Martech

SEPTEMBER 11, 2024

Organizations often claim to be customer-centric. Many companies operate with rigid boundaries between the marketing, sales and customer success departments. This creates artificial barriers that negatively impact customer satisfaction and the company’s bottom line. UX/UI is in charge of making life easier for customers.

Cross-sell 106

Cross-sell Customers UX A/B testing 106

Partners in Excellence

MARCH 5, 2025

One of the things I’ve started doing is counting how many times they use the word, “Customer.” When it is, it’s used in the context of the customer being the target of a set of strategies and activities. But most of the time, it seems the word, Customer, is a distraction from what we are trying to do.

Customers 97

Customers GTM Conversion Meeting 97

Sales Pop!

NOVEMBER 13, 2024

To improve customer satisfaction, and build a competitive edge. The Importance of Sales and Marketing Alignment Sales and marketing teams share a vital goal: driving business growth by acquiring new customers and retaining existing ones. In today’s fast-paced business world, sales and marketing teams need to align to drive revenue.

Sales 260

Sales Growth Lead generation CRM 260

Sales Pop!

NOVEMBER 8, 2024

In particular, the Philippines—a leader in outsourcing and customer service—has embraced AI technologies in its call centres, optimising efficiency while maintaining the crucial human touch. One of the primary benefits of AI in inbound sales is its ability to analyse vast amounts of customer data in real time.

Sales 233

Sales Technology Technology Conversion 233

Hubspot

MARCH 13, 2025

And even with revenue up in 2024 , reps are still struggling to meet their sales goals. In addition, I reached out to other sales experts to hear what they had to say about setting and meeting revenue goals so you can take home some best practices from their experience. Table of Contents What are revenue targets?

Meeting 66

Meeting Pipeline Quota Sales 66

Martech

MARCH 10, 2025

Only humans can provide the genuine interaction and empathy to build lasting customer relationships. While AI can help identify your ideal customers, you must go old school to nurture them. “AI is a magnificent tool,” said Kyle Tudor, head of sales at Perfection and Custom, at last fall’s MarTech Conference.

Customers 106

Customers A/B testing Click Through Rate Campaign 106

SaaStr

JANUARY 4, 2025

Dear SaaStr: My Salesteam Doesnt Want to Do Outbound or Visit Customers in Person. You have to start with a certain set of expectations, and hire folks that want to meet them. Image from here ) The post Dear SaaStr: My Salesteam Doesnt Want to Do Outbound or Visit Customers in Person. How Can I Get Them To Work Harder Here?

Cold Call 109

Cold Call Customers Start-ups Meeting 109

Partners in Excellence

FEBRUARY 21, 2025

Recordings of client sellers in calls/meetings. What did the response mean to the customer?” Most importantly, in complex B2B buying, our customers are looking for conversations. The post Questions/Answers, Engaging Customers In Verbal Ping-Pong appeared first on Partners in EXCELLENCE. I know you will enjoy it!

Customers 95

Customers High impact Gaming B2B 95

Salesforce

JANUARY 7, 2025

The world of customer service, or customer experience (CX), is changing fast. As customers expect faster, more personal, and helpful service, businesses must invest in AI education to empower their teams with the skills and knowledge to harness this technology effectively. Learn how Agentforce can help your company today.

Education 96

Education Customers Price Service 96

Martech

SEPTEMBER 18, 2024

Attention spans are shrinking and customers now have instant access to information. Success in micro-moments requires anticipating customer needs, providing relevant content and delivering seamless experiences at the right time. Brands that effectively meet these needs with useful content gain a significant edge.

Customers 63

Customers A/B testing Trust Click Through Rate 63

Martech

SEPTEMBER 20, 2024

Going deeper: Enhancing personalization Once you’ve redesigned and automated your most important processes, it’s time to go deeper with AI and enhance the customer experience through personalization. Before generative AI, it was impractical to create a custom experience for every customer; with AI, this becomes practical.

Profit margin 124

Profit margin Objectives and Key Results Strategize Legal 124

Salesforce

AUGUST 6, 2024

Imagine a company where every decision, strategy, customer interaction, and rote task is augmented by AI. To aid in this, the company developed a tool called Penny, an AI agent that’s automatically invited to all meetings. It can do this by comparing meeting summaries against the company’s broader objectives.

Real Estate 128

Real Estate Non-Profits Click Through Rate CRM 128

Partners in Excellence

JANUARY 23, 2025

How many emails, how many calls, how many meetings, how many demos how many proposals, how many bathroom breaks……… And the gurus reinforce and intensify this. And every performance issue is addressed by running the numbers setting new goals; more emails, more calls, more meetings, more demos, more activity.

Gaming 121

Gaming Up-sell Quota Pitch 121

Salesforce

OCTOBER 3, 2024

Any disruptions in the supply chain can have a ripple effect, impacting production schedules and customer satisfaction. The customer journey doesn’t end at the “Buy” button Here’s how to optimize the post-purchase experience and keep customers happy. This can lead to lost sales and dissatisfied customers.

Manufacturing 111

Manufacturing Transportation Technique Meeting 111

Martech

OCTOBER 21, 2024

Customer success is scrambling to find reference customers for panels. But this time, we tried something new: nine months out, we gathered every team — from field marketing and web to PR, community and customer success. Customer success mined quarterly business reviews (QBRs) for speakers. The result?

Strategize 111

Strategize Angle Territory Sports 111

Martech

JANUARY 8, 2025

Whether thats adding complexity to a simple process or frustrating customers with needless back and forth, friction is bad news for deal velocity. Tools like Calendly or HubSpots meeting scheduler let prospects see when youre available and book a time instantly. Pro tip : Dont forget to include automated reminders for the meeting.

CRM 118

CRM Follow-up Sales Prospecting 118

SaaStr

JANUARY 8, 2025

Naturally, their first customer was DoorDash and the quickly captured 95% of the gig economy market in their early days. When Lindsey joined, she inherited an already built-out self-serve/PLG model for small businesses and a mid-market and enterprise sales, customer success, and post-sales team.

Objectives and Key Results 117

Objectives and Key Results Growth Engineering Quota 117

Partners in Excellence

JANUARY 7, 2025

A long time friend and colleague asked me to sit in a vendor meeting. More as part of their learning process, they arranged meetings with a few leading companies to see if these types of tools might support what they were trying to achieve. The team invited the CRO and me to sit in a meeting. We aren’t there yet.

Process 126

Process Strategize Clients Technology 126

Veloxy

FEBRUARY 12, 2025

Our customers tell me how our 360 degree customer view eliminates the need to switch between different platforms. The automated activity capture for emails and events creates a single source of truth for all customer interactions. Without doubt, Gong’s integration capabilities with existing tech stacks make it special.

Product 130

Product CRM Price Objectives and Key Results 130

Martech

NOVEMBER 1, 2024

As customer acquisition costs climb and economic pressures mount, B2B companies must look beyond the classic approach to chasing new accounts. Account-based expansion — targeting growth within existing customer accounts — could be the key to sustainable growth, faster sales cycles and lower acquisition costs.

Growth 132

Growth GTM B2B Strategize 132

Martech

AUGUST 14, 2024

To meet these user demands, Google introduced two new requirements for senders concerning unsubscribes. What’s important are the signals from customers when they engage with emails and what actions they take as a result. Acquisition: When customers make a purchase and join the list they receive a confirmation.

Campaign 116

Campaign Start-ups Follow-up Customers 116

Partners in Excellence

NOVEMBER 21, 2024

How we reduce the time we need to spend doing research on our customers. It will send emails to customers and manage the responses. It will schedule a meeting for us and provide us the notes before we go into the meeting. We are even seeing AI Agents conducting the meetings for us, so we don’t even have to show up.

Objection handling 126

Objection handling Technology Technology Up-sell 126

Partners in Excellence

JANUARY 2, 2025

We script every conversation, yet the customers we are engaging don’t have the same script. Customer engagement plummets. We assign number of dials, outreaches, meetings per day. Yet, our customers don’t want to talk to us. Fewer than 40% of sellers meet their goals. People are more disengaged.

Pipeline 127

Pipeline Government Education Conversion 127

Veloxy

JANUARY 7, 2025

This is the foundation of your sales management, outlining the progression from prospect to customer. A sales cycle is the process your sales team goes through in order to close a sale with a customer. Every stage reflects adistinct interaction level between your team and the customer. What is a Sales Cycle?

Objectives and Key Results 130

Objectives and Key Results Negotiate CRM Sales 130

Heinz Marketing

AUGUST 9, 2024

However, as powerful as AI is, the human touch remains irreplaceable in fostering genuine connections and building trust with customers. Use AI tools to analyze customer behavior, preferences, and trends. Example: AI can help identify which products a customer is most likely to buy based on their browsing history and past purchases.

E-commerce 116

E-commerce Campaign Follow-up Trust 116

Martech

AUGUST 29, 2024

Book meetings ahead of time Reach out to prospects, connections and customers to connect with during the event. Make a real plan by deciding who you want to meet, what you can offer and what you hope to achieve from each interaction. Reach out before the conference through email or LinkedIn to set up meetings or introductions.

CRM 119

CRM Contact Networking Follow-up 119

Martech

AUGUST 26, 2024

And they don’t want to take a meeting with a salesperson if they can help it. They’re using chatbots for top-of-funnel conversations, digital tools for custom price quotes, marketplaces for placing orders—the list goes on and on. And they roll their eyes at the old “OK Boomer” generation’s buying behavior.

B2B 131

B2B X-functional Cross-sell B2C 131

Veloxy

JANUARY 19, 2022

Get ready to impress more buyers and get more meetings. When your dialer rings John or Jane Doe, you instantly know their: Buyer Persona Industry Role and Responsibilities Pain Points Customers Who Are Like Them I’ll demonstrate by continuing from my first impression script. “ Meeting booked! Start with basic results.

Cold Call 358

Cold Call Territory Quota Up-sell 358

Partners in Excellence

JANUARY 16, 2025

In selling, there is no end to the tools that claim to provide coaching, performance reporting tools, conversational intelligence, role play tools, social selling, prospecting/customer engagement, negotiation, objection handling, closing, time management. Perhaps we ask them for ideas, to research a customer, plan a call/meeting.

Objectives and Key Results 125

Objectives and Key Results Objection handling GTM Pipeline 125

Martech

JULY 17, 2024

Scaling has become complex, with rising targets and an unclear ideal customer profile. As performance becomes harder to predict, Emma is caught in a whirlwind of soaring CPAs, long “gap-close meetings,” and the desperate need to meet ever-higher quotas.

GTM 101

GTM Product Strategize Drivers/motivators 101

Sales Hacker

NOVEMBER 15, 2024

Note-taking during meetings: Sharpens the ability to synthesize information and identify patterns. Pattern recognition: Manually analyzing buyer behavior or segmenting customer needs. Manual onboarding exercises: Require new hires to take meeting notes, draft follow-ups, or conduct outreach manually before transitioning to automation.

GTM 113

GTM Cold Call Strategic partnership Follow-up 113

Martech

JULY 25, 2024

Meetings often involve stakeholders from different departments, so focusing only on key decision-makers may overlook the broader buyer group journey. With your sales and CRM teams Before you align your tech targeting processes to different buyers, ask your selling teams who they tend to see at meetings. What is a buyer group?

B2B 127

B2B Legal CRM Lead generation 127