Blogs

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

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)

“A-B-C. A-Always, B-Be, C-Closing. Always be closing, always be closing.” This quote has become synonymous with an outdated way of thinking about sales. It spoke to a time when salespeople were pushed to close deals by any means necessary. That aggressive mentality is giving way to a more thoughtful approach — one that values curiosity over hard sells. As someone who’s … [Read more...] about Why Not to “Always Be Closing” in Sales (and What to Do Instead)

If you’ve ever chatted with an online customer support agent or asked Siri what the official state bird of Rhode Island is, you’ve interacted with a chatbot.  These handy digital assistants are great at answering simple questions and performing basic tasks, but in the era of generative artificial intelligence (AI), they can feel pretty limited. Ask Siri for a list of your most … [Read more...] about What’s the Difference Between an AI Agent and a Chatbot?

Did you know that 65% of customers expect companies to adapt to their changing needs and preferences, but almost as many feel that companies are treating them as a number? As a small and medium business (SMB) leader with limited budgets and resources, you may feel pressure to keep up.  Get to know your customers better, improve productivity, and grow your business faster. … [Read more...] about 3 Reasons Why Einstein 1 Is a Game-Changer for Small Businesses