PandaDoc

MARCH 25, 2025

If youre selling a cup of coffee, the options are relatively simple. This stage often involves legal review and procurement discussions. Identifying upsell and cross-sell opportunities to drive continued revenue growth. This page is not intended to and does not provide legal advice. Take buying a CRM, for example.

Objectives and Key Results 52

Objectives and Key Results Contract Legal Sales 52

SaaStr

MARCH 16, 2024

Dear SaaStr: I Have Some Shares in a Successful Start-Up I Worked At, But the Company Won’t Let Me Sell Them. And while it mainly impacts ex-employees, it also impacts angel and seed investors who are often blocked from selling as well. But once you cross 10 sells or so, most lawyers tell you it’s a formal tender offer.

Start-ups 116

Start-ups Up-sell Sell Cross-sell 116

Partners in Excellence

APRIL 18, 2013

We may measure them on retention, we may have goals for growing the business with our existing customers through cross sell, upsell, expanding our relationships. The legal department creating contracts that are unreadable or make every problem the “customer’s risk.”

Customers 124

Customers Manufacturing Cross-sell Legal 124

Sales Pop!

AUGUST 20, 2021

These can be a unique selling proposition, recommendations, business launch questions, success stories, demonstrations, and presentations. B2B companies sell their products or services to other companies instead of selling them to customers. selling a different product or upgrading their current product to a new version).

Inside sales 246

Inside sales B2B CRM Price 246

Salesforce

NOVEMBER 19, 2024

Importance of competitive pricing in business Types of competitive pricing strategies Pros and cons of competitive pricing Steps to developing a competitive pricing strategy Unify sales, finance, and legal on the #1 AI CRM When sales, finance, and legal are disconnected, the customer feels the pain. Learn how Revenue Cloud can help.

Price 52

Price Profit margin Territory Cross-sell 52

SaaStr

NOVEMBER 17, 2020

So we’ve crossed about 67,000,000 total views on Quora and almost 400,000 followers to our Cloud Daily! We finally crossed 50,000,000 total views of our Answers. Does some HR rep take them into a room and offer them a severance package and legal document which they are basically forced to take? Let’s take a look!

Cross-sell 92

Cross-sell Legal Up-sell Follow-up 92

Sales Pop!

JANUARY 5, 2023

And much of journalism, a field that once had a great deal of meaning, seems to have wholly lost its search for objective truth in the quest to sell advertising. As Frederic Bastiat stated, “When goods don’t cross borders, soldiers will.” Thanks to COVID, many people aren’t sure if the health industry even has a meaning.

Pipeline 189

Pipeline CRM Intrinsic Networking 189

Martech

OCTOBER 16, 2023

Keep this archetype handy as you define what a transactional email is for categorization and legality to be sure you have covered all of your bases. Don’t forget to cross-sell or upsell Have a cross-selling or upselling module in your transactional email to drive additional revenue. For example, under U.S.

Cross-sell 134

Cross-sell Retail B2C Strategize 134

SaaStr

JUNE 16, 2021

And it sells to the same classic customer base most of us do. It’s remained an Israeli company legally, despite most of its business being in North America. #5. Again, it’s probably pretty similar to what a lot of us see that sell to mid-market and larger customers. #7. As It Crosses $1B in ARR.

Cross-sell 120

Cross-sell Legal Growth Service 120

Sales Hacker

DECEMBER 4, 2020

That’s what selling without a sales dashboard is like. This not only takes time away from selling, it can introduce a lot of opportunities for mistakes. Sales leaders can use a dashboard to understand the game their team is playing as they sell and identify where reps may need help or extra training. What is a Sales Dashboard?

Pipeline 136

Pipeline Cross-sell CRM Sales 136

SaaStr

JANUARY 5, 2021

It’s been a fun experience being on Quora for … a decade We’ve crossed 60,000,000 views of our answers there, so let’s take a look at the Top 50 most viewed SaaStr Answers on Quora in 2020: Why do many startup owners sell their firm and move on instead of planning on making it a big player like Google, Microsoft, etc.?

Cross-sell 118

Cross-sell Commission Legal Negotiate 118

Partners in Excellence

FEBRUARY 5, 2015

The “Profession Of Selling:” Usually when we talk about a “profession,” what we are referring to is a certification process. Along with this certification come certain legal restrictions and responsibilities. But you can’t drag me off my soapbox on the subject of professionalism in sales. No related posts.

Education 113

Education Cross-sell Sales Manufacturing 113

ConversionXL

MAY 14, 2014

Realizing this was a much bigger problem we’ve yet to address, Peep took to Twitter and asked: Looking for an in-house optimizer in a big company for a blog post on selling CRO internally. On-going battles for prime real estate, page layouts, copy and imagery persist and often burden cross-functional team performance and relations.

Conversion 124

Conversion Sell E-commerce Legal 124

Sales Hacker

APRIL 6, 2022

And these manual processes take sales reps away from their most important activity: selling. Quote: Sales teams can easily generate standardized quotes that are legally compliant and contain all the necessary information. A better selling experience. Generally speaking, though, mid-size and enterprise companies need a CPQ tool.

Cross-sell 109

Cross-sell Contract Price Finance 109

Hubspot

JUNE 22, 2022

Individual customers, employees, legal partners, other corporations, and a variety of other parties all sway how an organization plans and executes its overall business strategy. Without satisfied customers, you can't generate sustainable revenue, and you sell yourself short by losing out on referrals. Legal Relationships.

Legal 91

Legal Relationship building Contact X-functional 91

Salesforce

APRIL 20, 2023

Policymakers are increasingly stringent toward the use of third-party data, which is information that a consumer did not specifically provide to a given business (such as cross-website tracking and data purchased from brokers). Work with your legal counsel to ensure implementation is complete, accurate, and timely.

Legal 96

Legal Cross-sell Represent Trust 96

SaaStr

FEBRUARY 28, 2023

You’ve certainly already observed that in the current economic slowdown, deal cycles get longer, new business gets tougher, and cross-selling and upselling into your existing customer base there increasingly more important deal cycles get longer, more scrutiny from more stakeholders. Every penny is measured and overturned.

Cross-sell 105

Cross-sell Sales Cold Call Up-sell 105

SaaStr

DECEMBER 3, 2021

There really aren’t many variables these days, really just price and how much you raising/selling. If you aren’t selling/offering enough of the company to meet a VC’s model, they may just opt-out. Sometimes, they will still do it if the lines are crossed, but even there, they never forget. Most important is just to ask.

Negotiate 118

Negotiate Cross-sell Price Legal 118

SaaStr

SEPTEMBER 11, 2024

With a PLS motion, it involves addressing more complex purchasing behaviors like enhanced legal, security, and compliance measures, and you need to train your team on those complexities. They should be highly cross-functional and know how to navigate your sales motion. Now, 33% of Lucid’s revenue is from EMEA.

Territory 124

Territory GTM Price Cross-sell 124

Salesforce

OCTOBER 4, 2024

Unify sales, finance, and legal on the #1 AI CRM When sales, finance, and legal are disconnected, the customer feels the pain. Prioritize pipeline: If resources are limited, focus RevOps on top-of-funnel pipeline, and expand to post-sales renewals or cross-sell/upsell later. The good news is, there’s a solution.

GTM 98

GTM Territory Finance E-commerce 98

SaaStr

JULY 17, 2024

If you’re a Limited Partner giving money to VCs, what’s a better idea: sticking it in NASDAQ where you can sell it tomorrow or give it to a bunch of VCs that take 14 years to give you your money back? Can you sell your company for $50M if everyone can make money? Databricks just said they crossed $2.4B in revenue, growing 60%.

Cross-sell 123

Cross-sell Growth Up-sell B2B 123

Martech

DECEMBER 13, 2021

Collecting and using consumer data is a powerful marketing tool, but also escalates the risk of damaging your brand and incurring legal consequences. Resolving customer identities should create new cross-sell and upsell opportunities because your marketing team will know more about your customers.

Cross-sell 107

Cross-sell Government Legal Price 107

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. Litigation and legal. An improved ability to cross sell. Industry Examples. Procurement. Risk management. Corporate finance and lending.

Consult 105

Consult Cross-sell Sales Real Estate 105

Salesforce

SEPTEMBER 27, 2021

Reimagine the selling experience. Legal needs to approve it. Slack didn’t just provide cross-functional visibility among internal stakeholders, it enabled them to roll up their sleeves and do the nimble, careful work of closing the deal together. Due to the ease of communication, we were able to gain each other’s trust.”.

Closing 98

Closing Contract Legal Cross-sell 98

Miller Heiman Group

MARCH 13, 2019

Instead of marketing, training, sales ops, front-line managers and legal all creating and maintaining their own enablement services, you need to eliminate the silos. Develop enablement services in a cross-functional, coordinated fashion. Earn executive buy-in and sponsorship. Reinforce enablement training with ongoing coaching.

Objectives and Key Results 107

Objectives and Key Results Quota Technology Technology 107

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. Litigation and legal. An improved ability to cross sell. Industry Examples. Procurement. Risk management. Corporate finance and lending.

Consult 98

Consult Cross-sell Sales Real Estate 98

Sales Hacker

APRIL 21, 2021

Now, the AE must work with sales ops, salesforce admins, and legal to close this opportunity. The director of customer success brings her Salesforce report to a cross-functional meeting with sales and marketing leadership. Creates processes to enhance cross-functional collaboration between sales, marketing, and customer success.

Finance 117

Finance Cross-sell GTM SQL 117

Sales Hacker

APRIL 21, 2022

In the early days, most SaaS companies sell to other startups for a number of reasons. It’s simply easier to create a SaaS product for smaller companies.That’s why most SaaS companies focus on selling to other startups in the early stages of the company lifecycle. We started by selling to other startups, mainly YC companies.

Cross-sell 104

Cross-sell Legal Contract Price 104

Sales Hacker

JUNE 3, 2021

automobile parts to repair cars), to sell to their customers (e.g. retail stores selling children’s toys), or they’re using a service (e.g. accounting or legal services). B2B clients are purchasing your products to use in their manufacturing process (e.g.

B2C 106

B2C CRM B2B E-commerce 106

Pointclear

SEPTEMBER 24, 2015

Maybe you traditionally sell to one line of business. Think about the CFO, procurement, and legal, and how will they each need to be involved to get your deal through buying consensus. It’s a combined effort all the way over the finish line, and on into customer up and cross-sell, along with customer education and renewal.

Lead generation 95

Lead generation Cross-sell Territory Gaming 95

SaaStr

JULY 23, 2019

There really aren’t many variables these days, really just price and how much you raising / selling. If you aren’t selling / offering enough of the company to meet a VC’s model, they may just opt out. Sometimes, they will still do it if the lines are crossed, but even there, they never forget. Most important is just to ask.

Negotiate 100

Negotiate Cross-sell Price Legal 100

Martech

FEBRUARY 25, 2022

This includes cross-channel, multi-touch and multi-wave campaigns. Supported sales engagements and channels include email, phone, sales and marketing nurture campaigns, preloaded email templates, suggested email categories, cross-channel personalization. Lifecycle Marketing (upsell/cross-sell). Product overview.

E-commerce 117

E-commerce B2C Manufacturing Hospitality 117

SBI

NOVEMBER 2, 2017

For Sales teams, Model N solutions streamline the Quote to Cash process with smart selling solutions like CPQ and Contract Lifecycle Management, designed to shorten sales cycles and maximize deal value. Russ: Model N recently conducted some research jointly with Selling Power targeting the Sales teams of both enterprise and SMB companies.

Cross-sell 52

Cross-sell Finance Contract Legal 52

Hubspot

SEPTEMBER 26, 2012

If your business sells products that boom during the holiday seasons, now's the time to start investing in similar types of content to help prepare your customer service department for this coming December. And keep in mind these templates require registration, so the opportunity for upselling and cross-selling is ripe, indeed.

Service 78

Service Customers Education Legal 78

Hubspot

SEPTEMBER 16, 2016

You're constantly balancing new business development, creativity, employee management, legal concerns, invoices, new tools. When you’re trying to sell in on the agency side, you’ll always err towards the side of, ‘Oh, it will be fine.’ There is too much focus on sales and cross-selling, and not enough on unique capabilities.

Cross-sell 78

Cross-sell Healthcare Legal Clients 78

Veloxy

APRIL 11, 2023

It helps eCommerce companies personalize communications, upsell/cross-sell, and reduce cart abandonment rate. One of its key features is email monitoring, which also guarantees legal email compliance. What Are AI-Powered Sales Assistants, and Why Are They Important? You should embrace new technologies like AI.

Pipeline 130

Pipeline Sales CRM Price 130

Miller Heiman Group

MAY 25, 2018

Sales operations/legal – 6 percent. In the Awareness phase, the customer needs the type of content marketing is good at creating, such as product brochures that sell the benefits of a solution and help the customer envision how they might solve a challenge. Product management – 18 percent. Sales enablement – 16 percent.

Cross-sell 68

Cross-sell Legal Sales Presentation 68