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Salesforce Field History Retention Policy: What It Means and Why You Should Care

InsightSquared

At InsightSquared, we talk a lot about using your historical Salesforce data to expose and identify patterns from years past to dramatically improve accuracy in the present and future. But starting this spring, Salesforce will start enforcing a policy that limits client access to their Field History data that is older than 18 months.

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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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Unleash the Power of Your Sales Leadership Team

Steven Rosen

Talent Retention and Attraction Top-performing salespeople seek opportunities for growth and development within their careers. This, in turn, leads to a more engaged and skilled salesforce, driving higher close rates. Enhanced Decision-Making Abilities In sales, quick and informed decision-making is crucial.

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The best Salesforce alternatives in 2021: our choice of top CRM software

PandaDoc

It’s no news that Salesforce is dominating the global CRM market: it has a market share of nearly 20% , more than double of its top competitor, SAP. Marc Benioff founded Salesforce in 1999, having previously been vice president of Oracle. What makes Salesforce the market leader? Salesforce + PandaDoc.

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Stop Investing in Forgettable Learning Events

In today’s competitive business environment, the only way to win is with a salesforce that’s fully onboarded and equipped with deep product knowledge, use cases, best practices and objection handling. If you’re trying to train all your sales reps while minimizing costs, an online training platform can help you do more with less.

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How to Supercharge Your Customer Expansion Strategy

Zoominfo

At ZoomInfo, we tend to think of a successful customer retention and expansion strategy as having three key phases: planning, execution, and enablement. Internal communication and alignment between corporate and sales objectives are crucial for success. Here’s how we put it all together. Setting SMART goals. Measuring progress.

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Evaluating Your Business Development Strategy

Janek Performance Group

Key Metrics for Measuring Effectiveness Measuring the effectiveness of your business development strategy starts with identifying your goals and objectives. As this can affect acquisition, customer satisfaction, and retention, sales organizations must raise their digital game. This is what your strategy hopes to achieve.

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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.