SaaStr

MARCH 3, 2021

Maybe even in the not-so-early days But if you are 10x better at (x) One Important Thing that (y) customers value and will pay for, that’s enough. It’s only a subset of critical functionality that customers will pay to have implemented 10x better than an existing, trusted vendor. Yes, you can build that piece of functionality better.

X-functional 141

X-functional Trust CRM Product 141

Salesforce

OCTOBER 29, 2024

We already had Sales Cloud as our customer relationship management ( CRM ) software, and ServiceNow as our IT service management (ITSM) solution. Our tiger team created a competitive matrix with the requirements for our new platform: Functionality. We took price out of the equation – functionality was our first priority.

Service 69

Service Customers X-functional Pharmaceutical 69

Martech

MARCH 1, 2022

Have you ever been in a meeting and had someone turn to you and say, “What do you think about Product X?” Post-acquisition brings changes in product functionality, usually starting with integration capabilities. Many companies have moved away from a singular list of products to categorizing products by function.

X-functional 103

X-functional Hospitality Technology Technology 103

Search Engine Land

DECEMBER 5, 2023

AI functionality Google has added more AI functionality within the platform, with much of that centered on Performance Max. I’m neutral on this because while I agree that those were philosophically outdated, there is a (minor) loss in that some CRM systems use first-touch attribution, which complicates some data structures.

B2B 101

B2B X-functional UX Campaign 101

Heinz Marketing

DECEMBER 18, 2020

If you add a 5+ minute wait step, your campaign’s priority is now considered low , and the action will be deprioritized for the system-wide CRM sync that happens every 5 minutes (and almost every other process Marketo runs). If you have more leads than your Marketo instance allows in your CRM, talk to your customer success manager at Marketo.

CRM 137

CRM Campaign X-functional Clients 137

The 5% Institute

MARCH 30, 2021

One of the most important functions in business, is to build an effective sales team that you can rely on to sell your products and services. Inside sales is generally associated with Sales Professionals who work from an office location, and speak with their potential clients by phone, email, a CRM platform, or something similar.

Outside Sales 145

Outside Sales Inside sales X-functional Sales 145

Capterra Sales & Marketing Software

FEBRUARY 24, 2021

leads data and analytics data that your sales and HR teams collect) with what they call X data—the data that tells you why things happen. Reporting and analytics functionality in SoGoSurvey ( Source ). Creating questionnaires is simple with drag-and-drop functionality. This data comes from your customer experience surveys.

X-functional 116

X-functional CRM Networking Price 116

Sales Hacker

MARCH 25, 2025

Previously, he was the Global VP of Product for SAP, CRM and Sales Cloud. Previously to that, it was the global VP of product for SAP, focused on the CRM and sales cloud. And it’s usually like a very detailed sort of Google doc, here’s the login for X. It’s literally in the title. So what I would say is.

GTM 69

GTM X-functional Start-ups Relationship building 69

ConversionXL

AUGUST 5, 2021

Several tools are used to make this happen: A tool like Unbounce to build the landing page and lead capture form An email marketing tool like ActiveCampaign to nurture leads A scheduling tool like SavvyCal to book the consultation A CRM like Pipedrive to store contact details.

CRM 143

CRM Contact Consult X-functional 143

Sales Hacker

APRIL 10, 2018

Distribution of B2B deals as a function of price (a product of discount and list price). B2B segments in focus: Enterprise/Company wide – selling a platform (CRM/ERP) using multi-year contracts. GTM Approaches as a function of Annual Contract Value. GTM models as a function of Annual Contract Value. 1) Freemium.

Go To Market 96

Go To Market GTM X-functional Territory 96

Sales Pop!

SEPTEMBER 28, 2021

Voice assistants (Amazon Echo, Alexa, Alice, Google Home), thanks to their upgradable functionality, are becoming personal shopping assistants: from finding a product in online stores to buying it with voice control. A robust ecommerce CRM, ReadyCloud creates instant customer profiles based on ecommerce order activity.

Retail 130

Retail Growth X-functional Cross-sell 130

SalesPop

MARCH 12, 2021

In the practice of account management, innovation is certainly central to what we do—and as well, we’ll be introducing, in the next couple of months, some amazing and never-before-seen advances in account management for CRM. You’ll now be able to, in Pipeliner CRM, manage different views of data for different roles. Expanded Card View.

Account management 98

Account management X-functional Pipeline CRM 98

Sales Hacker

JANUARY 4, 2021

The revenue department seeks to bring all functional areas onto the same page for a complete view of an organization’s revenue stream. The heads of these siloed departments decide their priorities and goals without consulting with the other functional units. So, let’s break down what it is and why it’s so necessary.

X-functional 101

X-functional CRM Finance Growth 101

Salesforce

OCTOBER 26, 2021

Different measures track different models, but all depend on a simple formula: [Recurring revenue = Active accounts in a period X Cost of good/service]. The basic equation is: [Customer lifetime value = Average order amount X Average purchases/year X Average retention time in years]. X 100 = 10% customer churn rate.

X-functional 98

X-functional Sales Growth Contract 98

Sales Hacker

AUGUST 3, 2020

They need a computer, access to a CRM system, and access to Zoom and a tool like HelloSign or PandaDoc. Plus, you also need CRM access. Your final math is 2 x $110K + $50K for fractional manager + $40K in tools = $310K. Any more than that, and get ready to grow your SDR function. You need them to succeed.

Pipeline 123

Pipeline X-functional Commission Clients 123

Martech

OCTOBER 20, 2022

The explosive growth happening within marketing operations can be attributed to the fact that, as a function, it is what “keeps the trains running” for marketing technology teams, according to Brinker. With this in mind, he arranged the four marketing technologist roles along an X and Y axis.

X-functional 101

X-functional Objectives and Key Results Technology Technology 101

Hubspot

AUGUST 8, 2019

Ramp-up = amount of time spent in training + average sales cycle length + X. X is based on the salesperson’s experience: The more they have, the smaller this number is. Percentage of reps using the CRM. It’s relatively simple to gauge CRM and technology adoption: Simply look at your usage data. X months or years).

X-functional 101

X-functional Quota Cross-sell Contract 101

Heinz Marketing

NOVEMBER 16, 2021

You might look at the platforms below and be thinking “there’s some missing” or “why isn’t X included?”, Features/functionality: Enable data agility and extract more value from your data with Domo’s flexible, scalable architecture. ”, because I had the same thought. Google Data Studio.

B2B 122

B2B X-functional SQL UX 122

Hubspot

JUNE 21, 2019

Fortunately, there are tons of awesome website plugins that can quickly and easily improve the functionality of any site. Website plugins are individual services that improve a specific functionality of your site. You need to know this upfront so you can look for the plugin with the right functionality.

A/B testing 101

A/B testing X-functional Lead generation UX 101

Martech

APRIL 26, 2023

Segment records ‘more/less than [x] days ago’ in object index record pages View and save more accurate segments of your records on the main object index records page using the new filter for “is more/less than [x] days ago.” These reports are now out of beta.

A/B testing 101

A/B testing X-functional Campaign Contact 101

ConversionXL

AUGUST 27, 2019

They can now deliver a lot of the same functionality, and your main decision-making factor could be the pricing model. And its data-layer functionality is versatile. Doing too much reporting inside the CRM. It’s tempting to keep your reporting inside the CRM. Do not rely on your CRM for reporting. Consult experts.

GTM 124

GTM X-functional CRM Technology 124

Sales Hacker

JANUARY 7, 2025

Well, what I wanted to dive into, because it’s a personal passion of mine, I’ve been in kind of a partnerships function for a while, at least while I was an operator at Outreach. Or if you look at, for example, some of the CRM, they started and they say, okay, my solution is a bit complex. Fred Viet: That’s good.

GTM 117

GTM Sell Customers Cold Call 117

Hubspot

APRIL 16, 2020

You can also begin to explore some of the business-specific functions available to you, like contact labels and short links. You'll also be able to use labels to organize sales functions, access messaging metrics (such as stats on when messages are sent, delivered, and read), and build a catalog of products from your business.

X-functional 101

X-functional Contact Campaign CRM 101

Martech

NOVEMBER 15, 2023

To many non-marketing executives, marketing is perceived as more of a “nice to have” than a “must have” function. As marketers, we have two challenges: To ensure that our martech stack is optimized from both a functionality and expense perspective and meets our business objectives. Customer relationship management (CRM).

X-functional 103

X-functional Objectives and Key Results Technology Technology 103

Salesmate

OCTOBER 28, 2020

Accurate forecasting can help a sales team function more efficiently and achieve as well as excel sales expectations. Lead Value = Sale value x Lead-to-sale conversion rate. 30 paid advertising x $600 lead value= $18000. 200 demo leads x $100 lead value= $20,000. Deal value x likelihood of closing = expected sale.

Territory 96

Territory X-functional Pipeline Appointment 96

PandaDoc

APRIL 24, 2020

Personal plans. eSignature Solution Personal Plan / Plan Name DocuSign v / Personal PandaDoc v / Individual HelloSign v / Pro SignNow v / Business Adobe Sign v / Individual RightSignature v / Standard SignRequest v / Professional SignEasy v / Plus v – Offered Solution.

Price 59

Price X-functional CRM Follow-up 59

Sales Hacker

JULY 2, 2019

If your CRM doesn’t have this reporting functionality, you can export the data into an excel file and quickly get the average sales price from there. 2,000 x 10% = $200/lead. Sales Forecasting Using a CRM System. Average Lead Value. Total Number of Leads. Leads Needed = Desired Revenue / Average Lead Value.

Price 100

Price X-functional Sales CRM 100

Hubspot

DECEMBER 23, 2022

For more advanced functionality, HubSpot offers premium features in the Starter, Professional, and Enterprise versions of Sales Hub. We also use it as our CRM, which does exactly what we need it to. Your data is automatically pulled from your customer relationship management system (CRM) or a CSV file. LinkedIn Sales Navigator.

Prospecting 90

Prospecting X-functional Contact CRM 90

Hubspot

DECEMBER 10, 2019

In fact, the company I currently lead, Spotted Media, used these tactics below to acquire our first set of customers before we even had a fully functioning web site. Vendor] is helping [Client A] and [Client B] media teams achieve a [point #3] that is [X%] more efficient through [point #4]. Record all information in your CRM.

Customers 93

Customers Manufacturing X-functional Contact 93

Sales Hacker

APRIL 6, 2020

This means you should likely cross-reference your CRM to make sure none of your top 5 accounts are already customers generating revenue above the threshold for “new business.” There are three key descriptors we’ll use to build our persona profiles: Function: Filter values include IT, Marketing, Operations, Sales, etc.

Meeting 92

Meeting Territory X-functional Objectives and Key Results 92

Search Engine Land

SEPTEMBER 1, 2023

Technical SEO : Oversees crawling, indexing, and general site functionality, particularly regarding page speed and UX/UI. Here are some other tips to help ensure this workflow functions well: Have a dedicated developer for SEO instead of trying to borrow from the product or IT department.

CTR 122

CTR X-functional Profit margin Contract 122

Sales Hacker

MARCH 4, 2025

Was there any time, whether it was Asana or Calendly where, you know, you had some of this sort of like enterprise demand, they wanted teams, they wanted this functionality, but the PLG is still working so well that you’re like, Oh, maybe we don’t want to, um, divert too many resources. And so, uh, and function basically function.

GTM 76

GTM X-functional Start-ups Campaign 76

ConversionXL

OCTOBER 21, 2019

While Google Analytics makes it possible to add CRM, back-office, or call-tracking data (via the API or Measurement Protocol), it’s still a suboptimal solution to consolidate your data. Imagine you need a monthly report with data from Google Analytics, your CRM, call tracking software, and some other sources. Here’s how to get started.

SQL 84

SQL X-functional CRM Clients 84

The 5% Institute

JANUARY 12, 2023

5 x Amazing Sales Assets To Skyrocket Your Business Growth. Use automation tools like marketing automation software and customer relationship management (CRM) software to: centralize customer data. 5 – Invest In The Right CRM Solution For Your Industry And Company Size. quickly deploy personalized messages.

Growth 52

Growth X-functional Customer Relationship Management CRM 52

Sales Hacker

SEPTEMBER 28, 2021

In this episode of the Sales Hacker Podcast, we have Hakim Myers , Business Recruiter at Nextdoor , where he recruits for people, finance, and legal functions for startups. Set a new standard for sales productivity and performance by switching to a phone system that’s best friends with your CRM. powered by Sounder.

Negotiate 107

Negotiate X-functional Legal Finance 107

Highspot

MAY 16, 2019

When deciding which CRM to use, an important factor to consider is whether it integrates with the other tools (such as customer service tools or live chat tools) that you’re already using. Now, how do you optimize the process of setting up a meeting? A Final Word on Sales Productivity and Tools.

Product 81

Product X-functional Lead generation Sales 81

Hubspot

JUNE 5, 2018

Whether you’re at a networking event, a party, a conference, or an office function, walking up to a stranger and introducing yourself can be terrifying. That’s actually why I wanted to reach out -- he mentioned you were adding some reps to your team, and I thought our CRM might be a great fit for you.

X-functional 101

X-functional Territory Prospecting Contact 101