Quoter's Partner Success Specialist Shares Her Tips For Fast & Easy Onboarding

One of the biggest misconceptions holding technology service providers back from improving their quote-to-cash process is that switching quoting software takes too much time.

Everything You Need To Know About Proactive Revenue, The Next Big Movement in B2B Sales

Proactive revenue is money earned through anticipatory, customer-focused channels. It’s an approach to B2B sales first developed by the team at Quoter.

Quote Automation: 9 Tasks To Start Saving You Time & Money

When quote automation is done right, workflows are simplified; the risks of human error decrease. Operations are more efficient, which impacts the bottom line.

How to Delegate Sales Tasks to Remote & Hybrid Staff

5 tips from managers in B2B to adapt to your remote or hybrid workflow and reap the benefits of a few minor adjustments to your processes. Let's dive in, but first, we'll identify some sales tasks that deserve the delegation treatment....

Partner Profile: Stories & Advice For Business Growth | Alt-Tech

Today Daniel (Alt-Tech) runs five companies across various interests, including whisky tastings, events, MSP software development, consulting, and IT services.

Partner Profile: Stories & Advice For Business Growth | TCE

TCE Company's CEO, Sarah Goffman, isn't your typical technology services leader. She has an academic background in anthropology, three rescued dogs, and occasionally receives emails from the FBI titled "For your eyes only."

Partner Profile: Stories & Advice For Business Growth | Summit V

This series draws back the curtain to see what makes technology services organizations successful. We're spotlighting our clients for their take on how to drive growth.

[Checklist] Designing a customer-centric sales process for your business

For projects of all sizes, formatting and design matter. Especially when you bid on a job with other competing vendors, this is your opportunity to make a positive first impression.

Hiring New Sales Staff? Reduce Ramp Time With These 3 Standard Operating Procedures (SOPs)

Let’s look at standard operating procedures a little closer, and at the end, we’ll share 3 SOPs you’ll want to adopt for your sales team ASAP.

Remote & Hybrid Work Has Permanently Changed The Way We Sell B2B

Since more workers are remote, we can anticipate their adoption of tools to make their work life more manageable. They're making purchasing decisions from the kitchen table, harnessing more channels to seal the deal. 

Frictionless Selling: Fad or the Future of B2B Sales?

Like fad diets, trendy strategies for B2B sales run rampant: value-based selling. Hybrid framework. Personalization. 

5 Ways to Revive Lost Leads And Turn Them into Sales

Need a hand with reviving lost leads? Look no further than this handy guide. Discover why leads can be lost and 5 tips to help you recover them.

New Feature: Product Catalog

Some of you may have noticed that we've been a little quiet on our blog and across social media in recent months. Well, we're very happy to make a BIG...

New Feature: Quote Web View

Quote PDFs have served Socket partners for years, providing an easy and familiar way to deliver quotes. But as industries evolve, our partner's customers not only want to view their quote, they want to interact with it. Today we're happy...

New Feature: Reporting

Today we're happy to announce one of our most requested features is now available to Socket Partners on our Station plan and above. Our real-time reporting offers a sales Leaderboard and...