Help Scout

SEPTEMBER 24, 2021

Since there are multiple, distinct steps in the customer journey , some companies choose to separate these steps and have them managed by separate roles: The sales team handles pre-sales. A customer onboarding specialist manages onboarding. A customer success specialist owns lifecycle management.

Onboarding 116

Onboarding Customer Success Government Prioritization 116

Account Manager Tips

AUGUST 14, 2022

21 free courses for key account managers to boost your skills now A key account manager has to grow and retain their clients. Find out what those skills are, along with 21 free courses to help you become a better key account manager. Need more help to improve your key account management skills? Table Of Contents.

Key Account Management 246

Key Account Management Account Management Emotional Intelligence Management 246

Mike Kunkle

FEBRUARY 27, 2023

Once you arrive, then you can lead and manage your practice. You may have some formalized elements, such as a great onboarding program, and should strive to get the most critical Building Blocks and systems in place, as you can. I have much respect for those who are on the journey, often swimming upstream like a trout.

Sales 57

Sales Onboarding Publishing Transportation 57

Mike Kunkle

AUGUST 19, 2024

Furthermore, the Sales Coaching System is a subset of the Sales Management System. However, there are nuances in their application that vary based on the specific context and needs of an organization. This Sales Readiness System should fuel both onboarding as well as ongoing training and other readiness elements and activities.

Sales 269

Sales Sales Training Sales Management Onboarding 269

Showpad

DECEMBER 16, 2020

No face-to-face interaction with their manager. Remote onboarding is not an easy feat. Human resources teams everywhere are still trying to figure out how to best onboard new employees when they can’t be there to answer questions and ease their nerves. No orientation with their fellow new hires sitting beside them.

Onboarding 105

Onboarding Remote Working Insurance Software 105

Hubspot Sales

JULY 9, 2019

Specifically, the managers who lead your sales teams — they oversee the reps who communicate directly with your prospects and customers daily. Think about it this way: If you're a sales manager and you help each of your 10 reps sell 20% more, you've essentially just "created” two new salespeople. Onboard and Train New Hires.

Sales Management 142

Sales Management Management Sales Onboarding 142

Hubspot Sales

JULY 29, 2022

Partner relationship management (PRM) is a key part of growth for scaling businesses in many industries, and teams who have built a partnership program know how quickly spreadsheets and manual outreach become too much to handle. Why is Partner Relationship Management Important? Organize and manage partners.

Management 122

Management Onboarding e-Learning CRM 122

Hubspot Sales

MARCH 18, 2019

The answer: Key account management. In this comprehensive guide to key account management, you'll learn: The definition of key account management. How to know whether your company needs a key account management strategy. The difference between key account management and selling. Key Account Management.

Key Account Management 143

Key Account Management Account Management Management Account Strategy 143

RAIN Group

APRIL 17, 2024

When it comes to sales performance, getting the most out of your team starts with strong onboarding. Organizations with effective onboarding are 6.3x more likely to prepare their new sales hires to succeed.

Onboarding 72

Onboarding Sales Organization Sales Management 72

Hubspot Sales

MARCH 3, 2020

Answering these questions involves seamless coordination between both your own company and your prospect’s organization. While our opportunities are organized into a nice and easy set of stages, we all know deals are rarely that easy. What Do Project Managers Do? Project managers and salespeople are both working against time.

Management 115

Management Stakeholders Onboarding Decision-making 115

Nutshell

SEPTEMBER 16, 2024

Custom fields are an important part of customizing Nutshell for your business needs and organizing your CRM contacts. Nutshell lets you create custom fields for people, companies, and leads to gather and manage information like customer order numbers, important dates, and ICPs. Make it easier to onboard new team members to Nutshell.

Organization 71

Organization Onboarding CRM Management 71

Hubspot Sales

MAY 18, 2021

Conversational intelligence tools — programs that use artificial intelligence to automatically record, transcribe, and analyze hours of sales calls — are becoming a staple of a growing number of sales organizations' tech stacks. How Managers Can Use Conversational Intelligence. Better understand the voice of your customer.

Sales Management 119

Sales Management Management Energy and Utilities Artificial Intelligence 119

Upland

DECEMBER 14, 2021

In leading organizations, Slack is often the go-to tool for collaboration, and Salesforce is the book of record for everything customer relationship-related. Slack integration is included for Altify Account Manager and Opportunity Manager customers. Work together on Altify account and opportunity plans with Slack.

Account Planning 195

Account Planning Account Management Publishing Organization 195

Zendesk

JANUARY 24, 2024

What is an onboarding process? An employee onboarding process refers to the steps that integrate new employees into an organization. One way to reduce employee churn is to implement an employee onboarding process that sets recruits up for success in their new roles.

Onboarding 59

Onboarding Software Software Organization 59

Hubspot Sales

NOVEMBER 18, 2020

The ability to share information with other leaders, or to ask "how are you managing?" Inclusive organizations report 28% higher revenue, 2x net income, and 30% better economic performance on profit margin. 70% of sales managers say a manager’s ability to navigate change is more important now than it was five years ago.

Sales Leadership 142

Sales Leadership Leadership Sales B2B 142

SalesPop

MARCH 25, 2021

Sales most definitely have two sides, and this is also true of account management. This is also true of account management. If we didn’t need sales or account management skills, people would simply buy products or services—which they obviously don’t. Technology is primarily about product development, not distribution.

Account Management 98

Account Management Management B2B Advertising 98

Hubspot Sales

APRIL 12, 2023

With proper sales activity management, you can influence sales objectives and business results. In this post, you’ll learn tips for managing your team’s sales activity and about the software that can help along the way. Table of Contents What is sales activity management? 3 Steps to Implementing Sales Activity Management 1.

Management 122

Management CRM Sales Software 122

Mike Kunkle

NOVEMBER 26, 2022

You may have some formalized elements, such as a great onboarding program, and should strive to get the most critical Building Blocks and systems in place, as you can. In addition, expand your awareness of the disciplines and practices of organizational performance improvement, such as Organization Development.

Sales 233

Sales Leadership Transportation Sales Training 233

Mike Kunkle

AUGUST 27, 2019

Let’s start with a list of the types of organizational learning that you should have in place (or should consider, based on organization size, resources, and budget) to support sales employees. Sales onboarding for new sales reps and new or promoted sales managers. Ongoing competency development for sales and sales management.

Sales 130

Sales Onboarding Sales Training Leadership 130

Hubspot Sales

AUGUST 6, 2019

Onboarding Checklist for Sales New Hires. The main complaint was that managers were too busy to give new hires the support and guidance they needed. Reps get to show off their understanding of HubSpot tools, and managers get to gauge new hire progress. Offer onboarding training when applicable. Before They Start.

Negotiation 145

Negotiation Onboarding CRM Sales Training 145

Hubspot Sales

OCTOBER 13, 2020

Below, let's learn HubSpot sales managers' top tips for training your SDR team. You can use it to build out a more detailed and specific onboarding plan for your organization. Brian Bennett, a sales manager at HubSpot, says, "Plan where you want to go and what you want to achieve, and then work backward. Set expectations.

Management 126

Management Sales Training Sales Management Meetings 126

Miller Heiman Group

MAY 26, 2020

Our Customer Experience Best Practices Study revealed that organizations reporting the most successful customer experiences—ones that lead to greater customer loyalty and higher spending per customer—have four key characteristics in common: They have executives who walk the talk. Hiring the Right Talent. Assessing Performance.

Customer Experience 127

Customer Experience Interpersonal Skills Onboarding Performance Review 127

Hubspot Sales

MARCH 2, 2021

As we wait to find out what the workplace will be like post-COVID-19, we anticipate a shift in how organizations view the office. The global health crisis caused many sales organizations to quickly provide sellers with the resources needed to dive into remote selling and operate effectively and efficiently from home. But is it enough?

Remote Working 134

Remote Working Sales Onboarding Digital Transformation 134

Showpad

JANUARY 8, 2021

For some organizations this wasn’t really new, apart from the fact that it was the only way to interact with prospects and customers. Whether we like it or not, the digital transformation is progressing in a fast-pacing manner, and many organizations around the globe prepare themselves for a digital and remote 2021.

Virtual Selling 144

Virtual Selling Finance Digitalization Digital Transformation 144

Nutshell

JANUARY 17, 2024

Every project management team needs critical customer information and collaboration from other departments to be successful. Using a CRM in project management could be the answer you need for ultimate inter-departmental cohesion. Keep reading to learn more about CRM project management and what it can do for your team’s productivity.

Business Growth 71

Business Growth CRM Management Software 71

Hubspot Sales

FEBRUARY 1, 2021

When factoring in salary, hiring costs, resources spent training, termination expenses, and productivity losses, a single bad hire can cost an organization over $380,000. In other words, as a hiring manager you want to do everything you can to bring the right candidates on your team. Here’s what they had to say.

Sales Management 102

Sales Management Management Energy and Utilities Sales 102

Upland

OCTOBER 21, 2022

In this definitive guide to account planning, we’ve compiled everything you need in order to understand the importance of account planning, what it is, and why a complete mindset shift is critical to success for any sales organization looking to grow and retain revenue in their key accounts in 2023 and beyond. . What is Account Planning?

Account Planning 195

Account Planning Leadership Software Software 195

Red Star Kim

MARCH 16, 2023

We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. While we discussed various tools and methods to promote cross-selling and referral management, a key theme emerged around changing culture. Another cultural shift.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Zendesk

AUGUST 18, 2021

Sales management software is used by many salespeople to organize their contacts, manage their pipeline, and streamline workflows and organizational processes for maximum efficiency—allowing small businesses to get bigger. What small businesses should look for in sales management software. Usability and credibility.

Small Business 97

Small Business Software Software Sales Management 97

Nutshell

JUNE 29, 2021

Zoho is a multinational technology company that provides web-based business solutions ranging from slide decks to recruitment to inventory management , and just about everything in between. It offers basic contact management functionality , including automation, like converting website visitors into leads automatically.

CRM 116

CRM Onboarding Sales Software 116

Mike Kunkle

FEBRUARY 27, 2023

Once you arrive, then you can lead and manage your practice. You may have some formalized elements, such as a great onboarding program, and should strive to get the most critical Building Blocks and systems in place, as you can. I have much respect for those who are on the journey, often swimming upstream like a trout.

Sales 130

Sales Onboarding Publishing Transportation 130

PandaDoc

APRIL 3, 2023

Benefits of sales training for sales teams and their managers Sales training is beneficial for all members of a sales force, and investing in it can have many benefits and aid in establishing a culture of growth and support. With a defined and clear structure, staff can make useful decisions without the constant supervision of their manager.

Sales Training 98

Sales Training Management e-Learning Sales 98

Nutshell

AUGUST 21, 2020

For example, let’s say your SaaS product helps NGOs (Non-Governmental Organizations) oversee their workflow and identify ways to improve productivity. With features such as sales automation, pipeline management, reporting, contact management, email, and team collaboration, it’s a complete tool for every sales team.

Marketing 142

Marketing Onboarding Media B2C 142

Hubspot Sales

AUGUST 7, 2024

I distinctly remember the day I learned about CMRs: I was using a spreadsheet for my contact management, and I felt like other people maintained their networks better by sheer luck. CRM stands for “customer relationship management” system. and see everything important at a glance in your sales pipeline management dashboard.

CRM 115

CRM Software Software Onboarding 115

Hubspot Sales

SEPTEMBER 15, 2023

To serve your customers without dropping the ball, you need a tool to help you track and manage all of your relationships. What you need is customer relationship management (CRM) software. A CRM solution can save you time, keep your team organized, and boost sales and customer retention, no matter your size.

Small Business 122

Small Business CRM Software Software 122

SuperOffice

AUGUST 22, 2022

They also have different price points and a unique onboarding process that match individual needs. Typically, an analytical CRM will include features such as: OLAP (Online analytical processing) : Organize large sets of data, simultaneously. Best used for organizing data that can be used in company-wide reports.

CRM 136

CRM Decision-making Onboarding Suppliers 136

Brooks Group

FEBRUARY 1, 2024

Ramping new sales reps quickly is a pivotal factor separating successful sales organizations from those that underperform. Data from our 2024 Sales Leader Trend Report shows that 87% of successful teams have extensive, structured onboarding. Take Action: Carve out a dedicated time in your sales team meetings for success sharing.

Onboarding 90

Onboarding Sales Sales Training Sales Management 90