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Salesforce Sync: What, Why & How?

Zoominfo

As adoption rates in Customer Relationship Management Software (CRMs) continue to rise, a (data-driven) gap in usefulness and effectiveness is very clear. Without question, the functionality within CRMs, particularly Salesforce, can create a 360 degree view of the prospects and customers alike. It’s not just reps who suffer, either.

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Salesforce Sync: What, Why & How?

Zoominfo

As adoption rates in Customer Relationship Management Software (CRMs) continue to rise, a (data-driven) gap in usefulness and effectiveness is very clear. Without question, the functionality within CRMs, particularly Salesforce, can create a 360 degree view of the prospects and customers alike. It’s not just reps who suffer, either.

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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. Want sales forecast accuracy? How to manually log calls inside Salesforce Step #1: Create a call log for softphones From your desktop: Log into Salesforce.

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Scratchpad Introduces New Experience for Salespeople to Easily Update Salesforce

SBI

Scratchpad Introduces New Experience for Top Sales Performers, Connecting Calendar, Notes, and Salesforce into One Unified Workspace. pioneer and leader of the workspace for revenue teams, today announced the immediate availability of a unified workspace between calendar, sales notes, and Salesforce. Scratchpad, Inc.,

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7 Must-Have Automated Documents for Sales Success

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

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How to Build Continual Improvement Into Your Sales Process

Sales Hacker

Let’s get meta for a second: How do you build a process for improving your sales process? That’s exactly the puzzle this expert panel unravels as we dive into perspectives from sales managers, RevOps leaders and sales VPs. Panelists: Taylor Jones – Manager, Business Development Reps at Salesforce.

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The 7 Sales Processes You Desperately Need

Hubspot Sales

If you ask most executives if they have a sales process , they’ll immediately say yes. But when you ask them to describe their sales process, their descriptions vary wildly. To some, a sales process means milestones in their sales pipeline. Call Management. Opportunity Management.