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

Agile CRM

FEBRUARY 11, 2021

It is no longer about making a sale because long gone are the days when customers obliged to simple product advertisements and sales catalogs. This is where CRM analytics finds its relevance. Companies typically make use of excellent CRM solutions to stay on top of their customer relationships. What is CRM analytics?

CRM 98

CRM Decision-making Digitalization Profitability 98

Apptivo

NOVEMBER 17, 2021

Are you looking to switch to CRM Software? Are you unhappy with your current CRM platform? This blog walks you through the evolution of Apptivo and how Apptivo CRM solutions have the potential to bring a huge difference to your business. But, the question is, does all the Sales CRM benefits your user requirement or not.

CRM 98

CRM Software Software Communication 98

Mike Kunkle

APRIL 8, 2023

My point here, is that you should make a purposeful determination on these levels, clearly define them, train them, and coach to them. They should be well documented in your CRM, preferably with a scoring system. Are they: An Influencer , who has some level of recognized expertise, sway with the decision makers, or political capital?

B2B 243

B2B Sales Decision-making Stakeholders 243

SuperOffice

FEBRUARY 8, 2021

There’s still one thing that is missing – Customer Relationship Management (CRM) software. In this article, we’re going to share 12 tips for managing your marketing campaigns , coordinating sales efforts, and storing all customer information in one place without turning to an all-in-one CRM.

CRM 100

CRM Management Remote Working Communication 100

SuperOffice

FEBRUARY 21, 2022

The beginning of the year is traditionally associated with making plans, forecasting new trends and setting up goals. That’s exactly what I am going to do in this article – discuss the most prominent CRM trends and see whether the numbers support them. CRM software is the most used CX tool.

CRM 84

CRM Customer Experience Prioritization Decision-making 84

Hubspot Sales

MARCH 17, 2025

AI is becoming a core part of CRM systems. Considering the time-saving benefits, its unsurprising that generative AI CRMs can be incredibly valuable in helping businesses grow. Ive already written an article on CRMs with AI , but I wanted to take my curiosity about AI and CRM one step further.

CRM 52

CRM Artificial Intelligence eCommerce Communication 52

Hubspot Sales

NOVEMBER 15, 2024

The best responses made it into this article. To create this article, I interviewed 23 professionals and analyzed their responses to understand common use cases for AI’s role in demand forecasting. Data-driven decision making. Data allows businesses to make decisions that have the best chance of succeeding.

Decision-making 52

Decision-making CRM Marketing Sales 52

Hubspot Sales

JULY 22, 2024

Well, reader who conveniently thinks of the questions I need to answer in this article, you‘re in luck! People are more receptive to warm, authentic communication, so make sure you’re able to convey your warmness and authenticity (within reason). They’re typically structured around some sort of value add and personal appeal.

Value Proposition 111

Value Proposition Sales Meetings Decision-making 111

Hubspot Sales

MAY 27, 2020

Note: This article is authored by HubSpot. Every weekend my husband and I face a difficult decision: What movie should we watch and what should we order for dinner? As a sales leader, deciding which CRM to use can be just as challenging a decision. HubSpot CRM. Price: Free. ActiveCampaign. Freshsales.

Small Business 131

Small Business CRM Sales Decision-making 131

PandaDoc

MARCH 25, 2025

Take buying a CRM, for example. Its a decision that requires research, deliberation, and often, multiple stakeholders. In this article, well explore the challenges of complex sales and the strategies your team can use to close deals more efficiently. Build relationships: Be available to your prospect and any decision-makers.

Sales 52

Sales Supply Chain Decision-making Stakeholders 52

Upland

OCTOBER 17, 2023

Its many evolutions and the powerful AI of today make it an irresistible tool to many. It can create new leads in your CRM and listen to sales calls to write scripts with a high chance of converting. Its content capabilities make it an indispensable tool for your sales team. Many writers use AI to spark ideas. Probably not.

Artificial Intelligence 195

Artificial Intelligence Sales Decision-making CRM 195

Nutshell

SEPTEMBER 18, 2024

Integrating your CRM with the rest of your business tools can help you get even more from your CRM and manage your customer relationships more efficiently. With this integration, you can automatically track your calls in Nutshell, sync contact information across both platforms, and make calls directly from Nutshell.

CRM 126

CRM Internet Decision-making Communication 126

SuperOffice

OCTOBER 29, 2021

And the CRM industry is not an exception when it comes to embracing AI technologies. Nowadays, AI is frequently applied in CRM applications. If your CRM system is not currently using AI, you are potentially missing out on tremendous opportunities to improve your customer experience. Making business processes faster.

CRM 82

CRM Artificial Intelligence Supply Chain Decision-making 82

Hubspot Sales

FEBRUARY 21, 2025

In this article, Ill explain what target account selling is, highlight how it works, and share expert tips thatll help you identify, engage, and close the accounts that matter to your business. Map decision-makers within each account. LinkedIn Sales Navigator makes this research easier with its advanced filters.

Value Proposition 59

Value Proposition Stakeholders Decision-making Prioritization 59

Hubspot Sales

DECEMBER 8, 2017

Mobile CRM app. 11) Mobile CRM app. Whichever CRM your company uses, get the associated app. You'll be so glad you did when you're not stuck updating the CRM on your computer after a long day of meetings or calls -- just pull out your phone, and add info as you go. HubSpot CRM user? Don't use a CRM?

CRM 145

CRM Profitability Sales Meetings 145

Hubspot Sales

JULY 22, 2024

Why would you need a script for making a cold call? Before the end of the day, you need to make 100 calls. In this article, I’ll share more about cold calling and show you what a typical cold call looks like — plus what I consider to be the best cold call script ever. (If Rep: Are you the decision-maker? Consider this.

Value Proposition 111

Value Proposition Decision-making Software Software 111

Insightly

SEPTEMBER 5, 2023

The days of using intuition over data to make business decisions are mostly gone. With the availability and affordability of tools like the modern CRM , the measurement of many metrics is automated. However, certain metrics provide significant insight into business health and drive the smartest growth decisions.

Decision-making 52

Decision-making Acquisition Publishing CRM 52

Insightly

SEPTEMBER 5, 2023

The days of using intuition over data to make business decisions are mostly gone. With the availability and affordability of tools like the modern CRM , the measurement of many metrics is automated. However, certain metrics provide significant insight into business health and drive the smartest growth decisions.

Decision-making 52

Decision-making Acquisition Publishing CRM 52

ACT

FEBRUARY 20, 2025

By going beyond basic customer data , the top sales teams create systems that capture every interaction, analyze customer behavior , and predict which leads are most likely to convert, making every sales dollar count. It enables you to make informed decisions , optimize your strategies, and achieve measurable results.

Small Business 52

Small Business Advertising Sales CRM 52

Hubspot Sales

SEPTEMBER 17, 2024

In this article, I’ll define AI sales coaching, talk through its benefits and challenges, and share some examples of AI sales coaching in-action. This will be the only time in this article where I say something super “federal,” as the kids say. Lack of transparency in decision-making processes. Every rose has its thorn.

e-Learning 59

e-Learning Sales Decision-making Healthcare 59

ACT

FEBRUARY 20, 2025

In this article, well take a closer look at must-have sales negotiation skills and strategies for small businesses. That makes negotiation all the more important for small businesses with tight profit margins and cash flow constraints. Its the key to making them feel valued and building trust.

Negotiation 52

Negotiation Small Business Profitability Sales 52

Red Star Kim

JUNE 15, 2023

Financial information, adverse filings, directors and managers, financial strength metrics such as credit scores and ratings and CCJs, shareholders, subsidiaries and branches, company structures and the corporate family, M&A activity and rumours, industry descriptions, SIC codes and research, news articles from various high profile sources.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Hubspot Sales

APRIL 30, 2020

It listed information for all the prospects in my California territory including the company name, revenue figures, address, telephone number and — of course — the decision maker’s name and title. After all, that’s what they beat into our heads during the intensive five-week training program I’d just completed: Go for the decision-maker.

Sales 144

Sales Decision-making Software Software 144

Nutshell

JUNE 29, 2023

Using a customer relationship management (CRM) platform can bring your business major value and a wealth of benefits, from streamlining and automating parts of your sales process to helping you craft marketing campaigns tailored to the right audience. Table of Contents What is a CRM implementation plan?

CRM 62

CRM Software Software Decision-making 62

QYMATIX

MARCH 25, 2025

Businesses sometimes can make a distinction between voluntary churn and involuntary churn. Voluntary churn refers to the conscious decision by a customer to switch to another supplier or service provider. We will not differentiate between them in this article. This decision again can be tricky. Both are equally bad.

B2B 52

B2B e-Learning Manufacturing Telecommunications 52

Hubspot Sales

JUNE 2, 2023

It’s no wonder that CRMs offer artificial intelligence (AI) when you consider how much easier AI makes a lot of customer-related tasks. AI’s unparalleled ability to analyze data, make predictions, and automate tasks has transformed traditional workflows. Additionally, AI makes finding your way around a CRM system effortless.

CRM 128

CRM Artificial Intelligence Decision-making Onboarding 128

Hubspot Sales

MARCH 25, 2025

This article is all about AI and AI agent usage. This article leans into AI agents positively, finding solutions to potential drawbacks. The brain is where decision-making, planning, and reasoning take place. The challenge that Shahnazari found was that their AI agents started making overly conservative recommendations.

Decision-making 52

Decision-making Sales Healthcare CRM 52

Hubspot Sales

MAY 23, 2023

AI can bring personalization to a whole new level by analyzing information about your prospects from a variety of data sources, including past email exchanges, social media posts, news articles, press releases, and more. For instance, with HubSpot's ChatSpot , you can ask it to pull a report, draft an email, or add a contact to your CRM.

Artificial Intelligence 128

Artificial Intelligence Sales CRM Decision-making 128

Red Star Kim

APRIL 24, 2023

However, there can be concerns about the environment for taking and making telephone calls – with concerns about “Can you be overhead?”. Telephone Confidentiality Some forms of communication are known to be confidential – for example: email (assuming good cybersecurity) and WhatsApp (encryption). divorce enquiries) and business callers (e.g.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Digitalization 26

Hubspot Sales

MAY 11, 2020

They need the kind of product you offer, have the budget to pay for it, are looking to purchase on a reasonable timeline, and have the authority to actually make those kinds of decisions for their company. Here's an example of a very basic pipeline put together in HubSpot's CRM : Image Source.

Management 110

Management Construction Decision-making CRM 110

Hubspot Sales

JULY 9, 2018

You only have one chance to make a first -- and possibly only -- impression. For example, you might send Mary a LinkedIn message saying: “ Hi Mary, We’ve been exchanging comments about my article on error reduction for widget manufacturing machines for a while now. Use HubSpot’s CRM and LinkedIn Sales Navigator. Best, Meg ”.

Manufacturing 111

Manufacturing Stakeholders CRM Decision-making 111

Hubspot Sales

JUNE 8, 2023

In this article, we’ll share everything you need to know about AI email assistants, from what they are to when to use one and all the tools we love. In this article: What is an AI email assistant? AI email assistants make this easier than ever. ChatSpot uses chat-based commands to interact with your HubSpot CRM.

Artificial Intelligence 122

Artificial Intelligence CRM Decision-making Management 122

Hubspot Sales

MAY 7, 2020

Sales development is the process of warming up leads or prospects and readying them for the eventual buying decision. When sales development is used effectively, prospects are primed for decision-making when they’re handed over to sales closers, making the close of the deal easier to achieve. What Is Sales Development?

Sales 132

Sales Decision-making CRM Sales Analytics 132

Red Star Kim

FEBRUARY 8, 2024

An HBR article offered a similar matrix with costs to serve vs willingness-to-pay. Client relationship management (CRM) – how many close social (kimtasso.com). As well as prospecting tools for CRM ( Vainu , Apollo , Bloobirds ). Essentially a focus on the most profitable clients.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Nutshell

JANUARY 17, 2023

What is CRM? CRM software, short for customer relationship management software, is used to manage, analyze and understand customer interactions by storing and organizing business data. CRM systems also include the ability to report, visualize and forecast data to improve their customer workflows. What can a CRM do?

CRM 62

CRM Software Software Communication 62

Hubspot Sales

NOVEMBER 12, 2019

In a world filled with sales reps trying to make quota, the same goal remains: close the sale. The goal with a value-based selling approach is to put the needs of the customer first, guiding them through the sales process to make an informed decision to best suit their needs (ideally, leading to the purchase of your product).

Decision-making 130

Decision-making Media CRM Sales 130