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.

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

Customer Centric Selling

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

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Trending Sources

How Two Newborns Caused Sales Comp Armageddon


The core issue which led to this catastrophe was inadequate documentation. This lack of adequate documentation led to “automated chaos” The machines still worked, software still ran, but every undocumented exception and unwritten rule resulted in an incorrect payment.

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SweetProcess – Capture The Process and Achieve New Success

Fill the Funnel

SweetProcess is a web tool that helps you document all those repetitive tasks that eat up your valuable time. Documenting these steps for analysis and improvement is an important role for sales management and sales operations leaders. By documenting these repetitive steps and activities of the most successful performers in your team, you are then able to teach, coach and scale for growth and improved success. Who said documenting your processes has to be a pain?

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.

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. I’m Nancy Nardin.

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.

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 documented. Document these best practices! Sales Coaching. Salespeople sometimes have a propensity to stay in their comfort zone – doing more of what they are doing well.

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.

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.

The Real Problem with Social Selling

Increase Sales

” If so, then it is from that document you derive your marketing strategy. Let’s stop with the Naked Emperor and speak the truth about social selling. It isn’t selling. I repeat it isn’t selling. Now for some this is considered heresy. Credit

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.

Sales coaching – an emerging challenge

Sales Training Connection

Document and broadcast success. Usually when someone tries something new, the failures tend to be well documented. Document these best practices! Sales Coaching Challenge.

5 Steps to Develop An Awesome Remote Coaching Program

Steven Rosen

By spending time reviewing how remote coaching sessions are proceeding and reviewing the documentation with the sales managers, it reinforces the importance of what they are doing. Making Remote Coaching Work in Sales Organizations.

Dale Vermillion: 3 Ss to Selling Success in a Competitive Rising Rate Market


Vermillion cautions that many consumers are accustomed to a much faster process and a lot less documentation, disclosures, and requirements. The biggest mistake loan officers are making today is they’ve become transactional in their sales efforts.

5 Questions Every Account-Based Marketing Pro Has Answered


Identify any documentation or security requirements that might be necessary for them to continue considering your offering. Sales has been targeting contacts at key accounts for decades.

Top 10 Reasons to Set Goals

Steven Rosen

Goals enable you to document your progress. Why Leaders Set Goals. Any success story begins with a plan, a blueprint of sorts, outlining what you want to achieve and how you plan to achieve it. Essentially, that means setting goals.

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.

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.

Sales culture – put the horse before the cart

Sales Training Connection

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.

Study 47

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

Sales Training Connection

2. Documenting good news – Bad news documents itself; good new doesn’t – so make sure everyone knows the good news story. 10 tips to win the sales call execution challenge.

Why Sales Managers Hate Performance Management

Steven Rosen

These are formal procedural documents used to demonstrate that the manager is serious about a reps poor performance. The manager’s task is to document areas that require improvement if the rep is going to remain on the team. Performance management can be a dirty job.

SLAMMED! Sales Mgmt Boot Camp

Your Sales Management Guru

The experience, knowledge and documentation that is shared has been incredibly helpful. Slammed! Sales Management Boot Camp- 8 weeks, online. We hear these comments all the time: Our revenues are flat. We have too much to do, we don’t have time to build a sales organization.

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.

How to Sell Better: Lesson 6 – Use The CRM

A Sales Guy

The business problem(s) the buyer is struggling with – You must document exactly what the business and technical issues the buyer is trying to eradicate. It must be defined or quantified and documented as such. You must know at every stage of the sales process what your next yes is and it must be documented in the CRM. The more robust the current state is documented, the higher the probability of close. Make sure the future state is clearly documented in the CRM.

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. Regardless of what tool or document you use, the important item is to use the action plan to increase sales.

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.

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.

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How to Build a Team of Top Sales Reps

Sales Benchmark Index

But nothing’s documented. A unified, consistent, documented process is the way. Clear Criteria: Remove the mystery from PIP with a documented process that all participants acknowledge in writing. Email template to document the verbally agreed-upon actions.

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Just Out! Our Top 20 Sales Tech Vendors to Follow at Dreamforce #DF17

Smart Selling Tools

Docusign @DocuSign DocuSign is changing how business gets done by empowering more than 300,000 companies and 200 million users in 188 countries to sign, send and manage documents anytime, anywhere, on any device, with confidence. Dreamforce 2017 is just around the corner.

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. Mobile reps have unique challenges.

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?,

Where Do You Rate On The Paradoxical Nature of Time?

Bernadette McClelland

The other participants who were allocated the task of counting how many letter ‘e’s there were in a document of Latin text were those in the ‘wasting time’ group. The results showed that those who wrote to the child and then posted the letter felt they had more time up their sleeves than those who counted the ‘e’s in the document whereas the latter felt they had wasted their time and therefore had lost time.

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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.

Proposal Automation Software Elevates the Proposal Automation Process

Cincom Smart Selling

Secondly, it liberates valuable knowledge workers and sales personnel from the time-consumptive task of assembling, formatting and producing the proposal documents. When proposals are left to the last minute or prepared by people who often have other things they need to do, the resulting document is frequently less than desirable. Visual aspects of the proposal are built into the process ensuring that the proposal meets the standard set forth for external customer-facing documents.

Five Tools Every Sales Manager Should Use

Your Sales Management Guru

Every January and July each salesperson should create a comprehensive plan, not simply a forecast, but a document that details how they plan to achieve their goals. Five Tools Every Sales Manager Should Use.

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15 tips for getting sales strategy right in major accounts

Sales Training Connection

Document good news since it doesn’t document itself - make sure everyone in the buying process knows the good news story. Bad news will document itself! Major accounts are not just big little accounts; they are quantitatively different.

Setting Realistic, Achievable Goals

Tom Hopkins

I 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.

Study 17

What Do You Sell, Who Do You Sell It To and Why Everyone Has to Have The Same Answer


Documentation of environment. Documentation of allocated budget or the process for budgeting. Documentation of the competitive landscape. How to define a lead and gain agreement is the first of 7 Truths about Sales and Marketing that CEOs need to know. This post is part of a series about the CEO’s role in eliminating wasted marketing spend and increasing sales results.

Closing a Sale Is Straightforward: Give Your Prospect a Task

No More Cold Calling

Yes, here’s how: • Prepare a Discussion Document, which summarizes the business issues, the ROI of your solution, and a pricing range • Schedule a time to review this document before you leave the meeting.