The Center for Sales Strategy

FEBRUARY 26, 2024

Do you ever feel like you're using your CRM, but not really using it? After all, The 5th Annual Media Sales Report found that 74% of salespeople believe they use their CRM effectively. Maybe there are scores of salespeople out there who are utilizing the many capabilities that their CRMs have to offer.

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CRM Software Software Media 120

Nutshell

MAY 11, 2023

One of your best options for managing your client relationships is customer relationship management software, called a CRM. CRMs specialize in shaping the customer experience , not just organizing client contact details and property specs. A full-featured CRM for real estate is essential.

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CRM Client Relationships Communication Software 135

Hubspot Sales

NOVEMBER 7, 2023

You know you need a CRM, but there are hundreds of CRMs and hundreds more features available. This CRM best practices guide will walk you through how to evaluate a CRM, from how it will help your business and how to map your needs to core features. What is CRM? What are the benefits of CRM?

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CRM Software Software Energy and Utilities 111

SuperOffice

AUGUST 22, 2022

Not all CRM platforms are created equal. Each CRM serves a different purpose and audience. Finally, CRM systems differ in how they are built and how businesses can benefit from them. The 3 types of CRM. Let’s take a closer look at each type of CRM. Analytical CRM. Is an analytical CRM right for you?

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CRM Decision-making Onboarding Suppliers 136

Hubspot Sales

NOVEMBER 28, 2021

Thankfully, there’s something called CRM or Customer Relationship Management. A Refresher on CRMs. A CRM is a customizable technology that allows you to keep track of all of your customer’s interactions with your business, from the first time they visit your website to the last time they made a purchase. What is a CRM strategy?

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CRM Communication Decision-making Profitability 140

Customer Think

JANUARY 20, 2023

By Francis Buttle[1], Julie Jones[2], Merlin Stone[3] Customer relationship management (CRM) has been around for over thirty years, but there’s still widespread misunderstanding about what it is.

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Hubspot Sales

SEPTEMBER 15, 2023

As a small business owner, you toggle between marketing, sales, operations, and customer service daily — and sometimes within the same hour. What you need is customer relationship management (CRM) software. If you think a CRM is an expensive tool only for large businesses, think again.

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Small Business CRM Software Software 122

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.

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CRM Software Software B2C 127

Nutshell

SEPTEMBER 30, 2024

A good marketing technology (martech) stack has many important components, but one of the most valuable may be your customer relationship management (CRM) platform. CRMs offer a central location for storing customer data, enabling you to personalize how you nurture leads based on their information and where they are in the customer journey.

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CRM Advertising Internet Software 113

The Center for Sales Strategy

JULY 10, 2023

In this fast-paced digital era, staying ahead of the competition requires mastering the art of customer relationship management (CRM). A robust sales CRM system is the key to optimizing your sales process, improving team productivity, and ultimately driving revenue growth.

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CRM Sales Digitalization Management 99

Nutshell

MAY 5, 2023

You’ll want to monitor the impact on customer engagement that your customer relationship management (CRM) platform has by: Tracking customer interactions Analyzing customer data Measuring customer loyalty You can do each of those things within your CRM to save time and resources. Keep reading to learn how.

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CRM Software Software Media 115

Nutshell

MAY 18, 2023

Does your company use a customer relationship management (CRM) platform ? A CRM can help you gather, store, organize, and analyze data about your customers, which then helps you improve your sales and marketing efforts. But that’s not all a CRM can do. Why bother with CRM social media integration, though?

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Advertising Media CRM Software 118

Hubspot Sales

NOVEMBER 22, 2023

That's where Customer Relationship Management (CRM) software comes in. A well-implemented CRM empowers you to understand your customers on a deeper level and deliver experiences that make each individual feel like a VIP. CRM Tips and Tricks 1. Use social listening One unique CRM tip is to leverage the power of social listening.

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CRM Artificial Intelligence Customer Success Decision-making 111

The Center for Sales Strategy

JULY 30, 2024

While I have seen teams track this data in many ways, a CRM is a critical component to effectively tracking sales performance. Without it, sales leaders often make educated guesses about how their sales team is performing.

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Customer Think

MAY 25, 2023

By Francis Buttle[1], Julie Jones[2], Merlin Stone[3] The CRM Value Chain (CRM VC), shown in figure 1, aims to demystify, characterise, and conceptualise CRM. The CRM VC is made up of three Core Processes supported by five Enablers all of which contribute to CRM’s goal of driving up customer profitability.

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CRM Marketing Profitability Sales 111

Upland

NOVEMBER 28, 2021

If your sales reference program needs a boost, the prospect may be daunting. Companies primarily focused on delivering targeted sales references during sales cycles should consider a lightweight reference app that’s explicitly built for B2B sellers. Most sellers spend nearly every day working from their trusted CRM.

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B2B CRM Sales Organization 195

Upland

JUNE 7, 2023

I’ve lost count of how many times I’ve heard sales and revenue leaders use the terms, “sales process” and “sales methodology” interchangeably and incorrectly. What is a sales process? A sales process is a flow, and it is usually brand-free.

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Sales Negotiation Decision-making CRM 195

Strategic Account Management Association

AUGUST 6, 2021

Form an organizational capability around co-creating products and solutions with our customers Redesign our philosophy around our customers’ needs Make a positive business impact on our customers’ operations Ingrain a deeply customer-centric vision and mission for sales. Embarking on a Three-Tiered Change Initiative.

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Supply Chain Logistics Co-Creation Account Management 520

Customer Think

MARCH 29, 2024

Integrating a customer relationship management (CRM) system with QuickBooks, an accounting solution, can greatly benefit small and medium-sized businesses (SMBs). The integration can provide a centralized platform to manage customer relationships and sales processes, track expenses and generate financial reports.

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CRM Decision-making Management Sales 105

Upland

MARCH 13, 2023

Sales forecasting is equal parts art and science, right? The ‘art’ aspect of sales forecasting doesn’t need to be an educated guest. What is a Sales Forecast? Is Sales Forecasting Outdated? Some claim that sales forecasting is outdated. However, sales forecasting is still relevant today.

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Prioritization Account Planning Sales Decision-making 195

Upland

OCTOBER 17, 2023

And now, savvy sales leaders are using generative AI , too. All you need is the right sales enablement AI tool. Ready to dive into sales enablement AI? What is sales enablement AI? Like other forms of AI, sales enablement AI helps sales teams automate everyday tasks… tasks that take away from the actual selling.

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Artificial Intelligence Sales Decision-making CRM 195

Hubspot Sales

NOVEMBER 21, 2023

However, merely having a CRM isn't enough. To truly unlock its potential and maximize its impact, businesses need to optimize their CRM strategies. How to Optimize Your CRM 1. Clean and regularly update your data Optimizing your CRM starts with ensuring that your data is accurate, complete, and up-to-date.

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CRM Decision-making Software Software 110

Mike Kunkle

APRIL 8, 2023

In this post, I’m going to share some simple concepts that I’ve seen deliver radically improved results across a sales force. The advice comes from Modern Sales Foundations , a course that was developed based on over 16+ years of top sales performer analysis, modernized for working with today’s buyers.

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B2B Sales Decision-making Stakeholders 243

Brooks Group

AUGUST 26, 2024

A consistent sales process is the hallmark of successful sales teams. Data from our research report, Best Practices of High-Performing Sales Teams , shows that 95% of sales teams that meet or exceed revenue goals follow their sales process all or most of the time—but only 69% of underperforming teams do.

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Nutshell

APRIL 26, 2023

Table of Contents What is CRM? What is a CRM system in marketing? But with the right Customer Relationship Management (CRM) solution, you can optimize your marketing to suit the unique needs of every customer, just like you might in a small independent business. What is CRM? What are the three types of CRM?

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Marketing CRM e-Learning Software 171

Nutshell

JUNE 27, 2024

Good customer relationship management (CRM) software is the not-so-secret weapon of every business that makes consistent sales. Small and medium-sized businesses (SMBs) will benefit from CRM software if they’re looking for steady sales growth. Table of Contents What is an SMB-specific CRM?

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CRM Software Software Small Business 71

Nutshell

SEPTEMBER 18, 2024

Navigating the complexities of B2B sales, especially with high-value enterprise deals and multiple stakeholders, can be challenging. The Miller Heiman Sales Process is designed to tackle these difficulties and guide you through the sales process. Table of Contents What is the Miller Heiman sales process?

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Stakeholders Sales CRM Value Proposition 126

Nutshell

JUNE 27, 2024

Customer relationship management (CRM) software is an essential tool for streamlining your sales process and closing more deals with less hassle and guesswork. As a SaaS business owner, you understand the importance of good CRM software, and you’re probably already shopping around for a CRM for your business.

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CRM Software Software Management 71

Nutshell

MAY 11, 2023

One of the main benefits of CRM software is the ability to get every aspect of your business working in sync. And if you also rely on accounting software to manage incoming and outgoing payments, there are a lot of hidden benefits to integrating it with your CRM.

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CRM Software Software Management 159

Nutshell

MAY 17, 2023

Copper CRM is a good choice for sales teams that live and breathe G Suite, but what about those of us who prefer a bit of software freedom? Copper CRM, formerly ProsperWorks CRM, is a unique CRM that is specifically designed to be used with Google products, like Gmail and Google Docs.

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CRM Sales Software Software 120

Nutshell

OCTOBER 22, 2024

Nutshell has recently been recognized by Research.com as one of the top CRM software companies providing B2B solutions, solidifying its place among the industry’s best. Being listed among the top CRM companies is a testament to Nutshell’s ongoing commitment to improve customer relationships and drive sustainable growth.

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CRM B2B Software Software 71

Hubspot Sales

OCTOBER 18, 2022

Any company's sales leadership needs to keep a pulse on how its salespeople are performing, both individually and on a broader organizational level — getting there often starts by understanding the degree of effort reps are putting in. That's where performance indicators known as sales productivity metrics come in. Why is it important?

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Management CRM Leadership Sales 135

Upland

MARCH 19, 2021

No matter how great your sales team is, it’s always easier and more cost effective to upsell existing customers. The most overlooked sales channel. No matter how great sales is and how many new prospects they bring in the door, it’s always easier and more cost effective to upsell existing customers.

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Account Planning B2B Sales Sales Environment 195

Hubspot Sales

FEBRUARY 16, 2023

In this post, we’ve rounded up 13 of the best networking apps for sales professionals. The 13 Best Networking Apps for Sales HubSpot CRM Evernote Scannable LinkedIn Sales Navigator Feedly Quora Calendar Hey DAN Shapr Calendly Eventbrite Bizzabo Meetup Your CRM’s Mobile App 1. Use Hey DAN, a voice-to-CRM solution.

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CRM Sales Meetings Business Planning 131

Hubspot Sales

APRIL 12, 2023

When assessing your team’s performance, sales activities offer crucial metrics. That includes the number of sales calls, VP-level meetings, new qualified opportunities, and so on. With proper sales activity management, you can influence sales objectives and business results. Get started with this three-step process.

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Management CRM Sales Software 122

Hubspot Sales

NOVEMBER 22, 2023

When it comes to sales, there's a lot of innovation happening — and therefore, a litany of new tools. But only one type of tool is considered "effective" by 78% of global sales professionals. It's a CRM (or Customer Relationship Management Platform). If you're in sales, this result shouldn't be a big surprise.

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CRM Decision-making Sales B2C 116