Nexo Blog: B2B sales, marketing, CRM and AI
Sales, artificial intelligence, CRM and strategies to accelerate your sales results.
Topics
Articles — page 6
How to migrate CRMs without losing history or productivity
Migrating CRMs is one of the riskiest moments for a sales operation. See how to plan the migration to preserve history, maintain productivity, and avoid losing active opportunities.
How to build a sales rep onboarding that cuts ramp time
Poorly structured onboarding is the main reason new sales reps take so long to produce results. See how to build a sales onboarding process with clear phases, grounded in real conversations.
Sales training: how to train B2B sales reps at scale
Training B2B sales reps at scale takes more than meetings and slide decks. This guide shows how to build a continuous, data-driven, repeatable training program for a sales team of any size.
Sales automation for lean teams: how to scale with just a few sales reps
A team of 2 or 3 sales reps can handle the volume of a much larger team when automation is well structured. Learn which processes to prioritize when your scarcest resource is your reps' time.
Tagging leads and opportunities: best practices for a useful CRM
Tagging leads in your CRM organizes and segments them — but too many tags create chaos. Here are the best practices for building a tag system your team actually uses and that generates insight for the operation.
How to evaluate 100% of sales conversations without becoming Big Brother
Monitoring 100% of sales conversations creates pushback when it isn't positioned well. Here's how to set up complete conversation analysis that builds a culture of development, not surveillance.
How to avoid a pipeline graveyard: stalled deals and what to do about them
A pipeline graveyard is when the pipeline looks full but opportunities don't move. Here's how to spot stalled deals, what to do with them and how to keep your funnel from becoming a dead archive.
Automation triggers and rules: how to design them without creating a mess
Poorly architected sales automation turns into a patchwork of rules nobody understands and nobody maintains. Here's how to design triggers and flows that scale without turning into a mess.
Acquisition metrics that matter for a predictable operation
Measuring a lot isn't the same as measuring right. In B2B acquisition, a few well-tracked metrics are worth more than sprawling dashboards disconnected from day-to-day decisions.
AI sales conversation analysis: how to move beyond manual sampling
Manually sampling sales conversations creates blind spots that cost you deals. Learn how AI analysis covers every interaction and delivers real intelligence to sales managers.
A/B testing your sales funnel: what to test and how
Testing in a B2B sales funnel is different from testing in e-commerce. Lower volumes, longer cycles and multiple touchpoints call for a specific testing approach so you don't draw the wrong conclusions.
Sales proposal automation: how to send proposals faster and more personalized
Every hour of delay between the meeting and sending the proposal lowers the odds of closing. Here's how to automate proposals without sacrificing personalization — and set up the automatic follow-up that comes after sending.