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B2B sales reps often walk into client meetings with high hopes, only to leave without a clear path forward. Why? The answer isn’t just a lack of effort; it’s a lack of insight. Without a deep understanding of each client’s specific goals, revenue drivers, and unique industry dynamics, reps find themselves stuck in surface-level conversations.
Your work as a key account manager is similar to undertaking a long journey. You focus on each milestone, knowing the destination matters, but it’s the rhythm of the moment that keeps you going. If that sounds familiar, you’re already closer to the core of Robert Pirsig’s “Zen and the Art of Motorcycle Maintenance” than you might think. Pirsig’s book dives deep into concepts like quality, relationship and reaching the destination.
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. Most teams that manage more complex accounts or sales cycles take information from the CRM, build out elaborate QBRs or “account plans”, and then let them sit idly.
It’s already time to look ahead into 2025. What are your priorities, and how are you going to set yourself up for success? Here are 12 talent-related items to consider focusing on in the coming year. Bookmark this blog to reference it monthly, or take a few minutes right now to add these items to your calendar.
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.
As your business expands, you might find yourself trapped in a vicious cycle of putting out fires, rather than strategically improving your service. The consequences? Inconsistent customer experiences, missed opportunities, and the gnawing sensation that your competitors are always one step ahead. But there’s good news. You can turn this situation around, and make your […] The post A Small Business Guide To Customer Service Quality Assurance appeared first on Groove Blog.
Welcome to episode 125. Have you ever considered contacting your old clients to see if they’d like to work with you again? If not this episode may change your mind. Dan Pfister is the master of running client winback campaigns and here’s what he shares with me: The compelling reasons why WinBack campaigns could be the most successful and profitable thing you ever do to grow your business (the ROI is staggering) A step by step guide to how to approach running a client winback campaign – and what
Your sales professionals need to add value and be seen as strategic advisors to engage todays buyers. We decided to help sales leaders equip their sellers effectively for this environment. The Sales Performance Research Center measured the abilities of hundreds of sales professionals before and after sales training.Our new report, The Value-Driven Seller: Essential Skills for Consultative Sales , reveals the skill gaps and areas sellers are weakest before training, their improvement after traini
Your sales professionals need to add value and be seen as strategic advisors to engage todays buyers. We decided to help sales leaders equip their sellers effectively for this environment. The Sales Performance Research Center measured the abilities of hundreds of sales professionals before and after sales training.Our new report, The Value-Driven Seller: Essential Skills for Consultative Sales , reveals the skill gaps and areas sellers are weakest before training, their improvement after traini
Did you know that in 2025, the number of monthly users on social media channels in the US will surpass traditional television viewership ? The reach of social media is growing exponentially making it an ideal and prime way to engage your target audience , but to do so, you must have an active social media presence. That said, managing multiple social media accounts and creating a social media strategy with consistent content can be a lot to handle for a small business owner.
During my years working in customer service, I often took a hands-on approach to every support ticket that came my way. I never used automation or canned responses. Never directed customers to self-service resources. I went above and beyond with even the most basic of questions. While some customers appreciated the extra level of care, […] The post How To Create a Realistic Hybrid Customer Service Strategy appeared first on Groove Blog.
Ever thought about winning back your past clients? It could be one of the most impactful moves for your agencys bottom line. In an episode of the Creative Agency Account Manager podcast, I spoke with Dan Pfister, founder of WinBack Labs and author of Million Dollar Winback. He shared the incredible potential of client win-back campaigns and the numbers are jaw-dropping.
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.
Making decisions based on user feedback leads to better products and a stronger business. Here’s how you can conduct effective customer feedback analysis today.
You’ve just launched your brand new SaaS startup. Your business offers cloud-based software, and everything is running smoothly. Suddenly, you’re hit with your very first refund request. The customer subscribed to a monthly plan, and their next month’s payment just went through, but now they want to go elsewhere. So you’re wondering how to best handle […] The post How To Handle Refund Requests (6 Tips For Customer Support Teams) appeared first on Groove Blog.
When was the last time that someone sat you down, focused all their attention on you, and talked to you about the things that you do really well? Still thinking? It’s usually hard to pinpoint the last time that happened because, for most of us, it doesn’t happen very often. Unless you are an NFL football player, then the last time would have been Monday morning, and it would have gone something like this (imagine dreamlike music).
In the past month, the Revenue Builders Podcast has hosted some insightful conversations with experienced sales leaders. They discussed their sales journeys, critical career moves, management advice and emerging technologies. We also heard some great perspectives from our hosts, John Kaplan and John McMahon. Tune in below to hear 2025 sales best practices from a variety of established minds in the sales world.
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.
In this episode of The Sales Gravy Podcast, Jeb Blount sits down with Andy Matheou from RHM Staffing to dive deep into the challenges and triumphs of selling in the staffing industry. Andy shares his journey from individual contributor to a leadership role, offering invaluable insights on hustle, resilience, and the unique demands of staffing sales.
Ever messed up an order, and felt that sinking feeling in your stomach? We’ve all been there. But you can still salvage the situation, which is where customer apology letters come in handy. They’re not just formal notes; they’re your chance to turn a mistake into a win. Consider apology letters as your tool for […] The post How To Write an Effective Customer Apology Letter (Plus Templates) appeared first on Groove Blog.
Sales engagements are pretty strange interactions when you really think about them. They involve an element of friendliness, but the endgame isn‘t making friends. Shocking as this sounds, you’re actually trying to sell something when selling. That means you have to strike a balance between approachability and authority — but that's easier said than done, making rapport building equal parts essential and screw-up-able for sales professionals.
Approximately 10,000 baby boomers reach retirement age daily, creating a hidden knowledge crisis for sales teams across industries. With up to 70% of vital know-how stored only in employees' minds ( APQC ), the risk of losing essential insights is very real. As seasoned professionals retire, they take years of client relationship history, negotiation strategies, and nuanced industry expertise with them.
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.
Driving GTM efficiency was the focus of this year’s annual planning webinar series. Optimizing your GTM strategy for efficiency is essential for success, as is recognizing the impact of productivity. Productivity is boosted when teams better anticipate buyer behaviors, streamline processes, and respond effectively to market changes. As a sales leader, it’s crucial to develop a strategy that prioritizes increasing productivity for overall success.
Has your business struggled to optimize customer support with Outlook? Maybe you’ve found that emails get lost in the shuffle. Or you can’t figure out which support agents are under-performing, because there’s no concrete data to reference. I’ve been there before – working for an incredibly small team in ecommerce, attempting to provide effective support […] The post What’s the Best Outlook Alternative for Customer Support?
Understanding how your company’s marketing efforts translate into sales is critical for fostering business growth. Introducing Nutshell’s new marketing dashboard , your hub for viewing the performance of all your Nutshell marketing efforts. Whether you’re monitoring email campaigns, tracking website analytics, or viewing form submissions, the marketing dashboard reveals what’s working so you can refine and optimize your strategies.
Poor customer service can drive away your best clients. Learn why investing in a strong customer support system is essential to keeping your customers happy, building referrals, and maximizing business growth.
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!
Managing a high-performance sales team can be challenging. One of the main challenges is that the job requires sales manager to take on multiple different roles. For example, one day you could be on ride-alongs coaching your reps , the next day, working on new territory plans for your team. So if you don't want to struggle, here are seven management roles you must adopt to be successful.
We don’t have to tell you how difficult it is to provide consistent, top-shelf technical support to all your customers. As a startup or small team, it’s often impossible to get to all the emails you receive within a reasonable timeframe. Technical issues that require follow-up with another department fall to the wayside, and are […] The post How To Provide Better Tech Support for Your Small Business (6 Tips) appeared first on Groove Blog.
It’s a busy time at Planview, with exciting events, team-building activities, and initiatives focused on fostering connections across our global teams. The Austin office went all out in pink for Breast Cancer Awareness Month, while the Bangalore office celebrated Planotsav. As we transition into the final months of 2024, here’s a look at what’s happening at Planview.
Supervisors in manufacturing fill a critical role that influences both the productivity and the culture of a plant. However, the transition from line worker to supervisor can be fraught with challenges that many companies fail to adequately address. This gap can lead to decreased performance, team discord, and high turnover. To prevent this, it’s crucial to recognize the unique demands of the role and focus on developing supervisors in a thoughtful and structured way.
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
“Is our data useful for AI?” That is one of the most frequently asked questions regarding the specific use of AI applications in B2B wholesale. In this blog article, you will learn how to assess and check the quantity and quality of your data better. You may be in a situation where you want to use your sales data to get AI-based recommendations for your sales team!
Finding it difficult to determine how customers interact through your digital channels? Maybe your buyers have a hard time moving from one channel to the next with your brand? If your business fails to create a personalized experience across all channels, you’ll face low engagement rates, high bounce rates, and hampered customer satisfaction. The solution?
In the fast-paced world of real estate, effective lead follow-up is crucial to securing clients and closing deals. Whether you’re a seasoned real estate agent or just starting out, mastering lead follow-up can make the difference between a thriving business […] The post Best Practices for Mastering Lead Follow-Up in Real Estate appeared first on Nimble Blog.
Engaging your stakeholders is not just important, it’s an essential aspect of any successful project or organisational effort. In today’s interconnected world, your work impacts others, just as you are affected by their work. Stakeholders exist both within and beyond your organisation so understanding who they are is crucial. At first glance, identifying stakeholders might seem overwhelming — there can be a lot of people involved!
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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