Remove Cross-sell Remove Government Remove Represent
article thumbnail

AI agents offer a glimpse into a potentially simplified future

Martech

AI agents: Changing the game AI agents represent self-learning, continuously evolving systems that can act on data with minimal human intervention. Challenges Data quality and governance: AI is not a magic bullet. Poor data governance can lead to inaccurate insights and misguided decision-making.

article thumbnail

How Can Financial Services Firms Grow Business With Agentforce?

Salesforce

Agents can handle documentation, audit trails, and filings — all within your established governance framework that ensures the ethical use of AI. This means that customer service representatives (CSRs) and adjusters can focus on delivering things that AI can’t, like empathy and exceptional service during times of hardship. Back to top.

Service 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

An Insider’s Guide to Convertible Debt vs. Equity

SaaStr

If I invest as a VC in convertible debt, and I don’t know what the terms are (they are set later), and I don’t know how much I own (who knows how much you will sell, and how much I’ll own), and the Next VC can just change all the terms anyway (see example above) … I just won’t care as much. Or whatever.

Legal 111
article thumbnail

A Sales PlayBook Success Story

criteria for success

You’ll want to create a team of representatives from all parts of your organization to get involved in the process of developing your Sales PlayBook, and this collaborative act alone will become part of your Sales PlayBook success story! It’s a huge, time-consuming endeavor that requires dedication.

article thumbnail

Choosing the Right Sales Motion for Your Business (28 Real-World Examples)

Sales Hacker

The best sales teams don’t just sell — they keep customers happy and drive serious upsell, cross-sell, and expansion revenue. Field sales are great for: Companies with large enterprise or government customers. The customer is walked through the entire sales and onboarding process by a dedicated account representative.

article thumbnail

Four Keys to Developing a Successful Sales Data Strategy

Miller Heiman Group

Focusing their coaching and selling efforts. To corral their information, organizations need a data governance process that: Sets responsibilities for day-to-day data ownership and management, such as data entry and updates. Building talent profiles. Optimizing pricing. Monitor and Refine the Data Strategy Continually.

article thumbnail

How to Get Your Company to Really Care about Your Customers

ConversionXL

Chen offered a common example: The customers we talk to might not be representative of our target customers. Imagine that replicated as a real-world experience–a potential customer walks into your shop and asks the sales assistant if you sell XYZ, and the member of staff just says “nope” and walks off. Get CCOs to represent.