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

InsightSquared

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. So, what data is being impacted by the policy? The OpportuityFieldHistory data will be limited to 18 months per the Salesforce policy change. . For example: Opportunity Amount.

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Our Global Data Coverage is Better Than Ever. Here’s How We Did It

Zoominfo

Privacy regulations, compliance requirements, and data retention policies vary widely from one country to another. ZoomInfo’s platform is fantastic — it’s the best tool for sales/cold business development. For data providers such as ZoomInfo, this poses a significant, ongoing challenge.

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Forging a Career in Insurance Sales — The Complete Guide

Hubspot Sales

Insurance sales is a highly lucrative industry. In this guide, we’ll explore everything about starting a career in insurance sales, including the pros, cons, and tips to help you succeed. Table of Contents What is insurance sales? Limitless Earning Potential Many insurance sales agents get commission-based income.

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How to boost sales strategy with a deal desk

PandaDoc

This article highlights how a deal desk functions and its ability to transform the way companies tackle their sales strategy. Key takeaways One of the primary functions of a deal desk is to bring together decision-makers from sales, legal, financial, and marketing departments to optimize the deal creation and execution process.

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30 Key Interview Questions and Answers for Sales Operations Role

Hubspot Sales

A sales operator works to enable your salespeople to focus on selling. Therefore, hiring the right person for the role is crucial, as such a hire will handle ‘backend’ stuff like lead management, data analysis, process optimization, and even sales strategy. 30 Interview Questions and Answers for Sales Ops. Optimization.

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4 Sales Ops Lessons from the NFL

SBI Growth

There’s no denying that in sales, talent is a key differentiator. Today’s post is about how Sales Ops can create conditions that enable success. Today’s post is about how Sales Ops can create conditions that enable success. How well have you created conditions for sales success? Huddle Around A Sales Process.

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SMB sales playbook — tips, tools, and strategy to increase your wins

PandaDoc

Such huge numbers equate to huge revenue potential in terms of SMB sales. Read on as we cover everything you need to know about the SMB sales process, and how your sales team can crush it in the competitive landscape. What are SMB sales? Which approach and tools should you implement to make the most of this potential?