article thumbnail

Managing and Organizing Your CRM Data

Nutshell

Your customer data is a treasure trove of valuable information you can utilize to increase revenue and drive business growth. Yet your CRM data is only helpful if it’s organized and accessible. Your business can effectively manage and organize its data by following a few best practices.

CRM 62
article thumbnail

4 Steps to Master Your Territory

SBI Growth

One of the most dreaded can be a change to your territory. Where should my focus be in my new territory? Follow the 4 steps and use the Agile Territory Planner to become the master of your domain. Follow the 4 steps and use the Agile Territory Planner to become the master of your domain. Take time to update your CRM.

Insiders

Sign Up for our Newsletter

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

article thumbnail

Give Your Sales Territory Mapping the Direction It Needs

Gong.io

The value of sales territories isn’t lost on most sales leaders (and if it is, we’ll clarify that shortly). The problem is making your sales territory planning fair without swallowing up your time. . What is sales territory mapping, and why is it important? What is sales territory mapping, and why is it important?

article thumbnail

Uncover the Blind Spots in Your Territory

SBI Growth

When your territory is changed, it opens a lot of questions for Sales Reps. To answer those questions, we built a Territory Evaluator. This downloadable tool helps you evaluate your new territory in relevant terms: Selling time as required to meet quota. Why Territories Change. Where a Sales Rep Should Focus.

article thumbnail

7 Must-Have Automated Documents for Sales Success

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

article thumbnail

Old-School Territory Management is Dead: A Q&A with John Stewart, CEO of @MapAnything

SBI

Old-School Territory Management is Dead: A Q&A with John Stewart, CEO of MapAnything. Following the recent acquisition of TerrAlign by MapAnything, I asked MapAnything CEO John Stewart to explain the relationship between map-based geo-productivity and territory optimization. So, I asked John to tell me more.

article thumbnail

AI In Sales: Disrupting traditional sales models

Sales 2.0

Disrupting the traditional sales model Scott sees AI disrupting some traditional sales models like geographic territories. Like the idea of territories. The way that we’ve constructed territories has been lazy and somewhat dumb. It’s been my opinion for years that CRM was built backwards. Do you agree?

Scale 221