ProlifIQ

FEBRUARY 23, 2024

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. To better understand how teams are adapting to this new environment, we surveyed over 250 professionals across sales, customer success, account management, and more about their account planning processes, challenges, and priorities for 2024.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

Arpedio

FEBRUARY 20, 2024

Navigating Account-Based Selling: CRM, AI and Customer Understanding Explore the ARPEDIO platform ← Back to blog When it comes to B2B sales, companies often find themselves wrestling with a myriad of challenges, from a lack of prospecting skills to navigating lengthy sales cycles. In this regard, AI emerges as a transformative tool.

CRM 52

CRM Artificial Intelligence B2B Account Management 52

Hubspot Sales

NOVEMBER 22, 2023

It's a CRM (or Customer Relationship Management Platform). Even if you don't use HubSpot, you probably use some type of CRM. Below we'll delve into why CRMs are an important sales tool, using data from our State of Sales Report, as well as how they can revolutionize your sales strategy. It's not that new or hard to access.

CRM 99

CRM Decision-making Sales B2C 99

PandaDoc

FEBRUARY 23, 2024

Automation is fundamental to building a robust sales pipeline ; document management tools fused with CRM software accelerate this process. See also From leads to deals with CRM quoting software 2. Many CRM systems enable you to define custom fields and fill those out. What is opportunity management — and why should you care?

Management 52

Management CRM Sales Decision-making 52

DemandFarm

MAY 9, 2024

In this blog, we’ll explore the top organizational chart software of 2024, focusing on its features, usability, and how it caters to key account managers like you. It can be used to map out the structure of a client organization, identifying key stakeholders and the relationships between them. The Best Org Chart Software of 2024 1.

Key Account Management 52

Key Account Management Account Management CRM Client Relationships 52

Zendesk

JANUARY 18, 2024

So when it comes to managing customer data , prioritizing customer data privacy is mandatory. When businesses don’t prioritize customer data privacy, there’s a risk of exposing private information to people or entities consumers had no intention of sharing their data with. Source: Zendesk CX Trends Report 2024.

Cybersecurity 52

Cybersecurity Prioritization Software Software 52

Hubspot Sales

MAY 3, 2024

Cut to 2024 , and I lean on ChatGPT to brainstorm use cases for products, concepts, or other ideas I’m writing about. One reason for this is AI’s capacity to prioritize tickets and then route them to human agents. HubSpot HubSpot is a CRM platform that can help you simplify your processes across sales, marketing, and customer support.

Small Business 76

Small Business Media Co-Creation Publishing 76