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 93

Territory E-commerce Profit margin CRM 93

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 87

E-commerce Territory Pitch Sales 87

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

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

Salesforce

DECEMBER 13, 2024

Some customer relationship management (CRM) tools use generative AI to help sales teams personalize their content. Getting to know your audience helps you stand out from the people who rush through as many presentations as possible to fill a sales quota. Hands-on research with time-saving AI can be a winning combination.

Presentation 52

Presentation Closing Territory E-commerce 52

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