Nutshell
APRIL 7, 2025
Zoom meetings can be an essential part of any teams sales, customer onboarding or ongoing account management processes. By integrating Zoom with Nutshell , your team can log Zoom calls as activities for better tracking and reporting and save notes about each meeting to keep everyone in the loop and improve the customer journey.
Help Scout
AUGUST 19, 2021
When a customer hits a snag while using your product, the first thing they interact with won’t likely be a helpful member of your team — it’s more often a knowledge base article. Much like your front door, you want to make your knowledge base articles as welcoming and friendly as possible. What is a knowledge base article?
Holden Advisors
AUGUST 16, 2021
Kyle Poyar at OpenView Partners recently wrote a great article on how to run a pricing project. Regardless, Kyle’s article will help you prepare for either approach. Check out this article that explains the difference between quantity-based & usage-based pricing models. Can the business infrastructure support the model?
Hubspot Sales
AUGUST 26, 2024
In fact, when you’re tenacious enough to book a call, data from Marketing Wizdom suggests that a mere 2% of sales leads will close on the first meeting. Take it further: Check out this article on AI sales assistants to see how these tools can log customer notes, generate proposals, outline next steps, and more.
Strategic Account Management Association
APRIL 5, 2021
In the age of convenience, where same-day deliveries have become the gold standard and news articles are now conveniently timed down to the second, our need for accurate and concise information has never been more pressing. 1 In fact, many of them admit their meetings were a total waste of time. What’s ironic (tragic?)
Strategic Account Management Association
OCTOBER 26, 2021
A colleague from the SAMA Board of Directors, Noel Capon, recently wrote an article in Harvard Business Review “When CEOs Make Sales Calls” in which he describes the impact of top management’s involvement in the customer relationship. I suggest expanding your search beyond title and role, beyond commercial leaders.
Hubspot Sales
FEBRUARY 27, 2024
I‘ve been on both sides of the “how to reschedule a meeting” dilemma. It can be tough to know how to reschedule a meeting appropriately and effectively. How to Reschedule a Meeting Professionally When should I reschedule a meeting? Offer context about your schedule — potential through a meeting scheduler tool.
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