article thumbnail

How to Prevent and Fix Duplicate Records in Salesforce

Sales Hacker

It’s crucial to construct a clear, written definition of what a duplicate is before moving forward. What types of objects you’re working with (standard or custom). Related: Data Governance: Salesforce Objects in Lead-to-Cash Process. Con: Fuzzy logic, especially when applied to an object like Account Name, is far from exact.

article thumbnail

How to Choose the Right Field Service App for Your Company?

Apptivo

Field Service Apps are especially beneficial in businesses where on-site work is widespread, such as utilities, telecommunications, construction, HVAC, and healthcare. These objectives act as the guiding blueprint for choosing the most appropriate app, ensuring it aligns perfectly with their specific needs.

Company 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

VP of Product Management: Your 7-Point Plan for the First 100 Days

Product Management University

The objective of this particular plan is to get you playing offense right out of the gate. Your objective is to understand the industry dynamics that are driving your customers from the top down and their strategic and operational priorities, especially in areas of their business where your products are relevant. Congratulations!

Scale 75
article thumbnail

Know The Prospective Buyer

MTD Sales Training

Will begin to interrupt your presentation: This person will often interject your presentation with objections long before they should arise. Wants proof and guarantees. You should have a presentation that requires feedback and answers from your buyer so you can construct a proposal or a price. Offers no definitive objections.

Buyer 120
article thumbnail

Ways the Outbound Sales CRM Accelerates your Conversion Rate

Apptivo

Maximizing Your Sales with B2B CRM Why not consider the age of automation, where everything from household chores to colossal construction projects can be efficiently managed? This guarantees that leads exhibiting greater purchase intent receive swift attention, thereby boosting conversion rates.

article thumbnail

How to Handle (Dull) Company Mandated Presentations

Anne Miller

You know the one I mean, the confidence-killer one that uses this guaranteed-cure-for-insomnia sequence: “Who the company is, Where they are located, How many clients they have, and What products/services they offer. I recently coached a new hire in the construction industry who had to do one of these.

Company 59
article thumbnail

Why Successful Marketing is Equal Parts Art and Science

Zoominfo

Data-driven marketers set clear objectives, track important metrics, and analyze their results to determine which tactics are successful and which aren’t. Instead, they analyze customer data and construct comprehensive buyer personas made up of key traits and characteristics shared by their best customers.