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3 Common Salesforce Implementation Mistakes and How to Avoid Them

Sales and Marketing Management

Author: Jay Datta Growing and evolving your organization’s Salesforce environment can unlock enormous opportunities, but getting there often proves challenging. There are plenty of other reasons why Salesforce implementations can fail (lack of input from the business, lack of end user training, minimal implementation budget, etc.),

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Salesforce call logging: Steps to (easily) track sales calls

Gong.io

Salesforce brought once-in-a-generation improvements to sales teams. But it didn’t solve one major problem: getting quality data into Salesforce. How to manually log calls inside Salesforce Step #1: Create a call log for softphones From your desktop: Log into Salesforce. Talk to your Salesforce admin if you don’t.)

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Data Governance: Salesforce Objects in a Lead-to-Cash Process

Sales Hacker

Here’s what we’re going to cover: Salesforce objects. Data Governance & Salesforce Objects. Whether your selling model is transactional, self-service, enterprise, or a combination of these, you will need to set up some objects in Salesforce that support the sales and eventual retention strategies of your business.

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3 Salesforce Automations All Businesses Should Use

Sales Hacker

Salesforce automation tools are among the most powerful CRM software workflow solutions. Going in order of most simple to most complex, the three main automations are: Workflow Rules, Process Builder, and Salesforce Flow. Salesforce automation solutions. Workflow Rules. But they’re well worth it. Process Builder.

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How to Successfully Coach Your Sales Team to Drive Efficiency

Speaker: Steve Benson, Founder and CEO, Badger Maps

Coach based on critical skills and behaviors such as preparing for sales meetings, pitching, overcoming objections and closing. Join us for this fantastic third episode in our Salesforce efficiency series! Identify your reps’ key sales skills that drive revenue. August 30th 2018, 11 AM PST, 2 PM EST, 7 PM GMT.

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The Complete Guide to AI in Sales Enablement and How it Can Help Your Team Close More Deals

Mindtickle

With AI, sellers can boost productivity and close more deals , and CROs are taking note by investing accordingly. By 2025, 0 % of CROs will have a centralized AI operations team on their GTM org The most innovative organizations also incorporate AI in sales enablement to ensure their sellers always have what it takes to close deals.

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Troops vs. the Native Slack Salesforce Integration

Troops

In October 2019, at Slack Frontiers London, Slack and Salesforce announced availability of a deeper integration between Slack and Salesforce Sales and Service Clouds. Read on to see what’s new between Slack and Salesforce , as well as how Troops is different. Action Buttons (Writing Back to Salesforce). CRM Querying.

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7 Must-Have Automated Documents for Sales Success

Companies are increasingly implementing technology to bring efficiency to their workforce. Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success.