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People & Problems: The core of strategic account planning

Strategic Account Management Association

By Richard Scheig, Chief Revenue Officer, Upland Software. The view from where I sit as Upland Software’s Chief Revenue Officer is a profoundly interesting one. It’s how faithfully (and effectively) we execute on these principles that makes the difference. Richard Scheig is Chief Revenue Officer at Upland Software.

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How to Improve Sales Productivity and Boost Team Efficiency

Nutshell

As the backbone of any business, the sales team needs to be efficient to meet targets and ensure the company remains profitable. When you can pinpoint dips in productivity and identify the elements that contribute to slower workflows, you can make the changes needed to support your sales team.

CRM 71
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CRM integration: What it is, why is it essential, and 4 key integrations

Insightly

Customer Relationship Management (CRM) integration is essential to unlocking the true power of a CRM. Integrations add functionality to CRMs and build a reliable source of truth you can count on to make decisions across your entire organization by connecting every single application you use to run your business. Human resources.

CRM 104
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SaaS customer support: An introductory guide for 2024

Zendesk

What is SaaS customer support? SaaS (software as a service) customer support refers to the systems and practices technology companies use to best serve their customers. Nowadays, every business needs to provide an outstanding customer experience (CX) , but the level and expertise of support varies by industry.

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Stop Doing Stupid Sh*t: 18 Outdated Sales Tactics to Abandon in 2018

Hubspot Sales

Meeting in person was not only expensive, it was also a huge pain. A simple 45-minute meeting became a three-hour ordeal -- and all this just to start a relationship and conduct a basic needs analysis. In-person meetings are the most inefficient process imaginable. Trials of on-premise software were rare.

Sales 145
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How to create an effective customer success plan (+ a template)

Zendesk

Your business is only as successful as your customers are. When you make sure customers have what they need to succeed, you also win as a business. The purpose of a customer success plan is to identify and align key activities required to support customer goals and objectives. Yes, you read that right.

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What is a CRM?

Insightly

Customer relationship management ( CRM ) is a software system that allows businesses to capture and store business and customer data in a single database. Then, came the late 1980s and early 1990s, when the first CRM software systems began to emerge. Life is nice in the cloud. The emergence of the modern CRM system.

CRM 52