The 5% Institute

JUNE 9, 2023

Customer Relationship Management Building and maintaining strong relationships with customers is crucial for sales success. Sales managers play a key role in fostering customer relationships by ensuring excellent customer service , addressing customer concerns, and maintaining regular communication.

Objectives and Key Results 52

Objectives and Key Results Finance Drivers/motivators Sales 52

Hubspot

NOVEMBER 7, 2023

CRM, or customer relationship management, is a strategy companies use to track customer relationships from pre- to post-sale. By leveraging segmentation in your CRM, you're not only managing customer relationships but also optimizing them for better business outcomes. What are the benefits of CRM?

CRM 78

CRM Contact Contract Objectives and Key Results 78

ConversionXL

AUGUST 21, 2014

Every day, data from over 130 processes are collected in O2’s data warehouse, including the entire billing and customer relationship management system. This unified system is a huge improvement over the earlier infrastructure, which was both expensive and slow. How Buffer Improves Retention Through Trigger-Based Emails.

Referrals 106

Referrals Objectives and Key Results Follow-up Service 106

Highspot

SEPTEMBER 28, 2021

The core tech stack of more sales teams comprises the following tools: CRM: Customer relationship management platforms, or CRMs, allow you to track and manage interactions with buyers as they move from prospects to valued customers. The key to alignment is to leave your ego at the meeting room door.

Sales 52

Sales Cross-sell Technique Growth 52

Sales Hacker

OCTOBER 7, 2021

Your natural soft skills will benefit you, but you also need hard skills to succeed in selling; consistent deal qualification, rigorous opportunity and account planning, excellent stakeholder and relationship management. Review your to do list and outline the impact and effort level. ” Aletta Noujaim.

Sales 137

Sales Up-sell Start-ups Cross-sell 137

Salesforce

MARCH 31, 2025

The all-in-one customer relationship management (CRM) tool The good news is, you only need one tool. Customer relationship management (CRM) tools offer comprehensive analytics to help you track your business’s performance, sales pipeline, and financial health. This helps you focus on high-impact activities.

A/B testing 54

A/B testing Objectives and Key Results CRM Customer Relationship Management 54

Salesforce

MARCH 3, 2025

Step 1: Take in requests The Deal Desk process starts with sales reps submitting requests, usually through sales technology such as a Customer Relationship Management (CRM) or Configure, Price, Quote (CPQ) system. Alternatively, they can also use pre-set approvals for key accounts with pre-negotiated terms.

Legal 59

Legal Contract Finance Non-Profits 59