The journal · Category

    Sales Automation Tools & Strategies

    Sales automation is about freeing your team to do what matters: building relationships and closing deals. The key is knowing what to automate and what to keep human.

    sales automationCRM automationsales toolsemail automationsales workflow

    Showing 25 to 36 of 7827 articles

    September 21, 202611 min read
    B2B Sales Strategy

    SDR Outsourcing for Logistics Companies: The Brokerage Line

    What an outside sales development team may do in a freight company's name, the calling and email rules it inherits, and which arrangement survives a bid-shaped market.

    SDR Outsourcing · Logistics · Freight Brokerage

    September 21, 202611 min read
    B2B Sales Strategy

    Appointment Setting for Business Brokers: The Seller Meeting

    What a bought meeting with a business owner has to be for a brokerage: the three-part qualification, the confidentiality rules, the licence line and the owner's reasons.

    Appointment Setting · Business Brokers · B2B Sales

    September 21, 20269 min read
    B2B Sales Strategy

    LinkedIn Outreach for Marketing Agencies

    How a marketing agency wins its own clients on LinkedIn: the published agency search process, the platform rules aimed at how agencies work, and the expert buyer.

    linkedin outreach · marketing agency · agency new business

    September 21, 202611 min read
    B2B Sales Strategy

    SDR Outsourcing for Business Brokers: The Fee Timing

    Whether a success-fee brokerage should rent sales development at all: the fee timing, the texts that limit what an outside person may say about value, and who signs.

    SDR Outsourcing · Business Brokers · M&A Advisory

    September 21, 20269 min read
    B2B Sales Strategy

    SDR Outsourcing for Ecommerce Software Companies

    Whether bought meetings can work for a company selling software to merchants: the app store as distribution, the billing model, the data rule and the agency.

    sdr outsourcing · ecommerce software · app store

    September 21, 202611 min read
    B2B Sales Strategy

    SDR Outsourcing for Financial Services: The Third Party

    What a bank, broker-dealer, adviser or agency's regulators say about an outside team that speaks for it, the licensed line, and which arrangement survives due diligence.

    SDR Outsourcing · Financial Services · Banking

    September 21, 202611 min read
    B2B Sales Strategy

    Cold Calling for Telecom Companies: A Carrier's Own Rules

    What only a telecom company meets on the phone: the FTC exemption that stops at its contractor, the verified carrier change, and the CPNI limit on lists.

    cold calling · telecom sales · carrier change verification

    September 21, 20269 min read
    B2B Sales Strategy

    Lead Generation for EHR Vendors: A Replacement Market

    Adoption is close to complete, so every deal is a switch. Where the incumbent field is published, which rules shape the pitch and who actually signs.

    ehr vendors · health it sales · healthcare software

    September 21, 202611 min read
    B2B Sales Strategy

    B2B Lead Lists for Associations: The Census Is Public

    The anatomy of an association list: the IRS master file that enumerates every business league, the Form 990 lines that name officers and dues, and what vendors sell.

    lead lists · associations · Form 990

    September 21, 20268 min read
    B2B Sales Strategy

    B2B Lead Lists for POS Companies: Two Products, One Phrase

    Three things are sold under this phrase and only one is a list. What a merchant row must carry, which public record holds each field, and what to verify.

    pos systems · merchant lead lists · b2b lead lists

    September 21, 20269 min read
    B2B Sales Strategy

    Cold Calling Scripts for Biotech Companies: Calling the Lab

    Five scripts for a life science tools rep calling laboratories: the funded investigator, the lab manager, purchasing behind a punch-out, and the voicemail.

    cold calling scripts · biotech sales · life science tools

    September 21, 20269 min read
    B2B Sales Strategy

    B2B Lead Lists for Telehealth Companies: Four Partial Doors

    No federal file enumerates telehealth companies. The anatomy of the list: the certification, the state registration, the SEC filings and the association.

    lead lists · telehealth · telemedicine companies

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