Salesforce

AUGUST 24, 2021

It should come as no surprise that at Salesforce, we live and breathe CRM – customer relationship management. Acceleration of digital adoption has dramatically escalated the importance of relationships – the “R” in CRM – like never before. One in two said an advanced CRM system would help them be more productive.

CRM 98

CRM Finance Customer Relationship Management Technology 98

The 5% Institute

JUNE 9, 2023

Sales managers must regularly review individual and team performance against set targets. By analysing sales data, identifying trends, and providing constructive feedback, sales managers can help their team members enhance their selling skills and achieve better results.

Objectives and Key Results 52

Objectives and Key Results Finance Drivers/motivators Sales 52

Sales Hacker

DECEMBER 4, 2020

That’s what selling without a sales dashboard is like. Most customer relationship management (CRM) tools have the built-in ability to create dashboards for your team. This not only takes time away from selling, it can introduce a lot of opportunities for mistakes. But a sales dashboard is only useful if it’s done well.

Pipeline 131

Pipeline Cross-sell CRM Sales 131

The 5% Institute

OCTOBER 1, 2020

This gap may be needing more information about what you sell, finding solutions to their problems and pain points , and of course selling and serving new and current clients. Some examples of industries you’ll find sales consultancy a factor is: Process management. Risk management. Corporate finance and lending.

Consult 105

Consult Cross-sell Sales Real Estate 105

The 5% Institute

FEBRUARY 12, 2020

This gap may be needing more information about what you sell, finding solutions to their problems and pain points , and of course selling and serving new and current clients. Some examples of industries you’ll find sales consulting a factor are: Process management. Risk management. Corporate finance and lending.

Consult 98

Consult Cross-sell Sales Real Estate 98

Hubspot

APRIL 4, 2023

It's also when you really need to sell yourself and your skills. For example, I recently collaborated on a project for a large financial services company where I led a team in implementing a new customer relationship management system. Describe a time when you worked within a cross-functional team to complete a project.

Consult 76

Consult Objectives and Key Results X-functional Construction 76

Hubspot

DECEMBER 20, 2019

Whether you’ve used a spreadsheet to manage your personal finances, or have spent countless hours building pivot tables for previous roles, chances are you’ve had some hands-on experience using spreadsheets. Managers could opt to skip the visuals altogether — after all, they're not necessary. They require minimal training.

CRM 53

CRM Cross-sell Contact Finance 53

Hubspot

NOVEMBER 7, 2023

CRM, or customer relationship management, is a strategy companies use to track customer relationships from pre- to post-sale. A CRM system generates an accurate sales funnel for you, which makes it easier to forecast future sales and effectively manage your team’s pipeline. What are the benefits of CRM? Leaderboards.

CRM 77

CRM Contact Contract Objectives and Key Results 77

SaaStr

NOVEMBER 19, 2019

Nancy Ham : I had to cross idea number one off my list of rationalizing marketing. I was a CFO, so I went down the hall to finance to meet my people in finance. Nancy Ham : Things like patient relationship management, ways to engage the patient clinically between visits, now referral relationship management.

Closing 69

Closing Customers Niche Cross-sell 69

SaaStr

JULY 1, 2020

Do you have time not to sell me your product? ” It’s a lot more humanization of SDR selling and being a person, talking to people, putting more effort into acquiring ultimately what their objective as a demo with a rep. Sam Blond: It was a combination of product marketing, marketing and then relationship management.

Process 73

Process Sales Quota Commission 73

Sales Hacker

OCTOBER 7, 2021

You can rise within a company selling your ideas, or you can go off on your own and be your first salesperson. Anita Nielsen is a best-selling author and sales performance coach. Best-selling author of Embrace Your Edge, Hang is a global speaker on sales, leadership, and diversity & inclusion in the workplace. Anita Nielsen.

Sales 136

Sales Start-ups Up-sell Cross-sell 136

Salesforce

SEPTEMBER 13, 2024

Territory sales managers are typically focused on a few large, high-priority accounts. 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. Watch the demo

Territory 59

Territory Objectives and Key Results Cross-sell E-commerce 59

Martech

FEBRUARY 25, 2022

Budgeting and planning leverage marketing, CRM and finance systems to measure, track and optimize marketing performance. This includes cross-channel, multi-touch and multi-wave campaigns. Social campaigns enable marketers to reach existing segments in social channels or to expand to reach new contacts that resemble existing profiles.

E-commerce 114

E-commerce B2C Manufacturing Hospitality 114