developing reports, assuming any custom coding was part of the original fee. The client took screenshots of the reports and canceled the contract. It’s your data, and any contract should ensure ownership stays with your organization, not the agency.

GTM 123

GTM Contract Clients Campaign 123

PandaDoc

MARCH 27, 2025

If youre looking to increase revenue without acquiring new customers, cross-selling is one of the best ways you can do that. Its all about offering complementary products or services so you can maximize every transactionall while improving the customer experience. Sounds like a win-win, right? How does cross-selling work?

Cross-sell 52

Cross-sell Sell Customers Legal 52

Salesforce

FEBRUARY 14, 2024

Are your service agents drowning in mundane daily tasks? Then your business might be a good candidate for customer service automation. Customer service automation isn’t a switch you simply flip. Our guide reveals how high-performing service orgs make it happen. If you’re thinking, Great! not so fast.

Service 98

Service Customers Contract Legal 98

Martech

SEPTEMBER 26, 2024

PR professionals protect brand reputation by handling crises, responding to customer feedback and capitalizing on opportunities. Unlike digital marketing strategies that can be somewhat standardized, PR campaigns need to be customized to connect with various audiences worldwide. Good marketing can take months to show results.

Territory 129

Territory Contact Pitch Cross-sell 129

Martech

DECEMBER 1, 2022

Sendoso, the corporate branded gifting service, this week announced the launch of a freemium offering, Sendoso Express. With no contracts, subscriptions or fees, it is aimed at the SMB market. Sendoso’s full offering supports the sending of a wide variety of gifts, not just cards, with customization and personalization available.

Launch 123

Launch Service B2B Contract 123

Salesforce

NOVEMBER 25, 2024

At Connections ’24 we announced that customers in the AMER region could access many of the features we were building out in Marketing Cloud Growth and Advanced Editions. In the Winter ’25 release, we are expanding new functionality in Account Engagement to all customers on Growth, Plus, Advanced, and Premium.

Cross-sell 64

Cross-sell Customers Territory Campaign 64

Search Engine Land

JULY 25, 2024

But if you fail to support brands or examine how your core customers’ needs evolve, you will likely jeopardize your medium to longer-term performance. Retention of the existing customer base should be prioritized. The most common definition is the total number of people who could possibly use a product or service. That’s great.

Campaign 108

Campaign Objectives and Key Results Price Finance 108

Martech

JULY 29, 2022

If not, is an API available for custom system integrations? What level of customer support is offered, and when is it available (i.e., Are professional services or support available for our transition to ABM? Questions to ask the vendors’ customers. How responsive is customer service? 24/7 vs. 8/5)?

Contract 119

Contract B2B Technology Technology 119

SaaStr

NOVEMBER 27, 2024

But what has changed in the last five years is that you have all now embedded financial services (Stripe, etc.) SMBs want the full stack, but there’s this misconception that you can layer on all these services, and because they’re integrated, people will use them all. For Mangomint customers, this software is their operating system.

Appointment 103

Appointment Contract Commission Niche 103

Sales Pop!

NOVEMBER 5, 2021

There are now several Cloud providers available, in addition to Amazon Web Services (AWS). We had tremendous failover services, load balancing, and backup systems. We needed multiple contracts with hardware and software vendors. At the time, there were very few providers of that kind of service. Why have we done so?

Pipeline 241

Pipeline Territory CRM Contract 241

Salesforce

OCTOBER 14, 2024

Agentforce is a suite of out-of-the-box AI agents — autonomous, proactive applications designed to execute specialized tasks — and a set of tools to build and customize them. Agentforce represents a quantum leap in AI automation for customer service, sales, marketing, commerce, and more. Transfer to human agent.

Engineering 128

Engineering Represent CRM Follow-up 128

Salesforce

AUGUST 15, 2024

Keep an eye on your financial progress, get a better understanding of your customer’s behavior, and use dashboards to track key performance indicators (KPIs) — all in real time. Remote, hybrid, and onsite teams can operate smoother, respond to customer needs quicker, and achieve better results with less effort. Back to top. )

Product 82

Product E-commerce CRM A/B testing 82

SaaStr

MARCH 23, 2025

Technical customers report that tasks that previously took weeks are now completed in hours. When Graham joined in February of last year, Codeium had approximately 200 customers generating low single-digit millions in revenue, combining self-service and enterprise annual contracts.

GTM 97

GTM Territory Pipeline Growth 97

Salesforce

NOVEMBER 21, 2023

Field service can help drive revenue growth by selling to your existing customers, also called upselling or cross-selling. We’ve found that 65% of mobile workers are successfully selling to existing customers. Let’s dig into each of these best practices for upselling and cross-selling in field service.

Service 105

Service Growth Cross-sell Appointment 105

Martech

FEBRUARY 21, 2025

Self-service mix model: This model supports organizations desiring granular control over model specifications, focusing on data scientist adoption and complex analytics. Dig deeper: Unlocking the full customer journey with advanced marketing measurement models Email: Business email address Sign me up! Processing.

Finance 116

Finance Drivers/motivators Technique Contract 116

Partners in Excellence

FEBRUARY 28, 2024

The commonality between the two of us is the obsession around helping customers solve complex problems and create great value. My obsession to provide Customer Value Written by Christian Maure r Dave, thank you very much for picking up the challenge. That’s how my obsession to provide customer value was borne.

Customers 139

Customers Contract Consult Up-sell 139

Martech

FEBRUARY 7, 2025

Contract timing My team once negotiated a contract with a new vendor where timing was critical. By collaborating with our procurement team, we negotiated a delayed contract start date while signing in time to secure the incentives. It also signaled that we valued them as partners.

Contract 102

Contract Non-Profits Hospitality Negotiate 102

Iannarino

JULY 19, 2021

Having established that your company was a perfect fit for the prospective client, the next step is to inform your prospective client about your products or services. At this point, you may or may not need to provide a presentation, but you will eventually have to provide your client with a proposal and a contract. Our Solution.

Conversion 333

Conversion Clients Sales Presentation 333

Hubspot

AUGUST 27, 2024

As a former salesperson in hyper-competitive industries like tech, telecommunications, and media, I’ve seen firsthand the importance of getting your product and service pricing approach right. It is pivotal for modern businesses implementing AI pricing strategies to adapt their pricing in real time to maintain customer loyalty.

Price 72

Price Profit margin Contract Retail 72

Hubspot

SEPTEMBER 6, 2024

Even when talks progress all the way to a signed contract, they will never be as engaged as they were in that initial moment when a problem arose and curiosity about your solution struck. No matter how compelling your product or service, each closed deal could be preceded by a dozen or more that never result in new business.

Closing 80

Closing Contract Technique Sales 80

Hubspot

NOVEMBER 12, 2024

In the end, it became one of the biggest contracts we had ever secured at that time. "As In one case, this approach reengaged a prospect who had gone silent for three months, leading to a signed contract within two weeks. A gentle approach and the option to end the conversation often encourage a response. “In

Prospecting 81

Prospecting Contract Follow-up Pitch 81

Sales Pop!

AUGUST 20, 2022

Recently, I had a planning session with a CSO from an HR services firm that had just landed their first large client, a Fortune 500 pharmaceutical company. I like to focus on five channels to account expansion – Organic Growth, Partnerships and Alliances, Family Tree, Alumni and Customer’s Customer. Think about it.

Growth 238

Growth Pharmaceutical Contact Referrals 238

Sales Pop!

OCTOBER 29, 2021

For Pipeliner, we have chosen a very safe environment with Amazon Web Services (AWS). This just cannot happen with SaaS companies, as their most valuable asset is their customer data. I am constantly amazed at the sheer number of emails I receive every week, offering me customer data from my CRM competitors. Keeping Data Safe.

CRM 245

CRM Pipeline Legal Government 245

Veloxy

JUNE 21, 2021

If you sell IT services, your cold calls could and should be different than a financial services consultant. While you will inevitably stray from your script to personalize your pitch for each customer, having a script gives you the structure and guidance that will propel you to success. Introduction. My intro is only 8 seconds.

Cold Call 298

Cold Call Objectives and Key Results Pitch Follow-up 298

Martech

SEPTEMBER 2, 2022

If you’re one of those shoppers (like me) who looks at the price first, deciphering customer data platform (CDP) pricing will frustrate you. A CDP that started as an email service provider might base its price on events, like emails sent, page views, clicks, etc. Their services. CDP pricing is complicated for two reasons.

Customers 117

Customers Price Contract Service 117

Salesforce

JANUARY 31, 2023

What kind of impact does equipment downtime have on your customers and your reputation? Prioritizing proactive field service can help you not only reduce operating costs but also keep your customers happier — and coming back. Discover how your company can be more proactive by checking out our latest field service guide today.

Service 98

Service Manufacturing Contract Electricity 98

Veloxy

AUGUST 6, 2021

These are calls where the deal gets moved across the line, contracts get signed and reps earn their commissions. If you continue to impart info on your services and products without a discovery call, then you’re most likely wasting both you and the buyer’s time. This usually depends on the lifetime value of your ideal customer.

Cold Call 328

Cold Call Pipeline Prospecting Follow-up 328

Search Engine Land

APRIL 11, 2024

Many local service clients struggle to track their success with Google Ads and understand the quality of leads generated. This article explores three ways to effectively track the performance of Google Ads lead gen campaigns for local service clients, including: Standard lead form tracking. All of those points are important, right?

Service 94

Service Campaign Clients Contract 94