Recently, I started asking people from my social circle about the sales process at their company. Not, what it was, but did they feel if it was effective, streamlined, and consistent across the company – or was it a loose
44% of executives think that their organization is ineffective at managing their sales process. How do you feel about the sales process(es) at your company? …Or, are you thinking “What sales process“? Organizations know that a well-defined sales process is
The Salesforce Annual Conference or “Extravaganza” known as Dreamforce is now in the rear view mirror. If you attended the holy grail of CRM Conferences, I am sure you are returning to the office jam packed with information, ideas, excitement,
Today, customers are providing your company with more data and intelligence than you have ever had access to before. How are you capturing this information and how are you using it? Are you reaching out to current and potential customers
The most anticipated customer event of the year starts next week in San Francisco – Dreamforce 2017. If you are one of the lucky few hundred thousand that are attending the marque Salesforce event from November 6th – 9th you
Salesforce1 is an awesome tool. You can do nearly everything that you do from a laptop from your mobile phone with it. However, the configuration of the app is not quite the same as with the desktop version of Lightning
Lightning Sync (formerly Exchange Sync) is a background synchronization tool that works hand-in-hand with Lightning for Outlook. It can also coexist with Salesforce for Outlook, however it is typically not necessary. Lightning Sync will synchronize Contacts and Events between Salesforce
Salesforce for Outlook Salesforce for Outlook (commonly referenced as SFO) was the first major iteration in connecting your email to Salesforce. Salesforce for Outlook is an executable application (.exe) that is installed on a Windows computer and allows a user
Let’s first start this topic with a definition of Customer Analytics as told by Wikipedia (stay with me as this definition is a little mind numbing…). Wikipedia defines Customer Analytics as “a process by which data from customer behavior is
In Part 1 of our series on “Email & Salesforce”, we’ll cover when and why you should be using the “My Email to Salesforce” feature. If you are a regular user (not a Salesforce Administrator or Developer), don’t run away.
When creating Salesforce formulas, whether they be in a field, a validation rule, or Process Builder, sometimes we need data that is in another object related to the one we are in. You may already be familiar with the “__c”
On a scale of 1-10, with 10 being the highest, how would you rate your use of Salesforce? Are there features or functionality that you wish you understood better? Whether you are in Sales, Marketing, Customer Service, IT, Management, or
User Adoption is a challenge that we encounter consistently with many organizations and it isn’t limited to a specific technology or industry. It may be with your CRM Solution (Microsoft Dynamics, Salesforce, Oracle, Sugar, etc), Marketing Automation (Act-On, ClickDimensions, Pardot,
Great news! Your company has made the business decision to invest in a CRM solution (queue audience applause). Selecting the right CRM solution for your organization and a choosing the right partner to work with are extremely important first steps.
In our previous posts, we showed you how you could calculate a 3-month moving average of Closed Won Opportunities (Part I) as well as figuring out the conversion rate of all leads over a period of time (Part II). In