Salesforce

OCTOBER 16, 2024

The information is used for call summaries, which can be automatically entered into a customer relationship management (CRM) system and shared with sales leadership and other teams. Then, organize the library by specific skills and create playlists of calls for each category, such as price negotiation or handling negative feedback.

Conversion 59

Conversion Customers Territory CRM 59

Salesforce

DECEMBER 13, 2024

Some customer relationship management (CRM) tools use generative AI to help sales teams personalize their content. Whether your presentation is in-person or virtual, actively listening to your audience is non-negotiable. Hands-on research with time-saving AI can be a winning combination.

Presentation 52

Presentation Closing Territory E-commerce 52

Salesforce

SEPTEMBER 13, 2024

Territory sales managers are typically focused on a few large, high-priority accounts. They use customer relationship management (CRM) software — typically equipped with AI and automation tools — to schedule calls, update customer and lead details, and keep track of outreach.

Territory 59

Territory Objectives and Key Results Cross-sell E-commerce 59