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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. We all know it: There is no sale more valuable than one made to an existing customer. 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. Customer knowledge With everything you could possibly want to know available online, it’s easier than ever for customers and prospects to educate themselves about a product or service.

CRM 71
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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Stop Doing Stupid Sh*t: 18 Outdated Sales Tactics to Abandon in 2018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

The purpose of a customer success plan is to identify and align key activities required to support customer goals and objectives. To help meet these goals the plan would: Consider in-depth data about the target customer(s) including their goals, objectives, existing knowledge, knowledge gaps, and where they are in their journey.

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

Insightly

The best part is that you don’t have to be a software engineer to build integrations in your CRM system due to the intuitive, user-friendly interface. It’s about building customer relationships that make your clients feel valued and confident about their purchases. . 4 Essential CRM integrations for functional teams.

CRM 104
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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.

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