Anthony Cole Training

MARCH 31, 2015

I got into the life insurance business as an agent with National Life of Vermont. I came into the business as a life insurance agent only to find out that others in that business were calling themselves planners, consultants, advisors, risk managers and a variety of other titles.

Territory 155

Territory Legal Sales Up-sell 155

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

Salesforce

SEPTEMBER 16, 2024

By using deal management , sales representatives have the flexibility to make changes that make sense for the company and the customer. Your CPQ tool needs to integrate not only with your customer relationship management (CRM) software but it must allow access across your organization.

Price 52

Price Electricity E-commerce Finance 52

Salesforce

MARCH 12, 2024

The sum represents the revenue you can expect to bring in throughout the sales cycle. Rev up your workflow with a CRM: Cloud-based customer relationship management (CRM) software like Sales Cloud makes it easier for your team to find, track, and connect with customers to close more deals in one, streamlined place.

Territory 64

Territory Pipeline E-commerce Sales 64