Nutshell

JANUARY 2, 2025

Customer relationship management (CRM) system Computer-aided design (CAD) software Building information modeling (BIM) software Rendering software for architects Architecture accounting software Document management tools for architects Architect business suite software Image editing software for architects Which CRM has the features you need?

Software

ProlifIQ

NOVEMBER 7, 2024

Salesforce Account Plans – Using Your CRM To Drive Strategy Salesforce account plans are a powerful feature within the Salesforce ecosystem, designed to streamline and enhance strategic account planning for B2B sales and account management professionals.

Account Planning

DemandFarm

MARCH 31, 2025

It integrates seamlessly with HubSpot, enabling users to auto-generate stakeholder maps using CRM data. Its in-CRM interface ensures high adoption and fast setup. The Org Enrichment (The Org) This tool enriches HubSpot Company records with pre-built org charts from The Orgs public database of leadership hierarchies.

CRM

MTD Sales Training

JUNE 19, 2024

CRM Systems with AI Integration CRM systems like Salesforce and HubSpot incorporate AI to provide predictive analytics, automate routine tasks, and personalise customer interactions. Zoho CRM: The age of AI assistants is here. Need a hand picking a CRM system? A 14-day free trial is available.

Sales

DemandFarm

JANUARY 12, 2025

Responsibilities : Building dashboards, uncovering trends in customer behavior, and providing actionable insights to leadership and teams. Responsibilities : Implementing and maintaining CRMs, automation software, analytics tools, and ensuring data accuracy and flow between systems. Track team productivity metrics.

Key Account Management

Hubspot Sales

FEBRUARY 13, 2025

For leadership, SPICED delivers the added benefit of consistent reporting across teams. This consistency empowers leadership to make informed decisions and align strategies more effectively across the organization. Ill also explore how CRM systems like HubSpot Sales Hub can simplify and enhance this process.

Decision-making

SalesPop

JULY 18, 2025

Drawing on over 30 years of global sales and leadership experience, Dr. Bhootra offers a masterclass in moving beyond outdated methods to create high-performing, resilient sales teams. Listen for subtle signals: Silence, disengagement, or superficial CRM updates may indicate burnout or more significant underlying issues.

Sales

Red Star Kim

MAY 6, 2025

Promoting a firm’s visibility, brand presence, thought leadership and supporting engagement with clients and stakeholders. Content strategy The ideal mix included: thought leadership, achievements and events, team stories and case studies. 80% of LinkedIn members directly influence business decisions.

Media

MTD Sales Training

NOVEMBER 28, 2024

Today, mastering effective sales director skills is more critical than ever for influential leadership. By utilising CRM systems and advanced analytics tools, sales directors can pinpoint areas for improvement, optimise sales processes, and promote performance management skills in sales.

Emotional Intelligence

Engage Selling

MAY 6, 2025

Let’s stop pretending CRM data isn’t useful. Let’s break down why bad data isn’t the real problem (hint: it’s fixable) and talk about how to use your CRM for deliberate, … The post It’s Not Your CRM – It’s You first appeared on Colleen Francis - The Sales Leader.

CRM

SalesGlobe

JULY 11, 2025

Planning Trend: Many leadership teams are transitioning from static annual plans to more frequent reforecasting and scenario analysis. Recently, there’s been a rise in investments in sales tech, from CRM upgrades to AI-driven guided selling. Thought leaders recommend institutionalizing scenario planning as they prepare for 2026.

B2B

Hubspot Sales

APRIL 9, 2025

Determined not to let that happen again, Alex built a pre-call research system covering: Prospects LinkedIn profile lookup Company news Leadership changes Industry challenges When another prospect asked about field expertise, he had detailed notes ready. Pro tip: Dont waste time writing down a to-do list for every lead.

Decision-making

Brooks Group

JULY 24, 2025

This includes proper lead qualification, accurate forecasting, timely follow-ups, and consistent maintenance of customer relationship management (CRM) data. Process Adherence Following an established sales methodology and process , procedures, and best practices consistently.

Account Planning

Brooks Group

JULY 17, 2025

Administrative Compliance Sales professionals must know what you expect from them when it comes to updating your CRM, attending sales meetings, reporting, etc. See how sales leadership training from The Brooks Group can help you build a sales culture of accountability and lead a winning sales team.

Organization

ACT

APRIL 9, 2025

Use a customer relationship management ( CRM ) platform to consolidate customer data and optimize pipeline management. CRM , for instance, sales teams get a complete view of each lead, including past interactions and their position in the sales funnel. Identify those with potential and groom them for leadership and management roles.

Small Business

Hubspot Sales

JULY 22, 2024

This is where your CRM , a sales software solution , and their behavior on your website can be valuable tools. It's simple but effective, and it continues to provide the prospect with opportunities to learn about your company, read your thought leadership, and be reminded of your expertise.

Value Proposition

SalesGlobe

JUNE 12, 2025

Leadership isn’t aligned.” Bonus: Change Fatigue Is Real Your sales team is likely already juggling CRM updates, territory restructuring, reporting changes, and leadership shifts. The Timeline Is the Message Delays or rushed launches convey harmful messages to the sales team: “This wasn’t ready.”

Management

Nutshell

MARCH 19, 2025

A good CRM provider understands that sometimes you need specific information to track for the leads, people, and companies in your contact database. Thats where CRM custom fields come in. In this guide, well go over the basics of how custom fields work in CRM and how to create the best custom fields for your business.

CRM

Brooks Group

JULY 1, 2025

Technology Stack Integration Your CRM, sales engagement tools, and reporting systems need to work together seamlessly. Support Manager Development As you promote individual contributors to management roles, they need training on coaching, pipeline management , and team leadership.

Sales Training

MTD Sales Training

DECEMBER 12, 2023

Host Webinars Webinars are also helpful for establishing thought leadership, sharing useful information, and connecting with members of your target audience. Set aside blocks of time specifically dedicated to prospecting activities, such as sending emails, making warm calls, and creating content that helps to establish thought leadership.

Sales

Sales Gravy

JUNE 10, 2025

Leadership teams, especially in tech companies, consistently miss their numbers quarter after quarter because they're obsessed with one question: "How much pipeline do we have?" They're stuffing their CRM with anything that moves and calling it "pipeline." Not something someone else talked to and dumped in your CRM. The problem?

Leadership

Red Star Kim

MAY 12, 2025

There are several reviews of great books on selling processes and skills (e.g.

Value Proposition

DemandFarm

JULY 15, 2025

The best MEDDIC apps enhance rather than complicate familiar CRM processes. Essential Capabilities: What Separates Effective MEDDIC Apps from Digital Checklists Native Salesforce Integration : True effectiveness requires seamless integration with existing Salesforce workflows.

Management

Hubspot Sales

APRIL 30, 2025

New leadership often means new priorities and new budget allocations, and fresh funding means resources to invest in solutions. Leverage your CRM and sales tools. Here are a few examples: Company changes. Public mentions of pain or goals. Sometimes companies will publicly hint at needs.

Sales

Brooks Group

MAY 19, 2025

Hold salespeople accountable only for those factors, make it simple for them to track this data directly inside their CRM workflow, and make it easy for managers to retrieve the data for analysis. Accurate forecasting can be challenging, but, with these steps, its not impossible.

Sales

ProlifIQ

MARCH 7, 2025

A Better Way: CRM-Integrated Account Planning With the right CRM tools such as ZoomInfo , Gong, Fathom, or Clay account data stays updated in real-time. Also include recent leadership changes, acquisitions, or significant events.” Static Account Plans Standardize processes with templates tailored to customer segments.

Account Planning

Nutshell

DECEMBER 17, 2024

And if youre the kind of marketer who uses sophisticated email marketing software integrated with your CRM database, youre well on your way to developing a stellar business announcement campaign. Access email marketing and landing page software connected directly to your Nutshell CRM. Powerful marketing software, minus the headaches!

CRM

DemandFarm

MARCH 31, 2025

In the past, account managers spent significant time on manual tasks like logging customer interactions, scheduling meetings, updating CRM records, and manually tracking stakeholder engagement. For non-Salesforce CRM tools, DemandFarm offers a standalone (CRM-agnostic) version called Account Central.

Account Management

MTD Sales Training

JULY 22, 2020

Even then, add your prospect to an automated sales follow up system where you drip feed them with thought leadership content. Step 3 – Understand your average closing times If you’re using a CRM system then you should have a lot of data on the average time it takes you and your fellow sales people to close various deals.

Decision-making

MTD Sales Training

JULY 24, 2023

You’ll master the art of sales leadership and empower your team to achieve remarkable success. Use a CRM A customer relationship management (or CRM) solution is an invaluable tool to sales teams – especially those looking to improve the way they manage their sales pipeline.

Management

LinkedFusion

NOVEMBER 26, 2024

Combine LinkedIn outreach with email and CRM integrations to build a seamless, multi-channel strategy. To create engaging content, focus on posts that provide value to your audience, such as case studies, thought leadership articles, or industry insights. What kind of content should I create to engage my LinkedIn audience?

Decision-making

PandaDoc

MAY 22, 2025

Here are some core responsibilities of sales ops: CRM management: This means setting up and standardizing CRM usage across the team. Technology is adopted more effectively When sales ops rolls out new tools or CRM updates, sales enablement is the team that can make sure reps comprehend how and why they should be using those tools.

Sales

Brooks Group

JULY 22, 2025

Negative Ripple Effects Conflicts can demoralize sales teams, create tension between departments, and force leadership to spend time on damage control rather than growth initiatives. Monitor Deal Health Proactively Use CRM data and regular check-ins to identify deals at risk before conflicts emerge.

Negotiation

Red Star Kim

JULY 1, 2025

I joined a new PM Forum – PM Forum workshop on “ How to choose, set up and manage a CRM system” facilitated by (2) Simon McNidder | LinkedIn. Pinsent Masons – which won two awards for CRM) and is now a consultant. During lockdown he created software Promptr – CRM Management for Law Firms and Lawyers.

CRM

MTD Sales Training

FEBRUARY 5, 2024

Popular solutions include: CRM Systems: Customer Relationship Management platforms help in managing customer relationships and sales pipelines effectively. HubSpot: HubSpot is more than a CRM system. Top Sales Collaboration Software Choices To enhance sales collaboration and communication, it’s essential to use the right tools.

Communication

MTD Sales Training

MAY 15, 2023

Sales Navigator subscriptions are offered in various tiers including Professional, Team and Enterprise, each providing different numbers of messages you can send via InMail, advanced filtering and, at the Enterprise level, full CRM integration. Post a thought leadership article. Be bold and tell your audience what you really think!

Sales Training

DemandFarm

DECEMBER 12, 2024

Decision-makers switched roles faster than you could update your CRM. Offline Reviews (Smart Exports): Enables users to export account plans to share with peers or leadership, ensuring a comprehensive feedback loop. Champions turned into detractors (and vice versa). Talk about hitting a moving target!

Key Account Management