Wed.Sep 20, 2023

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The Complete Guide to Sales Forecasting and Pipeline Management

RAIN Group

Assume you’re a sales manager for a mid-sized enterprise. You’ve just received a call from your chief revenue officer who wants to know how much revenue you expect your team to produce between now and the end of the year. You pull up your spreadsheet and start reviewing the numbers, but the forecast just doesn’t look right. Sales have been consistent, but there are so many variables at play and it’s hard to predict what the future holds.

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The Best 10 Conversational AI for Sales

Hubspot Sales

The right words don’t always come easy. It can even take hours to put an email together. Thankfully, there’s AI for that. Conversational AI for sales teams can eliminate a lot of repetitive tasks such as follow-up emails and customer queries and even generate sales collateral. Operationally, conversational AI speeds up processes within tools like your CRM or CMS, makes reporting easier, decision-making more effective, and so much more.

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The Impact of Leadership on Sales Talent Retention

The Center for Sales Strategy

The role you play as a leader in the retention of your salespeople has a huge impact on your business. The more you develop yourself as a leader, the greater influence you have on keeping the team you built in place. This is important because when your salespeople stay, your organization has the ability to retain customers and maintain a loyal customer base, which leads to your success.

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Improving operations through customer-centricity with Wine.com’s Addie Wallace

Zendesk

If you’ve ever stepped into a store with a large selection of wine, it can be a bit overwhelming. Perhaps you have some knowledge about varietals and terroir, even know a few names of prominent vintners; even armed with that knowledge, it’s easy to freeze from indecision. That experience can be just as challenging online, which is why Wine.com places great value on delivering a stellar, personalized customer experience.

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2024, The Year of the Customer

2023's struggles fueled a shift: companies are ditching wasteful strategies in favor of data and AI-powered growth. Enter 2024, the year GTC takes center stage. Discover 5 ways a customer-centric approach unlocks new revenue and delivers lasting success.

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Finding the Right Starting Point for AI in Sales

SBI Growth

The present state of artificial intelligence (AI) development and the proliferation of use cases for this technology has gotten the whole world talking. Now that the conversation has reached sales, this raises the big question in the minds of every top sales leader: “How should we be thinking about AI? Are there ways we can use this technology to improve sales and sales effectiveness?

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Angry Feedback is Still Valuable Feedback

Customer Think

Image by ashish choudhary from Pixabay We’ve had a certain lingering bug for a long, long time. We suspected that a bug existed in our system because customers often complained about the aftereffects.

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Should I Use an Industrial-Specific CRM or a General-Purpose One?

Nutshell

You’re probably aware that your business needs a customer relationship management (CRM) platform. It’s an essential tool for gathering, storing, organizing, and analyzing data about your customers, which allows you to reoptimize your marketing and sales efforts to better reach prospects. The question, though, is what kind of CRM you should get. There are plenty of different options, and it can take time to figure out the right one.

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[Book Review] A First-Rate Guide to the Power of Choice Architecture

Customer Think

Source: Penguin Random House LLCOver the past several decades, psychologists and other behavioral scientists have conducted thousands of research studies examining various aspects of human decision-making. Thanks to this research, we now know tha.

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Celebrating Achievements: A Recap of Customers Honored at Planview Accelerate 2023

Planview

The Planview Vision Awards are given out annually to a select few Planview customers to recognize our customers’ success, hard work, and future goals with our solutions. We are thrilled to acknowledge a handful of forward-looking organizations that have excelled at achieving their strategic goals by leveraging Planview’s solutions. We also use this opportunity to recognize customers who challenge Planview to build better products and provide better service, leading to improved collaboration whil

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Saved By The Bell: How Retail Can Boost Last-Minute Sales

Customer Think

This back-to-school season, let’s root for the procrastinators. For they may be the ones who make retail sales add up. At this point in the back-to-school timeline, late-season shoppers can indeed be a retailer’s last hope to meet projections, which are modest to start with.

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How to Stay Competitive in the Evolving State of Martech

Marketing technology is essential for B2B marketers to stay competitive in a rapidly changing digital landscape — and with 53% of marketers experiencing legacy technology issues and limitations, they’re researching innovations to expand and refine their technology stacks. To help practitioners keep up with the rapidly evolving martech landscape, this special report will discuss: How practitioners are integrating technologies and systems to encourage information-sharing between departments and pr

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The Art and Science of Account-Based Marketing

DemandFarm

Marketing to everybody is like marketing to nobody. The first step in ABM is identifying your ideal customer profile.” – Ankit Sharma. In episode 13 of the Shift podcast, Dr. Karthik Nagendra, CMO at DemandFarm, interviews Ankit Sharma, VP Marketing at Netcore Cloud. Join us as we delve into the dynamic world of ABM in the digital age, exploring the strategies, technologies, and best practices that are reshaping the way businesses engage with their most valuable accounts.

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Do Self-Service Systems Really Lead to Better Results? Our Member Survey Offers Surprising Answers to Industry Questions

Customer Think

The CDP Institute just published its annual Member Survey, which is always a treasure chest of interesting data. I’ve already published my primary analysis on the Institute site (you can download it here) but wanted to call out a number of findings that either contradict or confirm martech industry conventional wisdom.

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Envisio at the 2023 ICMA Conference

Envisio

The 2023 ICMA Annual Conference is almost here! Taking place in Austin, Texas, from September 30th to October 4th, 2023, this event offers exceptional opportunities for leadership development, professional growth, networking, and top-notch programming that you definitely won’t want to overlook! Let’s dive into what you can expect from the conference: where you can find Envisio (and friends!

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Is There a Magic Formula for Customer Satisfaction / Experience?

Customer Think

Why has Southwest Airlines made a profit for 40 years and the name of Southwest Airlines pops up when you hear CUSTOMER EXPERIENCE in the airline? Excellent customer experience goes a long way in giving people a good perception of your business.

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1st, 2nd, and 3rd Party Intent Data: Which Is Right for You?

How do 1st, 2nd, and 3rd party intent data compare? 1st, 2nd, and 3rd party data each have specific advantages and disadvantages. It comes down to four factors: accuracy, cost, control and quantity. This infographic explains the pros and cons of each and helps you understand which one is best for meeting your business objectives. Intent data can be a great way to fill your pipeline and close more deals.

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A SAM Journey & COE Keynote

Cosawi

A center of excellence is a critical success factor in any Strategic account management journey. Listen to a keynote from Dominique’s corporate time where she shares her journey in different organization and her learning. Key NOTE Strategic account management organization conference READ MORE The post A SAM Journey & COE Keynote appeared first on Cosawi.

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The delusion amongst customer service and experience VPs – Interview with Micah Peterson of ProcedureFlow

Customer Think

Today’s interview is with Micah Peterson, a member of the founding team and the VP of Product Management at ProcedureFlow, the next-generation knowledge management software that is designed to help companies visualize and navigate processes.

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ABM Webinar with Thales

Cosawi

How to integrate marketing into your SAM journey for accelerated impact” We know that Strategic Account Management is a team’s sport, yet marketing is often missing at the Strategic Account table. Listen on how one organisation, Thales, has integrated account marketing from the starting point of their strategic account management journey and the impact it has on their growth and roadmap evolution.

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How Email Deliverability Helps Your Email Game

Customer Think

Source: Canva free You craft the best possible email and then let it out into the world. Will the email make it to the inboxes of your subscribers? You cross your fingers, but what if you could hit send with confidence knowing that your emails have the highest chances?

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ABM Evolution: How Top Marketers Are Using Account-Based Strategies

In times of economic uncertainty, account-based strategies are essential. According to several business analysts and practitioners, ABM is a necessity for creating more predictable revenue. Research shows that nearly three-quarters of marketers (74%) already have the resources needed to build successful ABM programs.

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LinkedIn Live

Cosawi

What is ABM and what is the role of marketing on this new customer centric approach ? Listen to two thought leaders exchange on this topic interviewed by Arpedio Thoughtware is important upstream of platformware READ MORE The post LinkedIn Live appeared first on Cosawi.

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Service Blueprint

Flevy

Service represents an intricate, multi-tiered procedure encompassing numerous individuals and technologies that collaborate harmoniously or encounter issues. In order to foster Innovation and enhance Customer Satisfaction, visualizing every step and participant, from customers to third-party vendors, is essential. This is where Service Blueprints play a crucial role.

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How to Choose the Right Field Service App for Your Company?

Apptivo

1. What is a Field Service App? 2. What Prompts a Field Service Enterprise to Opt for a Mobile App? 3. What field service management app can do for your business? 4. Guidelines for Selecting the Optimal Field Service App That Benefits You 5. Summary When choosing field service management software , one faces a complex decision-making process due to the unique requirements of each company and the multitude of factors to consider.

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Cracking The Code Of Product-Market Fit With Adam Robinson, CEO Of Retention.com

Strategic Planning and Management Insights

Adam Robinson reveals the keys to product-market fit and true innovation. Tune in and learn how to build products customers truly want.

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How to Leverage Intent Data for Better Outcomes

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

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Three Recent Hurricanes Show the Path to More Effective Selling

Customer Think

A great example of how much more successful salespeople are when they call on Decision Makers came from a salesperson who messaged me last week. Freddy was excited to talk about his recent success and I have changed his name and company names to protect his identity. Freddy wrote: The post Three Recent Hurricanes Show the Path to More Effective Selling appeared first on Kurlan & Associates, Inc.

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Risk Mitigation in Key Account Management: How Playbooks Can Help

SmartKarrot

Navigating the complex waters of Key Account Management (KAM) is difficult. It’s like trying to walk on a tightrope while juggling multiple balls. So, how do we ensure that we don’t lose balance, or more importantly, retain and grow our most valuable customers? Enter: Playbooks. The simple but effective way to create consistent results. Part 1: Understanding the Essence of Risk Mitigation in KAM Risk?

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Acquia Digital Asset Management Platform Empowers Marketing and Creative Pros to Leverage Generative AI

Customer Think

Native Integration for AI-Generated Product and Image Descriptions Speed Time to Market for Digital Assets Used Across Customer Channels

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Conversation skills book review 4: The First Minute (How to start conversations that get results) by Chris Fenning

Red Star Kim

This is a slightly different conversation book to those I reviewed previously (see list below). The first two focused on starting a conversation in a networking situation. The third focused on conversations between leaders and their people. This book – published in 2020 – is also focused on internal conversations at work. Normal, everyday work topics.

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ABM Success Recipe: Mastering the Crawl, Walk, Run Approach

Shifting to an account-based marketing (ABM) strategy can be both exciting and challenging. Well-implemented ABM motions build engagement with high-value accounts and drive impactful campaigns that resonate with your audience. But where do you begin, and how do you progress from crawling to running? Watch now as Demand Gen experts delve into the essentials of each stage of the ABM process.

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Transform B2B Selling with Strategic Customer Journey Mapping

FinListics Solutions

Enterprise B2B companies have been steadily increasing their utilization of customer journey mapping for targeted customer segments. However, FinListics’ approach focuses on a single customer’s journey, not a general mapping that applies to all customers in a segment. In the highly competitive and often bespoke nature of enterprise B2B selling, it is critical to tailor your journey mapping to the individual client’s challenges, needs, and processes.

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