article thumbnail

Simple Content Organizer for Sending documents, video and links to Prospects

SBI

SalesTech Video Review: Simple Content Organizer for Sending Links, Files and Video to prospects. Flipdeck tackles two hassles salespeople deal with every day, gathering the information to send each prospect and adding attachments and links to an email one-by-one. You have the content you need. Simple Content Organizer.

Video 129
article thumbnail

Using a Google Sheets CRM template: the pros and cons

Close.io

If you want to close more deals, you need to be on top of your prospects and customers. Maybe you’ve already started working with a Google Sheets CRM template, like the one we just released last week: SalesTable. Here are 5 benefits of using a Google Sheets CRM template. Here are 5 benefits of using a Google Sheets CRM template.

Google 76
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to use Google Sheets as a CRM: 5 easy steps to sales success

Close.io

A customer relationship management system (CRM) is a way for you to store important prospect and customer-related contact information and data. We’re going to show you how to use Google Sheets as a CRM in just five easy steps. Here are 5 easy steps to start using Google Sheets as a CRM. That said, if you.

Google 105
article thumbnail

Taking sales to the next level

Sales 2.0

Prospecting : Companies routinely run cold calling prospecting processes that fail 99% of the time, with 1 in 100 calls getting a meeting. Smarter approaches to prospecting are needed. One of the main reasons for this low close rate is that sales people miss decisionmakers in the prospect company. Sales management.

article thumbnail

7 Must-Have Automated Documents for Sales Success

Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success. Companies are increasingly implementing technology to bring efficiency to their workforce.

article thumbnail

Do Your Prospects Recognize Your Value?

Janek Performance Group

In a perfect world, prospects would immediately recognize the value your product or solution delivers and take the required actions to secure the solution for themselves. Therefore, value can be proposed but until prospects recognize value, they will remain hesitant to move forward in the sales process. Communicating Value is Hard.

article thumbnail

Performance Plans And Performance Planning

Partners in Excellence

It should be unique to each person, not a standard document you pull from a Google Docs folder. For example, expectations around prospecting, or pipeline development. Do each of your people have a documented performance plan, developed collaboratively? Developing the performance plan is a collaborative effort.

Quota 109