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How to Use Data and the Right Tools to Build Your Sales Plan (Ask Jeb)

Sales Gravy

Eric in Lewiston, Maine, asks how to use last years data to create and accurate sales plans and evaluate software tools (like CRMs and ZoomInfo) to make those goals happen. Maybe you need to tighten up your proposals so more of them convert. Intent Data: Tools like ZoomInfo can show you whos actively looking for solutions like yours.

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Is BANT a Sales Process or a Man-Made Disaster?

Understanding the Sales Force

Do you ever circle back, repurpose slide decks and proposals, become nostalgic, rewatch movies or TV series? How is it that in 2024, people are still hailing BANT as some kind of relevant and beneficial sales tool? Here are three reasons: Some suggest that it’s great as a lead scoring tool.

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How to Deliver Sales Proposals that Create Customer Value

Cincom Smart Selling

Introduction Selling products and delivering sales proposals that create customer value requires buyer and seller understanding of pain points, product and price. That process is quoting and proposing, and sales pros will tell you that knowing when and how to do this effectively is important. What is a Sales Proposal?

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Send Your Proposals to the DEA, Part 2

Sales 2.0

In my last post I was ranting about how I hate proposals. My preferred solution to this is not developing proposals at all. I highly recommend not spending your time generating beautiful documents for every person that says, “send me a proposal”. Use a tool like Loom to show a freelancer exactly how you do this task.

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In the Race to Win More Customers, Sales Needs Digital Transformation

Salesforce users were surveyed about the forces shaping today's workplace. Discover the results and why investments in digital transformation and automation are pushing sales teams ahead.

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Taking sales to the next level

Sales 2.0

The problem of missing decisionmakers most often shows up when companies submit a proposal and never hear anything back. Following a systematic process to identify decisionmakers, understand their interests, and have them “coauthor” proposals, can significantly boost closing ratios. Sales time sucks.

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Key Elements for Evaluating Quote and Proposal Software

Cincom Smart Selling

Quote and proposal software has generated a lot of buzz. Postings on social media, commentary from industry analysts, as well as user and vendor blog posts and white papers, all offer advice and information about automating the quote and proposal functions within the enterprise. Price, sophistication, and performance widely vary.

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10 Sales Leaders Share their Strategies for Writing Winning Proposals

Far too many sales teams treat proposals as little more than glorified information packets. But any sales leader will tell you that — love them or loathe them — these strategic sales tools are one of the most powerful instruments in their arsenal of deal-closing weapons. This balancing act is crucial. You don't want to get it wrong.

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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.