Lack of a process definition can disable your business from moving forward in many ways, but especially with Salesforce User Adoption. Part of your success relies on having an effective and actionable process definition to guide your organization. When there
Can you even imagine a digital world where “tweeting” wasn’t a common phrase or action taken by social media users? More than 10 years into the platform, Twitter continues to be one of the most used social media platforms for
The differences between marketing qualified leads and sales qualified leads can feel a bit blurry, but when you dive into the specifics, they become very clear. Marketing Qualified Leads indicate those who have raised their hands and identified themselves as
Many of us in the business world know that the struggle to create sales and marketing alignment is likely as old as the business world itself. With these quick tips, you can start to rewrite business history and create a
Reports are one of the most beloved and powerful parts of having a Microsoft Dynamics 365/CRM Solution implemented within your organization. Data has never been as accessible and easily transferred to managers and employees with Reports. With Microsoft Dynamics 365/CRM’s
When it comes to selecting the right CRM partner for your project, you must acknowledge it as a critical step in your process. Do not underestimate this phase of the CRM Implementation process. You need a partner to succeed, and
Without a digital presence, you are nonexistent as an organization. It may sound harsh, but that’s the reality of digital marketing today. Companies need an effective social media strategy to thrive on the Web. Whether your goal is to attract
PreventionGenetics, a clinical DNA testing laboratory founded in 2004 in Marshfield, WI, provides patients with sequencing and deletion/duplication tests for nearly all clinically relevant genes. They operate primarily as business-to-business (B2B) with diagnosis testing as their focus. In their recent
Before we define what leads generally are for organizations, the differences between prospects and leads must be addressed. Generally, a prospect is someone that you have not worked with before, but you are pursuing an active opportunity with them. This
Join Ledgeview on Thurs. June 14, 2018 at 11:00 a.m. CDT for a webinar that will cover a customer-favorite topic, “Planning for CRM Success.” In this webinar, Ledgeview will guide you through what it takes to have a successful CRM
Your Salesforce CRM System will fail without Executive Sponsorship – PERIOD. There’s simply no way around it. When no one at the executive level is on board, how do you expect users to be? There are no exceptions when it
With their unique missions in mind, the way nonprofit organizations communicate with their communities is very different from for-profit businesses. With Marketing Automation integrated into CRM Systems for nonprofits, there is incredible potential to reach supporters, donors, and volunteers in
If you’ve yet to get on the LinkedIn Groups bandwagon and you’re a frequent User of LinkedIn, it’s about time you get started! Being a part of LinkedIn groups relevant to your job responsibilities and career aspirations will help further
What is a Lead? What is the process for defining your process from Lead to Opportunity? If you were to poll 10, 100, or even 1,000 companies, you would hear a long list of varying definitions. That’s okay. It’s even
Prior to your CRM Implementation, it’s crucial you Define Your Vision for your CRM system among your project team. As like in baseball, you can think of Defining Your Vision like Spring Training, as it directly relates to getting prepared