Martech

JULY 30, 2024

However, as they grow, they must shift toward more structured, data-driven strategies and employ suitable tools to monitor customer behavior and campaign performance. Once your business reaches the scale-up phase, it’s important to adapt by implementing customer relationship management (CRM) systems and marketing automation platforms.

X-functional 111

X-functional Territory Customer Relationship Management CRM 111

Sales Pop!

NOVEMBER 5, 2021

Continuing in our series on Pipeliner CRM security, here is our path and reasoning. Today, we have our production infrastructure running in 4 AWS regions: Toronto, Sydney, Northern Virginia and Frankfurt. In our case, we retain customer data for a maximum of 35 days. Why have we done so? Original Data Center.

Pipeline 241

Pipeline CRM Territory Contract 241

Salesforce

OCTOBER 15, 2024

In short, sales invoices are like the friendly reminder that helps you stay organized, build trust with your customers, and manage your cash flow effectively. As a receivable transaction, the sales invoice prompts the customer for payment. What you’ll learn: What is a sales invoice? Learn how Revenue Cloud can help.

Finance 104

Finance Territory Price E-commerce 104

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

Martech

JULY 19, 2024

Can you think of a lot of companies that need a CRM or marketing automation platform today but don’t have one? The good news for martech vendors is the SaaS business model revolves around recurring revenue from subscriptions, so there’s a steady flow of cash coming from the customers. But save some blame for a maturing market.

Cross-sell 114

Cross-sell Growth CRM Up-sell 114

Adaptive Business Services

MARCH 5, 2025

We enter uncharted territory Should you decide to utilize Nimble to do email marketing, in all likelihood you will be sending these emails to contacts who are already in your Nimble database. These contacts are probably a mix of customers, prospects, vendors you name it. Are you thinking about a CRM?

CRM 71

CRM Click Through Rate Contact Service 71

Search Engine Land

AUGUST 14, 2024

Qualifying leads for ad platforms using CRM data. CRM or other database Everything you do in lead gen revolves around generating inbound queries. Something like a reCAPTCHA will drastically reduce the number of bots and spammers who end up in your CRM. Speak to your customers’ pain points before they bring them up.

CRM 116

CRM Campaign Niche Negotiate 116

Veloxy

DECEMBER 9, 2024

You’ve invested in Salesforce , hoping to streamline your sales process, improve customer relationships, and more. Implement strict data entry standards and regular audits to keep your CRM clean and reliable. Customize the interface to fit your sales process. Bureau of Labor Statistics. Why does this happen?

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

Martech

APRIL 14, 2025

Engagement in sales and commerce and social and relationships reflects the customer-facing mission. Sales Strong fit with sales and commerce: personalization, proposals and CRM support. Increased usage suggests a move toward more independent data use, which, while positive, is new territory.

Territory 81

Territory Government Legal A/B testing 81

Veloxy

APRIL 26, 2023

Salesforce is the leading CRM platform in the market, and it has proven to be the best choice for companies that deploy field sales teams. In fact, according to Salesforce’s most recent State of Sales report, 87% of field sales reps believe their organization takes full advantage of their CRM ( more than inside reps ).

CRM 130

CRM Territory Appointment Sales 130

Martech

OCTOBER 22, 2024

Geographical location If your business focuses on a specific geographic region or offers country-specific offerings, prioritize leads from those areas. Integrate persona-based data for effective lead analysis Personas are like the fictional characters of your ideal customers, crafted from real data and insights.

Cross-sell 119

Cross-sell Lead generation GTM Territory 119

Sales Hacker

SEPTEMBER 21, 2021

How to open a regional office. With over 35 years of sales and leadership experience, she’s an accomplished linguist and knows a lot about how companies should expand regionally to maximize growth. Set a new standard for sales productivity and performance by switching to a phone system that’s best friends with your CRM.

Territory 105

Territory Finance B2C X-functional 105

Salesforce

DECEMBER 17, 2024

If you could create your ideal customer in a lab, who would they be? What would make them so uniquely suited to your product or service that they become a lifelong customer? These are the questions an ideal customer profile (ICP) helps sales organizations answer. What you’ll learn: What is an ideal customer profile (ICP)?

Prospecting 52

Prospecting Customers Territory E-commerce 52

Veloxy

NOVEMBER 29, 2022

Field Sales Engagement is the process of engaging prospects, leads, and customers in face-to-face meetings. It’s a fundamental process in field sales because customers are looking for face-to-face consultations and conversations with their vendors. This is especially true after a hiatus of sorts during Covid. Send Drip Campaigns.

Territory 246

Territory CRM Sales Contact 246

Salesforce

JANUARY 9, 2025

Sales acceleration is a collection of strategies using automated tools and workflows to help sales representatives move leads through the end-to-end sales pipeline faster, engage with customers more effectively, and close more deals in less time. Improved customer experience Every customer wants to feel valued by the organization.

Closing 98

Closing Represent Territory Lead generation 98

Sales Hacker

FEBRUARY 12, 2021

A simple CRM can’t handle this level of complexity. It might sound like a simple task, but choosing an enterprise CRM solution is difficult. That’s why we compiled a list of some of the most popular enterprise CRM solutions out there. What is an enterprise CRM software? Enterprise CRM vs. SMB CRM.

CRM 118

CRM Territory Price E-commerce 118

Hubspot

SEPTEMBER 9, 2024

During my time as a sales rep, building a lead list was one of my first activities when I took on a new sales role, territory, or industry vertical. Many organizations may closely meet your company’s ideal customer profile (ICP) criteria and warrant sales reps to proactively reach out to them.

Territory 83

Territory Cold Call SQL Campaign 83

Salesmate

MARCH 23, 2021

You are already aware that a CRM would be the viable option to invest in for the growth of your start-up, but you aren’t sure how it’ll be beneficial to you, especially at such an early stage of your business. To understand how a CRM can help your business, you first need to understand what a CRM platform is.

CRM 116

CRM Cross-sell Tradeshows Up-sell 116

Martech

OCTOBER 13, 2021

He kept calling it a CRM. Does the difference not matter in some regions? I was reminded of this when I spoke to Andy Pitre at HubSpot about the upgrades to their CRM announced at Inbound this week. Andy agreed that CDPs are addressing much the same challenges that the HubSpot CRM developments are designed to address.

CRM 113

CRM Healthcare Drivers/motivators Territory 113

Martech

AUGUST 7, 2024

While you need to have voices from your technical, HR and legal teams, you must surround these protectionist voices with parties interested in creating value, such as sales, marketing, customer success, sales enablement, product and more. This approach is the current state, and we see confusion, low adoption and lack of impact.

B2B 123

B2B Objectives and Key Results Legal Territory 123

Veloxy

FEBRUARY 28, 2022

While you can manually add multiple stops ahead of time using Google Maps, there are missing route planning features that are key to helping field salespeople hit quota and exceed customer expectations. What would it mean to you if you could integrate Google Maps or Waze with Salesforce or another CRM? Here’s why.

Territory 221

Territory Gambling Quota Commission 221

Salesforce

MARCH 13, 2025

The total addressable market, or TAM, refers to the total number of customers who could possibly use your product or service. This is why TAM is expressed as either the number of customers or as potential revenue. Learn more The importance of finding your TAM Your TAM indicates the size of an opportunity for revenue or new customers.

Minimum Viable Product 100

Minimum Viable Product Strategic planning Territory E-commerce 100

Martech

FEBRUARY 20, 2025

Anyone who has sold to a large, multi-site, or multinational enterprise has had one of the customer’s locations that is incredibly loyal to your brand, but another only buys your competitor. Some accounts may behave consistently across a single business unit or division, while others may show consistency across a region.

Objectives and Key Results 97

Objectives and Key Results B2B CRM Territory 97

Sales Pop!

NOVEMBER 18, 2021

The main goal is to get their contact information to keep in touch and turn interested visitors into loyal customers. In this article, we will take a look at the features of both paid and free lead generation tools that will help increase the conversion rate of website visitors into potential customers. Pipeliner CRM.

Lead generation 245

Lead generation A/B testing Referrals CRM 245

Sales Pop!

JUNE 13, 2022

Just look at the fact that we have so many categories of sales functions: sales labeling, sales execution, sales CRM, sales marketing, sales engagement, and many more. We therefore must develop systems that can deal with this complexity as we have done with Pipeliner CRM. Increasing Pipeliner CRM Functionality.

Pipeline 234

Pipeline CRM Angle Sales 234

Martech

APRIL 11, 2025

Were hearing a lot from these larger up-market customers within the SMB that theyre feeling just as overwhelmed with all of these changes, Angela DeFranco, VP and general manager of product for Marketing Hub, told MarTech. However, AI can also help provide relief by eliminating busy work and automating routine processes.

Territory 85

Territory Government Account management Contact 85

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

SEPTEMBER 16, 2024

Compare that with a traditional industry player that uses martech to deepen customer relationships and create exceptional experiences. Whether it’s targeting specific regions, industries or customer segments, martech’s role is to act as a bridge between business objectives and customer engagement.

Go To Market 63

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

Veloxy

JUNE 13, 2022

Managers can optimize territory management and prioritize field rep travel plans to shorten the sales cycle. Here are the most popular features of Salesforce Maps along with a corresponding testimonial: Territory Planning : Visualize your account location intelligence to optimize territory assignments—eliminating the need for spreadsheets.

Territory 182

Territory Price Appointment Technology 182

Martech

MARCH 27, 2024

Leading CRM platforms like Salesforce, Dynamics, Zoho and HubSpot are introducing new AI features for autonomous chats, automatic campaign launches, product suggestions and sentiment analysis. The systems they use to manage customers, fill their pipelines and generate new revenues are often outdated, incorrect and missing information.

Territory 127

Territory CRM Manufacturing Clients 127

Salesforce

APRIL 2, 2025

When you enable product-led sales and incorporate this approach into your sales strategy guide , companies can acquire customers by letting the product or service drive engagement. This shifts the sales focus from persuasion to value demonstration, making the process more customer-centric.

Product 84

Product Territory Sales Price 84

Veloxy

DECEMBER 28, 2023

Successful outside sales requires strong communication and problem solving skills as well as flexibility to navigate autonomy, build customer relationships and execute the sales process. The effectiveness of outside sales representatives is deeply rooted in their skill to create and uphold direct relationships with potential customers.

Outside Sales 242

Outside Sales Cold Call Represent Objectives and Key Results 242

Hubspot

SEPTEMBER 4, 2024

If you’re looking for CRM (Customer Relationship Management) software for your startup, a third-party review website like G2.com com ought to help… Except that G2 returns a list of over 700 recommendations when you search for CRM. That's an overwhelming amount, especially considering you need just one CRM tool.

CRM 73

CRM Price Contact Pipeline 73

Veloxy

MARCH 15, 2023

It is a comprehensive approach that helps organizations increase their revenue growth by aligning their sales, marketing, and customer success efforts with their business objectives. This results in higher customer satisfaction, increased customer loyalty, and improved customer retention.

Cross-sell 246

Cross-sell Objectives and Key Results Growth Teamwork 246

Sales Hacker

NOVEMBER 4, 2020

We were trying to understand where we saw an early adoption of our technology and then compare that against our addressable market by region. The regions (and languages) that had the highest organic traffic, customer base, and large addressable markets made the first cut. In some cases, a rep was assigned to just one region.

Territory 126

Territory Launch Sales Up-sell 126

SalesPop

MAY 21, 2021

Through the articles in this series, we’ve now covered all aspects of account management, and its related features within Pipeliner CRM. Very few CRM solutions have dealt with account management, most likely because it is a complex subject and only becoming more so over time. Users or units may be using different applications.

Account management 98

Account management CRM Pipeline Territory 98

Veloxy

OCTOBER 29, 2021

Thanks to Sales AI, sellers are also streamlining their workday and receiving automated and actionable customer intelligence. 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. Would you like to know more about AI for Sales?

Sales 223

Sales Non-Profits CRM Pipeline 223