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What is cross-selling? Everything you need to know to increase sales and customer value

PandaDoc

If youre looking to increase revenue without acquiring new customers, cross-selling is one of the best ways you can do that. Its all about offering complementary products or services so you can maximize every transactionall while improving the customer experience. What is cross-selling in sales? Lets dive in.

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Why B2B CMOs are frustrated with ABM platforms

Martech

Cross-department ownership and confusion A major issue with ABM platforms is that using them effectively requires buy-in and cooperation from multiple departments, like sales and IT. The burden of implementation ABM platforms are often self-service. This introduces the need for organizational change management.

B2B 125
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How Can Financial Services Firms Grow Business With Agentforce?

Salesforce

Financial services firms are bullish on artificial intelligence (AI), and the conversation is shifting from the benefits of an AI strategy to how to implement and realize those benefits while maintaining regulatory compliance and customer trust. How do AI agents in financial services help firms grow business? Let’s dive in.

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AI agents offer a glimpse into a potentially simplified future

Martech

It might also integrate with external AI services specializing in niche domains like sentiment analysis or image recognition, further enriching the intelligence. It’s everything from email service providers to social platforms, ecommerce portals, websites, mobile apps and beyond.

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Maximizing sales efficiency with deal desk software

PandaDoc

Professional services : consulting firms and other large, complex professional services with many moving parts in the contract process. Nathan David, Global Vice President, Sales Strategic Accounts at Plutora Finance : financial services are a complex field that require a lot of double-checking for compliance and legal regulations.

Legal 52
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5 Interesting Learnings from Monday.com at $240,000,000 ARR

SaaStr

This is a super-helpful breakdown for anyone selling to customers both smaller and larger. For those to average to 107%, NRR is likely around 85% for self-service and < 10 seat deals (about the same as Squarespace ). But once you cross 10 seats, you should start to see the benefits of account growth and 120% NRR like Monday. #2.

Legal 144
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Complex sales CPQ: Accelerating sales cycles and eliminating bottlenecks

PandaDoc

If youre selling a cup of coffee, the options are relatively simple. Complex sales typically involve high-value products or services, which are often highly customizable. Product demos, proof of concept (POC), or pilot programs can be helpful to show customers exactly what your product or service can do for them.