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SMB sales playbook — tips, tools, and strategy to increase your wins

PandaDoc

Which approach and tools should you implement to make the most of this potential? A robust SMB sales strategy is underpinned by adopting smart solutions like document management software and sales automation tools. Before choosing any technology for implementation, they thoroughly investigate the vendor. In the U.S.

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Building a Sales Pipeline to Survive the New Normal

Sales and Marketing Management

Building a sales pipeline in this context can seem daunting. To start, we should define a pipeline. A pipeline refers to the set of opportunities that a sales team is working on with the intent to convert those opportunities to sales. Keep in mind that the pipeline is built by both Sales and Marketing personnel.

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How to Find the Ideal AI Sales Tool to Match Your Business Needs

BuzzBoard

With a multitude of options at your fingertips, choosing the right AI sales tool has become a decisive factor in determining the success and sustainability of your sales efforts. Tailored Solutions That Align Seamlessly with Your Goals It’s easy to get lost in the myriad of dazzling features and promises that vendors offer.

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Fools With Tools

Partners in Excellence

At the same time, when you actually talk to people, the utilization of these tools is very low. I wish it was a minority of managers, unfortunately, it’s not, but when I meet a new client, I typically ask, “Can you pull the most current pipeline report from your CRM system,” the response is, “How do you do that?”

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7 Must-Have Automated Documents for Sales Success

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

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CRM Selection: Evaluating The Vendor

Pipeliner

In this last article in our series on choosing a CRM solution, let’s take up evaluating the CRM vendor—the risk you’re taking, and the vendor vision. They want to make sure that the vendor is going to be around, and not go out of business in a year. Company longevity is certainly another indication of vendor reliability.

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6 Things Good Lead Generation Vendors Do Right (That You May Be Doing Wrong)

Pointclear

At PointClear, we establish cadence for every prospect in every B2B sales lead generation program we execute using our proprietary SQL-based data capture and workflow tool (called PinPoint) Defined by the program management team based on 20-years of results and our technology-enhanced processes assures that cadence is optimal for each client.