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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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5 Ways to use ChatGPT with Altify for High Value Insights

Upland

While AI has been evolving for years, ChatGPT has recently burst onto the technology scene, and it’s not going anywhere anytime soon. By leveraging the power of ChatGPT alongside established sales platforms like Altify, however, organizations can unlock new opportunities to drive revenue growth and build stronger customer relationships.

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Turning lemons into lemonade: Five ways to reset on customer management fundamentals in a post-pandemic world

Strategic Account Management Association

By Dave Duke, Co-Founder and CCO, MetaCX, and Joel Schaafsma, Research General Manager, SAMA. The pandemic has presented an opportunity to reflect on what matters most in our personal and professional lives. The pandemic has presented an opportunity to reflect on what matters most in our personal and professional lives.

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Introducing CX1™ – Our Salesforce Strategic Customer Engagement Tool

Clarity Engagement Solutions

Clarity is proud to introduce Clarity CX1™ , made for Pharma by Pharma, based on our 4 Zones™ of Customer Engagement technology. 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.

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What is Guided Selling?

Upland

Guided selling is a modern sales approach that combines technology, data analytics, and personalized interactions to assist customers in making well-informed purchasing decisions. Guided selling employs technology, including AI, to equip sellers with essential information during the sales process.

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The Future of B2B Sales with AI & Account-Based Selling

Arpedio

The session covers everything you need to know about empowering sales leaders, applying Account-Based Selling (ABS) technologies and AI in Salesforce ecosystems, and the crucial interplay between technology, trust, and the future of B2B interactions. Account Management Build powerful account plans in Salesforce.

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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?