Hubspot

JULY 7, 2019

By using a strategic account plan to target your top key accounts , you can align your focus to become your customer’s trusted partner, solving problems instead of selling products. This strategic account plan template will help you: Expand your understanding of your customer’s business, goals, and motivations. Key projects.

Strategize 99

Strategize Objectives and Key Results Strategic partnership Cross-sell 99

Veloxy

NOVEMBER 30, 2023

Highlighting the enduring significance of in-person interactions in the sales process. This includes having up-to-date info about what they’re selling and being equipped with technology that aids their sales pitches. This allows them to focus more on selling and less on administrative tasks.

Objectives and Key Results 279

Objectives and Key Results Territory Inside sales Cross-sell 279

Sales Hacker

JANUARY 24, 2025

Too often, businesses treat these as separate domainsone focused on development, the other on selling. Clarify the difference between customer lifecycle and customer journey The lifecycle is the overall relationship between customer and company, while the journey is how they experience the product and purchase process.

GTM 102

GTM Cross-sell Finance Price 102

Martech

SEPTEMBER 16, 2024

Think of it as the core of your marketing strategy, where all tools and processes support your business goals. The answer is in understanding the unique challenges and opportunities each function faces and positioning martech as a strategic enabler. Increase cross-sell and upsell revenue by 25%.

Go To Market 61

Go To Market Objectives and Key Results A/B testing Territory 61

Veloxy

JUNE 21, 2022

Before the pandemic, Salesforce found that most customers were demanding a team selling approach to satisfying their needs. Fast forward to today’s post-pandemic business world, and our research shows that sales teams are starting to put the customer experience first—and team (or collaborative) selling is an integral part of that sales plan.

Sell 189

Sell Inside sales Sports Cross-sell 189

Sales Pop!

DECEMBER 20, 2023

Their role extends beyond closing deals ; it involves the delicate art of cross-selling and up-selling to existing accounts. Working with the Existing Customer: A strategic farmer analyzes specific accounts, identifying opportunities to expand product or service lines within them.

Cross-sell 130

Cross-sell CRM Pipeline Strategize 130

Martech

FEBRUARY 24, 2025

It requires aligning internal processes, roles and budgets around AI-driven initiatives a task that can be daunting for large, established enterprises. Cross-functional teams: By bringing together marketing, IT, analytics and even product teams, you create a holistic environment that can fully leverage the potential of AI. Processing.

Objectives and Key Results 97

Objectives and Key Results Government Technology Technology 97

Salesforce

FEBRUARY 19, 2025

Yet many companies are still held back by the inefficient manual processes that order management entails. This not only leads to a significant loss of productivity but also diverts resources from more strategic and high-value activities. Effective MedTech order management is crucial for organizations to remain competitive.

Manufacturing 59

Manufacturing Cross-sell Represent Inside sales 59

PandaDoc

OCTOBER 15, 2024

As businesses and competition grows, more companies are turning to deal desk software to organize their processes and close more deals. These are primarily used in B2B and SaaS companies to help manage complex sales processes, papers, and status updates. It doesn’t need to be more complicated by a lack of organization and process.

Legal 52

Legal Contract Cross-sell Finance 52

Partners in Excellence

MARCH 26, 2024

It’s a solution that addresses the way buying is changing, integrating digital and personal selling. But what really interested me were Bill’s perspectives on where buying and selling is headed and how we must change our engagement strategies to work with buyers more impactfully.

Sell 137

Sell Cross-sell Finance B2C 137

Salesforce

FEBRUARY 14, 2025

Hyper-personalization is a strategic imperative for success. Embrace AI and automation AI-powered algorithms can process vast amounts of data to identify patterns and predict customer needs. Predictive analytics can forecast when a customer is likely to make their next purchase.

A/B testing 97

A/B testing CTR Click Through Rate Healthcare 97

Veloxy

MAY 3, 2022

Process Street. Veloxy is a Salesforce AppExchange mobile app that helps automate, streamline, and accelerate the sales process. With this sales calculator, you can discover what’s slowing down your sales process and how much more revenue you can make with an accelerated pipeline. Process Street's Sales Process Checklists.

Sell 182

Sell Cold Call Tradeshows Cross-sell 182

Partners in Excellence

APRIL 5, 2024

For the past month, I’ve been publishing stories on “Why I’m So Interested In Selling.” Some have had long careers in selling, some are relatively new. The Thrill of the Chase and Closure : Finally, the process of pursuing a sale and the satisfaction of closing deals is a thrill many mention.

Sell 143

Sell Cross-sell Drivers/motivators Education 143

The 5% Institute

DECEMBER 2, 2019

Then there is key account management and strategic account management – what is the difference? Key account management is the process of putting in place systems to ensure you deliver ongoing value, consistency, and hold onto your current clients you already have an agreement in place with. Your sales process. A Detailed Guide.

Account management 98

Account management Objectives and Key Results Cross-sell Strategize 98

Hubspot

NOVEMBER 21, 2018

Initiator: Starts the buying process or shows initial interest. These roles vary based on the product, industry, and vertical you’re selling to. From your customer’s perspective, the buying process is linear. Lastly, in the channel model , an outside agency or partner sells your product for you. Buyer: Owns the budget.

Go To Market 101

Go To Market Process GTM Education 101

ClickFunnels

JANUARY 27, 2023

How to Build a Sales Funnel For Your Medical Practice How to Create a Winning 6-Email “Indoctrination” Sequence How To Use Email Segmentation To Sell Products and Services How To Start a Weekly Email Newsletter Build A Sales Funnel For Your Medical Practice with ClickFunnels 2.0! But how should it look like?

Campaign 209

Campaign Appointment Cross-sell Pitch 209

Heinz Marketing

APRIL 14, 2022

These listen to us – “transmission” messages were neither what prospects or customers wanted to hear, nor what the sales folks and channels needed to sell. To stay relevant and a be strategic partner today, CMOs need to drive more value with five salient actions: Cross-functional Alignment with Common KPIs. Customer Obsession.

B2B 116

B2B Cross-sell Education Strategize 116

Highspot

FEBRUARY 3, 2025

Lean on enablement to spearhead this process, as they can successfully break down cross-functional silos and enhance productivity, allowing you to unlock the impact of your strategic initiatives and drive more predictable growth. TIP: Define and centralize the plan for your go-to-market initiatives with Highspot Initiatives.

Go To Market 52

Go To Market Cross-sell Launch Strategize 52

SaaStr

MAY 30, 2024

They prioritize direct selling and relationships over allowing customers to go and buy directly. Whichever you choose will be a strategic decision. What PLG Signals Can Sales Use to Sell Software? Examples of Using Signals to Drive Upsell and Cross-sell Opportunities What does this look like in action?

Cross-sell 122

Cross-sell Customers Pitch Drivers/motivators 122

Martech

OCTOBER 16, 2023

It is excluded from the regulations governing email because it is a necessary part of the transaction process. 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. I’m glad you asked!

Cross-sell 131

Cross-sell Retail B2C Strategize 131

The 5% Institute

AUGUST 15, 2023

Strategic Account Management (SAM) is a powerful approach that goes beyond conventional sales tactics, focusing on creating value, fostering trust, and driving mutual growth between businesses and their most valuable clients. What Is Strategic Account Management? This is where Strategic Account Management (SAM) comes into play.

Account management 52

Account management Strategize Objectives and Key Results Cross-sell 52

PandaDoc

MARCH 25, 2025

The sales process varies greatly depending on the purchase. If youre selling a cup of coffee, the options are relatively simple. This is the nature of complex salesthey demand strategy, patience, and the right tools to navigate the process effectively. But what happens when the purchase isnt as straightforward?

Objectives and Key Results 52

Objectives and Key Results Contract Legal Sales 52

The 5% Institute

OCTOBER 13, 2019

Strategy selling, also known as strategic selling; is the step by step system you put together to serve more qualified clients and win more sales. What Is Strategy Selling? Strategy Selling #1 – Prior To Contact. Both plans are crucial when building out your strategy selling foundation. Lead Generation.

Sell 98

Sell Cross-sell Lead generation Referrals 98

SaaStr

JULY 1, 2024

It sounds great to be able to sell to more people and sell bigger deals, but are you ready? You want to ensure you have cross-functional alignment and that this isn’t another squirrel you’re chasing. Do you have a core portion of your team equipped to sell upmarket? You’ll also need to look at your sales process.

Cross-sell 122

Cross-sell Price Account management Up-sell 122

Highspot

MARCH 7, 2025

They help unite your go-to-market (GTM) teams, streamline processes, and tackle tool sprawl. It ensures go-to-market (GTM) teams work toward shared company goals with efficient processes and reliable data. It builds processes that expand with you, whether you’re adding team members or entering new markets. The result?

Growth 52

Growth GTM Objectives and Key Results CRM 52

Gong.io

OCTOBER 19, 2021

And some are intangible, like a learning culture; the knowledge provided in onboarding, training, and coaching; and insights into how your strategic initiatives do IRL. SalesOps, on the other hand, focuses on improving the buyer’s journey through process improvements. And are there better strategies for selling to larger buyers?

Quota 164

Quota Sales Strategize Cross-sell 164

Hubspot

MARCH 18, 2019

The difference between key account management and selling. Key account management is the process of building long-term relationships with your company's most valuable accounts. But if you use the right key account strategy, you'll reap greater sales volume and long-lasting strategic relationships. The benefits. Let's dig in.

Account management 100

Account management Objectives and Key Results Cross-sell Non-Profits 100

The 5% Institute

MAY 28, 2023

This metaphorical ladder is known as the sales ladder, a strategic framework designed to optimize the customer journey and maximize sales. By breaking down the customer journey into distinct stages, it helps streamline the sales process and ensures a consistent and effective approach to sales and marketing.

Strategize 52

Strategize Cross-sell Objectives and Key Results Referrals 52

Sales Hacker

JULY 25, 2022

How to pivot, strategize, and coach. This involves spending 1:1 time with their people to help them strategize, brainstorm, and develop their communication and selling skills so they can grow your pipeline. Where you stand in relation to business goals. Where your problem areas lie. What are their individual responsibilities?

Engineering 116

Engineering Objectives and Key Results Cross-sell Pipeline 116

Martech

JANUARY 5, 2024

As with previous phases, this one is not about hard selling. Streamlining the purchasing process is equally crucial. As I always say, “Stop making your prospects a victim of your process.” Expand Expansion is about strategically growing your share of the customer’s wallet. It’s a delicate conversation. Get MarTech!

Prospecting 117

Prospecting Customers Cross-sell Objectives and Key Results 117

Martech

MARCH 1, 2024

I see three drivers behind this stunning change: COVID-19, where personal selling was crippled and “retention is the new acquisition” became the latest catchphrase. Thus, retention is gaining traction again as a strategic B2B marketing priority. Cross-selling : Offering customers related or complementary products.

B2B 128

B2B Cross-sell Pharmaceutical Account management 128

SaaStr

SEPTEMBER 1, 2021

Traditionally, marketing teams sit down at the beginning of the year, hammer out targets and strategic initiatives and spend the entire year narrowed in on that plan, never wavering despite changing circumstances. And so, [strategy] is not an annual process anymore. However, this approach is on its way out.

Cross-sell 109

Cross-sell Contract Pipeline Strategize 109

Heinz Marketing

OCTOBER 26, 2022

Historically, the purpose of marketing was to pursue brand and marketing goals that were not directly related to the overall business strategy, but now it is strategically important that marketing leaders collaborate with the rest of the organization on an overall strategy. . Common and Emerging Marketing Structures (Pros and Cons) .

Strategize 122

Strategize Cross-sell Networking Service 122

Salesmate

DECEMBER 11, 2020

And the key to accomplishing that is effective communication, which you can achieve only when you have access to a simplified way of managing your work process. Therefore, without a streamlined process of managing tasks, an agent might miss out on essential tasks. Your sales process is fragmented.

CRM 128

CRM Cross-sell Clients Follow-up 128

Highspot

NOVEMBER 24, 2024

It’s typically a cross-functional initiative between sales and marketing. At its core, sales training teaches sales reps how to sell, imparting essential skills and techniques for engaging customers. On the flip side, sales enablement provides the tools to sell better. What Does Sales Enablement Training Include?

Pitch 52

Pitch Sales Technique Cross-sell 52

Sales Pop!

SEPTEMBER 5, 2024

Sales methodologies are essential frameworks that guide sales professionals through every step of the sales process. The Importance of Sales Methodology Adherence Sales methodologies are not just guidelines; they are strategic roadmaps that, when followed correctly, can lead to predictable and successful outcomes.

Objectives and Key Results 130

Objectives and Key Results Objection handling Technique Follow-up 130

Sales Hacker

DECEMBER 14, 2022

I’m Mayte Vera, operations manager at TigerLRM, and I leverage my experience in sales enablement management to help users focus on strategic approaches to sales enablement practices and how to define and implement successful sales processes. Sales teams need automated processes and systems that adjust to continuous change.

Meeting 121

Meeting Cross-sell Technique Education 121