Trending Sources

Far More Than Signatures: How Document Analytics Boost Sales


It’s called document analytics. [.] The post Far More Than Signatures: How Document Analytics Boost Sales appeared first on Pipeliner CRM Blog. As a sales professional, you probably know the basics about online signature products. They’re easier to use and less expensive than ever. But there’s a newer, related technology that will. Sales Effectiveness

Pipeliner CRM for Manufacturing: Tiger Coatings Aligns Sales and Marketing and Tames Document Chaos


The post Pipeliner CRM for Manufacturing: Tiger Coatings Aligns Sales and Marketing and Tames Document Chaos appeared first on Pipeliner CRM Blog. Tiger Coatings is [.] Our Case Studies

Crocodoc Brings Online Commenting and Markup to Any Document

Fill the Funnel

All of these edits do not actually touch the original document, but rather are all created on an “invisible overlay” over the top of your documents. Crocodoc simply and elegantly allows you to view any work or image file on your computer including Microsoft Word, Excel or PowerPoint, PDF’s and even images beautifully in your browser. All Rights Reserved.

Sales Tips: How to Document Value and Avoid "No Decision"

Customer Centric Selling

Sales Tips: How to Document Value and Avoid "No Decision". wanted to focus on a fifth reason: Failure to agree and document value for buying committees. Without documented value it can be difficult for a seller’s internal champion to secure funding. How to Document Value I have no intention of making salespeople accountants that present ROI’s to senior financial executives.

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Upcoming Webinar: Documenting the Quantitative Impact of Sales Training

Dave Stein's Blog

Complimentary Webinar: Measuring the Impact of Sales Training: How to Document the Quantitative Impact. When we ask sales executives how they measure sales performance, 60% of them tell us that they don’t have a performance measurement system in place. Of the remaining 40%, a majority depend solely on a single lagging indicator: performance against quota/budget. If other metrics are even mentioned, they are typically the size/trending of their pipeline, the number of sales calls per week, or the percentage of proposals they submit that result in a win. What’s the answer?

Crocodoc Brings Online Commenting and Markup to Any Document

Fill the Funnel

All of these edits do not actually touch the original document, but rather are all created on an “invisible overlay” over the top of your documents. Crocodoc simply and elegantly allows you to view any work or image file on your computer including Microsoft Word, Excel or PowerPoint, PDF’s and even images beautifully in your browser. All Rights Reserved.

The Case for Embracing B2B Social Selling


The reasons why executives are scared of social selling are well documented. Just as occurred some years ago with global warming, there are still people both scared and dismissive of B2B social selling. That being said, there are some hugely successful global business leaders using social selling tactics incredibly well, some of which even admit [.] Social Selling

Are Excuses Affecting Your Sales Success?

Anthony Cole Training

My support staff hasn’t prepared the documents yet. I’ve been here less than a year, I inherited the current sales team. The traffic was backed up. The client hasn’t gotten back to me with the information. The leads I get from my internal partners are not very good. sales excuses sales accountability

Sales 59
Sales 59

What’s New Weekly: Google’s 20% Time and Docalytics

Vertical Response

We’re back with another episode of “What’s New Weekly.” In this episode, we highlight changes to Google’s 20% Time and a document analytics program called Docalytics. Tools/Services Videos 20% Time analytics Chipper Nicodemus Derek Overbey Docalytics Document Management Episode Gmail google New Weekly verticalresponse VR Marketing web analytics

Sales ToolSkool: @Docusign

Smart Selling Tools

Just pick a document from your computer or mobile device. When that’s done,  your document will open. At this point, you simply click and drag the fields you need the recipient to complete onto your document. Once you send the document for signature, the recipient will receive an email alert with a link to the document. I’m Nancy Nardin. Here’s how it works.

How to Filter Accounts with Missing Phone Number


With  Pipeliner CRM account management software, sales managers get the complete picture of each Account, with automatically updated sales opportunity details, and access to all customer information including Contacts, communication history, activity history, shared documents, notes and much more. With [.] Tips and Tricks

Sowing the Seeds of IIoT Customer Discontent?

Babette Ten Haken

However, each department used a different standard for technical documentation. Yet hand-offs from one department to another, or directly to the client, require consistency of communication and documentation for successful utilization on the client side. Then, they invested in the creation of a unified, single documentation standard to be used by all departments. Let’s explore.

Go To Guide To Get A Handle on Google+ From Guy Kawasaki

Fill the Funnel

Kindle Personal Documents service makes it easy to take your personal documents with you, eliminating the need to print. You and your approved contacts can send documents to your Kindle by e-mailing the documents to your Send-to-Kindle e-mail address. Google+ for the Rest of Us  by + Guy Kawasaki. Just click on the book cover to the left. Seriously. Just buy it.

Write with Care in Your Sales Presentations

Increase Sales

These written documents can build trust or erode trust. This type of listing in the presented documentation ignores value articulation. Sales presentations can earn the sale or sink it.  There are some costs that are fixed and understood by the buyer.  As another example, I would never include “office rent” as part of my deliverable cost. Share on Facebook.

How Much Do Your Leads Cost?


Document the cost per lead is the fourth of 7 Truths about Sales and Marketing that CEOs need to know. Today we will discuss how to document and then optimize the cost per lead, including the Sales Accepted Lead, the Sales Qualified Lead and Closed/Won business. Has the decision process and timeframe been uncovered and documented? Have all contacts been engaged?

Sales coaching above and beyond the sales comfort zone

Sales Training Connection

Document and broadcast success. Usually when someone tries something new, the failures tend to be well documentedDocument these best practices! Sales Coaching. Salespeople sometimes have a propensity to stay in their comfort zone – doing more of what they are doing well. Establish a sales coaching priority. Minimize the risks of failure. Reward behavior not just results. 

6 tips for delivering bad news to customers

Sales Training Connection

Document good news.   Don’t forget bad news documents itself – good news doesn’t – so make sure you document good news. Sales reps – delivering the bad news challenge. Delivering bad news to customers – not something that makes a salesperson’s day.  But it would be unrealistic to think that it is not part of the job. Be clear and concise. Take responsibility. 

Navigating the byzantine world of the complex sale

Sales Training Connection

Document good news  – Bad news documents itself unfortunately good news does not. Complex Sales. When comparing small transactional sales to large complex sales, the differences in the buying process are difficult to overstate. Everyone knows it – some because of a leap of faith and others because of experience. 2016 Sales Momentum ®  LLC.

Make the First Step in Strategic Planning the Right Step

Increase Sales

Unfortunately, those same mid-szie to small businesses probably do not have all those questions answered nor have those documents readily available because they have not invested the time in the past to answer, collect or review them. Not all documents will be required initially, but eventually all documents will be reviewed during the strategic planning process.

Bad Habit to Quit in 2017: Losing Slowly


Finally, and this is the watershed qualification event, will the buying committee allow me to participate in the shaping and documentation of the steps necessary to complete a true evaluation of my products and services? Can the salesperson not only explain the capabilities the prospect requires, but have they documented them, in writing, back to the prospect to confirm accuracy? How many times, after a three, six or twelve month sell cycle, have you lost a sale that’s critical to making your number for the quarter? Was it after one meeting? Fifteen? do I have a Champion)?

Drone Down! Our Scary, Little Detour on the Road to Dreamforce

The Sales Insider

We wanted to use it to document our journey on the Road to Dreamforce, from the majestic Utah mountains to the picturesque San Francisco Bay. At, we had big plans for our cool, new drone. But on its maiden voyage, our drone lost its signal and disappeared into the distance. This video tells the [.]. Cool New Stuff road to dreamforce

Hey Salespeople: If This Isn’t In Your CRM, You’re In Trouble

A Sales Guy

The motivation or the reason an organization is looking to buy is the greatest and most important piece of information in the sales process, yet few sales people know it, document and even worse sell to it. What’s happening in your prospects environment that they feel must change and why must it change must be documented in the CRM. It needs to be documented in the CRM and constantly revisited. Know and document the impact of the problem(s) that exist. If you’re a salesperson, take a look at all the opportunities in your CRM. Be as detailed as possible.

CloudOn Delivers Microsoft Office Apps To Your iPad

Fill the Funnel

With your iPad and CloudOn you can review Word documents, manipulate pivot tables in Excel, and show off your latest work in PowerPoint. CloudOn’s WorkSpace allows you to: Use Microsoft Word, Excel and PowerPoint on your iPad to create or edit documents. Rename, delete and manage documents with your Dropbox account. Track changes while reviewing Word documents.

Social Seller Journey: Engaging Today’s Digital B-to-B Buyer

Tech Bytes

This is the seventh post in a series based on a ZS social selling survey of 125 sales leaders. social selling ZS Associates ZS Brandon Mills building blocks social seller journey sales enablement customer focus

Sales culture – put the horse before the cart

Sales Training Connection

Profiling successful models.   One of things we know about any organizational environment is that bad news tends to document itself – not always the case with good news.  When someone or some team does something that is in line with the desired culture, make sure those actions are documented for awareness and reference. Developing a sales culture. This requires risk.

The Answer to Your Action Plan to Increase Sales

Increase Sales

Flight plans for planes are detailed documents that are up to date and well researched including weather conditions, known airfields (in case of an emergency) and existing air space. ”  WAY SMART goals are included on this document, but the actual “flushing out” of the goal is on another document such as the Results Tool © goal setting worksheet.

Eating Workplace Culture One Bite at a Time – Part 07

Increase Sales

This does require that all processes within the workplace culture first be documented and then a plan put in place to improve each process. Unfortunately many mid-size to small businesses fail to invest the time to document their processes including: Invoicing. Process management by itself is not as an exciting term as leadership or business results.  Credit

Sales coaching – an emerging challenge

Sales Training Connection

Document and broadcast success. Usually when someone tries something new, the failures tend to be well documentedDocument these best practices! Sales Coaching Challenge. Today, across industries, there appears to be little doubt that companies are changing what they buy, how they buy and what they are will to pay for it. They simply expect something different.

Six Mobile Apps for Igniting Sales

Smart Selling Tools

And you can also send the document to them through email. They can sign using their computer without ever having to print the document. You eliminate the cost and time required for over-nighting critical documents and you never have to wonder where the document is in the signing process. Mobile reps have unique challenges. In its favor is the potential cost savings.

Debunking Martech Mania: How to overcome 4 common hurdles


First of all, there is significant ROI documented for many solutions. They probably have a simple document or presentation that can outline the technology and its benefits so you can credibly sell it to your boss. It is no secret that there is an overabundance of marketing technology available today. The ChiefMarTec marketing technology landscape is enough to make anyone’s head spin.

6 Ways to Succeed Despite Unpleasant Coworkers

The Productivity Pro

Document everything. Document every instance where the co-worker causes trouble. “Before someone can treat you like a doormat, you have to lie down first.” ” — Dear Abby, American advice columnist. One thing we often forget about teamwork is that you don’t have to like everyone on your team to work effectively with them. What are you going to do about it?

Smart Selling Visions: Up-Close with Top Revenue Leader Anil Jwalanna of Witty Parrot

Smart Selling Tools

Sales portals, emails, old documents, ask marketing, interrupt your colleague? The traditional approach to providing salespeople with content is via portals, intranets, box drops, or other file directories that store content in the form of “documents”. which document am I looking for?, is this the latest approved version? We’ve launched a new biweekly blog feature.

Call Him, Email Me, Text Her: The Many Methods of Business Communication

The Productivity Pro

Physical documents (snail mail). Document sharing such as Google docs, SharePoint, or OneDrive. You typically expect a different result from a quick phone call as opposed to sharing documents on DropBox or Hightail. “ The most important thing in communication is hearing what isn’t said. “ – Peter F. Drucker, Father of Management Theory. The Methods. Email. Video calls.

Thirty Seconds or Never: The Role of Impulse in Productivity

The Productivity Pro

If I don’t start doing something right away, even just opening a Word document or a tab online, I often lose the desire to do it. Sure, there’s sometimes a little lag time involved; for example, it may take several seconds between reading something on my to-do list and clicking to open a Word document to start a new article. “ Once begun, half done.” General

Work in Gmail? Work in Pipeliner CRM? No problem!


You can also save an email contact and attachments as a feed message or a document. Our number one goal is to make work as easy as possible for salespeople and sales managers. Our most recent effort along this line is our new Gmail Inbox App–if you, like millions of others around the world, work in Gmail, you don’t need to switch back and forth between Gmail and Pipeliner CRM. It’s all right there in Gmail. Our new Gmail app is a Google Chrome Extension, and is free to Pipeliner users. Simply download it from the Google Chrome Extension store. Features. Check it out!

How Technology Has Changed Selling: New Tools, Old Rules

Fill the Funnel

New Tools:   The team approach is still a good one but with tools like  Quote Roller  to prepare your proposals and quotes, you can do it all online, in a collaborative manner, and create a ‘master’   or ‘source’ document that has links to each departments current, critical data. Contracts and Document Signatures. Has technology changed Selling? The Gatekeeper. Don’t forget the typos.

Tools 106

Setting Realistic, Achievable Goals

Tom Hopkins

went so far as to draft up a document that looked like a legal […]. When it comes to setting realistic, achievable goals, there’s definitely a system involved. Once I gained a clear understanding of how goals should be set and what they could do for me, I studied everything I could find on the subject. Related posts: Setting Realistic Sales Goals. What is a Goal?

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10 tips for B2B salespeople to win the sales call execution challenge

Sales Training Connection

10 tips to win the sales call execution challenge. As salespeople settle into the new year, analyze their territories and their new comp plans, their focus will begin to shift to individual accounts and how they can achieve their 2014 sales goals. The first key to sales success is crafting a good sales strategy. The second is executing it. 2014 Sales Momentum® LLC.

8 Unforgettable Dreamforce Tweets

The Sales Insider

That’s what’s happening at Dreamforce 2015 — and we’re doing our best to document the chaos. When you bring 150,000 rowdy sales, marketing and technology pros together, they’re bound to tweet up a storm. Here are eight unforgettable tweets that you’re sure to remember 25 years from now. 1. Circus atmosphere Barnum and Bailey isn’t [.].

Mettler-Toledo Calibrates Solution for Critical Product Information

Sales and Marketing

Teaser: Robert Eggeman, Service Champion for Mettler-Toledo International’s multi-million dollar Process Analytics Divisio, went on the hunt for a better solution for managing the company’s technical documents and found it right in his own company. Issue Date: 2015-06-17. read more