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

Salesmate

DECEMBER 4, 2020

One handy way of ensuring the best services for any business is using a Customer Relationship Management software that enables timely services as well as personalized experience for their customers. Customer Relationship Management tools are an essential investment you make towards the growth of your business.

CRM 52

CRM Service Finance Customer Relationship Management 52

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 71

CRM Cross-sell Contact Finance 71

The 5% Institute

JUNE 15, 2023

They collaborate with different departments, including marketing, finance, and customer support, to align objectives and ensure a seamless customer experience. By facilitating cross-functional collaboration and maintaining clear communication channels, sales operations create a conducive environment for success.

Strategic planning 52

Strategic planning Finance Cross-sell Sales 52

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 83

Consult Objectives and Key Results X-functional Construction 83

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

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 78

CRM Contact Contract Objectives and Key Results 78

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 106

Process Sales Quota Commission 106

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 74

Closing Customers Niche Cross-sell 74

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 137

Sales Start-ups Up-sell Cross-sell 137

Salesforce

SEPTEMBER 16, 2024

Our customers have been able to realize benefits such as increased cross-sell and upsell, improving customer retention, speeding problem resolutions times, and reducing costs with Data Cloud. What challenges can data solve across lines of business like sales, service, marketing and commerce?

E-commerce 52

E-commerce Cross-sell CRM Customer Relationship Management 52

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 115

E-commerce B2C Manufacturing Hospitality 115

Sales Hacker

FEBRUARY 4, 2025

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Casey Woo is the Founder and CEO of Operators Guild, an invite-only community for professionals in strategic finance and operations roles. His last role was the CFO of Landing, where he oversaw the companys Finance, Legal and People operations.

GTM 87

GTM Finance Cross-sell X-functional 87

Salesforce

MARCH 3, 2025

A Deal Desk is a cross-functional team that streamlines the closing of sales complex and non-standard deals, handling everything from quote to cash. The Deal Desk would coordinate with finance to model the long-term revenue impact and verify the different discount thresholds.

Legal 59

Legal Contract Finance Non-Profits 59

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