Successful CRM adoption can make or break a company’s ability to streamline processes and improve team efficiency, but it doesn’t stop there—customizability is key to making it truly work for your unique business needs. In this special Customer Spotlight edition of Closing Time, Anastasia Dorsheimer of Buffalo Computer Graphics shares how her team tackled the challenges of implementing a new CRM, improving team adoption, and tailoring the system to their unique needs. From conducting operational...
Oct 14, 2024•15 min•Season 2Ep. 124
When marketers get marketing attribution right, it opens up a whole new world to them in terms of finding efficiency with spending. However, the complexities of a multi-channel marketing team often lead to marketing attribution only showing a small piece of the puzzle. In this episode of Closing Time, meet Larry Todd of LeadsRx, a marketing attribution company. Larry will talk through the power of cross-channel attribution (also called full-funnel attribution) and will give you the trends to loo...
Oct 07, 2024•13 min•Season 2Ep. 123
You know you’ve arrived as a sales professional when you have repeatable business as an enterprise seller. Large deal sizes and a 7-figure W2…you’ve arrived. How can you start your career off on the right foot to end up a successful enterprise seller? Is sales leadership your end goal? In this episode of Closing Time, meet Craig Surgey, head of sales at Comtrade 360 and co-host of the Struggle Bubble podcast. He’s sharing his insights and the ways the sales career path has changed over time…and ...
Sep 30, 2024•15 min•Season 2Ep. 122
There’s nothing funny about sales…or is EVERYTHING funny about sales? That’s the question for this week’s Closing Time guest, Tom Boston. The daily trials and tribulations of the modern seller are happening in offices and homes across the world every day. As a former Brand Awareness leader for SalesLoft, Tom created a safe, fun place for salespeople to relate to each other and find camaraderie in a profession that can often feel lonely and full of rejection. In this episode of Closing Time, Tom ...
Sep 23, 2024•19 min•Season 2Ep. 121
Simple copy wins now more than ever. That’s what data from Unbounce, the global leader in landing page creation and optimization software, showed in the newly released 2024 Conversion Benchmark Report. Analyzing proprietary Unbounce data from over 57 million conversions across multiple industries, the report found a 2x conversion rate with simple copy and some eye-opening results on mobile vs. desktop. In this episode of Closing Time, Alex Nazarevich, VP of Growth Marketing at Unbounce, shares k...
Sep 16, 2024•12 min•Season 2Ep. 120
Getting your startup from the minimum viable product (MVP) to unicorn status doesn’t happen by chance. In this episode of Closing Time, we meet Stijn Hendrikse, GTM sales coach and author of T2D3 - a handbook for early-stage SaaS leaders. T2D3 stands for tripling your annual revenue for two years in a row and then doubling it for three more years. Stijn talks through the six stages of successful start-up growth that cross product, sales, and marketing. This episode is packed with insights to hel...
Sep 09, 2024•18 min•Season 2Ep. 119
You’ve heard of the six go-to-market motions, but there's a new kid on the block...buyer-led growth. Meet Sean Piket, a fractional CRO and founder of RevXsell. Sean is passionate about buyer-first, customer-centric B2B selling, and he coined buyer-led growth to help sellers recognize the way today’s buyer wants to buy. This isn't a new motion but rather a driver that influences all six current motions—removing friction, teaching your sellers to be facilitators of the buying process, and redeploy...
Sep 02, 2024•20 min•Season 2Ep. 118
B2B sales has never been more of a challenge than it is today—buying committees are complex, sales cycles are long, and buyers are inherently risk-averse. When you’re focused on the big picture (closing deals and hitting quota), it’s easy to forget how your daily activities drive your success or hold you back. In this episode of Closing Time, Kevin Dorsey, a SaaS Sales Consultant, Keynote Speaker, and Sales Leadership Coach, reveals his "10 Commandments of B2B Sales Success”—a set of daily pract...
Aug 26, 2024•18 min•Season 2Ep. 117
Many businesses aspire to move upmarket to enterprise, but there’s a catch—long, sometimes painfully long , deal cycles and demanding customers can make it a challenging arena. If your small business deals aren’t fueling your growth, here’s a tip: don’t underestimate the mid-market advantage. Mid-market companies (typically with 50-250 employees) offer a sweet spot for scaling your business. In this episode of Closing Time, we sit down with Steve Oriola, CEO of Unbounce, a landing page builder t...
Aug 19, 2024•14 min•Season 2Ep. 116
You can’t argue with the data—today’s business leaders are on LinkedIn, networking and building relationships with sales reps like you. In this episode of Closing Time, we welcome Morgan Ingram, CEO of AMP, a B2B Influencer Marketing firm, to share his advice for using LinkedIn (& Sales Navigator) to increase win rates. He’ll provide tips on what to do—and what NOT to do—on the platform, share his perspective on how the algorithm is changing, and explain how you can adapt your activity to ma...
Aug 12, 2024•17 min•Season 2Ep. 115
It's a new month/quarter, and you are back to zero again. Staying motivated in any role is difficult, but it’s even more so in B2B sales. In this episode of Closing Time, we welcome Jordan Benjamin, host of the Peak Performance Selling podcast. Jordan shares tips for avoiding sales burnout, bringing his perspective as a salesperson, sales leader, meditation coach, and yoga instructor. He’ll talk through the types of energy salespeople bring to their role, how to focus on the role of helper and t...
Aug 05, 2024•15 min•Season 2Ep. 114
Free trials can be a double-edged sword in B2B sales. While they offer prospects a hands-on experience with your product, they can also lead to prolonged sales cycles and missed opportunities if not managed correctly. In this episode of Closing Time, Dave welcomes Salman Mohiuddin, a seasoned sales trainer and coach, to explore his framework for free trials in sales cycles. They delve into understanding the "why" behind trial requests, setting clear success criteria, engaging executive sponsors,...
Jul 29, 2024•16 min•Season 2Ep. 113
It’s midway through 2024, and you’re a new sales leader…congratulations! Now you’ve got to get to work. The current and future state of the organization is on your mind. How can you make an impact right away, keep 2024 goals moving, and still begin to plan for 2025 quotas? In this episode, Dave welcomes Meg Peterson of On Deck Leadership Consulting to discuss what it’s like to join an organization in this role at this moment in time and how successful sales leaders can navigate it. Watch the epi...
Jul 22, 2024•16 min•Season 2Ep. 112
To gate or not to gate? Or “Gate-gate.” Either way, this is a controversial topic in B2B marketing. In this episode of Closing Time, we welcome Anthony Kennada of AudiencePlus, an online content experience platform. Anthony walks us through the value of owned media and talks about how to determine what is ‘exclusive content’ and therefore worthy of a gate of some kind. He also explains how having a first-party relationship with your audience is vital to lowering the cost of distribution, measuri...
Jul 15, 2024•19 min•Season 2Ep. 111
Sales reps often get tangled in complex tactics, losing sight of the basics that truly matter. But in today's competitive market, what really stands out? Exceptional customer experience. In this engaging episode of Closing Time, Neil Rogers, a marketing expert, speaker, and author of "Bar Tips: Everything I Need to Know in Sales I Learned Behind the Bar." Neil draws from his book to highlight the powerful parallels between hospitality and business, showcasing how the art of relationship-building...
Jul 08, 2024•14 min•Season 2Ep. 110
Sales cycles taking longer. More people on buying committees. It’s not your imagination – B2B sales is getting more difficult for both vendors and buyers. On this episode of Closing Time, we welcome Allyson Havener from TrustRadius to discuss the 2024 B2B Buying Disconnect Report and why this is 'the year of the brand crisis.' Allyson shares data-backed insights around the shrinking shortlist of preferred products, the increasing involvement of C-suite executives in purchase decisions, and the c...
Jun 24, 2024•17 min•Season 2Ep. 108
Still sending the same boring emails? You may get lucky here and there, but your open and response rates are likely abysmal. Sam McKenna, CEO of #samsales consulting, says that personalization in sales outreach is the key, but you need to take it even further. Genuine, research-based engagement will always win over generic, high-volume tactics. In this episode of Closing Time, Sam shares practical examples of using her trademarked “Show Me You Know Me®” model in cold email, nurture email, social...
Jun 17, 2024•15 min•Season 2Ep. 107
Ready to take your business to new heights? One of the biggest roadblocks to growth can be outdated tools that can't keep up with your ambition. This is especially true for mission-critical systems like your CRM. You need a solution that scales alongside you, not hold you back. In this episode of Closing Time, Jerome Redmond, CEO of American Truck Training (ATT), shares his inspiring story of how Insightly's scalable CRM helped him haul his business from "zero to multi-millions." ATT, a commerci...
Jun 10, 2024•14 min•Season 2Ep. 106
Sure, getting leads from marketing is great. Leads served up from your SDR team? We love it! But real revenue growth happens when AEs are also self-sourcing pipeline. Sales leaders, if you want your AEs to get excited about outbound, it's up to you to explain the "why" and enable them with fresh tactics for success. In this episode of Closing Time, Jason Bay of Outbound Squad helps reps and their leaders really get outbound going by setting realistic activity targets, employing a solid contact s...
Jun 03, 2024•17 min•Season 2Ep. 105
Small changes...BIG results. If you want to grow your business, spending money on getting more web traffic may seem like the right move. However, Sahil Patel and his team at Spiralyze take a different approach. Why not increase conversions from the traffic you already have? In this episode of Closing Time, Sahil shares specific tactics to increase web conversion rates on landing pages and web pages. What content converts higher for enterprise vs. SMB? To include or not to include videos? Where s...
May 28, 2024•17 min•Season 2Ep. 104
Quality discovery questions separate good sales reps from great ones. In this episode of Closing Time, Chip House welcomes Krysten Conner, a sales coach whose résumé includes experience at Outreach.io, Salesforce, and Tableau. Krysten shares five of her nine ‘deal doubling’ discovery questions, making you come across as informed yet curious and positioning yourself as a helpful advisor rather than a pushy seller. Watch the episode on YouTube. Shopping for a new CRM? Get a demo or start a free tr...
May 20, 2024•17 min•Season 2Ep. 103
If you're not directly serving clients or customers, then what's the point of having a CRM? Nonprofit companies, especially in dynamic industries like film and television, face unique challenges—they must navigate industry shifts, uphold value for their members or communities, and ensure smooth operations without increasing costs. And having a powerful CRM like Insightly on your team can make all the difference. In this episode of Closing Time, Melinda Prescher talks with Neil Hatton, CEO of UK ...
May 13, 2024•11 min•Season 2Ep. 102
It doesn’t seem that long ago when SaaS purchases were easy to make based on the needs of one team or individual. Those days may be gone forever. Whether real or perceived, SaaS bloat emerged at a time when cost-cutting became the top priority, and it’s up in the air as to whether the industry will ever recover. In this episode of Closing Time, Eric Christoper shares compelling data from Zylo's 2024 SaaS Management Index that illustrates how SaaS buying is changing, what the future holds, and wh...
May 06, 2024•17 min•Season 2Ep. 101
Since the advent of the telephone, cold calling has been a staple in the world of B2B sales. For decades, call volume has served as a primary measure of a salesperson's success. But hold the phone—times (specifically, the buyer's journey) are changing! In the modern selling landscape, the old-school cold call is starting to feel a bit frosty. To cut through the noise, buyers need to see personalized outreach and authentic interactions with salespeople. In this landmark 100th episode of Closing T...
Apr 29, 2024•22 min•Season 1Ep. 100
How does fostering internal and external communities in B2B help drive sales? Organizations that build an internal community around sellers to boost engagement and morale have more success. Similarly, organizations that build an external community of engaged users via forums and social media help convince sellers to trust them. Join author Simon Severino in this episode of Closing Time to learn how ‘community’ can de-risk the buying process in your organization. Watch the episode on YouTube. Sho...
Apr 22, 2024•16 min•Season 1Ep. 99
Is your manufacturing business bogged down by manual data entry and slow processes? You're not alone—many manufacturers still use spreadsheets or legacy systems to run their operations. Until a few months ago, Moduflex, a UK-based manufacturer, was among them. In this episode of Closing Time, discover why Insightly is considered the best CRM for manufacturing and how Insightly CRM + AppConnect revolutionized Moduflex's efficiency and streamlined its operations. Join managing director Rich Blunde...
Apr 15, 2024•13 min•Season 1Ep. 98
If you’re familiar with the 5 love languages, you know they are about how you love and want to be loved. Well, the dreamer-doer-driver model takes that concept to the office by clearly defining three types of leaders. It’s about how you lead and how people on your team need to be led. On this episode of Closing Time, join Sangram Vajre from GTM Partners as he discusses the importance of knowing whether you and those around you are dreamers, doers, or drivers and how this impacts your leadership ...
Apr 08, 2024•17 min•Season 1Ep. 97
If you’re still ‘feature dumping,’ we need to talk. It’s time to start writing sales email cadences that make an impact and generate a response. In this episode of Closing Time, we hear from Kimberly Collins, VP of Strategy at #samsales Consulting. The team at #samsales has unveiled a new playbook for email writing, and Kimberly is here to share some highlights with us. Watch the episode on YouTube. Want to better align your go-to-market teams? Get a free demo of Insightly's modern, scalable CRM...
Apr 01, 2024•18 min•Season 1Ep. 96
If your company is not in a B2B buyer's initial consideration set for a purchase, the odds of winning the deal plummet. In fact, research shows that you have a less than 5% chance of closing the deal. How can marketers create awareness ahead of the buying process? You guessed it, with branding. In this episode of Closing Time, Jess Cook from Island provides tips for entering the initial consideration set for saturated categories (like CRM) and category creation (like Island's enterprise browser)...
Mar 25, 2024•17 min•Season 1Ep. 95
Running a successful healthcare business requires top-notch service and unwavering security. In this customer spotlight edition of Closing Time, Neuline Health CEO Frank Gray III shares how Insightly CRM's automation and customization capabilities empower his team to deliver best-in-class neurodiagnostic testing to healthcare providers and patients. Healthcare organizations like NueLine Health choose Insightly because it is a HIPAA-compliant CRM and ensures patient data security through administ...
Mar 18, 2024•16 min•Season 1Ep. 94
