Winning formula to managing sales orders (hint:...
In any business, managing sales orders and payments is possibly THE most important work stream. The obvious reasons being for cash flow. But it’s also key for...
What is CPQ (Configure, Price, Quote)?
By 2020, almost half (48%) of sales organizations were using a CPQ solution. When implemented correctly, they reported: 10 times faster quote generation 95% reduction in...
How to effectively manage raw leads and convert them
Raw leads are the new, unpolished leads you obtain — you’re not sure of their potential. It’s your job to filter the list and identify the valuable ones....
Sales operations basics: what it means and tips for...
“Sales operations” sounds like an overly general term, and it does encompass a lot. But it’s more than the day-to-day goings-on of a sales team — sales...
What is customer engagement and why is it important?
Customer engagement is no longer a “nice to have” – customers expect brands to engage with them throughout their journey using various methods on different...
Getting started with conversion rate optimization
You may have mastered getting traffic to your site, but what good is that traffic if visitors aren’t converting? Depending on who you ask, you’ll probably get a...
How AI for sales boosts efficiency and performance
Recent research by Gartner found that 88% of Chief Sales Officers (CSOs) have invested or are considering investing in AI. But make no mistake, “the rise of the...
B2B sales process: definition and best practices
The B2B sales process — it’s a maze, a labyrinth. You can easily get lost while trying to wrap your head around this dynamic cycle. To help, we’ve created a...
Creating an inbound marketing funnel that works
When marketing your business, it’s always ideal to have customers coming to you rather than spending time and resources seeking them out. Inbound marketing is a good...
What is a MQL (marketing qualified lead?)
Trying to win more sales can be a puzzle. You might be stumped if you’re attracting a constant stream of leads, but they’re not converting into sales. Or...
Support cross-team communication with a collaborative...
Your organization has multiple customer-facing teams, the most crucial being sales, marketing, and customer service — and they typically all rely on a customer...
Project assumptions: What they are and why you should...
Project assumptions are part of every project management cycle. Project managers assume that they’ll have the appropriate budget and talent to complete the project on...
Considering a tech sales job? Here’s how to get...
The tech industry is constantly bringing out new and interesting products, so there’s no shortage of work for people in tech sales. These days most tech products are...
What is a web-based CRM, and why does it matter?
Setting up an on-premise customer relationship management (CRM) system requires a significant investment of time, energy, and money because you need space for the...
Sales budgets: 7 steps for growth
Sales budgets are essential to business performance. They outline the total revenue figures a business aims to achieve in a certain period. Interestingly, despite the...
Why you should have a sales commission plan for your...
A competitive pay structure and commission plan are essential to bringing in and retaining the best sales talent. According to a 2022 study on the Great Resignation by...
CRM campaign features, benefits, and examples
CRM systems gather essential information about leads and customers, allowing marketing teams to segment and target their audience in various campaigns, such as email and...
Customer churn: common causes and how to reduce it
Even if you’re a great salesperson with a flawless presentation, your company will lose customers — it’s inevitable. Often, the blame falls on the product or...
CRM reporting: A powerful tool to track sales...
CRM (Customer Relationship Management) reporting is integral to any business that wants to maintain a good customer relationship. It allows businesses to track customer...
Building a culture of customer obsession
If you’ve ever found yourself uttering something along the lines of “I could never live without my iPhone,” or “life would be so much harder without Amazon...
Is last touch attribution a useful sales metric?
It’s always interesting to wonder which advertisement or connection with your brand made the buyer choose your business. Sales teams specifically seek this information...