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Salesforce Opportunity Management: Track and Manage Your Sales Opportunities

Arpedio

Salesforce Opportunity Management: Track and Manage Your Sales Opportunities. In a nutshell, opportunity management is the process of tracking and managing your sales opportunities as they move down the sales funnel. What is Sales Opportunity Management? Back to blog.

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Work together on Altify account and opportunity plans with Slack

Upland

Work together on Altify account and opportunity plans with Slack. In leading organizations, Slack is often the go-to tool for collaboration, and Salesforce is the book of record for everything customer relationship-related. Slack integration is included for Altify Account Manager and Opportunity Manager customers.

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Five things to look for in a B2B sales reference app

Upland

100% native Salesforce application. In organizations that use Salesforce, a Salesforce-native reference app will be the quickest and easiest for sellers to get started with. Salesforce-native apps offer a familiar Salesforce interface and controls, slashing the learning curve for regular Salesforce users.

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Salesforce Account Planning: Turn Data Into Relationships 

Upland

For many, account planning in Salesforce is a logical next step. After all, their sellers are already using Salesforce regularly. Crafting structured account plans complete with vital data from Salesforce makes it easier for sellers to get the full benefit of account planning methodologies and build better relationships.

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A Guide to Sales Enablement AI 

Upland

It took time for our account managers to really work with the team. AI can analyze customer data and suggest upsell opportunities that provide real value. Automate prospect research and let AI update your leads or contacts in Salesforce. It tracks sales activities and logs them in Salesforce. After the sale?

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Introducing CX1™ – Our Salesforce Strategic Customer Engagement Tool

Clarity Engagement Solutions

The 1st Industry Cloud Solution on Salesforce to focus exclusively on Strategic Customer Engagement. CX1™ HELPS YOU MANAGE: • Multiple types of stakeholders, decision-makers and influencers. The post Introducing CX1™ – Our Salesforce Strategic Customer Engagement Tool appeared first on Clarity Engagement Solutions.

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What is Guided Selling?

Upland

These tools are a centralized repository where relevant information about individuals, key stakeholders, potential opportunities, next steps, and more can be accessed. Working with Large Data Sets As organizations gather extensive amounts of data, the challenge of effectively managing and leveraging this information arises.