Veloxy

JANUARY 19, 2022

I’ve worked with dozens of regional sales managers at telecom companies T-Mobile and Comcast, multiplying revenue by eliminating non-selling activities that bog down field sales reps. We help sales teams turn unproductive churning into generative earning. Could you hear the ‘check, check, check’ sound in the buyer’s mind? I know I could.

Cold Call 358

Cold Call Territory Quota Up-sell 358

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. This allows us as a CRM to have multiple data centers around the world—something not all CRM vendors offer.

Pipeline 239

Pipeline CRM Territory Contract 239

Veloxy

FEBRUARY 15, 2022

Sales managers typically assign field salespeople to specific territories, such as cities and states. Others include jobs that require consistent travel and hotel stays, a remote or regional office, and sometimes technical skills such as engineering. Regional Sales Director. Covid's Impact on Field Sales. Not any more.

Territory 244

Territory Inside sales Outside Sales Pharmaceutical 244

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

JULY 30, 2024

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

X-functional 110

X-functional Territory Customer Relationship Management CRM 110

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. Connect your CRM. What AI looks like in different ad platforms.

CRM 116

CRM Campaign Niche Negotiate 116

Veloxy

DECEMBER 9, 2024

Implement strict data entry standards and regular audits to keep your CRM clean and reliable. Common CRM Adoption Failures and How to Avoid Them Salesforce isn’t just a piece of software. Use automation to assign leads based on criteria like territory or deal size. It reduces errors and ensures your CRM remains reliable.

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

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

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 117

CRM Territory Price E-commerce 117

Veloxy

NOVEMBER 29, 2022

Such a solution helps kickstart the effort to maximize face-to-face meetings weeks, if not months before a territory visit. With field sales engagement software, you should be able to quickly segment prospects, leads, and customers in your CRM. Here are two easy ways to accomplish higher levels of field engagement prior to a visit: 1.

Territory 246

Territory CRM Sales Contact 246

Iannarino

JULY 31, 2021

The key results here are in line with a territory and account plan, counting both opportunities from new and existing clients (one of the keys to creating high growth). First meetings are important, but measuring them doesn’t reliably capture how well salespeople create value.

Objectives and Key Results 342

Objectives and Key Results Contract Sales Clients 342

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. This information can be integrated into your CRM and used to boost lead scores accordingly. Conversely, lower points should be given to leads outside your service area.

Cross-sell 118

Cross-sell Lead generation GTM Territory 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. I generated a comprehensive lead list that later, when I had to split my territory with a colleague due to restructuring, helped him hit the ground running.

Territory 83

Territory Cold Call SQL Campaign 83

SaaStr

MARCH 25, 2025

Toasts sales model relies heavily on field reps who own their territories and immerse themselves in the local restaurant ecosystem. Blond explained that this wasnt just anecdotalit was tracked rigorously in their CRM. Because restaurants are a dense, hyper-local market where face-to-face interactions drive results. The results?

Conversion 76

Conversion Territory Referrals Inside sales 76

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 112

CRM Healthcare Drivers/motivators Territory 112

Veloxy

FEBRUARY 28, 2022

What would it mean to you if you could integrate Google Maps or Waze with Salesforce or another CRM? If your company happens to use a CRM other than Salesforce, such as Microsoft Dynamics or HubSpot—Badger may be your best choice. It’s a favorite of Territory Managers who manage several field sales reps.

Territory 221

Territory Gambling Quota Commission 221

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 230

Pipeline CRM Angle Sales 230

Tibor Shanto

JANUARY 11, 2022

But if you’re going to plan, there is more to it than Territory or Account Planning. Some sellers create their plans for one element of success, say territory planning, then commit to an unrelated skill. I guess that does the CRM rep a favor but does nothing for you. This week we look at your own objectives and outcomes.

Territory 167

Territory Quota CRM Prospecting 167

Martech

AUGUST 7, 2024

While it can tell you about Quantum Physics or farming best practices in the Sub-Saharan regions of Africa, they completely lack the context of your organization, how your solution approach is better, how your capabilities are superior or why your audience needs may differ from competitors.

B2B 122

B2B Objectives and Key Results Legal Territory 122

Sales Pop!

NOVEMBER 23, 2022

It is for this reason that we generally market our Pipeliner CRM solution to companies with existing data. These dynamic features provide evidence-based predictions Forecasting is no longer based on wishful thinking; ours is the first CRM in the market to make forecasting so precise. No more wishful thinking!

Pipeline 204

Pipeline Quota CRM Territory 204

Veloxy

NOVEMBER 30, 2023

Such as mobile CRM and sales systems to manage client interactions on the go. Ineffective territory planning might lead to uneven distribution of resources or overlooking potential opportunities. Analyze territories strategically, considering factors like customer density, buying behaviors, and competition.

Objectives and Key Results 279

Objectives and Key Results Territory Inside sales Cross-sell 279

Martech

FEBRUARY 20, 2025

Some accounts may behave consistently across a single business unit or division, while others may show consistency across a region. The good news is that building buying groups isn’t much more complicated than targeting at the account level if you have suitable data in your CRM. Why are CRM systems so dated?

Objectives and Key Results 89

Objectives and Key Results B2B CRM Territory 89

Sales Pop!

NOVEMBER 18, 2021

Pipeliner CRM. Pipeliner CRM is the first CRM tool with a completely holistic approach, bringing together two approaches that are often divergent in companies. Lead capture tools help convert anonymous website visitors into authorized subscribers. Sales Enablement Tool and key account management ( KAM). Landing Page Designers.

Lead generation 244

Lead generation A/B testing Referrals CRM 244

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

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. This is currently available in AMER, EMEA, and LATAM, with more regions to follow early next year. It also helps you create connections between those data points.

Cross-sell 64

Cross-sell Customers Territory Campaign 64

Martech

SEPTEMBER 16, 2024

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. Sample goals: Host 10 regional events to generate new sales opportunities. Increase regional sales pipeline by 20%.

Go To Market 62

Go To Market Objectives and Key Results A/B testing Territory 62

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. These are two more features that no other CRM offers today.

Account management 98

Account management CRM Pipeline Territory 98

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. Many mainstream CRM systems provide this functionality. Break down your data into segments (territory, region, salesperson, industry, etc.)

Territory 126

Territory CRM Manufacturing Clients 126

Sales Pop!

JULY 23, 2022

The more critical and complex type of navigation is developing the skill for exploring unknown territory. The difference between “known” and heuristic navigation is the difference between Pipeliner CRM and other CRM systems. These are then programmed into the CRM as known objectives. Not Knowing.

CRM 178

CRM Pipeline Territory Gaming 178

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 125

Territory Launch Sales Up-sell 125

Understanding the Sales Force

JANUARY 4, 2025

How many sales leaders hold their salespeople accountable for any of these 25 required achievements (requirements vary by role) in addition to quota/revenue targets: Call Attempts Conversations Emails/LinkedIn Messages Meetings Booked New Opportunities Pipeline Value Pipeline Quantity Win Rate Average Sale Referrals/Introductions Obtained New Accounts (..)

Quota 69

Quota Territory Pipeline Referrals 69

Sales Hacker

MAY 29, 2023

Related: Sales Cycle Management: Definition, Stages, and Strategies Listen to your AE’s calls The leads that you pick from the above CRM report might have call recordings associated with them. You can get this information by studying CRM deal links and speaking to the AEs you have worked with. Get to know your CRM in and out.

Territory 103

Territory Objectives and Key Results CRM Pitch 103

Salesforce

SEPTEMBER 19, 2023

If sales reps are your army, then sales territory mapping is your battle plan. This guide walks you through how to design and optimize your sales territory map. This guide walks you through how to design and optimize your sales territory map. Watch the demo What is sales territory mapping? Our demo shows you how.

Territory 59

Territory Objectives and Key Results Drivers/motivators Sales 59

Veloxy

DECEMBER 21, 2021

Salesforce has been around for over twenty years, and salespeople old and young are still hesitant to use the world’s most popular CRM. Improves Morale and Retention : This is an underrated benefit of Salesforce automation. Frank Ortiz, Vast Networks (SMB Telecom): “ Veloxy is a game changer.

Tradeshows 348

Tradeshows Contract Sales Contact 348

Sales Pop!

MAY 28, 2023

For example, if AI were equipped with adequate data points, perhaps we might be able to more accurately forecast earthquakes in regions where they are a threat. CRM Data Many CRM systems today, utilized by businesses for their sales teams, rely on AI to help predict sales. What would happen if we don’t do something?

Hospitality 229

Hospitality Pipeline Sales Territory 229

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

OCTOBER 29, 2021

If you do not possess essential data or maintain it properly, then your decisions will be based on unreliable and highly incomplete CRM data. For instance, the right tools can mine organizational email, workflow, calendar, and other apps to automatically populate CRM. However, this is not a one-time thing.

Sales 223

Sales Non-Profits CRM Pipeline 223