SBI

JULY 29, 2021

Deal Match reuses qualitative, institutional knowledge about deals across the entire organization’s history to help Enterprise sellers create winning game plans for current opportunities in the pipeline. Today, most Enterprise sales teams use subjective and unreliable CRM Sales Stage and Close Dates to determine the probability of closing.

Technology 28

Technology Technology Pipeline CRM 28

Sales Hacker

DECEMBER 23, 2019

Take control with the DocuSign agreement cloud, a suite of tools that automates sales contracts and quotes,all right in your CRM. Pat O’Brien: I got a text while I was down in Florida from my ex CEO at D&B, who at the time was a mentor of mine, Bob Carrigan, a fantastic individual. I might be investing in it.

Contract 57

Contract Cross-sell Growth Campaign 57

Sales Hacker

AUGUST 18, 2020

So some of the ways that we work with them are helping them to enhance their CRM, helping to really work on the fraud and identity side when we recognize a common ID, being able to understand if that’s a transactor or not, and then just more tactically think audience targeting to drive conversion for these types of companies.

Start-ups 116

Start-ups Consult Campaign Up-sell 116

Spiro Technologies

SEPTEMBER 26, 2022

If we think about the CRM space, the one exception to that is generally around Salesforce automation, where the VP of sales will say, I’m going to air on the low side of what we expect so that I don’t have that target on my back. Adam Honig: And by Edge applications, just tell me what that means in your terms?

Sell 59

Sell Technology Technology Manufacturing 59

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. It works by optimizing various factors across the sales pipeline.

Closing 98

Closing Represent Territory Lead generation 98

Salesforce

MARCH 13, 2025

Get a full visual of your business in an instant Get complete visibility of your pipeline, forecast, and team with Revenue Intelligence from Sales Cloud. And use CRM data to find the average revenue per user. Use AI to hit your forecast every time Spot and address pipeline gaps that threaten your forecast. Watch the demo

Minimum Viable Product 99

Minimum Viable Product Strategic planning Territory E-commerce 99

Salesforce

OCTOBER 22, 2024

Implementing the MEDDIC sales process Other sales methodologies to consider Drive pipe faster with a single source of truth Discover how Sales Cloud uses data and AI to help you manage your pipeline, build relationships, and close deals fast. A good Customer Relationship Management (CRM) tool is crucial here.

E-commerce 83

E-commerce Territory Pitch Sales 83

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. Artificial intelligence is used throughout the Acoustic Marketing Cloud.

E-commerce 115

E-commerce B2C Manufacturing Hospitality 115

Salesforce

DECEMBER 17, 2024

Identify patterns and shared characteristics among your top customers by reviewing CRM data and lead scoring analytics dashboards. Use real CRM customer data things like revenue, sales cycles, product usage, and analytics to inform your ICP. Learn more What is an ideal customer profile (ICP)? What do your customers have in common?

Prospecting 52

Prospecting Customers Territory E-commerce 52

Salesforce

MARCH 31, 2025

Drive pipe faster with a single source of truth Discover how Sales Cloud uses data and AI to help you manage your pipeline, build relationships, and close deals fast. Build a dashboard in your CRM system to track and publish those results, and award appropriate prizes and recognition. Learn more 1. A good goal uses the S.M.A.R.T.

Drivers/motivators 52

Drivers/motivators Quota Territory E-commerce 52

Salesforce

OCTOBER 29, 2024

You can accomplish this by turning to your CRM data or even calling ahead if you know whom you’ll be speaking with. CRM data: Gathering customer feedback, tracking retention rates, and understanding your net promoter score are great pieces of data that can enhance your sales tactics. Learn more What is door-to-door sales?

Objectives and Key Results 52

Objectives and Key Results Territory E-commerce Pitch 52

Salesforce

OCTOBER 4, 2024

Unify sales, finance, and legal on the #1 AI CRM When sales, finance, and legal are disconnected, the customer feels the pain. When sales reps forget to update their deals in the CRM, for instance, marketing has limited visibility into which programs are working, while customer success can’t tap previous deal activity during handoffs.

GTM 98

GTM Territory Finance E-commerce 98

Salesforce

OCTOBER 8, 2024

But as sales take off, use your CRM to see trends in when and where your customers are spending. Tools provide your team with better visibility into sales channels through dashboards that display insights on sales pipelines and forecasts. Want to take the #1 CRM for a test drive? And, you can use AI for training as well.

Territory 91

Territory E-commerce Profit margin Sales 91

Salesforce

JUNE 12, 2024

I don’t know what you’re currently using for your CRM, but as a marketing director, have you considered a CRM that can integrate and work directly with your sales folks? Want to take the #1 CRM for a test drive? Learn more What is social selling? “A thought did come to mind. Just curious if I can help.”

Sell 111

Sell E-commerce Territory Pitch 111

Salesforce

MARCH 12, 2024

And analyzing how quickly customers move through the sales pipeline — or where they stall — can identify things that are working well and areas that need improvement. Used in tandem with revenue intelligence , sales velocity can uncover risks and opportunities in deals throughout the sales pipeline.

Territory 64

Territory Pipeline E-commerce Sales 64

Salesforce

OCTOBER 16, 2024

The information is used for call summaries, which can be automatically entered into a customer relationship management (CRM) system and shared with sales leadership and other teams. Finally, the seller receives an automated alert in their CRM notifying them to send a follow-up email offering the prospect a discounted price.

Conversion 59

Conversion Customers Territory CRM 59

Salesforce

MARCH 7, 2024

Keep prospecting: A full sales pipeline means more opportunities to close deals even if one contract falls through. A CRM such as Sales Cloud can help you nurture leads and track sales KPIs throughout negotiations. For example, you could offer long-term or repeat customers preferred pricing as a perk rather than a one-time discount.

Contract 59

Contract Negotiate Objectives and Key Results Legal 59

Salesforce

DECEMBER 13, 2024

Some customer relationship management (CRM) tools use generative AI to help sales teams personalize their content. Want to take the #1 CRM for a test drive? Learn more What is a sales presentation? Getting to know your audience helps you stand out from the people who rush through as many presentations as possible to fill a sales quota.

Presentation 52

Presentation Closing Territory E-commerce 52

Salesforce

MARCH 1, 2024

4 scenarios when reminder emails are critical How to write a reminder email 3 reminder email best practices 3 reminder email templates to try How to automate reminder emails A new way to go from lead to close Harness CRM data outside the CRM with Sales Engagement, and engage buyers as they move across the web. Take the free tour

Territory 52

Territory E-commerce CRM Start-ups 52

Salesforce

MARCH 5, 2024

The importance of lead qualification Common types of qualified leads A step-by-step guide for qualification Three lead qualifying frameworks Lead qualification checklist Drive pipe faster with a single source of truth Discover how Sales Cloud uses data and AI to help you manage your pipeline, build relationships, and close deals fast.

Territory 52

Territory SQL E-commerce Contact 52

Salesforce

SEPTEMBER 13, 2024

How to become a territory sales manager Skills you need for territory sales management Sales AI software for territory management Success metrics for territory sales managers Drive pipe faster with a single source of truth Discover how Sales Cloud uses data and AI to help you manage your pipeline, build relationships, and close deals fast.

Territory 59

Territory Objectives and Key Results Cross-sell E-commerce 59

Salesforce

MARCH 3, 2025

Step 1: Take in requests The Deal Desk process starts with sales reps submitting requests, usually through sales technology such as a Customer Relationship Management (CRM) or Configure, Price, Quote (CPQ) system. While CRM and CPQ systems are ideal for Deal Desk workflows, processes often depend on a company’s setup and resources.

Legal 59

Legal Contract Finance Non-Profits 59

Salesforce

FEBRUARY 17, 2025

What you’ll learn: Why increasing your sales matters Strategies for increasing your sales Advanced techniques to increase sales Maintaining sales growth Drive pipe faster with a single source of truth Discover how Sales Cloud uses data and AI to help you manage your pipeline, build relationships, and close deals fast.

Territory 55

Territory Negotiate E-commerce Objectives and Key Results 55

Salesforce

SEPTEMBER 9, 2024

Instead of just talking compatibility, drill down into the actual integrations and which objects the software can pull from your CRM, ERP, HRSI, or payroll. Can I pick and choose which objects you’ll pull from our CRM, ERP, HRSI, or payroll software? Can admin users modify data without impacting the CRM source code? Learn more

Commission 52

Commission Territory E-commerce Sales 52

Salesforce

JANUARY 30, 2025

Best practices for using cold email templates 17 cold email templates Create a connection with your cold emails Drive pipe faster with a single source of truth Discover how Sales Cloud uses data and AI to help you manage your pipeline, build relationships, and close deals fast. Learn more What is a cold email template?

A/B testing 52

A/B testing Territory Prospecting Referrals 52