Nutshell

APRIL 3, 2024

When you’re running a consulting services business, a good CRM is a must to streamline your client acquisition process and keep a good balance between landing clients and delivering services. But should you use a consulting-specific CRM or a general-purpose CRM? However, CRM is a helpful tool for businesses of all sizes.

CRM 71

CRM Software Software Acquisition 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 106

Artificial Intelligence CRM Sales Meetings 106

ACT

APRIL 25, 2024

You’re taking a break for lunch in the middle of a busy workday and open your inbox, only to find two new sales emails from unknown senders. The first one starts with a run-of-the-mill promotional sales pitch. No points for guessing which one resonates better. No points for guessing which one resonates better.

Sales 52

Sales Decision-making Media CRM 52

Nutshell

MARCH 25, 2024

DOWNLOAD Is your business ready for a CRM? These benefits include: Strengthened relationships: One of the most important benefits of a formal customer onboarding process is the time you and your client will spend getting to know each other. DOWNLOAD Ready to become a better sales leader? But there’s more to do. Find out here.

Client Onboarding 127

Client Onboarding Onboarding Customer Experience CRM 127

ACT

APRIL 16, 2024

Did you know that by 2025, 80 percent of B2B sale s interactions between buyers and sellers are predicted to happen virtually? That’s how fast the remote sales landscape is evolving. Virtual sales teams allow organisations to optimise costs, hire the best sales talent worldwide, and engage with prospects in different time zones.

Sales 52

Sales CRM Virtual Selling Communication 52

PandaDoc

FEBRUARY 23, 2024

Leads, opportunities, sales: That’s the natural sequence of the sales process, right? All you need to do is zoom out, see the bigger picture and start looking for long-term growth and expansion possibilities rather than focusing only on short-term conversion objectives. But opportunities can be much more than that.

Management 52

Management CRM Sales Decision-making 52

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

DECEMBER 22, 2023

Business insights: Insights gathered from survey data can also help you better understand the ins and outs of your sales process. Improves sales process: Finally, you can put your survey data to good use by using it to improve your sales process for customers and create a better customer experience.

CRM 126

CRM Software Software Internet 126

Insightly

APRIL 29, 2024

Marketing teams rely on diverse tools to execute strategies effectively, streamline workflows, and achieve their goals. Surprisingly, the one tool that could be most beneficial may be the one your team is missing. Could adding one more to the mix really make a difference?

CRM 52

CRM Marketing Decision-making Facilitation 52

Hubspot Sales

MAY 30, 2023

It’s easy to be skeptical of AI in a job built on personal interaction. 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. Here’s what we found.

Co-Creation 103

Co-Creation CRM Sales Value Proposition 103

Nutshell

FEBRUARY 22, 2023

One day, we may live in a future where we have robots that can do everything for us. At the moment, though, we’re a long way from that future—most tasks still require a human touch, particularly when it comes to sales. In fact, there are quite a few sales automation tools out there. Learn more about each tool below!

Marketing 87

Marketing CRM Sales Software 87

Nutshell

APRIL 4, 2024

After all, there are quite a few options out there, and you’re probably looking to narrow it down. On this page, we’ve listed 10 of the best meeting scheduler apps for your business. One of the biggest features to look for is a good user experience, primarily when it comes to ease of use. That’s why we’re here. Learn more 2.

Meetings 71

Meetings CRM Software Software 71

Nutshell

APRIL 18, 2024

Your customer data is the key to understanding your customers better so you can improve your marketing, sales, customer experience, and more. An SCV consolidates your scattered customer data into one location so you can better understand your customers and use your data in meaningful ways. Want to learn more?

Government 77

Government CRM Decision-making Customer Experience 77

Nutshell

MARCH 20, 2024

Without leads, you can’t make sales, and if you can’t make sales, you won’t generate revenue. How do you know which one is right for your business? Keep reading as we cover everything you need to know about lead generation software, from the top platforms available to how to choose one for your business.

Software 77

Software Software CRM Management 77

Nutshell

MAY 8, 2023

Customer relationship management (CRM) software exists to help you gather, organize, and analyze customer data. Ultimately, it helps you boost your leads, sales, and revenue. But that only happens if you choose a high-quality CRM and use it effectively. That allows you to reoptimize CRM if the results aren’t what you want.

CRM 62

CRM Sales Software Software 62

Nutshell

APRIL 3, 2024

A communication tool can also facilitate smooth correspondence with clients and leads using different formats, such as phone or video calls, depending on their preference. Marketing and sales software Marketing tools allow you to centralize your messaging across various platforms. Of course you do.) Download it today! Find out here.

Software 71

Software Software CRM Communication 71

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

APRIL 4, 2024

After all, there are quite a few options out there, and you’re probably looking to narrow it down. On this page, we’ve listed 10 of the best meeting scheduler apps for your business. One of the biggest features to look for is a good user experience, primarily when it comes to ease of use. That’s why we’re here. Learn more 2.

Meetings 62

Meetings CRM Software Software 62

Hubspot Sales

NOVEMBER 14, 2022

The HubSpot Blog’s Sales Strategy & Trends Report says that 42% of salespeople exceeded their goals in 2021, a similar amount simply met their goals, and 16% underperformed. Let’s go over how those top-performing sales reps met their goals. Let’s go over how those top-performing sales reps met their goals. Leveraging a CRM.

Value Proposition 104

Value Proposition CRM Media Sales 104

Nutshell

MARCH 5, 2024

Definition: Lead distribution is the process of strategically assigning leads to specific sales reps. Lead distribution is the process of matching up specific leads with certain sales reps at your company. For example, a sales rep who specializes in airline company clients would be the perfect person to manage an airline lead.

CRM 77

CRM Software Software Prioritization 77

Brooks Group

FEBRUARY 6, 2024

Does your team have a sales process? If not, you may see confusion, lackluster sales performance, and missed quotas. That’s because sticking with a sales process correlates with success—and lack of adherence is a problem at many organizations. What Is Sales Process Adherence? If yes, great. That’s an important first step.

Sales Training 52

Sales Training CRM Sales Meetings 52

Nutshell

SEPTEMBER 18, 2023

When you’re running a business, no matter which industry it’s in, the endgame is always sales and revenue. Ultimately, your company’s success is measured by how many sales you drive and how great your return on investment (ROI) is. Keep reading to learn how to manage a sales pipeline for an industrial company.

Management 62

Management CRM Sales Prioritization 62

Hubspot Sales

NOVEMBER 28, 2023

No one knows what it’s like to work in sales better than those in the trenches of the day-to-day — salespeople trying to hit their numbers while battling the ups and downs of the job. If you’re thinking about a career in sales, you probably want to hear the cold, hard truths about sales and what it entails.

Negotiation 102

Negotiation Sales Leadership CRM 102

Nutshell

JUNE 14, 2023

A sales pipeline is a representation of the journey people take when they become customers. Beginning with an introduction to your company and ending with a purchase, every sale requires someone to progress through your business’s sales pipeline. That will ultimately lead to more sales and revenue. GET THE WORKSHEET 2.

Management 62

Management CRM Prioritization Sales 62

Nutshell

AUGUST 28, 2023

Creating a structured sales process is one of the most effective ways to boost your sales teams’ efficiency and results. With a formal sales process in place, your sales team has a framework to follow, and it’s much easier to stay on the same page, track results, and onboard new team members.

Decision-making 118

Decision-making Sales Negotiation Advertising 118

Nutshell

MAY 3, 2023

If your company has a unique sales process or sells a variety of products and services, it can be tempting to build a CRM from scratch. In this article, we’ll dig into the nitty-gritty surrounding homegrown CRMs, including what a custom CRM is and the potential benefits and drawbacks of building your own.

CRM 127

CRM Software Software B2C 127

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

JUNE 20, 2023

Your sales pipeline—that is, the multi-stage journey your leads take to become customers—is the key to unlocking more revenue for your retail and ecommerce company. When your pipeline is efficiently managed, you can significantly increase the number of sales your business generates. But how do you do that? Keep reading to learn more.

eCommerce 62

eCommerce Retail Management CRM 62

Insightly

FEBRUARY 23, 2023

Customer relationship management software (CRM) offers a way to collect customer and lead data and present it in an accessible way to sales teams. The best CRM for sales teams will provide a holistic view of customers and leads, making it easier for those on your sales team to create personalized customer journeys for each one.

CRM 52

CRM Sales Software Software 52

Hubspot Sales

SEPTEMBER 22, 2022

In the HubSpot Blog's recent survey of over 500 sales professionals, we tried to see what sales leaders hope to achieve when training reps and the top sales coaching tactics they use to get there — and our survey produced some interesting insight on both fronts. Sales Leaders' Primary Coaching Goals. Let's dive in.

Sales 117

Sales Sales Training Negotiation Facilitation 117

Insightly

APRIL 19, 2024

Read on for the many ways your Google products play nicely with Insightly. You can find out about all the ways Insightly CRM works with Microsoft products and apps in a similar article. These integrations are available for all users, though some require a paid Insightly plan. Microsoft fans, do not fret!

CRM 52

CRM Marketing Customer Success Meetings 52

Nutshell

MAY 11, 2023

One thing’s for sure: It’s quickly becoming more advanced and widely available. You might be wondering, can you use AI for sales? Sales is a field that relies heavily on human interaction, but technology has always played a significant role in enhancing its efficiency and effectiveness. How can sales teams use AI?

Artificial Intelligence 118

Artificial Intelligence Sales Decision-making CRM 118

Nutshell

JANUARY 17, 2024

Using a CRM in project management could be the answer you need for ultimate inter-departmental cohesion. Bringing sales, marketing, customer success, and project management teams together with a solid CRM software integration improves company-wide success and growth. What is CRM in project management?

Business Growth 71

Business Growth CRM Management Software 71

Hubspot Sales

DECEMBER 23, 2022

Effective sales prospecting is a multistep process that requires systematic prospect discovery, qualification, and outreach. In this post, you’ll learn the 19 best sales prospecting tools to help you engage with your ideal prospects. But first, we’ll dive into the benefits sales prospecting tools have for your organization.

Artificial Intelligence 106

Artificial Intelligence Sales CRM Decision-making 106

Hubspot Sales

JANUARY 3, 2022

Your CRM manages customer and lead relationships and provides context about their challenges, goals, stage of the buyer’s journey, past conversations, purchase history, and more. If you’re a HubSpot user , your CRM is also connected with your sales, service, marketing, and operations software. Can a CRM help with that?

CRM 95

CRM eCommerce Sales Software 95

Nutshell

FEBRUARY 9, 2023

Your Nutshell customer relationship management (CRM) system is an invaluable tool when it comes to keeping track of your leads and prospects and delivering quality customer service to your customers. Take a look at five ways your CRM can help you develop a streamlined sales process that captures and retains leads.

CRM 62

CRM Sales Profitability Prioritization 62

Nutshell

MARCH 15, 2024

Qualifying leads before sending them through to your sales team lets you learn more about your prospects and build deeper connections with them, which often results in more deals. The prospect may have shown interest, which means they’ve entered your sales funnel as a lead. DOWNLOAD Ready to become a better sales leader?

CRM 71

CRM Software Software Communication 71