Hubspot Sales

MAY 16, 2025

Chances are what you used was an AI model a tool designed to assist with a specific task. Unlike AI models that simply generate outputs based on prompts, these so-called AI agents act on it. An AI agent is more than just a chatbot or automation tool. Search and knowledge access. What is an AI agent?

Onyx 52

Onyx Lead Rank Hiring Small Business 52

Cincom Smart Selling

MARCH 2, 2025

However, outdated tools and manual processes slow everything down, leading to lost sales, pricing errors, and frustrated buyers. How is CPQ Software Different from Standard Pricing Tools? Traditional pricing tools often struggle to reflect real-time changes, such as bulk discounts, tiered pricing, and promotional offers.

Lead Rank 48

Lead Rank Scale Discount ROI 48

Highspot

JUNE 19, 2025

Tool & Tech Use Do we have the right tools to engage across channels (CRM, chat, content management)? It provides sales, marketing, and support with the right tools, training, and content to build trust and deliver timely, relevant communications that resonate and address their wants, needs, and pain points.

Lead Rank 52

Lead Rank Webinar Metrics Lead Scoring Strategy 52

Cincom Smart Selling

APRIL 16, 2025

With features like role-based access, real-time feedback, and workflow automation, collaboration tools facilitate better teamwork among teams. Choosing the Right Proposal Automation Tool The best proposal automation software is one that meets your specific business requirements.

Proposal 48

Proposal Maximizer Scale Hiring 48

Hubspot Sales

JANUARY 2, 2025

In this post, Ill dive into how AI is changing the game for entrepreneurs and why its no longer just a nice-to-have but a must-have tool for staying competitive. What used to require large teams, deep pockets, or years of expertise can now often be achieved with the right AI tools and a willingness to learn. This is where AI comes in.

Scale 111

Scale Lead Rank Analysis Software 111

Hubspot Sales

APRIL 1, 2025

She then further explained, A lot of these tools like HubSpots Breeze AI customer agent will have built-in analytics to tell you about the quantity of the chats, the amount they were able to resolve on their own all of that is built in. But beyond just the numbers, what exactly are these AI agents doing to drive such impact?

Enterprise 52

Enterprise Enterprise Lead Rank Data 52

Cincom Smart Selling

JANUARY 31, 2025

How CIM Helps Maintain Consistency With CIM tools such as CCM, businesses can ensure customers get the same level of attention, whether theyre interacting online or on the call. This allows agents to deliver faster, more knowledgeable responses, resulting in much shorter resolution times. It ensures that you are easily accessible.

Ideal Customer Profile 48

Ideal Customer Profile Customer Buyer Loyalty 48

Hubspot Sales

DECEMBER 4, 2024

The great thing about AI is, as you work with it, it begins to learn your preferences, creating a substantive knowledge base (that you/your team can access at any time) of your specific needs and goals. 75% of customer service folks agree that AI/automation tools help improve customer service response time.

Benefit 91

Benefit Data Social Media Customer Service 91

Cincom Smart Selling

JANUARY 31, 2025

The travel industry has embraced digital tools to revolutionize the customer journey, making planning faster, easier, and more efficient. It is not just about adopting new tools or software; it is a cultural shift that requires organizations to rethink their strategies, processes, and customer experiences to thrive the competition.

Lead Rank 48

Lead Rank Scale Analytics Loyalty 48

Sales Hacker

JULY 1, 2025

And then something like a high touch or a census to pipe data into different tools. Whether it was tooling they use or their goals as an example, like we would look for marketers that would mention like that they had owned outbound, which is like sort of a weird microcosm. Fairly brittle system. Also incredibly difficult to stand up.

Scale 80

Scale Outbound Hiring LinkedIn 80

Highspot

FEBRUARY 20, 2025

By aligning go-to-market (GTM) teams under one shared knowledge base, you equip each functionsales, marketing, customer support, and others to seamlessly collaborate, maintain a consistent brand voice, and deliver outstanding customer experiences. Customer support to address customer queries and ensure adoption.

Training 52

Training Hiring ROI Case Study 52

Hubspot Sales

MARCH 21, 2025

Users are more likely to adopt new tools on the platform and see value in the tools they're using to drive outcomes. It means were well beyond a marketing automation tool or a standard channel program. That includes tools and incentives that help partners create value for customers and realize value for their own businesses.

Hubspot 59

Hubspot Ideal Customer Profile Retention Commission 59

Guru

JULY 15, 2021

Imagine you work at a startup where you’ve been in charge of knowledge management and internal communications for the past three years. In the second year, you implemented a new knowledge base tool. In the first year, you created processes that got everything running smoothly.

Knowledge Base 118

Knowledge Base Tools 118

Partners in Excellence

NOVEMBER 27, 2014

We try to address these through providing better training, tools, systems, processes—but these seem to address the symptoms and not the core issue. If we are to compete and differentiate based on knowledge and experience, how do we build and retain a strong asset base of knowledge and experience?

Knowledge Base 108

Knowledge Base Hiring Churn Face-to-face 108

Hubspot Sales

MAY 23, 2019

Web chat tools can be used at almost every stage of the customer lifecycle. Take your pick from some of the best chat tools. Add this web chat tool to your website to capture new leads and engage with prospects and customers. This web chat tool allows your sales or customer service team to work with multiple channels.

Tools 138

Tools Lead Qualification Hubspot Social Media 138

Nutshell

JULY 16, 2021

Though often seen strictly as software that helps your sales team keep track of their deals, CRMs can actually be used as collaborative tools for an entire organization. Here are a few ways Nutshell encourages that: Our Tools. People are using tech to gain every advantage they can, and CRMs are no exception. Notifications. LEARN MORE.

CRM 118

CRM Tools Closing How To 118

Hubspot Sales

MAY 19, 2020

Here, we'll learn why it's important to track your website activity, how to go about doing it, and some of the tools available to support those efforts. That includes crucial contact points like blog posts, landing pages, and knowledge bases. Why You Should Track Your Website Activity.

Google Analytics 126

Google Analytics Tools Hubspot Analysis 126

Sales and Marketing Management

JULY 26, 2020

A well-designed intranet, a knowledge base, collaboration tools, and AI-based chatbots are all examples of ways to empower reps to self-serve while ramping up their knowledge. Automated processes and toolsets that support sellers to better understand their customer are crucial in training.

Hiring 234

Hiring Training Lead Rank Health Care 234

Hubspot Sales

JANUARY 18, 2021

A company may use a handful of tools and software to help manage the many aspects and sides of their business. However, when using a combination of tools that aren't meant to be mixed together, the result may be internal misalignment, missed deal opportunities, ineffective collaboration, and a poor customer experience. Track deals.

CRM 136

CRM Knowledge Base Hubspot Forecasting 136

Sales Hacker

AUGUST 6, 2018

Sure, you can see the visitors who pop in, thanks to tools that gather data on where they’re coming from. If a customer appears to be struggling to apply a coupon, for instance, there are chat tools that let the representative see that. You may alternatively want a tool that offers help when you don’t have a live person on hand.

Tools 94

Tools Sales Qualified Lead Hiring Software 94

SBI

SEPTEMBER 20, 2018

While a lot of required information is covered in training modules and knowledge bases, those resources can quickly become outdated, so managers and subject matter experts end up being interrupted and asked the same questions over and over. Turn Frequently Asked Questions into Frequently Automated Questions.

Face-to-face 139

Face-to-face Knowledge Base Survey Study 139

Guru

JULY 29, 2021

When it comes to creating a centralized knowledge base, the tool you pick is just one piece of the puzzle.

Knowledge Base 115

Knowledge Base How To Tools 115

Sales and Marketing Management

FEBRUARY 15, 2021

By completing knowledge-based learning before the virtual training event, online facilitators can engage sellers more meaningfully during the event. Creating learning campaigns based on sales personas. Assigning pre-work before the virtual training.

Education 194

Education Film Channels Cancellation 194

Zoominfo

JUNE 24, 2018

Consider these statistics: More than six in 10 US consumers say self-service tools are their go-to channel for simple inquiries ( source ). Build an online knowledge base: A Forrester Research study shows customers make the most frequent use of knowledge bases compared to other self-service channels ( source ).

Customer 133

Customer Social Media Discount Knowledge Base 133

Apptivo

JANUARY 23, 2023

Put simply, having a knowledge base to work from helps agents respond to and resolve issues faster. Keep it updated The toughest part of the knowledge base is creating one. This is even more challenging than creating a knowledge base. Make knowledge part of your team’s process 2.

Knowledge Base 102

Knowledge Base How To System Enterprise 102

Guru

OCTOBER 28, 2021

You don’t mean to brag, but your workplace is pretty on track to having a bonafide knowledge-driven culture. You have the tools, you have the enthusiasm, and you even have some employees that love adding to your knowledge base. There’s only one thing you’re missing: a verified knowledge manager.

Knowledge Base 98

Knowledge Base Tools 98

Hubspot Sales

SEPTEMBER 19, 2019

For instance, if you sell an email marketing automation tool, your reps should understand how it can work for enterprise customers, startups, and agencies. Tech-savvy tools/features: Sales reps should be able to answer basic technical questions about a product, like “Can I go in the backend and customize the code?” Give case studies.

Hiring 144

Hiring Training Case Study Hubspot 144

Sales and Marketing Management

JUNE 4, 2020

Tech-Tip: Using RFP Automation tools like RFPIO, teams are able to deliver their best response, quickly. The best part is that with every response this type of knowledge base gets stronger. Tech-Tip: Integrate RFP automation with your company's communication tools.

Face-to-face 156

Face-to-face Proposal Microsoft Sales Qualified Lead 156

Sales and Marketing Management

OCTOBER 25, 2017

Because this method is experience-based instead of program-based, sales reps get a better understanding of “This is how we sell.” And leaders can more efficiently manage individual development by tooling the knowledge-based behaviors and focusing more on those processes that require complex assimilation.

Sales Coaching 185

Sales Coaching Coaching Lead Rank Face-to-face 185

PandaDoc

MAY 8, 2023

Customer service agents need the right tools in order to create outstanding customer interactions. That includes automation tools, ticketing systems, strong workflows, CRM software, live chat software, and so much more. After two bad experiences, 76% of customers are gone. Salesforce ) In other words, great customer service matters.

Customer Service 52

Customer Service Tools Customer Microsoft 52

Partners in Excellence

MAY 26, 2023

ChatGPT sold design tools and solutions. As you know, I specialize in design tools and solutions for the discrete manufacturing industry. Our design tools are specifically designed to streamline the design iteration process, allowing for faster and more efficient development cycles. Let’s dive into the role play scenario!”

Case Study 126

Case Study Face-to-face Tools Study 126

Fill the Funnel

SEPTEMBER 19, 2010

What I want to share in this review is how you can use Zendesk as a sales and marketing tool. A useful web tool that you can use in prospecting, relationship building, lead nurturing and strengthening your reputation. Why am I suggesting the use of Zendesk as a Sales tool?

Lead Rank 83

Lead Rank Lead Scoring Leads Marketing Qualified Lead 83

Allego

JANUARY 21, 2021

On the one hand, you must adopt these new analytics tools if your organization hopes to survive. As much as financial advisor tools have transformed the asset and wealth management industry, people remain the ultimate decision-makers. Analytics is nothing more (or less) than a tool designed to help them do their jobs better.

Face-to-face 139

Face-to-face Film Analytics Lead Rank 139

Gong.io

AUGUST 17, 2022

Investing in a sales enablement tool and using it effectively ensures that no case study or white paper sits around unused. . Not only that, but you can use smart tools to analyze sales calls, identify what top performers do differently, and better train your sales staff. But what is a sales enablement tool?

Sales Enablement 62

Sales Enablement Tools Marketing Face-to-face 62

Hubspot Sales

OCTOBER 14, 2020

If you’re wondering about the best way to approach the creation of your social personas, you can use HubSpot’s Make My Persona tool. They’re also likely going to want to share content created by your internal teams like Marketing and Product, knowledge base articles, and demos. Video creation tools. Editorial calendar.

Social Selling 137

Social Selling Training Social Media How To 137

BrainShark

MARCH 29, 2022

However, most traditional tools for delivering training (called learning management systems or LMS) aren’t built specifically for customer-facing roles, which means: It’s difficult and time-consuming to create and deliver educational content. Here are the tools we’ll cover in this article: Brainshark. Articulate. Brainshark.

Customer Service 62

Customer Service Ideal Customer Profile Software Software 62

Nutshell

FEBRUARY 5, 2018

When I looked closer at the rate and kinds of interactions that the Support team was having on a daily basis, the root of the problem became clear to me right away: We had too many people asking us questions, when the answers were readily available in our knowledge base. We did everything we could to get the message out there.

Knowledge Base 87

Knowledge Base Call-back Education Face-to-face 87