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Published By: ConnectWise     Published Date: Aug 22, 2019
Start new client relationships off right with professional looking, timely, and accurate sales proposals that demonstrate the excellent customer service clients should expect from your organization. Quote and proposal automation speeds up the sales closing process. It allows sales professionals to spend less time on administration and more time doing what they do best—selling. Automate the quote and proposal process so your organization can quote and close more deals, leading to stronger sales revenue.
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ConnectWise
Published By: Salesforce     Published Date: Nov 11, 2019
Turn strategy into sales with Salesforce. When growth stalls, business leaders look to grow by: Increasing new products Conducting M&A Creating new routes to market Entering new regions Learn how sales executives can navigate strategic growth initiatives and find a path to profitability.
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Salesforce
Published By: MuleSoft     Published Date: Jun 27, 2019
As the leading CRM system, Salesforce can accelerate and increase sales, enhance customer loyalty, and grow marketing capabilities. But how can businesses extend Salesforce to streamline business processes and maximize services and solutions? Effective and efficient integration of Salesforce with adjacent enterprise systems — such as databases, ERP and CRM systems, and custom applications — is critical to enabling sales teams, increasing revenue, and better serving customers. Across the broad spectrum of Salesforce integration needs, patterns emerge for how to best address integration challenges. Integration patterns are the most logical sequence of steps to solving a specific type of integration problem. Learn how to synchronize CRM systems, migrate from legacy CRM systems, broadcast ERP data into your CRM system, and more. Download the whitepaper now.
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MuleSoft
Published By: VanillaSoft     Published Date: Sep 08, 2010
VanillaSoft is used by thousands who need robust lead management software with CRM functionality but also need to power their inside sales reps and drive productivity by deploying best in class productivity tools.
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vanillasoft
    
VanillaSoft
Published By: Coupa     Published Date: Dec 14, 2018
Business Spend Management Improves Visibility and Control Over Spend for Financial Leaders Closing the books can be a tedious, manual process when accrual balances don’t match AP balances and a backlog of invoices cause an increase in resource hours. Get insight on how Salesforce and Ionis Pharmaceuticals leverage business spend management to streamline the financial close. Read this eBook to learn how to: • Automate spend processes to cut heavy manual workloads • Gain full visibility and control over spend • Move from transactional “spreadsheet jockey” to strategic management • Minimize risk associated with missed accruals
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Coupa
Published By: Cherwell Software     Published Date: Apr 07, 2016
B/E Aerospace is the worldwide leading manufacturer of aircraft passenger cabin interior products and the leading global distributor of aerospace fasteners for commercial, business jet, and military markets. The company has leading worldwide market shares in all major product lines and serves virtually all of the world’s airlines, aircraft manufacturers, and leasing companies through its direct global sales and customer support organizations. Headquartered in Wellington, Florida, B/E Aerospace has grown to nearly 12,000 employees and 220 sites around the world and a true follow-the-sun model for global customer support.
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best practices, customer support, business intelligence, business optimization
    
Cherwell Software
Published By: Financial Force     Published Date: Dec 01, 2017
This IDC Vendor Profile describes FinancialForce.com, a cloud applications company with financial management, ordering and billing, human capital management (HCM), professional services automation (PSA), and supply chain management (SCM) solutions built on the Salesforce1 platform and a 36-year heritage of building financial management solutions at UNIT4 (the former Agresso and CODA products). FinancialForce.com's accounting solution, launched in 2008 as CODA 2go, was the first on - demand financial system built entirely on the Salesforce1 Platform. Backed by Technology Crossover Ventures, Advent International, Salesforce Ventures, and UNIT4, FinancialForce.com's applications continue to be the leading finance and professional services solutions available as native Salesforce1 applications on the AppExchange.
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Financial Force
Published By: DocuSign     Published Date: Mar 23, 2016
Doing more with less is the name of the game for SMBs. Learn about DocuSign’s suite of solutions for small business that let you deliver contracts, get approvals, sign invoices— all without an IT department. DocuSign seamlessly integrates with Salesforce and is easy to use for you and your team. Speed up sales, hire employees faster, and give your customers another reason to rave. Come hear directly from DocuSign product leads and customers about how you can make DocuSign for Salesforce go to work for you.
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DocuSign
Published By: Adobe     Published Date: Feb 27, 2018
Forrester's research uncovered a market in which Adobe and Salesforce lead the pack. IBM, Oracle, Salesforce, SAP Hybris, and SAS offer competitive options. Marketo lags but is still a contender.
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Adobe
Published By: Adobe     Published Date: Apr 23, 2018
Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on: – General trends in retail banking, investment banking, and insurance – Internal structures their companies are using to execute digital transformation – The biggest threats/disruptions in the industry – The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention) – Main sources of sales and leads (digital + mobile are steadily increasing sources) – Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics) – Use of the cloud and AI to automate analysis and marketing – The importance of multichannel personalization – Innovation in the types/formats of products/services provided (leaders are focusing on i
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Adobe
Published By: MediaRadar     Published Date: Nov 21, 2018
How doing a little homework can lead to a lot of sales
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MediaRadar
Published By: MicroStrategy     Published Date: Sep 09, 2014
Improve revenue, loyalty, and productivity while controlling costs. It’s a given: Most shoppers are now armed with a mobile device when they enter a retail store. They are highly informed and expect retail employees they interact with to be at least, if not more knowledgeable about a store’s products, promotions, and services. This white paper outlines the 5 key benefits of a winning mobile app strategy, including new ways retailers can effectively leverage mobile technology as a competitive advantage. With the average shopper looking at their phone more than 150 times a day, learn how leading retailers leverage mobile technology to: Enhance customer experience Drive sales Boost customer loyalty Achieve operational efficiencies Download this white paper to find out how retailers with a powerful, effective mobile app program in place can win the battle for shoppers’ eyes and ears — and wallets.
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mobile apps, customer experience, customer loyalty, operational efficiencies, mobile technology, sales lift, customer loyalty, best practices
    
MicroStrategy
Published By: Oracle     Published Date: Nov 22, 2018
Ever lost hot leads simply because they’re on the bottom of the pile of junk leads? Simply handing off huge lists of “leads” and then sitting back and expecting sales to call them is a recipe for disaster. After a few calls, most salespeople give up, deriding the leads as junk. And so the finger pointing begins For sales department to trust marketing’s leads, lead scoring needs to be a priority. Without it, many hot leads get tossed out with the cold leads. That’s a waste of time, money, and opportunity. 68%of top marketers report lead scoring as most responsible for improving revenue contribution of marketing. Read this guide for best practices on lead scoring and winning together with sales.
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Oracle
Published By: MicroStrategy     Published Date: Aug 12, 2012
Providing Store Team Leaders with Easy Access to Sales and Operations KPIs, Enabling Timely and Intelligent Decision-Making.
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microstrategy, wholefoods, kpi, decision-making
    
MicroStrategy
Published By: Salesforce     Published Date: Jan 06, 2016
Salesforce Research surveyed more than 2,300 global sales leaders to discover: The unifying goals, stumbling blocks, and success metrics for today’s sales teams How high-performing sales teams are evolving to stay ahead of the curve Areas where sales is doubling down to supercharge business in the next 12–18 months. This report highlights sales trends in 2015, including the central role of sales teams in an integrated customer success platform. Throughout the report, data is examined relative to sales performance to identify patterns for overall customer success.
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Salesforce
Published By: Dyn     Published Date: Nov 03, 2016
Global DNS performance and availability are critical to user experience. According to Gartner, “DNS is mission-critical to all organizations that connect to the internet. DNS failure or poor performance leads to applications, data and content becoming unavailable, causing user frustration, lost sales and business reputation damage.” But many businesses still rely on a single, often in-house DNS solution that lacks global scale and resiliency. This white paper reviews the business advantages of implementing a high availability DNS architecture using redundant DNS services. You will learn: - The critical role DNS plays in the user experience. - The risks of relying solely on a single DNS solution. - The added performance and reliability benefits of a high availability DNS architecture with a redundant managed DNS service. - Criteria for evaluating a managed DNS service provider.
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dyn, dns, downtime risk, end-user experience
    
Dyn
Published By: BI WORLDWIDE     Published Date: Mar 07, 2016
If you’re a sales manager, you’re probably feeling stuck in the middle. On one hand, you have a huge employee engagement movement going on with HR departments focusing on developing leaders and recognizing achievements with substantial budgets. On the other side, marketing departments are using technology and creativity (and also large budgets) to connect with and educate customers about their products, solutions and brands. The trend is to challenge every dollar spent on sales compensation to maximize ROI. HR departments are treating salespeople like all other employees. And customers are going online to avoid anyone with sales in their title. Based on our research and applications we see in our customers’ leading sales initiatives, if you’re a sales manager, you are trying to maximize results out of your sales team by increasing your teams engagement to meet company goals. Download this white paper to see which eight trends you should consider as you strategize for the year.
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bi worldwide, sales, incentives, effectiveness, sales incentive, productivity, engagement
    
BI WORLDWIDE
Published By: Salesforce Pardot     Published Date: Sep 09, 2014
This white paper will walk you through eight different ways that Pardot can help you supercharge Salesforce CRM, from better sales intelligence to automated lead qualification, and more. Take a look at the next few chapters to see how Pardot and Salesforce differ, what the key benefits of each tool are, and how they can work together to become the ultimate sales and marketing machine.
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integration, key functionality, marketing teams, campaign performance, efficient lead management, improved sales intelligence, better tracking
    
Salesforce Pardot
Published By: Salesforce Pardot     Published Date: Sep 09, 2014
From social selling to personalized sales messages, the tips on the following pages will help your sales reps prioritize the automation features that they’ll find the most useful. Understand the benefits for the different types of sales team members, including Business Development Reps (or cold-callers), Account Executives, and Sales Managers — then get ready to put what you’ve learned into practice!
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marketing automation, marketing team, sales team, b2b, lead nurture, lead qualification, social data, selling process, sales messages
    
Salesforce Pardot
Published By: Anaplan     Published Date: Mar 05, 2015
Many sales organizations continue to operate as they have for years: At headquarters, executives work with sales leaders to set revenue targets for the year. Sales teams receive top-down goals, which cascade across product lines, channels and other business dimensions. The end result is an account-level target, which is assigned to a sales rep. Because most companies do not have an easy way to complete this process—nor do they use a common system of record—they must resort to the quickest and easiest mechanism at hand: spreadsheets, a nonscalable, single-dimensional solution that does not handle complete data sets. This approach also poses challenges across key sales management functions, including planning, execution and optimization.
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consolidation, planning, survey, performance, sales, audience, finance, strategic exercise, compliance, software soliutions
    
Anaplan
Published By: Anaplan     Published Date: Mar 05, 2015
For most large organizations, sales planning is a siloed process. Organizations typically need to analyze multiple years’ worth of data to prepare for planning. There is an even split between organizations that lead the planning process from the top down and those that lead it from the bottom up. Most sales organizations complete the planning process before the beginning of the fiscal year.
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consolidation, planning, survey, performance, sales, audience, finance, strategic exercise, compliance, software soliutions
    
Anaplan
Published By: Oracle Commerce Cloud     Published Date: Feb 05, 2016
Are you setting unattainable targets? It seems counter-intuitive, but 95% of Chief Sales Officers (CSOs) reported higher revenue targets and 86% are not very confident they can reach them. With over 25 years in sales – 15 of those in sales management and 3 years in executive leadership, I’ve seen my share of sales failures and successes. In that time, I’ve learned that if you want to be a sales leader who can easily adjust plans and withstand a barrage of obstacles, you’ll need the support of a knowledgeable sales team, modern best practice processes, and technology. With this holistic approach, you can design the optimal plans and effectively implement them to drive performance. This brief will act as your roadmap with tips about how best to utilize people, processes, and technology to improve your company’s sales performance.
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Oracle Commerce Cloud
Published By: FinancialForce     Published Date: Dec 01, 2017
This IDC Vendor Profile describes FinancialForce.com, a cloud applications company with financial management, ordering and billing, human capital management (HCM), professional services automation (PSA), and supply chain management (SCM) solutions built on the Salesforce1 platform and a 36-year heritage of building financial management solutions at UNIT4 (the former Agresso and CODA products). FinancialForce.com's accounting solution, launched in 2008 as CODA 2go, was the first on - demand financial system built entirely on the Salesforce1 Platform. Backed by Technology Crossover Ventures, Advent International, Salesforce Ventures, and UNIT4, FinancialForce.com's applications continue to be the leading finance and professional services solutions available as native Salesforce1 applications on the AppExchange.
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FinancialForce
Published By: Oracle Marketing Cloud     Published Date: Oct 05, 2017
Successful lead nurturing builds customer loyalty and increases revenue. By anticipating the needs of the buyer and providing them with the most relevant content they need to make a smart decision even before they’re ready to purchase. According to a recent Ascend2 study, the most important objectives of a lead nurturing strategy are to increase conversion rates and sales opportunities. However, 59% of B2B companies say creating relevant content is their biggest obstacle to lead nurturing success. Download this guide to discover even more ways to improve lead nurturing and increase revenue.
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Oracle Marketing Cloud
Published By: Oracle Marketing Cloud     Published Date: Oct 05, 2017
In order for a sales department to trust marketing’s leads, lead scoring needs to be a priority. Without it, many hot leads get tossed out with the cold leads. That’s a waste of time, money, and opportunity. According to the Lenskold Group, 68% of top marketers report lead scoring as most responsible for improving the revenue contribution of content marketing. For more information on how you can use lead scoring to provide your sales team with the most qualified leads, read this guide.
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Oracle Marketing Cloud
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