Sat.Feb 25, 2023 - Fri.Mar 03, 2023

article thumbnail

Salesforce Account Planning: Turn Data Into Relationships 

Upland

Sold on account planning but don’t know where to start? For many, account planning in Salesforce is a logical next step. After all, their sellers are already using Salesforce regularly. Crafting structured account plans complete with vital data from Salesforce makes it easier for sellers to get the full benefit of account planning methodologies and build better relationships.

article thumbnail

Why Key Account Management Should Be a Priority

ProlifIQ

I. Introduction It’s the week after Valentine’s Day, when many of us took our partner or someone special to us out for a nice dinner. Living in Chicago, we like to constantly try new restaurants to find new favorites. It dawned on me the striking simplicity parallel to B2B selling. If you want customers to renew, simply keep them happy and healthy.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

Red Star Kim

This post summarises some of the key themes emerging from the recent online MBL “How to manage and grow your private client practice” full day session . It is intended to supplement the learning resources for delegates provided on the day – delegate aims, poll results and takeaways are shown below. Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI.

article thumbnail

Team Development Training: How to build a Cohesive and High-Performing Team

Strategic Planning and Management Insights

SME Strategy is a strategy consulting firm that specializes in helping organizations align their teams and operations around a shared vision, mission, values, goals, and action plans. Our strategicplanning services offer guidance on how a strategic planning facilitator can provide support in constructing an effective strategicplan that ensures your strategy is communicated and implemented across your entire organization.

article thumbnail

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.

article thumbnail

Do You Have the Right Mindset to be a Successful Leader Today?

The Center for Sales Strategy

When we think of leadership, we often think of qualities or characteristics such as courage, inspiration, or perseverance. These qualities or traits are actually one of several ingredients in a powerful recipe for success and winning. That recipe is mindset. Unprecedented headwinds over the past few years have created immense challenges and uncertainty.

article thumbnail

The Flavors of Sales Enablement

Mike Kunkle

I have always struggled with blanket, whitewash advice. I know that the frequency of how often I say, “It depends,” is annoying to some people. It’s equally annoying to me when people proffer out-of-context advice, presented from a position of authority, that is based on limited experience or expertise. Unfortunately, this seems to be rampant right now on social media, especially on LinkedIn where the megaphone of media and the barrage of branding has made everyone an “ex

Sales 57

More Trending

article thumbnail

What’s New in B2B Marketing for 2023

Customer Think

Here’s a round-up of new ideas and trends I’m seeing in B2B marketing, to help us plan for 2023. Marketing spend trends for 2023. The Winterberry Group has recently released its annual projections on marketing spend, and I am happy to say that t.

B2B 122
article thumbnail

How an NFC Payment Works & Why More Businesses Are Accepting Them

Hubspot Sales

Before credit cards were invented in 1958, people paid for goods and services with cash and checks. Due to technological advancements, credit cards became more sophisticated and secure, with the chip replacing the magnetic stripe. And now, with the rise of NFC (near-field communication) payments, people do not even need to take out their credit card to make a purchase.

article thumbnail

The Flavors of Sales Enablement

Mike Kunkle

I have always struggled with blanket, whitewash advice. I know that the frequency of how often I say, “It depends,” is annoying to some people. It’s equally annoying to me when people proffer out-of-context advice, presented from a position of authority, that is based on limited experience or expertise. Unfortunately, this seems to be rampant right now on social media, especially on LinkedIn where the megaphone of media and the barrage of branding has made everyone an “ex

Sales 130
article thumbnail

The WHY Behind Sales Coaching

Sales Readiness Group

Sales coaching is crucial in improving sales reps' performance and selling skills. However, many managers don't prioritize this essential task. Why aren't sales managers spending enough time coaching, and what can be done about it? These are important questions to answer. But first, let's examine why sales managers should prioritize coaching in the first place.

article thumbnail

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.

article thumbnail

Role of IoT in Ecommerce in 2023

Customer Think

E-commerce has become the preferred mode of shopping. The Covid-19 pandemic pushed people to use e-commerce websites and applications to buy online. The ease of purchasing, paying, and returning goods has set the trend for online purchases.

eCommerce 119
article thumbnail

Design Thinking Driven Problem Solving and Innovation

Flevy

“Design is not what is looks like or feels like. Design is how it works.” – Steve Jobs Design Thinking: An Introduction Design thinking is a problem-solving approach that is becoming increasingly popular across various industries. It is a user-centric approach that involves understanding the needs, wants, and behaviors of users to create innovative solutions that are both practical and feasible.

article thumbnail

One Size Fits None: An Appeal for Better Leaders

MDI Training

One Size Fits None: An Appeal for Better Leaders According to Deloitte University Press, 86% of companies have identified developing new leaders as an “urgent” need. And upon closer inspection, it’s clear to see why. Incompetency as a Norm When it comes to managers’ performance, alarmingly, the norm seems to be incompetence. In a recent study, Gallup found that companies fail to choose suitable candidates for management roles a staggering 82% of the time.

article thumbnail

Enterprise Go-to-Market in 2023: Sell With Your Best Partners

PartnerTap

Channel and sales leaders are facing a tough market in 2023. Every team is expected to hit higher targets, but with fewer resources. Quotas are going up while teams are shrinking due to hiring freezes and attrition. There’s only one way to consistently sell and win in this situation: lock arms with your best partners in every market, every region, and on every deal to sell more, faster.

article thumbnail

How to Stay Competitive in the Evolving State of Martech

Marketing technology is essential for B2B marketers to stay competitive in a rapidly changing digital landscape — and with 53% of marketers experiencing legacy technology issues and limitations, they’re researching innovations to expand and refine their technology stacks. To help practitioners keep up with the rapidly evolving martech landscape, this special report will discuss: How practitioners are integrating technologies and systems to encourage information-sharing between departments and pr

article thumbnail

3 Steps for Banking Providers to Drive More ROI From AI Investments

Customer Think

The use of AI continues to proliferate among retail banks to meet demands for personalized customer experiences and enhanced fraud protection, as well as to seize internal efficiencies through automation. However, AI adoption doesn’t always deliver the expected ROI.

Banking 115
article thumbnail

What Does It Mean To Be An Inspiring Leader

The Center for Sales Strategy

An inspirational leader is someone who can motivate their team members. They can get things done by making others feel like part of the team. They can rally the team and keep them motivated and focused on the goal. They are not afraid to take charge and lead their team. Here are some key characteristics of an inspiring leader.

article thumbnail

Greater employee retention through generational diversity

MDI Training

Greater employee retention through generational diversity Over the last few decades, generational diversity in the workplace has increased significantly. The youngest Generation Z brings in new energy, while the oldest – Traditionalist Generation – often clings to used structures. Sometimes it can be difficult when different generations work together.

article thumbnail

Business Development Tips for Professional Services

RAIN Group

When it comes to business development for professional services , one of the biggest challenges professionals face is finding time to do it all. After all, you don't sell full-time. Your work, whether it's consulting, accounting, IT, financial services, or engineering, is what you do full-time. It can be very difficult to find time to create and develop the relationships necessary to bring in new business.

article thumbnail

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.

article thumbnail

Conversion Rate Optimization – It’s a Journey, Not A Destination

Customer Think

Imagine driving down the road and seeing a sign that reads “Road Closed.” This is the only way you know to reach your destination. Making matters worse, there are no detour signs or arrows to help you find an alternate route. You’re probably going to be frustrated to say the least.

article thumbnail

How to Spot Sales Talent Without Asking Questions

The Center for Sales Strategy

Have you ever met a kid and know what kind of career they were made for? I bet the answer is YES if you really think about it.

Sales 93
article thumbnail

Latest Podcasts: The Leadership Mindset

Force Management

This month on Revenue Builders, our guests reminded us of the power of the mind. In leadership and life, the power of your mindset is clear - it affects your outlook, motivation and most importantly those around you. We look for a great mindset in those we partner with and who we hire. These are four stories that convey the transformative power of the mindset, from entrepreneurship to service.

article thumbnail

The Top 10 CRM Issues and How to Address Them

Nutshell

Your customer relationship management (CRM) software can be the most powerful tool in your business’s toolbox. It can help you organize your customer information, speed up your sales process, and close more deals, ultimately helping you earn more revenue and grow your business. Unfortunately, these outcomes aren’t a given just because you purchase a CRM.

CRM 71
article thumbnail

How to Prove Marketing Value: Demonstrate Content ROI and Contribution to Sales

Every marketer knows how important it is to prove their efforts drive sales opportunities, but that’s easier said than done. When problems like sales and marketing misalignment, lack of data, and wasted efforts persist, marketers can’t measure, prove, or increase their impact on revenue at a time when demonstrating marketing value is critical. Using analyst and expert data, this guide to marketing impact and content attribution explains: How B2B buyers use content The most common types of conten

article thumbnail

A Customer Advisory Board Meeting with No PowerPoint? Here’s What to do Instead

Customer Think

While PowerPoint is an excellent business tool to communicate ideas, its pervasive, constant use has weakened the impact it once had. While professionals may feel naked in front of an audience without it, spectators often lose interest quickly – if not outright groan upon seeing a long list of slides in front of them.

Meetings 111
article thumbnail

Where to Find Great Needs Analysis Questions in Preparation for an Appointment

The Center for Sales Strategy

So, you've got the appointment for your Discover meeting. Good for you.now what? The Discover meeting is a critical part of the selling process, so “winging it” should never be your strategy. Most sellers understand that the goal of the Discover meeting is to uncover an urgent need that they can help solve, and then leave with an assignment. To accomplish this, you must ask great questions.

article thumbnail

Accelerate Sales Productivity with Four Essential Parts of an Onboarding Program

SBI Growth

Organizations face sales productivity concerns, with pressure mounting due to buyer uncertainty in a sideways market, a renewed focus on earnings over growth, and owners and shareholders hungry for good news. Almost daily, we hear reports of layoffs, especially in technology companies, and an emergence of a new crop of commercial talent heading to new organizations.

article thumbnail

What is a customer database (+3 best software options for 2023)

Nutshell

When you’re a growing business, you’ve got to effectively manage and update your leads in a way that’s organized and efficient. You can do just that with a customer database and intuitive customer relationship management (CRM) software. Read on to learn more about the basics of a customer database, the benefits of customer database management, and how you can use a CRM like Nutshell to manage your customer data.

article thumbnail

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.

article thumbnail

4 Types of Sales Positions That Can Never Be Replaced by AI

Customer Think

I began debunking sales articles when the first ones predicting the death of selling appeared circa 2008. Back then, new digital marketing companies were telling everyone that salespeople would be replaced by inbound marketing. "Inbound is.

article thumbnail

Creative Quotient: Unleash Your Sales Potential

SalesGlobe

As we continue to navigate uncertainty in the market due to inflation, high interest rates, mass layoffs and labor shortages, companies are under a lot of pressure to manage costs. This might be causing customers to rethink their strategies around purchasing products and/or services. Therefore, to introduce sales process innovation, drive growth and retain current customers, companies might need to tap into their sales team’s creative quotient.

article thumbnail

Inspirational Women in Local Government 2023: Embracing Equity Requires Education

Envisio

“Ladies, put down your lipstick, there’s work to do.” “I just assumed you slept with [the CEO] to get here.” “Why haven’t you had children yet?” All real things that have been said to me in the workplace. Thankfully, these examples are many years old, and brushes with overt sexism in a professional setting are, for me, few and far between these days (although, not gone entirely).

article thumbnail

9 key benefits of using CRM Software

Nutshell

Odds are, you’ve heard of plenty of marketing different tools you can use for your business. Some of those tools are for automation, others are for analytics, and still, others are for design. But one of the most important tools to use in your business is a customer relationship management (CRM) platform. CRMs help your business gather, store, and analyze valuable customer data.

CRM 62
article thumbnail

ABM Evolution: How Top Marketers Are Using Account-Based Strategies

In times of economic uncertainty, account-based strategies are essential. According to several business analysts and practitioners, ABM is a necessity for creating more predictable revenue. Research shows that nearly three-quarters of marketers (74%) already have the resources needed to build successful ABM programs.