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An Essential Guide to Using the MEDDIC Sales Framework

Salesforce

A good Customer Relationship Management (CRM) tool is crucial here. Equip your team with the right tools: In order to use MEDDIC successfully, you need a good way to keep track of all your customer data.

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4 Ways Digital Sales Rooms Transform Wealth Management

Highspot

As Matt Reiner , Managing Partner at Capital Investment Advisors in Atlanta, Georgia, explains, “It will eliminate the need to do menial, mundane tasks, which will allow us to have more conversations with clients. That will deepen relationships, build trust, and enhance the value we can provide.”

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How to Negotiate Your Next Sales Contract: 9 Tips for Success

Salesforce

To successfully negotiate a contract in today’s sales climate, you need to prioritize relationship building over persuasion, practice active listening, and empathize with your customers’ challenges. A CRM such as Sales Cloud can help you nurture leads and track sales KPIs throughout negotiations.

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How to Succeed as a Territory Sales Manager

Salesforce

They use customer relationship management (CRM) software — typically equipped with AI and automation tools — to schedule calls, update customer and lead details, and keep track of outreach. In particular, focus on relationship building, upselling and cross-selling opportunities, and hitting your sales quotas.

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What Is the Challenger Sales Methodology? Steps, Examples, and Tips

Salesforce

This is different from other sales techniques where you’d begin by engaging in relationship-building chatter, such as inquiring about the buyer’s weekend plans. Conversation insights: Have your CRM create a playlist collection of your challenger sellers’ successful calls so your other reps can replicate what works.