Nutshell

MARCH 28, 2024

As a startup, having a well-running sales pipeline is vital to facilitate sales actions and help your team close deals faster. Read on to learn more about the importance of sales pipelines for your business and how to manage a sales pipeline for your startup. What is a sales pipeline?

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Management Prioritization CRM Sales 71

Nutshell

MARCH 19, 2024

As the backbone of any business, the sales team needs to be efficient to meet targets and ensure the company remains profitable. Keeping an eye on your team’s sales productivity is one of the best ways to track performance and nip bottlenecks in the bud. Table of Contents What is sales productivity? What is sales productivity?

CRM 71

CRM Sales Software Software 71

Nutshell

MARCH 28, 2024

Consulting firms need a great sales pipeline to attract leads and close deals, as well as generate recurring revenue from clients and referrals. Read on to learn tips and best practices for managing an optimized sales pipeline for consulting firms. What is the typical sales process for consulting firms? Try us free for 14 days!

Management 71

Management CRM Sales Negotiation 71

Hubspot Sales

SEPTEMBER 19, 2023

McKinsey Institute reports that one-fifth of sales functions could be automated with artificial intelligence (AI). Before you close this tab to panic-update your resume, wait till you hear which fifth: writing cold emails, entering call notes in your CRM, and scheduling calls. How much time?

Artificial Intelligence 110

Artificial Intelligence CRM Sales Meetings 110

Nutshell

AUGUST 30, 2023

If you’re on this page, it’s likely because you’re a hospitality business owner and you’re interested in getting a customer relationship management (CRM) platform. CRMs are fantastic tools for any business wanting to collect, store, and organize customer data in one centralized location. What is a hospitality-specific CRM?

CRM 62

CRM Banking Prioritization Software 62

Nutshell

MARCH 1, 2024

Stay abreast of market changes: Know what rival companies are up to and adapt your approach accordingly when there are technological advancements and customer demand changes within your industry. If you’re looking for an industry-leading tool, you can’t go wrong with these top picks. Try Nutshell free for 14 days!

CRM 71

CRM Software Software Media 71

Nutshell

SEPTEMBER 12, 2023

A customer relationship management (CRM) platform is an essential part of any business tech stack. But when it comes to CRM platforms, there’s more than one type to choose from: industry-specific and general-purpose CRMs. This poses the tricky question, “Should I use a landscaping-specific CRM or a general-purpose one?”

CRM 62

CRM Software Software Prioritization 62

Hubspot Sales

NOVEMBER 22, 2023

When it comes to sales, there's a lot of innovation happening — and therefore, a litany of new tools. But only one type of tool is considered "effective" by 78% of global sales professionals. It's a CRM (or Customer Relationship Management Platform). If you're in sales, this result shouldn't be a big surprise.

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CRM Decision-making Sales B2C 99

Nutshell

MARCH 18, 2024

Customer relationship management (CRM) systems have become vital in managing customer data, creating effective sales processes, and boosting sales team efficiency. However, one of the obstacles to implementing these crucial but advanced systems is a low CRM adoption rate from the team that needs to use it.

CRM 71

CRM Software Software Decision-making 71

Nutshell

SEPTEMBER 15, 2023

But maybe you’re unsure which tools are most useful to an industrial company like yours. But maybe you’re unsure which tools are most useful to an industrial company like yours. On this page, we’ll go over six types of software for industrial companies. A CRM exists to help you gather, store, organize, and analyze customer data.

Software 62

Software Software Manufacturing CRM 62

Nutshell

AUGUST 3, 2023

If you’ve landed on this page, it’s likely because you’re trying to decide what kind of customer relationship management (CRM) platform to get for your manufacturing business. Today we’re helping you answer the question, “Should I use a manufacturing-specific CRM?” Table of Contents What is a manufacturing-specific CRM?

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Manufacturing CRM Supply Chain Software 62

Nutshell

SEPTEMBER 14, 2023

A customer relationship management (CRM) platform is one of the most essential tools your IT company can have. But with so many CRM platforms available, how do you know which is best for your business? You might ask yourself, “Should I use an IT-specific CRM or a general-use CRM?” What is a general-use CRM?

CRM 62

CRM Meetings Management Software 62

Nutshell

AUGUST 29, 2023

Every company’s tech stack varies—a hospitality company’s tech stack should include specific software built to help manage everything that goes into running a hospitality company, from property management to point of sale (POS). That’s because it helps nurture customer relationships, a core pillar of the hospitality industry.

Software 62

Software Software CRM Management 62

Insightly

MARCH 25, 2024

Unsurprisingly, CRM, or Customer Relationship Management , is the foundation of any successful sales and marketing strategy. At the heart of CRM lies lead management —a process that involves capturing, nurturing, and converting leads into loyal customers. What is a CRM? Let’s start with the basics.

CRM 52

CRM Management Prioritization Communication 52

Nutshell

MARCH 25, 2024

Regardless of your business type or industry, a well-thought-out and structured client onboarding process is the secret to long-term customer retention. DOWNLOAD Is your business ready for a CRM? DOWNLOAD Ready to become a better sales leader? Find out here. FREE GUIDE Why is customer onboarding essential?

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Client Onboarding Onboarding Customer Experience CRM 127

Nutshell

JUNE 20, 2023

One of the most essential tools for any business is a customer relationship management (CRM) platform , and your tech company is no exception. But there’s more than one type of CRM out there, and you may be unsure which one is right for you. Two of the main types of CRMs are industry-specific and general-purpose CRMs.

CRM 62

CRM Government Meetings Management 62

ProlifIQ

FEBRUARY 23, 2024

To better understand how teams are adapting to this new environment, we surveyed over 250 professionals across sales, customer success, account management, and more about their account planning processes, challenges, and priorities for 2024. Win rates and customer retention are top metrics, but CRM adoption ranked high with SMBs.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

ProlifIQ

APRIL 12, 2024

Upsell & Cross-Sell From Your CRM Implementing effective cross-selling and upselling strategies can provide tremendous benefits for growing your business revenue and building customer loyalty. Products Purchased: Your CRM system should indicate which specific products, SKUs, or service lines were purchased in the deal.

CRM 52

CRM Prioritization Profitability Business Growth 52

Brooks Group

JANUARY 24, 2024

This is good news for B2B sales teams that have faced economic headwinds, shrinking customer budgets, and delayed or canceled purchasing decisions. But even throughout this tough period, some sales organizations have found a way to meet or exceed targets—and feel confident in their ability to do it again this year.

Supply Chain 97

Supply Chain Negotiation Sales CRM 97

DemandFarm

MAY 9, 2024

Integration with CRM Systems Demandfarm’s integration allows key account managers to access and visualize complex client hierarchies directly within their usual CRM interface, enabling them to manage client relationships more effectively. This is where robust organizational chart software becomes indispensable.

Key Account Management 52

Key Account Management Account Management CRM Client Relationships 52

Hubspot Sales

DECEMBER 13, 2023

When I think about different types of sales calls, some of the first terms that come to mind are terms like warm calling or cold calling. Sales professionals not only convert prospects into buyers, they hold the power to negotiate, upsell, and even problem-solve after the initial purchase is made.

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Negotiation Telecommunications Sales Software 104

Apptivo

AUGUST 24, 2023

" title="Top 5 Mobile CRM Benefits for Your Enterprise Business" data-src="[link] /> 1. What is mobile CRM? How does a Mobile CRM benefit your business? Top 5 Benefits of Mobile CRM 4. Mobile CRM use cases 5. Criteria to look for while choosing a Mobile CRM 6. What is mobile CRM?

CRM 52

CRM Manufacturing Transportation Logistics 52

Nutshell

AUGUST 29, 2023

Your sales pipeline is a representation of the journey your customers take when they interact with your company. From the moment they first make contact with you to well after they book with you, your sales hospitality sales pipeline is key to providing guests with a smooth customer journey.

Management 62

Management CRM Negotiation Sales 62

Nutshell

JUNE 5, 2023

Your CRM is a treasure trove of information waiting to be used to enhance your sales, marketing, and customer service efforts. There’s a lot you can do with your CRM and customer data, but you can get even more from your data, by incorporating machine learning tools into your processes. What is machine learning?

CRM 62

CRM Artificial Intelligence Decision-making Marketing 62

Hubspot Sales

APRIL 12, 2023

When assessing your team’s performance, sales activities offer crucial metrics. That includes the number of sales calls, VP-level meetings, new qualified opportunities, and so on. With proper sales activity management, you can influence sales objectives and business results. Get started with this three-step process.

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Management CRM Sales Software 121

Insightly

FEBRUARY 22, 2024

Since I’m in the CRM space, I’ll look at this topic through the lens of CRM, but these concepts are applicable in all areas of SaaS. A CRM platform with rapid page load speeds ensures that users can navigate quickly, retrieve data instantly, and perform tasks without unnecessary delays. billion people use Gmail and 1.2

CRM 52

CRM Decision-making Onboarding Manufacturing 52

Hubspot Sales

MAY 30, 2023

Like all disruption, generative AI in sales has the potential to completely change the way things are done. In this post, we’ll share the state of generative AI in sales today with three use cases for AI in sales. In this post, we’ll share the state of generative AI in sales today with three use cases for AI in sales.

Co-Creation 108

Co-Creation CRM Sales Value Proposition 108

Insightly

MARCH 11, 2024

You’ll also hear almost any professional is willing to share what CRM or customer relationship management software they are using, since the CRM is a must-have, and is typically the lifeblood of a business. Although research shows that around 79% of people have some dissatisfaction with their CRM.)

CRM 52

CRM Organization Decision-making Facilitation 52

Hubspot Sales

APRIL 1, 2024

Welcome to "The Pipeline" — a weekly column from HubSpot, featuring actionable advice and insight from real sales leaders. It won’t matter who they work for or what industry they’re in. When salespeople rate their sales organizations on our site, we ask them to rate how they feel about inbound lead flow on a scale from 1–5.

CRM 86

CRM Sales Environment Leadership B2B 86

Nutshell

AUGUST 16, 2023

There are many different types of customer relationship management (CRM) platforms available today. If you’re an ecommerce or retail business looking for a CRM, you might be asking yourself the question, “Should I use a retail and ecommerce-specific CRM?” Plus, we’ll go over: What is a retail & ecommerce-specfic CRM?

eCommerce 48

eCommerce Retail CRM Meetings 48

Insightly

JANUARY 30, 2024

The latest trend shaping the customer relationship management (CRM) horizon is the growing importance of the ability to integrate. One key takeaway from 2023 is that CRM systems should not operate in isolation. Let’s explore some of the most loved Insightly CRM integrations from 2023.

CRM 52

CRM e-Learning Facilitation Decision-making 52

PartnerTap

JULY 11, 2023

In this article we break down how to source new logo accounts, accelerate new logo sales opportunities, and track your new logo pipeline and revenue, each in just one step. It connects directly with your CRM and lets you invite partners to connect for real-time data sharing. These efforts are often highly manual and very tactical.

CRM 98

CRM Account Growth Software Software 98

Nutshell

FEBRUARY 6, 2024

When you’re in the depths of the sales process, how do you know what step to take next? Just focusing on the desired outcome—a new sale—won’t get you there. That’s where the next-action-based selling methodology comes in—an approach to sales that focuses on the activities that truly drive results.

CRM 62

CRM Sales Prioritization Decision-making 62

Nutshell

MARCH 9, 2023

With the help of your customer relationship management (CRM) system, you can collect and store data that’s current, accurate, reliable, and consistent. Unreliable or poor-quality data can lead to impractical, poorly developed sales, marketing, and customer service strategies. Customer data should always be up-to-date and timely.

CRM 62

CRM Software Software Government 62

Apptivo

SEPTEMBER 1, 2023

What is Field sales CRM? Key Features of Field Sales CRM 3. What is a Sales Plan? Onе еssеntial tool in a salеs profеssional’s arsеnal is Fiеld Salеs Customеr Rеlationship Managеmеnt (CRM) softwarе. It’s not just about having a CRM, it’s about knowing how to lеvеragе it еffеctivеly.

CRM 52

CRM Communication Sales Organization 52

Apptivo

SEPTEMBER 1, 2023

What is Field sales CRM? Key Features of Field Sales CRM 3. What is a Sales Plan? Onе еssеntial tool in a salеs profеssional’s arsеnal is Fiеld Salеs Customеr Rеlationship Managеmеnt (CRM) softwarе. It’s not just about having a CRM, it’s about knowing how to lеvеragе it еffеctivеly.

CRM 52

CRM Communication Sales Organization 52

Insightly

MARCH 22, 2023

That’s why customer relationship management software (CRM) was created to keep track of ongoing communications with customers and assist in marketing , sales , and customer service efforts. Medical practices and hospitals are no exception to the need for CRM. You need to be proactive with your customers.

Healthcare 52

Healthcare CRM Communication Software 52