April, 2023

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Achieving Revenue Growth with Optimized Account Segmentation

SBI Growth

Account Segmentation can arguably be viewed as the single most important practice your organization can execute to unify the team around your growth strategy. Your customers are the heart of your business. And how you segment them impacts every part of the customer journey, from marketing to prospecting, sales, customer success, and beyond. Many commercial leaders claim to understand and execute account segmentation.

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Mastering Project Prioritization: How to Focus on High-Impact Initiatives

Strategic Planning and Management Insights

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27 Examples of Key Performance Indicators

OnStrategyHQ

As your organization begins to sketch out what your strategic plan might look like, it’s likely to come to your attention that you’ll need to gain consensus around what your key performance indicators will be and how they will impact your organization. If you haven’t thought much about your KPIs yet, that’s okay. We can help! We’ve compiled an complete guide that includes an overview on what is a KPI, the benefits of good indicators, and list of KPI examples [organized by department and industry

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What type of companies use a CRM? Strategies and use cases

PandaDoc

Whether you’re in sales, marketing, or customer support, a customer relationship management system (CRM) is becoming increasingly essential to modern operations. So, what is CRM software doing for today’s companies, what types of companies use a CRM, and which CRM strategies can you use to benefit your teams and customers? What is customer relationship management (CRM)?

CRM 52
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State of AI in Sales & Marketing 2025

AI adoption is reshaping sales and marketing. But is it delivering real results? We surveyed 1,000+ GTM professionals to find out. The data is clear: AI users report 47% higher productivity and an average of 12 hours saved per week. But leaders say mainstream AI tools still fall short on accuracy and business impact. Download the full report today to see how AI is being used — and where go-to-market professionals think there are gaps and opportunities.

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The Top 5 Leadership Tips Learned from Past Recessions

Customer Think

While people are hesitant to accept the likely reality that we are heading into a recession, we’re seeing higher interest rates, less venture capital funding, and widespread layoffs in the tech industry. Despite the uncertainty, there’s some good news: even if we are facing a recession, these moments are temporary.

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Strategic Account Management Association (SAMA) Formalizes Partnership with The Congruity Group

Strategic Account Management Association

Dayton, OH, April 3, 2023 – The Congruity Group announced today that they have formalized a partnership with the premier association for strategic account management. “We could not be more excited to partner with SAMA,” said Congruity CEO Betsy Westhafer. “Throughout my career, I have had exposure to many professional associations, but I have yet to … Continue reading Strategic Account Management Association (SAMA) Formalizes Partnership with The Congruity Group The post Strategic Account

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Account Management Guide – Defend and Grow Revenue

Upland

How can effective account management help you defend and grow revenue? As you’ll see, lone wolf selling is quickly losing efficacy in a B2B business world that puts a premium on relationships. But that doesn’t mean the wolves aren’t still at your door. There are plenty of sellers out there waiting for the slightest chance to jump in and take your hard-earned relationships away from you.

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The 8 best CRMs for marketing

Nutshell

Table of Contents What is CRM? What is a CRM system in marketing? Why CRM is important for marketing Essential CRM Features for Marketing Teams Eight Best CRMs for Marketing Nutshell Zoho Hubspot SugarCRM Agile ActiveCampaign Greenrope Aritic Calculate the Costs of a CRM for Your Marketing Team Choosing the best CRM for your marketing campaigns Effective marketing is about more than just attracting one-time customers.

Marketing 171
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3 Types of Negotiation Tactics and How To Respond (With Examples)

Sales Readiness Group

Negotiation is a really important skill for anyone in a professional setting. In this article, we'll look at three different negotiation tactics and give you some examples of how to respond to each one effectively. Whether you're trying to work out a business deal or a personal matter, knowing these tactics can make a big difference in helping you get what you want while building and maintaining trust in your relationships.

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Top 10 B2B Ecommerce Trends for 2023

Hubspot Sales

If you’re a B2B company, ecommerce is a necessity for your business. As a McKinsey & Company study found, 65% of B2B companies sold exclusively online in 2022. B2B ecommerce strategies also differ greatly from B2C (business-to-consumer) ecommerce. In B2B, transactions involve two businesses, while in B2C, businesses sell directly to consumers. To stay on top of the ever-evolving B2B ecommerce game, you need to pay attention to trends.

eCommerce 130
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AI Strategies for Sales Managers: How to Cut Down on Tedious Admin Work

What if you could help your sellers stop wasting 72% of their day on non-selling activities and focus on bringing in revenue? Incorporating AI in your enablement workflows can help you cut down on busy work, get projects done faster, and let your team (and you!) focus on making a bigger impact. We put together this guide to show you how to use AI to cut time and costs for projects, including collateral creation, development of training videos, and automating tedious processes.

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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

There have been many requests recently for inhouse training on telephone skills to support client service and selling both for fee-earners and support staff. Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training workshop. Delegates from accounting and law firms were in client service, marketing/business development and fee-earning roles.

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Why Intent Matters

Software Sales Guru

Why Intent Matters People don’t argue with their own ideas. When you hear an indication of need on a discovery call, follow their thought. Two ways to follow their thought are: “Tell me more.” “Is there more I should understand?” Call recordings show both approaches work. But not equally. “Tell me more.” is a command. A command may work in face-to-face selling because people fear.

Software 130
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Relationship Selling – How to Deliver Value to Customers

Upland

There are many “lone wolves” in B2B sales. But what if we told you that the old ways of making deals happen were out of touch with modern realities? What if we told you that relationship selling – putting your relationship with your customers at the heart of each and everything you do – is what really moves the needle? To do this well, it takes more than just merely being “liked” by customers.

B2B 195
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How to Radically Improve Your B2B Sales Win Rates

Mike Kunkle

In this post, I’m going to share some simple concepts that I’ve seen deliver radically improved results across a sales force. And by “radically,” I mean improve opportunity management effectiveness and skyrocket win rates by 25-40%. I’ve been part of delivering these results, multiple times in my career, for both employers and clients.

B2B 130
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2024, The Year of the Customer

2023's struggles fueled a shift: companies are ditching wasteful strategies in favor of data and AI-powered growth. Enter 2024, the year GTC takes center stage. Discover 5 ways a customer-centric approach unlocks new revenue and delivers lasting success.

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How to Use Technology in Sales to Improve Performance

Sales Readiness Group

Today, many sales managers and their teams are almost constantly connected to their screens, apps, and online tools. While sales technology is designed to improve effectiveness, I see two potential pitfalls in the proliferation of technology and selling.

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33 Stats to Know if You’re Considering or Planning a Sales Career in 2023

Hubspot Sales

There are many things to consider if you are interested in starting your career in sales. Choosing the right position based on your personality, likes, and dislikes can ensure you thrive in your new career. You’ll also need a thorough knowledge of sales trends and stats to succeed. You may have heard negative things over the years about salespeople, such as stereotypes that depict salespeople as pushy or aggressive.

Sales 128
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Pitch points from a pitching and tendering training workshop

Red Star Kim

In early April I facilitated another of MBL’s training workshops on “ Pitch Perfect – How to Prepare & Present Winning Pitches & Tenders” for legal and accounting firms. Whilst these sessions are typically attended by fee-earners hoping to improve their pitch confidence and success, on this occasion the delegates were mostly from Marketing & Business Development (M&BD) teams.

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5 Good Reasons to Invest in Mobile-Oriented Web Design

Customer Think

Creating mobile-friendly websites is more important today than it has ever been. If you’ve been putting off optimizing your company websites for mobile users, here are some of the reasons why you should make that a priority today. 1.

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1st, 2nd, and 3rd Party Intent Data: Which Is Right for You?

How do 1st, 2nd, and 3rd party intent data compare? 1st, 2nd, and 3rd party data each have specific advantages and disadvantages. It comes down to four factors: accuracy, cost, control and quantity. This infographic explains the pros and cons of each and helps you understand which one is best for meeting your business objectives. Intent data can be a great way to fill your pipeline and close more deals.

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Revenue Team – It Takes a Village to Close a Deal

Upland

With an ever-evolving buying journey, businesses need a revenue team behind them to create the best experiences for customers, build key relationships that matter, and grow and retain revenue in accounts. We’ve seen the era of lone wolf sellers come and go. Those sellers are quickly seeing the rug pulled out from under their feet as buyers are looking for the human touch to help guide them through big B2B purchases.

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Unlocking Success: The Power of a Growth Mindset vs. Fixed Mindset

The Center for Sales Strategy

Success in any field is not only a matter of skills or talents but also of mindset. How we think about ourselves, our abilities, and our potential can profoundly impact our success in life. Psychologist Carol Dweck identified two types of attitudes: the fixed mindset and the growth mindset. Those with a fixed mindset believe that their abilities are fixed and cannot be changed, while those with a growth mindset believe that their abilities can be developed through hard work and dedication.

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The 4 Essentials to Sell to the CFO in a Challenging Economy

Sales Readiness Group

In times of economic uncertainty, corporate spending garners greater scrutiny and more decision-makers. This is undoubtedly the case today, when sales organizations see buying decisions being put on hold, budgets getting canceled and deals taking longer to close. The Chief Financial Officer (CFO) is a key player with more power now to manage costs, reduce budgets and “do more with less.

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Sales Lead Tracking: The HubSpot Guide to Automatically Tracking and Reporting Leads

Hubspot Sales

Sales lead tracking can answer the million-dollar question: "How do I know if my team is maximizing their opportunity to close every lead?" Or, "how do I ensure my team reaches out to all their assigned leads?” If you’ve ever asked yourself these questions because something in your lead management or sales flow is not working for you, you’ve come to the right place.

Sales 128
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How to Leverage Intent Data for Better Outcomes

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

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Latest Podcasts: Leading Through Challenges

Force Management

As leaders, we serve as guides for our teams through challenging times. In the current economic landscape, when the challenges are unpredictable, it helps to have guides of our own. Last month on the Revenue Builders Podcast, we talked to multiple leaders who have guided teams successfully through crises. They spoke to the power of gratitude, communication, culture, and humility.

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The Discipline of Listening

Customer Think

Our brains make it difficult, if not impossible, to fully or accurately comprehend what our Communication Partners wish to convey.

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How to Analyze and Improve Sales Performance

RAIN Group

People often ask us, “What should we do to drive sales success?” It’s a complicated question.

Sales 108
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Your Employees are Burned Out – Here’s How You Can Save Them

The Center for Sales Strategy

The dreaded condition - burnout. It creeps through your office like a slow fog. It’s easy to miss at first, but once burnout sets in, it’s nearly impossible to navigate forward. A recent study by Gallup found that 70% of employees either sometimes or often feel burned out at work. Burnout isn’t just “needing a break” from work. It’s a state of chronic job stress that results in overall frustration, exhaustion, and defeat.

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The 2023 Supply Chain Crystal Ball: Challenges and Solutions

Speaker: Olivia Montgomery, Associate Principal Supply Chain Analyst

Curious to know how your peers are navigating ongoing disruption? The supply chain management techniques that dominated the last 30 years are no longer supporting consumer behavior or logistics and manufacturing capabilities. So what’s working now? What should your plans for 2023 include? By researching the supply chain challenges and solutions that businesses – especially small and midsize businesses – are currently experiencing, we’ve learned what’s working and what’s not.

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The Rise of the Team Seller

Sales Readiness Group

Once celebrated in movies, the lone-wolf style of sales is no longer an effective approach in today's complex buying atmosphere. So how can sales teams become more successful and add value to their companies?

Sales 127
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How to Kick Off Your SaaS Sales Career

Hubspot Sales

The SaaS (Software-as-a-Service) business model is one of the fastest-growing of the last decade. Because most SaaS products are subscription-based and allow for recurring revenue, this business model is becoming the go-to for many businesses — new and old. With this growth comes tons of new job opportunities for salespeople looking to get into the tech industry.

Sales 126
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3 Ways to Motivate Your Sellers During Economic Challenges

Force Management

Economic challenges can take a huge toll on workforce morale. Your sales force is likely encountering obstacles they haven’t faced before, and it’s possible that’s affecting their ability to win.

Sales 115
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A Formula For A Winning Digital Transformation Journey in 2023

Customer Think

Depending on the industry, “digital transformation” might signify many things. Delivering customer-facing mobile experiences may be a priority for certain businesses as they modernize their core systems to increase efficiency. A digital transformation journey, however, is a complex procedure with a beginning and an end.

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The GTM Intelligence Era: ZoomInfo 2025 Customer Impact Report

ZoomInfo customers aren’t just selling — they’re winning. Revenue teams using our Go-To-Market Intelligence platform grew pipeline by 32%, increased deal sizes by 40%, and booked 55% more meetings. Download this report to see what 11,000+ customers say about our Go-To-Market Intelligence platform and how it impacts their bottom line. The data speaks for itself!