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How to Create an Effective Sales Report Template [With Downloadable Examples]

Nutshell

Generating insightful sales reports is a critical component of your role and can involve some heavy lifting. That’s where sales report templates come in handy. Creating and presenting detailed sales reports that colleagues and management can easily understand can prove time-consuming. Table of Contents What is a sales report?

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Account-Based Marketing Software: Top Tools to Target Your Accounts

Zoominfo

Account-based marketing (ABM) is not a new discipline, but the tools that help fuel successful ABM are constantly evolving. ABM software tools tend to have similar capabilities and characteristics. But finding the right tool for your business and budget takes research and careful evaluation.

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Sales Reporting: A Guide to Creating Useful Sales Reports

Zoominfo

Sales reporting helps managers track and monitor progress to keep a pulse on sales cycle profitability. With B2B sales reports, sales leaders can decide which ways to: Adapt sales strategies Improve sales rep performance Optimize sales cycles. Purposes of a Sales Report. How to Create a Sales Report.

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ZoomInfo Named a Leader in Marketing & Sales Data Report by Forrester Research

Zoominfo

Defining Data Quality Forrester serves as a trusted guide for corporate technology buyers, with reports and recommendations that are based on rigorous research and exacting standards. The report also noted that “ZoomInfo has emerged as a market leader in its compliance and security programs.”

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Using Generative AI in Sales: Pros, Cons, and Considerations According to Sellers

With so many tools available, which ones are the most useful to me? How will using AI affect my relationship with my customers?

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24 Key Sales Operations Tools for 2024

Zoominfo

In this environment, your sales operations tools and platforms can’t just be effective — they need to be transformative. If you’re looking to assemble a new sales operations tech stack — or simply want to upgrade your existing tools — this comprehensive guide to the key categories can help. What Are Sales Operations Tools?

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Advanced Property Management Tools Improve the Bottom Line

Smooth Sale

Photo by Geralt Attract the Right Job Or Clientele: Advanced Property Management Tools Improve the Bottom Line Effective property management requires carefully balancing various tasks, from tenant communication to financial tracking. Our collaborative blog offers insights on how property management tools improve the bottom line.

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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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2020 Database Strategies and Contact Acquisition Survey Report

This report aims to highlight the current state of B2B database and contact acquisition strategies and organizations’ goals to leverage data to fuel their go-to-market strategies in 2020 and beyond. As buyer expectations to receive this type of relevant engagement continues to heighten, database management strategies are of high importance.

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The Secret to Building Successful Digital Sales Programs in 2022 and Beyond

Speaker: Jordi Gili, International Speaker, Managing Director at Execus, Professor Geneva Business School

While companies are enabling their sales professionals with coaching and a variety of digital tools to connect with potential customers, they're experiencing fluctuating KPIs. Consistent reporting. As we kick off 2022, companies are giving more attention to their Digital/Social Sales Programs. Sales and corporate strategy alignment.

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Salesforce Formulas for the Everyday Admin

Speaker: Steve Molis, Salesforce MVP

Salesforce is one of the most powerful tools out there for sales and marketing professionals, but it can get unwieldy at times, and trying to figure out how to make someone else’s solution fit your own can be daunting. Creating Dynamic Year-to-Month and Year-to-Date Reports. This is where Steve Molis comes in.

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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.