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Break & Glue: The art of capturing complex mega-strategic accounts in CRM to get the most from account planning tools 

Strategic Account Management Association

A while ago, I came across a discussion about the optimal way to capture strategic customers in a customer relationship management (CRM) tool in a way that enables effective, efficient account planning using account planning applications or tools. As a SAM, you may be thinking, “This sounds like a no-brainer.”

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Sales Process vs. Sales Methodology: What’s the Difference?

Upland

It’s the set of principles, practices, and strategies that guide the overall sales approach. Some sales methodologies boast automation modules within CRM applications, but they lack the discipline of a structure. In my next blog post, I’ll share some of my favorite sales process design best practices! Happy selling!

Sales 195
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The Best Resources for Sales Managers

Nutshell

There are lots of resources out there that can help you do this, from blogs to books to podcasts to newsletters. Best blogs for sales managers Sales blogs are an excellent way to learn new sales leadership skills, brush up on your sales knowledge, and get the latest news. Keep exploring our blog for our latest posts!

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B2B Marketing: How to Attract, Engage and Delight Your Prospects and Customers

SuperOffice

While the marketing part might sound easy, it’s the buying process that’s complex. SuperOffice CRM is designed to capture each interaction a customer has with your brand - giving you the insights you need to provide a better customer experience. The B2B buying process is not a linear A to Z journey. Easy, right?

B2B 129
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CRM Strategy: Why You Need One and How to Develop It

Hubspot Sales

Contacting them at regular intervals to follow up on something they plan to buy or have already bought gets trickier. Thankfully, there’s something called CRM or Customer Relationship Management. A Refresher on CRMs. You can tailor the information you enter and retain in your CRM however you’d like.

CRM 131
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Sales velocity – a guide to what it is and how to calculate it, with formula and examples

PandaDoc

This guide will explain the sales velocity formula and what it means for your business. Sales enablement tools like CRM platforms help increase sales velocity. Qualified leads meet criteria such as having the budget or buying authority for your product or service. In most cases, bigger purchases have longer buying cycles.

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What is the buyer’s journey? Definition, stages, and examples

Zendesk

It can take days, weeks, or even months of careful thought before they commit to buying. If you mapped out all the decisions, actions, and interactions that take place from the moment a prospect identifies their problem to the moment they buy a solution, that map would represent the buyer’s journey. What is the buyer’s journey?