Articles tagged "Sales & business development"

Beyond the sales pipeline: Using a CRM for customer success

Here's how a CRM can benefit your customer success team—and how to make it work.

Sales metrics: 10 metrics for sales performance to guide your strategy

When it comes to sales metrics, there's no reason to reinvent the wheel. We asked business and sales leaders which sales performance metrics were most important to their business—here's what they said.

What is a Salesforce custom object?

Learn how to create a custom object in Salesforce—and why you might need to.

What are tasks in Salesforce—and how do you use them?

Learn how to make the most of this small but powerful feature in Salesforce.

4 data-related reasons leadership meetings fail (and how to fix them)

Here's how to spend less time wrangling data—and more time making decisions—during your leadership meetings.

Business objectives: How to set them (with 5 examples and a template)

Business objectives are defined, achievable outcomes a company works to achieve over time to reach goals. Here's how to set them.

How to add logic and filters to your Zaps to close deals

In this presentation from ZapConnect 2022, Zapier Expert Andy Wingrave shows how Zapier's built-in tools can help you filter out unqualified leads and prevent duplicate records in your CRM.

7 ways to automate PayPal

While getting paid is a reason to celebrate, what follows after a PayPal transaction is a little less exciting—and often requires a lot of manual work. Here's how to automate it.

How to optimize your sales page for conversions

Unsurprisingly, there's no magic "secret" to writing copy that creates meaningful connections. It's simply about making readers feel understood. And when it comes to empathy, no amount of marketing hacks can substitute for deep customer research.

16 ideas for developing strategic partnerships

Experts weigh in on how to build strategic partnerships that last.