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

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 E-commerce Pipeline 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

Hubspot

JANUARY 3, 2025

Also, get the proper tools, such as a CRM, sales software , project management platform, and accounting software (or other industry-related software that'll streamline your workflows). Create a lead generation funnel to drive folks from these channels into your sales pipeline. If anyone understands burnout, its law practices.

Networking 36

Networking Finance Non-Profits Referrals 36

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 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

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

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

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 59

Territory Negotiate E-commerce Objectives and Key Results 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

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

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

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