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A New, Higher Bar for Compliance: Mitigating Risk and Enforcing Consistency

Xant

In Playbooks, you can set customized compliance restrictions based on location (global, regional, etc), time (date, day of the week, etc), or other activity (repeated dialing, outbound calls, etc). Email blacklisting— Emails may be marked as “private” and cannot be added to your CRM. Dynamically pause call recordings.

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High-Velocity Field Sales with Multi-Objective Route Optimization

SBI

Intelligent routing and scheduling integrated with CRM is the answer for cutting-edge organizations in 2019. How to build customer-centric territories that maximize sales rather than those based on spatial or geographic factors. Texas A&M Transportation Institute.

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Know an Ethical, Great Auto Dealership? Need Your Input ? Score.

Score More Sales

It’s funny you can’t find a list of these dealers (at least I haven’t found one) – even regional lists - the markets I’m most interested in are: New England (Boston, CT, Providence, Upstate NY); Las Vegas / Nevada; Bay Area, CA; Seattle / Pacific NW; and “other” – to be determined.

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Sales Pipeline Radio, Episode 131: Q&A with Melissa Madian @MelissaMadian

Heinz Marketing

First deal, it could have been a blooper, maybe it was already sitting in their territory, they didn’t have to do much, but second deal takes a little bit more effort for a new hire, so I’m a big fan of that when it comes to things like onboarding programs. Melissa: Yeah, well first of all, you need to have your CRM.

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How to Succeed as a Territory Sales Manager

Salesforce

Wondering what it takes to be a territory sales manager? We’ll discuss what this career looks like, how to build your skills, a typical day for a territory sales manager, and metrics for success, so you can decide whether it’s the job for you. What you’ll learn What is a territory sales manager?

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SaaStr Podcasts for the Week with Crossbeam and Podium – January 10, 2020

SaaStr

With more companies launching and thriving outside of Silicon Valley, regions such as ‘Silicon Slopes’ in Utah and ‘Silicon Alley’ in New York City are gaining traction within the startup scene. And the reason it’s missing is because half of it is in your partner’s CRM system, not yours.

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What Are Sales Channels? (and How to Pick the Best Ones)

Salesforce

Example: High Volume Sound wants to reach more customers by expanding into the European region. Look at the number of customers for each channel and ensure you have the sellers and adequate setup to offer coverage to them, such as a partner seller that can cover a specific region.