Zoominfo

OCTOBER 24, 2024

Seamless Integration : Many AI sales assistant software solutions integrate seamlessly with existing CRM systems, creating a unified and efficient sales ecosystem. Copilot’s Account AI simplifies and supercharges account research by summarizing the most critical information on any account.

Software 211

Software Software Tools Hubspot 211

Hubspot Sales

AUGUST 7, 2024

SaaS worker is a CRM platform holding their life together. If you're new to the world of CRMs, then prepare to have your world turned upside down. When someone on LinkedIn casually mentioned their CRM, it was like I was given superpowers. Everyone needs a CRM, but SaaS teams have an above-average need. User Experience.

Software 115

Software Software CRM Oracle 115

Janek Performance Group

JANUARY 22, 2025

In many ways, by streamlining sales processes and workflows, the CRM was the Industrial Revolution of sales. CRM effectiveness and efficiency However, as with all technology, its effectiveness and efficiency depend on a variety of factors, including accuracy and timeliness of the data. Also, try to make your CRM simple.

CRM 118

CRM Lead Qualification Social Media Data 118

Zoominfo

FEBRUARY 28, 2025

For more than a generation, customer relationship management (CRM) systems have been the unquestioned core of virtually every go-to-market strategy. But GTM leaders are increasingly wondering whether their CRM is telling the whole truth. Bottom line? Snowflakes sellers dont even need to actively search for these opportunities.

CRM 130

CRM Data Ideal Customer Profile Lead Rank 130

Sales 2.0

DECEMBER 3, 2024

The salesperson did not keep good records of their sales activities in the company CRM. I’m looking for clues of any accounts where this salesperson made progress. Which accounts did he talk to? Very little documented in the CRM, but after ferreting around for a few hours I have found a few things to go on.

Scale 195

Scale Territories Face-to-face Construction 195

Zoominfo

OCTOBER 31, 2024

On-Demand Webinar “Think of the 70% of tasks that don’t directly contribute to closing deals — updating CRM records, scheduling follow-ups, sorting through data,” Blount says. To avoid these pitfalls, experts recommend rigorous data hygiene practices such as: Routine enrichment of CRM records for deeper customer insights.

Scale 235

Scale Sales Qualified Lead Intent Data CRM 235

Sales 2.0

JANUARY 14, 2025

Sales history Ive been looking at some of the small healthcare accounts that my client serves. After some initial analysis and some conversations with sales management, it has become clear that one type of healthcare account is more likely going to have a shorter sales cycle than the other types of account.

Collateral 195

Collateral Account Territories Segment 195

No More Cold Calling

FEBRUARY 13, 2025

They will only do that if referral selling is built into the sales processwith training, metrics, and accountability for results. Use Technology as a Tool, Not a Crutch: Leverage digital sales tools (such as CRM, marketing automation, and sales AI) to enhance, not replace, human interactions. Encourage cross-functional collaboration.

Referrals 310

Referrals Face-to-face Sales Leadership Quota 310

Sales and Marketing Management

MARCH 11, 2019

The marketing team created leads and engagement opportunities, while the sales team built relationships and set up accounts. Most important, marketers should be able to see the CRM data the sales team collects. CRM Data that Improves Marketing. Here’s how you can start integrating CRM data into your marketing strategy today: 1.

CRM 289

CRM Lead Scoring Lead Rank Data 289

Sales 2.0

DECEMBER 17, 2024

The salesperson was one that did not fill in the CRM. I found a few clues from the odd call note and the salespersons name attached to certain contacts in the CRM; however, nothing that would represent an opportunity ripe for closing. These accounts have not been sold everything that the company could provide.

Ideal Customer Profile 195

Ideal Customer Profile Territories CRM Account 195

Zoominfo

MARCH 5, 2021

If you’re looking to be more proactive and less reactive, start with an inspection of your Customer Relationship Management System (CRM). How to Prevent a CRM Data Breach . The burden of responsibility for securing the sensitive data in the CRM belongs solely to the companies who requested, or accepted, this personal data.

CRM 253

CRM Data Policies Networking 253

Zoominfo

JANUARY 23, 2021

Sales account management, like sales, is selling. For the sales account manager, getting processes down can mean the difference between achieving massive growth and losing customers to the competition. The lines between sales and account management get blurry — while they’re both revenue powerhouses, they’re different beasts.

Account 238

Account Lead Rank Ideal Customer Profile Decision Maker 238

Understanding the Sales Force

APRIL 6, 2025

To do justice to the process and scorecard, the following must also occur: 100% Commitment from Executive and Sales Leadership to the process – no wavering or exceptions. What are the next steps?

Government 173

Government Sales Leadership Coaching Sales Coaching 173

Pipeliner

MARCH 31, 2025

Artificial Intelligence (AI) is reshaping accounting, particularly for startups and small businesses. John Golden spoke with Armine Alajian of the Alajian Group , a Los Angeles-based accounting firm. The Impact of AI on Accounting Efficiency Boosting Accuracy and Productivity Armine Alajian likens accounting to a companys foundation.

Account 71

Account Video Lead Scoring Lead Rank 71

Zoominfo

APRIL 14, 2025

Smarter Outreach, Every Step of the Way Account Intelligence for AI Emailer : Copilots AI Emailer has been expanded to help account executives and account managers keep deals moving, from renewals and upsells to long-term relationship building.

Decision Maker 130

Decision Maker Scale Sales Qualified Lead Hubspot 130

Zoominfo

MARCH 10, 2021

Maybe this situation sounds familiar: A company with a sales team of 50 reps decides its data is stale and its customer relationship management (CRM) features don’t meet business needs. So the company begins defining requirements for new CRM software, and two months later selects a vendor. Source: ZoomInfo. Source: ZoomInfo.

Analysis 246

Analysis CRM Remedy SalesForce 246

Zoominfo

JANUARY 6, 2021

Customer relationship management (CRM) systems function as the heart of customer engagement. And if CRMs aren’t already a core part of the customer lifecycle, now is the time to switch. It’s important to reconsider your tech stack when markets shift, and now CRMs are top priority for customer engagement. Future Trends in CRM.

Trends 246

Trends CRM Top of Funnel Marketing 246

Sales 2.0

FEBRUARY 7, 2024

I had a conversation this week with a business owner about how to improve their CRM data. It’s not that this business needs more data in its CRM or is missing an important prospect list. The CRM in question has plenty of contacts and accounts–think nearly a hundred thousand contacts. Pipeline First things first.

CRM 195

CRM Data Groups Follow-up 195

Zoominfo

FEBRUARY 11, 2025

Your forecasting tool can pull numbers from your CRM, but the CRM is usually riddled with outdated and incomplete data. AI Has Made Data More Critical Than Ever A CRM filled with outdated or missing information used to be a perennial annoyance: Yeah, well get around to cleaning up the CRM one of these days. The reason?

Strategy 147

Strategy Scale Marketing CRM 147

Zoominfo

MARCH 26, 2025

Reps unwittingly work leads that fall under a colleagues existing account. Marketing teams pour budget into new accounts that arent really new. But corporate hierarchy errors are much more serious than your garden-variety duplicate CRM record because they undermine core sales and marketing strategy.

Data 130

Data Revenue Scale Territories 130

Zoominfo

DECEMBER 20, 2024

The Salesforce AppExchange is a marketplace that makes it easy for busy IT and go-to-market professionals to find and leverage cloud computing and software solutions that work with Salesforce s industry-leading CRM tools and services.

SalesForce 130

SalesForce Top of Funnel Demand Generation Agencies Intent Signal 130

Zoominfo

DECEMBER 11, 2024

Guided Intent Instead of guessing which Intent topics you should track, our new Guided Intent feature analyzes the closed/won deals in your CRM and recommends topics that actually worked. This feature leverages our GTM AI and first-party CRM data to uncover the trending topics researched by accounts that have converted in the past.

Intent Signal 130

Intent Signal Prospecting Intent Decision Maker 130

Zoominfo

APRIL 17, 2025

Intelligent Insights for Smarter Selling ZoomInfo blends proprietary first-party data, insights into account and prospect activity, and real-time buying signals to deliver highly actionable, personalized recommendations. It harnesses member-driven insights to surface relevant account information, relationship context, and buying intent.

Sales Tools 130

Sales Tools Tools B2B Lead Rank 130

Nutshell

APRIL 28, 2025

Youre much better off doing the sales footwork through a reliable customer relationship management (CRM) software. So, how can you add qualified LinkedIn leads to your CRM? LinkedIn (as of April 2025) does not offer a universal export-to-CRM feature. Read on to discover how to import your LinkedIn contacts to your CRM!

LinkedIn 62

LinkedIn CRM Ideal Customer Profile How To 62

Zoominfo

JANUARY 21, 2025

Unlike prior shifts like CRM adoption or marketing automation, GPT-based systems dont just centralize data or automate tasks they actively analyze, predict, and collaborate in ways that are completely reshaping roles and workflows. GPT, CRM integrations); ability to fine-tune prompts. Experience with AI tools (e.g.,

Hiring 130

Hiring Lead Rank Intent Data Territories 130

Zoominfo

DECEMBER 20, 2024

ZoomInfo Copilot , the companys AI-fueled GTM intelligence solution, extends and amplifies the power of the platform by surfacing actionable insights and rich research on top prospects and contacts, and creating messaging that aligns with an accounts top priorities and most pressing needs. Learn More about ZoomInfo Sales 2.

Scale 130

Scale SalesForce Analytics Hubspot 130

Zoominfo

NOVEMBER 18, 2024

ZoomInfo Sales enables teams to engage effectively, leveraging seamless CRM integration for streamlined workflows, while ZoomInfo Marketing equips demand generation and ABM teams with data-driven orchestration for targeted engagement. Better Content Strategy : Visitor insights guide more relevant and engaging content.

Sales Qualified Lead 130

Sales Qualified Lead Lead Scoring Lead Rank Software 130

Zoominfo

SEPTEMBER 17, 2024

Account-Fit Score With AI becoming a necessity for sellers, many businesses are focusing on data accuracy — the old adage of “garbage in, garbage out” has never been more relevant, and sales leaders are quickly discovering that feeding poor-quality data to even the most sophisticated AI is a fast-track to failure.

Hiring 214

Hiring Data Prospecting Lead Scoring 214

Adaptive Business Services

MARCH 19, 2025

You can also now choose to see your password when logging into your Nimble web account. If you go to Outreach and see Email Marketing Accounts at the bottom of the left sidebar, it is now available to you! This optional marketing account does not increase these basic allowances. Are you thinking about a CRM?

CRM 71

CRM Email Marketing Hiring Segment 71

Adaptive Business Services

APRIL 16, 2025

Nimble does offer web forms as an option ($12 per account, not user, per month) and you can deploy two. Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar.

CRM 62

CRM Hiring Webinar Metrics Email Marketing 62

Adaptive Business Services

OCTOBER 23, 2024

Time flies and I’m guessing that it has been close to 10 years since LinkedIn decided to close its access doors to most third-party applications including Nimble CRM. Shortly thereafter, they did authorize limited access to a few enterprise level CRMs providing that you have the right LinkedIn premium account.

LinkedIn 62

LinkedIn CRM Prospecting Lead Qualification 62

Understanding the Sales Force

APRIL 3, 2025

For example: Get Referral Initial Contact Schedule a Meeting, Make the Sale Manage the Account and Make Additional SalesThose five steps represent an actual sales process that a company “borrowed” from an “expert” who wrote about what a sales process should include.

Sales Process 252

Sales Process Lead Rank Customer Lead Scoring 252

Zoominfo

MARCH 12, 2025

Sales leaders need to make sure that every interaction counts and that means understanding which accounts are the best fit, when to reach out, and how to solve customer challenges. Fully enriched account and contact information, done in real time to maximize rep efficiency. Thats where Go-to-Market Intelligence enters the picture.

Pipeline 130

Pipeline Ideal Customer Profile Marketing Sales Qualified Lead 130

Zoominfo

JANUARY 29, 2025

In fact, research from Salesforce indicates that a staggering 90% of CRM data is incomplete. GTM Intelligence also gives companies the fuel to create automations, workflows, and agents that are far more powerful than basic AI solutions, driving real value at scale much faster than mass-market AI tools or simple CRM assistants.

B2B 130

B2B Intent Signal Scale Marketing 130

Zoominfo

FEBRUARY 18, 2025

Outbound sales call tracking software enhances your sales team’s efficiency by automating call logging, providing real-time analytics, and integrating with customer relationship management (CRM) systems. CRM Integration: Ensures that all customer interactions are logged and accessible in one place. Seamless CRM integration.

Outbound 130

Outbound Software Software Buyer Intent 130