Salesforce

AUGUST 24, 2021

It should come as no surprise that at Salesforce, we live and breathe CRM – customer relationship management. Acceleration of digital adoption has dramatically escalated the importance of relationships – the “R” in CRM – like never before. Read The State of CRM. Look to your CRM to become more resilient.

CRM 98

CRM Finance Customer Relationship Management Technology 98

Sales Hacker

JUNE 3, 2021

Because I had found success with the CRM I was using, I decided to use the same software I had built the landing page with as a CRM for my sales efforts since it collected all the basic prospect information I sought. Which meant it was clear I used the wrong CRM for my use case. Their role at the company. A way to qualify them.

B2C 109

B2C CRM B2B E-commerce 109

Veloxy

OCTOBER 29, 2021

This turns a sales rep who spends too much time on non-selling activity into a trusted advisor that spends the majority of their time on customer engagement. This includes tools designed to reduce the administrative burden on revenue operations and reps by automating non-selling activities. How is AI Changing Sales?

Sales 223

Sales Non-Profits CRM Pipeline 223

Martech

SEPTEMBER 16, 2024

Increase cross-sell and upsell revenue by 25%. Field marketing: Enhancing event follow-ups Integrate event management tools with CRM to streamline lead capture and post-event follow-ups. Use case: Use mobile event apps for real-time engagement, capturing feedback and integrating it with CRM for immediate action.

Go To Market 63

Go To Market Objectives and Key Results A/B testing Territory 63

Hubspot

NOVEMBER 22, 2023

That's where Customer Relationship Management (CRM) software comes in. A well-implemented CRM empowers you to understand your customers on a deeper level and deliver experiences that make each individual feel like a VIP. CRM Tips and Tricks 1. Wouldn’t you want to make your customers feel valued?

CRM 78

CRM Cross-sell Customer Relationship Management Drivers/motivators 78

Cience

DECEMBER 1, 2020

These strategies include optimizing onboarding, quality customer service, using customer feedback, effective change management, and more. The CRM: A Key Customer Retention Tool. Your CRM stores all data about your customers. Manage Change Effectively. Optimize your CRM to personalize interactions.

CRM 96

CRM Technique Customers Campaign 96

Hubspot

NOVEMBER 7, 2023

Your business is growing, and spreadsheets are getting frustrating to manage. You know you need a CRM, but there are hundreds of CRMs and hundreds more features available. This CRM best practices guide will walk you through how to evaluate a CRM, from how it will help your business and how to map your needs to core features.

CRM 78

CRM Contact Contract Objectives and Key Results 78

Veloxy

MARCH 23, 2023

Let’s now review three unique types of selling quotas : activity quotas, revenue quotas, and profit quotas. Selling activity quota This type of quota measures the number of activities performed by sales reps within a specific timeframe. It can also help sales reps prioritize higher-value deals over lower-value deals.

Quota 246

Quota Profit margin Non-Profits Teamwork 246

PandaDoc

MARCH 25, 2025

If youre selling a cup of coffee, the options are relatively simple. Take buying a CRM, for example. Closing the deal is just one step; ensuring customer success and fostering long-term relationships requires ongoing work. Identifying upsell and cross-sell opportunities to drive continued revenue growth.

Objectives and Key Results 52

Objectives and Key Results Contract Legal Sales 52

Hubspot

NOVEMBER 21, 2023

Customer Relationship Management tools (CRMs) have become a critical tool for organizations of all sizes. They serve as a central hub for managing customer data, tracking interactions, and fostering meaningful relationships. However, merely having a CRM isn't enough. How to Optimize Your CRM 1.

CRM 77

CRM Customers Cross-sell Customer Relationship Management 77

Salesforce

OCTOBER 9, 2023

With the proliferation of data, AI, CRM, and trust, there’s never been a better opportunity for this innovation. Similar to the move from on-premise software to cloud, this next evolution of generative AI will rely on real-time connected, harmonized, and trusted data from within and external to CRM. Tech stack consolidation.

CRM 126

CRM Cross-sell Trust Sales 126

Salesforce

APRIL 2, 2025

These insights offer an opportunity for sales teams to tailor their outreach and identify upsell and cross-sell opportunities. Fewer touchpoints to conversion imply that the product is able to sell itself, reducing reliance on heavy sales efforts. The data may also reveal areas for product or service improvement.

Product 86

Product Territory Sales Price 86

Sales Hacker

DECEMBER 4, 2020

That’s what selling without a sales dashboard is like. Most customer relationship management (CRM) tools have the built-in ability to create dashboards for your team. Most customer relationship management (CRM) tools have the built-in ability to create dashboards for your team.

Pipeline 136

Pipeline Cross-sell CRM Sales 136

Martech

JUNE 13, 2024

Integrated ad formats These platforms provide a seamless integration of various cross-device ad formats, from display and video ads to native and sponsored content. They own the inventory, sell and serve ad placements, report on their performance and do not share data with other systems.

Cross-sell 122

Cross-sell Customer Relationship Management Campaign Relationship Management 122

Salesmate

MARCH 27, 2020

Yes, we are talking about CRM (customer relationship management) software. The modern smart customer relationship management suites and their automation features bring all these data on a single platform. Having a 360-degree customer view allows businesses to boost their relationship. Customer’s present.

Customers 123

Customers CRM Contact Customer Relationship Management 123

Martech

JUNE 28, 2022

HubSpot now offers a suite of applications: customer relationship management (CRM), customer experience, operations and content management software (CMS), in addition to marketing automation. HubSpot also continues to add customers; 8,200 were onboarded in Q1. Get the daily newsletter digital marketers rely on.

Customers 98

Customers Customer Relationship Management Cross-sell Territory 98

Highspot

APRIL 9, 2025

Whether its a commercial banker structuring a mid-market loan or a relationship manager preparing for a portfolio review, your team needs to move fast. Meanwhile, version control and access logs keep everything audit-ready, while CRM integration ensures nothing falls through the cracks. Clients expect quick answers.

Government 52

Government Relationship Management GTM Clients 52

SaaStr

FEBRUARY 17, 2023

They discuss how Fox helped build a churn-fighting, upselling, and cross-selling machine that continues to generate revenue. Because Fox was the VP of Relationship Management at Brex for a few years, he had an up-close view of this particular shift in focus at Brex in its earlier stages. Set Up Tracking Processes.

Cross-sell 98

Cross-sell Customers Relationship Management Up-sell 98

Miller Heiman Group

MAY 30, 2018

If I were to ask you to name a type of sales enablement software, chances are good that CRM would be the first tool to come to mind. In this post, we’ll explore why a mature enablement discipline demands a solid CRM foundation, but it doesn’t end there. CRM is Must-Have Foundation for an Effective Sales Enablement Strategy.

CRM 65

CRM Technology Technology Cross-sell 65

Veloxy

AUGUST 23, 2023

AI Sales Tools offer features for email deliverability, analytics & forecasting capabilities, CRM optimization, training & coaching opportunities as well as advertising/marketing automation to maximize revenue generation. These tools help sales teams stay organized, prioritize tasks, and manage their sales pipelines more effectively.

E-commerce 130

E-commerce Represent CRM Customer Relationship Management 130

Score More Sales

DECEMBER 16, 2011

Putting the Social Into CRM Predictions for 2012. Having a sure-fire repository, or “catch-all” place to help support your business growth was the original purpose of a CRM system quite a few years ago. Let’s look at an old definition, the challenges with CRM, and some predictions for 2012. So what is next for CRM?

CRM 69

CRM Objectives and Key Results E-commerce Cross-sell 69

Salesforce

APRIL 29, 2022

This works whether you sell and deliver energy or act as the delivery system on behalf of a third-party. A customer relationship management (CRM) system designed for the energy and utilities industry creates a single source of truth. A CRM also connects customer-facing apps with existing back-office and billing systems.

Technology 98

Technology Technology Customers Cross-sell 98

Salesforce

JUNE 14, 2023

Let’s face it: Hard sells and flashy demos can be effective ways to close. Not only will this help you build trust, which makes it easier to sell , but it will open the door to long-term relationships that can lead to upsells and cross-sells. But not always. These features aren’t just nifty toys.

Gaming 95

Gaming Cross-sell Referrals CRM 95

Martech

FEBRUARY 25, 2022

They also integrate seamlessly with many third-party CRM and other point solutions to offer extended capabilities. Budgeting and planning leverage marketing, CRM and finance systems to measure, track and optimize marketing performance. This includes cross-channel, multi-touch and multi-wave campaigns.

E-commerce 117

E-commerce B2C Manufacturing Hospitality 117

Salesmate

DECEMBER 4, 2020

One handy way of ensuring the best services for any business is using a Customer Relationship Management software that enables timely services as well as personalized experience for their customers. What does CRM stand for in Financial Business? This has led to more use of CRM solutions in financial services as well.

CRM 52

CRM Service Finance Customer Relationship Management 52

Veloxy

AUGUST 31, 2023

And while you can always push a product for the sake of selling it, you’ll only sell it once. Embrace sales technology and analytics Sales technology is among the biggest facilitators that help managers solve the biggest problems that come with outside sales. Remember – data is good, but sales analytics make it great.

Outside Sales 130

Outside Sales Pipeline Inside sales Cross-sell 130

Veloxy

APRIL 11, 2023

It helps eCommerce companies personalize communications, upsell/cross-sell, and reduce cart abandonment rate. Data enrichment, analysis, and applications: With AI, you can add data from outside sources to a company’s database (usually a CRM) and efficiently organize and use it. Intelligent data updating.

Pipeline 130

Pipeline Sales CRM Price 130

Veloxy

FEBRUARY 22, 2023

Field sales, also known as outside sales , is a method of selling that involves sales representatives who engage with potential customers in person, typically outside of an office setting. They usually travel to meet with clients in person and build relationships, often resulting in long-term partnerships. What is field sales?

Represent 130

Represent Objectives and Key Results Sales Inside sales 130

Salesmate

OCTOBER 4, 2021

The answer to these pain points is a versatile sales CRM software. In this sales CRM guide, you’ll find extensive information on every challenge faced by sales teams and how customer relationship management software plays a vital role in it. What is a sales CRM software? Table of contents. Sales training.

CRM 52

CRM Sales Pipeline Contact 52

The 5% Institute

OCTOBER 1, 2020

This gap may be needing more information about what you sell, finding solutions to their problems and pain points , and of course selling and serving new and current clients. Team selling is working with other departments to leverage intelligence, data, and relationships to open new relationships, and close more sales.

Consult 105

Consult Cross-sell Sales Real Estate 105

Martech

MARCH 4, 2024

Marketing can focus on strategies to increase CLV, such as personalized cross-selling or upselling campaigns, targeted retention efforts, and loyalty programs. Customer Relationship Management (CRM) System: A CRM system helps manage customer data, interactions, and relationships.

Customers 107

Customers Objectives and Key Results Manufacturing CRM 107

Veloxy

MAY 24, 2023

Conversion Rate Optimization Sales Training and Enablement : Provide your sales team with comprehensive training and resources to improve their selling skills. Maximizing Deal Size Upselling and Cross-Selling : Identify opportunities to upsell or cross-sell additional products or services to your existing customers.

Objectives and Key Results 130

Objectives and Key Results Pipeline Pharmaceutical CRM 130

Heinz Marketing

JUNE 30, 2023

A high repeat purchase rate indicates customer loyalty and satisfaction, highlighting the success of customer-led strategies and the potential for cross-selling or upselling opportunities. Utilize customer relationship management (CRM) software, analytics tools, and surveys to gather data that provides valuable insights.

B2B 111

B2B Growth Customers Cross-sell 111

Salesmate

MAY 13, 2021

Salesmate CRM integrates with Pandadoc and keeps everything in one place. A review and follow-up sequence will begin to sell other products and services potentially. A review and follow-up sequence will begin to sell other products and services potentially. You can consider other products and services that you can cross-sell.

CRM 97

CRM Contract Referrals Follow-up 97

Highspot

MAY 3, 2024

It works to enable each channel and stage of the sales cycle that drives revenue growth, including marketing, customer success, account management, and more. The goal is to simplify the complexities of today’s selling environment and create a smoother experience for buyers and sellers. Why Do You Need Revenue Enablement?

Cross-sell 93

Cross-sell Technology Technology GTM 93

The 5% Institute

FEBRUARY 12, 2020

This gap may be needing more information about what you sell, finding solutions to their problems and pain points , and of course selling and serving new and current clients. Team selling is working with other departments to leverage intelligence, data, and relationships to open new relationships, and close more sales.

Consult 98

Consult Cross-sell Sales Real Estate 98

PandaDoc

FEBRUARY 5, 2024

CRM, short for customer relationship management, is an approach to managing customer data that helps you maintain close relationships and drive better results. Having the right CRM software is essential to achieve this. As customer relationships grow, spreadsheets become limiting. The key to CRM?

CRM 52

CRM Gaming Contract Objectives and Key Results 52