Imagine you’re a sales rep today and you’ve just been assigned a new account. How many hours would it take you to find a company overview, catch up on the latest company news, find the right contacts, and draft an intro email? Now imagine your customer relationship management (CRM) platform doing all this in seconds, so you can fine-tune that email and send it sooner. This is … [Read more...] about What is Generative CRM — And What Will It Mean For Your Business?
Blogs
3 No-Code Ways to Express Your Brand Design on Salesforce
Branding doesn’t have to be a major undertaking. Often it comes down to the details, such as a consistent logo, color, and imagery. When companies apply these elements regularly, it increases brand recognition and strengthens the user experience. Branding wins require only a few clicks in the built-in features across Salesforce. Overall, it’s a little effort that goes a long … [Read more...] about 3 No-Code Ways to Express Your Brand Design on Salesforce
What Is a Business Development Manager, and What Do They Do?
You’re already an ace salesperson. But do you love organizing? Resolving conflict? Do you wake up each morning ready to take a big bite out of your day? Then becoming a business development manager (BDM) might be the career move for you. BDMs identify and pursue new business opportunities and are crucial in the role of driving a company’s growth. An effective BDM excels in … [Read more...] about What Is a Business Development Manager, and What Do They Do?
What is a Purchase Order? Examples, Types, and Tips
You’ve spent months working on a deal, and it comes down to one key moment: the customer signing on the dotted line committing to purchase the product. By using a purchase order (PO) as part of your sales process, you ensure the customer understands what they’re committing to buy. This, in turn, makes it easier for the customer to say “yes.” Ultimately, this level of customer … [Read more...] about What is a Purchase Order? Examples, Types, and Tips
What is Sales Tracking Software? (and Why You Need It)
Sales can sometimes feel like a game of trial and error, especially when you’re just starting out. But you may be surprised to know that you already have the answers you need — in your sales data. Data lets you uncover vital trends and opportunities that can help you improve your process and increase your revenue — from pipeline to paycheck. And with sales tracking software, … [Read more...] about What is Sales Tracking Software? (and Why You Need It)