Remove customer work
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Better Process Mapping Reveals Opportunities to Optimize for Profitability

Vision Edge Marketing

Processes form the backbone of every customer-centric organization. Process excellence serves as the foundation for operational excellence, and facilitates growth and success in a highly competitive market. The impact of process mapping on operational excellence and business performance is supported by robust data and research.

Process 229
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How to align processes to drive martech utilization

Martech

Insufficient customer groundwork to amplify technology’s business value. Rigid internal governance processes. The primary cause of these obstacles is the mismatch between marketing technology and processes. Martech should be aligned with marketing processes from the beginning. Customer journey/buying funnel phase.

Process 90
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Integrate Sales and Marketing Software to Streamline Processes

Act-On

But once you get aligned on the principles , sales and marketing software integrations can bring shared processes to life much easier. When the two platforms work together, magic happens. The sales team should be able to see how a potential customer has engaged with content in the past.

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Sales Contracts: Elements, Process & Best Practices

Salesforce Marketing Cloud

You’ve heard the adage about salespeople telling a customer “Of course we can do that!” They detail the scope of work/product and the conditions of the sale to prevent misunderstandings between the buyer and seller. For services, outline the scope of work and length of time needed to complete the project.

Process 110
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Togetherness: Achieving Sales and Marketing Alignment

Speaker: Jeff Davis, Founder, jd2 Consulting Group

Studies show failure to align sales and marketing teams around the right processes and technologies costs B2B companies 10% or more of revenue per year. This means we must intimately understand the customer journey then implement tech that helps us provide an amazing customer experience.

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Real-time vs. batch-based CRM data processing: Key considerations

Martech

When it comes to CRM systems, companies can choose to process customer data in real time or batches. This article tackles what real-time and batch CRM processing looks like, along with key benefits and strategies for leveraging each approach in your marketing campaigns. It is also beneficial for online customer care teams.

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Streamlining Your Sales Process

SmartBug Media

Developing a journey from prospect to customer acquisition demands a specific sales process—and, often, sales and marketing teams aren't sure of which responsibilities they hold during that process. A streamlined sales process can help define who does what and get both teams in sync.

Process 64
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Building a Research Flywheel: A Helpful Guide for Product Managers & Their Teams

Speaker: Jessica Hall, Product Strategy & Design Leader and Co-Author of The Product Mindset

You’ve heard of Amazon and Vanguard, two of the most successful customer-focused businesses in the world, but have you heard Jim Collins’ Flywheel Effect? Every step of the product journey is informed by research: what works, what doesn’t, what customers want, what they need. Uncover how to supercharge and expand your Flywheel.

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Essential Guide to Sales Engagement – Overcome the Challenges of Remote Selling

Sales engagement takes a broad view, leveraging process, tools, training, and a host of other capabilities to ensure that your efforts align with each prospect along their buyer journey. Sales teams are trying to prospect, connect, and manage an effective sales cycle, yet many companies are falling short of hitting their sales numbers.

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Using Connected Device Data to Improve Sales

Speaker: Charlie Isaacs, CTO for Customer Connection at Salesforce

There is an incredible opportunity for companies to take data from connected devices and use it to improve your sales pipeline, make your reps more effective, and even (with the help of AI) handle entire portions of the sales process for you! Dive into details on how this works in practice.

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An Actionable Guide to Building Out an Account-Based Marketing Strategy in a Single Quarter

Speaker: Justin Keller, VP of Marketing, and Brad Beutler, Director of Content at Terminus

Are you searching for a new creative go-to-market plan in our new digital-first, work-from-home environment? During this webinar you will learn: Today’s best data sources when building out your ideal customer profile. Tactical things to consider during this process, from the Sales and Marketing POV.