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

OCTOBER 8, 2024

Partner relationship management software Manage your entire indirect sales channels — such as partners, resellers, or wholesalers — from one platform. Then, after noticing customer demand for wholesale buying options, you can add that channel.

Territory 91

Territory E-commerce Profit margin Sales 91

Salesforce

SEPTEMBER 25, 2024

Manage exceptions, fringe benefits, varied commission types, and more. Automated expense reporting: Maintain compliance under ASC 606 and IFRS 15 with automated, audit-ready expense reports.

Commission 97

Commission Drivers/motivators Territory Sales 97

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. A sales rep can quickly access important moments from a conversation rather than sorting through piles of notes.

Conversion 59

Conversion Customers Territory CRM 59

Salesforce

OCTOBER 22, 2024

A good Customer Relationship Management (CRM) tool is crucial here. Clarify what the MEDDIC sales process will look like in your organization: Work out step-by-step instructions for how sales reps should apply MEDDIC, so everyone’s clear on precisely how to use the framework effectively.

E-commerce 52

E-commerce Territory Pitch Sales 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

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