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Insights, page 2

A practitioner library on targeting, qualification, deal progression, stakeholder work, manager coaching and methodology adoption.

Sales Technology

Sales Pipeline Management Tools: A Selection Guide

Review the role of CRM and pipeline tools in deal tracking, forecasting and collaboration. Start with your sales process and the information teams need.

Pipeline Management

LinkedIn Sales Strategies for B2B Prospecting

Plan B2B prospecting on LinkedIn with clear account targeting, relevant content and personal outreach. Review how those activities contribute to the pipeline.

Sales Technology

SAS Campaign Management: B2B Evaluation Questions

An introduction to SAS campaign management for B2B teams, with questions about customer data, campaign workflows, implementation effort and sales alignment.

Go-To-Market (GTM) Strategy

B2B Influencer Campaign Management

Plan B2B influencer campaign management: choose relevant partners, agree content and sponsorship disclosures, and measure the response.

Sales Skills & Tactics

Sales Presentation Techniques for B2B Buyers

Use sales presentation techniques that help buyers assess your offer. Prepare relevant evidence, demonstrate the product and invite questions.

Sales Performance

Sales Performance Management: Planning and Reviews

Connect sales planning, territory decisions, quotas and compensation with performance reviews. Consider the data and coaching needed to put plans into use.

Sales Skills & Tactics

Psychology of Selling Books: Ideas for B2B Sales

Choose books on selling psychology by the skill you want to develop. Check the evidence behind an idea, consider its limits and turn reading…

Go-To-Market (GTM) Strategy

Social Media Campaign Management for B2B Teams

Plan B2B social media campaigns around the audience you need to reach and the questions they need answered. This guide covers channel selection, content…

Pipeline Management

B2B Prospecting Methods: Targeting and Outreach

Compare B2B prospecting methods including calls, email, social selling and referrals. Define suitable accounts before choosing tools and outreach channels.

Sales Technology

CRM Sales Cycle: Defining and Managing Deal Stages

Map the sales cycle in your CRM, from prospecting to post-sale follow-up. Define what each stage means and address the habits that make records…

Sales Performance

SMART Sales Goals: Examples and Planning Questions

Use SMART sales goal examples to set specific targets, measures and deadlines. Balance activity goals with outcomes and check that targets are achievable.

Go-To-Market (GTM) Strategy

Planning a B2B Brand Awareness Campaign

Build a B2B brand awareness campaign around a defined audience, a clear message and suitable channels. Agree how sales and marketing will assess the…

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