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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.

CRM 195
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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! And the best thing? 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! And the best thing? 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.

Sales 52
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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. B2B Customer Data Platforms.

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65 Essential Key Account Management Terms Explained: Key Account Management (KAM) Glossary

DemandFarm

Account Planning Account Planning is the process of developing a strategic plan for managing and growing key accounts, typically involving collaboration between sales, marketing, and customer success teams.

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The Six Critical Ingredients for the Best Account Plan Ever

Revegy

Leading sales organizations at companies like JDA Software and more applied a visual approach to their account planning process and immediately uncovered expansion and new pipeline opportunities that were previously hidden. In this blog series, you will learn how to build the key elements for your best account plan ever.