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Relationship Management Guide – Going Beyond the CRM

Upland

As you will see, this goes well beyond the data collected in the CRM system, and often warrants additional, specialized technology, like relationship mapping tools , married to world-class sales methodologies and best practices, ideally integrated and 100% native to your CRM solution.

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Sales Forecasting Guide – Prioritize to Boost Accuracy

Upland

In fact, having the right methodologies and best practices in place throughout the entire sales process, married with the right technology, can make sales forecasting look a lot more like an exact science. Is Sales Forecasting Outdated? Some claim that sales forecasting is outdated. It’s a big blind spot to have.

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Account Management: It’s About Keeping Customers!

SalesPop

Interestingly, the role of bringing additional value to the customer, in B2B SaaS, is given over to yet another role, outside of sales: the customer success manager. Because it removes the customer from a salesperson to someone who is simply a product presenter. Strengthening the Relationship. Building Trust.

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How to Leverage a Customer Data Platform to Enhance Account Based Selling

Hubspot Sales

It’s an effective way for businesses looking to sell to enterprises to boost their success rate. Personalization is a watchword in all modern sales environments. Ideal for landing enterprise-level clients, it’s a hyper-personalized sales technique. Customer Success. Executives & Board Members.

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Sales Optimization in Private Equity Funded Companies

Arpedio

This is relevant if you’re a sales leader in a company that has received funding, if you’ve been a part of an exit, or if you’d just like to get an update on what’s moving within the private equity space from a sales perspective. Lot’s to cover, let’s dive in! It’s All About the Data. Simon Raahave.

Sales 52
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Sales Optimization in Private Equity Funded Companies

Arpedio

This is relevant if you’re a sales leader in a company that has received funding, if you’ve been a part of an exit, or if you’d just like to get an update on what’s moving within the private equity space from a sales perspective. Lot’s to cover, let’s dive in! It’s All About the Data. Simon Raahave.

Sales 52
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4 ways to use sales gamification in your sales process

PandaDoc

For example, leaderboards aren’t just for closed/won deals; they can also show who has influenced the most deals (great for SDRs) or highlight activity details from your CRM like the number of calls and emails per rep. The excitement from winning drives the entire business forward – from Marketing to Product to Customer Success.

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