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


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. So, what data is being impacted by the policy?

Keep Salesforce’s Largest Strength From Becoming Your Downfall


The most powerful tool a sales manager can have is data, but it is often their biggest liability. Quality sales data allows managers to accurately predict, forecast, and develop sales strategies to ensure reps are […].

Your Data and Governance Processes Are Slow and Inefficient, What Now?

Sales Benchmark Index

Unfortunately for many organizations, data is spread across siloed legacy systems. Article Corporate Strategy business intelligence ceo chief executive credible CRM data dataset ERP intelligence make your number michael garcia real time SalesForce SBI's PDF Workbook SBI's Workbook SQL

You Should Go Native With Salesforce – Here’s Why


Over 70% of Salesforce customers are using apps created in or acquired through the vast AppExchange marketplace. Here’s three commonly asked questions about apps that are native to Salesforce versus those that require integration and the results of using each.

In the Race to Win More Customers, Sales Needs Digital Transformation

into how Salesforce users manage contracts and data, are. This report is based on responses from 299 Salesforce users in. volumes of data created by the first layers of digitization. In the Conga Digital Transformation Survey, Salesforce. Data quality becomes.

What “Salesforce Native” Means (and why it’s important)


Salesforce’s AppExchange officially launched in 2006 and has since evolved into the #1 business app store in the world. According to the CRM giant, over 70% of Salesforce customers are using AppExchange solutions today. It improves what you already know and love about Salesforce.

Why is Everyone Talking About Integration? Introducing Enhancements to Our CRM Application – Salesforce® Edition

DiscoverOrg Sales

Having just released exciting new enhancements to DiscoverOrg’s (dare I say it) integration with Salesforce, I’ve gained an even greater appreciation for just how critical integration is at every stage of the pipeline generating process. With that in mind, I’d like to highlight some of the magic we’ve added in the latest edition of the DiscoverOrg CRM Application – Salesforce® Edition. DATASHEET] See more details about DiscoverOrg’s CRM Application – Salesforce® Edition.

The Data Will Bring Us Together: Relationship Therapy with Sales and Marketing

DiscoverOrg Sales

Marketing has certain data needs. Sales and Marketing may have different data needs, but there’s a lot of overlap. When both teams have access to the same deep data, they can speak the same language. Luckily, these two departments have agreed to a data therapy session!

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Cat Meme Queen Strikes Again: Bad CRM Data Quality is Even Worse Than You Think

DiscoverOrg Sales

And YOU get bad CRM data, killing email deliverability, wasting your reps’ time, skewing your analytics, and costing you money. It’s a serious problem for any company who relies on web form-fills or other user-generated data for inbound campaigns. Bad CRM data costs real money.

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How Small and Medium-Sized Businesses Can Use Salesforce to Keep Up with Large Enterprises

Sales and Marketing Management

Author: Jon Robinson Some of the biggest companies in the world use Salesforce to meet their business needs. Salesforce offers small businesses the capabilities of an enterprise-level CRM. The adage “data is king” consistently rings true for all aspects of the sales process.

7 Must-Have Automated Documents for Sales Success

Data is often stored in disparate, siloed systems, forcing users to scour. multiple sources for the data they want and copy and paste into their document. Sales teams, in particular, waste precious time and resources on repetitive tasks and manual data. Share the (data) wealth.

How Smaller and Businesses Can Use Salesforce to Keep Up with Large Enterprises

Sales and Marketing Management

Author: Jon Robinson Some of the biggest companies in the world use Salesforce to meet their business needs. Salesforce offers small businesses the capabilities of an enterprise-level CRM. The adage “data is king” consistently rings true for all aspects of the sales process.

Five reasons people don’t leave Salesforce—even when they want to


If you’re a longtime Salesforce user, there’s a good chance that you’re miserable at work right now. Despite its reputation as the CRM market leader, Salesforce is infamous for being clumsy, confusing, and overpriced. Considering that Salesforce can cost tens of thousands of dollars in technical setup and development before your reps even start selling, our best advice to sales teams is don’t get involved with it in the first place. ditching Salesforce after one week.”

5 Ways to Make Data Actionable With LevelEleven


If you’re like many sales leaders, you’ve experienced the challenge of having too much data in too many places. The following are 5 ways to make data actionable using LevelEleven’s sales management system. Easily Compare Past & Present Data to Stay on Track with Goals.

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Big Brothers Big Sisters of Massachusetts Bay and InsightSquared: Paving the Way for Data-Driven Social Service


Over here at InsightSquared , we love data. Since InsightSquared also prioritizes giving back and pledges 1% of our time to help improve the Boston community our CEO, Fred, was stoked to find out BBBSMB was swimming in unactionable Salesforce data.

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Using Connected Device Data to Improve Sales

Speaker: Charlie Isaacs, CTO for Customer Connection at Salesforce

There is an incredible opportunity for companies to take data from connected devices and use it to improve your sales pipeline, make your reps more effective, and even (with the help of AI) handle entire portions of the sales process for you!

How to use Connected Planning technology to maximize Salesforce data


An operational powerhouse in sales, marketing, quote-to-cash, and client support, Salesforce is widely accepted as a best-of-breed customer relationship management (CRM) platform. Used to accelerate business growth, its solution allows businesses to efficiently record activities and manage any and all … How to use Connected Planning technology to maximize Salesforce data Read More » Sales

The Diminishing Salesforce

Quota Factory

Whether it’s a sales position, or an engineering role or data scientist gig, they will be better prepared to make an impact on your bottom line. The post The Diminishing Salesforce appeared first on QuotaFactory.

What Salesforce’s Acquisition of Tableau Means for the Sales Industry

Miller Heiman Group

This week, Salesforce announced its $15.3 billion acquisition of data visualization company Tableau , bringing the future of sales analytics further into the spotlight. Miller Heiman Group President and CEO Byron Matthews told the New York Times that helping sellers visualize data is crucial to Salesforce’s growth and the acquisition’s impact will go beyond sales technology to profoundly affect the entire sales industry.

5 Secrets to Driving Salesforce Adoption

Fill the Funnel

Salesforce is the dominant CRM solution, bar none. It’s a plugin for Gmail and Outlook that automatically updates Salesforce as you work. And it brings Salesforce customer intelligence and key CRM features into the inbox where you work.

Relationships Rule, but Data Drives Sales, Too

No More Cold Calling

That’s why I resonated with this post: “ New Research Unveils 5 Trends Shaping the Future of Sales ” by Lynne Zaledonis, VP at SalesCloud, Product Marketing at Salesforce. The post Relationships Rule, but Data Drives Sales, Too appeared first on No More Cold Calling.

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C-Suite Selling Perfected: How Salesforce is Winning More Mega-Deals


Salesforce is a company I follow very closely. Back in 2016, Salesforce reported “an all-time high in the number of large transactions,” including a net-new nine-figure deal, a nine-figure renewal, and more than 600 (600!) That is why Salesforce is winning more mega-deals.

What Are the Best Practices for Lead Conversion in Salesforce


Salesforce is arguably the best CRM application you can use to align your sales operations with current sales practices. It helps you stay on top of your sales pipeline, observe faults and gaps in your process, and tweak where necessary; you have historical and real-time data to help in decision-making. Apart from maximizing your use of its features, you also need to employ tried-and-tested best practices when you integrate Salesforce into your sales process.

10 Essential Salesforce Metrics for Every Company to Track


One of the key features of Salesforce CRM is the configurability of its company performance dashboard. Do it correctly and you see the salesforce metrics that are most important to your business. Decision-making that’s based on data is always better for business. And to do that, you must create a data-driven sales culture. Data trumps intuition.”. Things to Consider Before Putting Together Your Salesforce Metrics Dashboard.

We Fixed Our Ideal Customer Profile (in Salesforce) Using This Data-Driven Process


It’s hard to get a full and correct picture of a customer unless you use hard data. Note: Troops is a Salesforce automation solution that works 100% within Slack. Use Data to Support Your Ideal Customer Profile Before You Start Outbound Sales Development.

Slack and Salesforce Integration: Zapier vs Workato vs Troops


You need to arm your organization with a Slack and Salesforce integration. In this article, we provide an apples-to-apples comparison of three popular platforms for bringing Slack and Salesforce together: Zapier, Workato, and Troops. updates you can make from Slack into Salesforce).

[Webinar Recap] How to Use Optimized Sales Planning to Drive Growth like Salesforce


As one of the most successful sales organizations in the world, Salesforce has optimized their approach to sales planning using tools such as Xactly to manage their global sales force and drive company growth. Optimizing Revenue Operations at Salesforce.

What Role Does Field Marketing and Field Sales Talent Play in Enterprise Valuation?

Sales Benchmark Index

How well an organization executes on both strategies should play a critical role in a private equity firm’s valuation of that enterprise. Read on for key inputs to your models and best practices to add to the consideration set in.

Different Types of Sales Data for Every Stage of the Sales Funnel


The differentiation of data has transformed the sales process. We have technographic data to peer into the technical infrastructure our prospects use. We have behavioral and intent data to show us how our prospects interact […]. The post Different Types of Sales Data for Every Stage of the Sales Funnel appeared first on RingDNA Inside Sales Software & Enterprise Telephony for Salesforce.

5 Ways to Improve CRM Adoption


What do Salesforce and David Copperfield have in common? While you can crack the lid on your newly purchased Salesforce instance and start using it right away, it can’t do the hard work of creating your processes for you. Data Quality Matters. Clean up your data!

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Eliminate data entry by your sales team


Here are some tips for satisfying your data needs without burdening your sales team. You’ve probably heard the expression, “If it’s not in Salesforce, it doesn’t exist.” I’d like to take that a step further and say, “If it’s not a required field in Salesforce, it doesn’t exist.” If data isn’t mandatory, it won’t be entered consistently, resulting in a useless dataset. Sales reps are generating tons of data every day, but we’re just missing it.

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How to Building a Data-Driven Marketing Plan for 2018

DiscoverOrg Sales

According to Salesforce, 94% of B2B buyers conduct online research at some point in the buying process. Make 2018 the year YOU adopt data-driven marketing: Get our free eBook ! This should include: Firmographic data: industry, employee size, revenue.

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What to do with Bad Lead Data

Sales Benchmark Index

Data is getting bigger and revenue targets tighter. Sales Operations needs to understand lead data at a more granular level. How good is the data at the top of the funnel? Tell him your goal is to house all revenue-relevant data. Show him your Lead Data Dashboard.

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Digital Sales Data: The (Real) Secret to Moving Deals from Prospect to Closed

Sales Hacker

In an ideal world, 100% of your data ends up in Salesforce (or your CRM of choice). According to a recent Salesforce study , poor data hygiene costs the average business nearly 30% of its revenue, amounting to a total economic loss of a whopping $700 billion a year.

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4 of GridBuddy’s Most Popular Features


If you’re anything like the rest of us, you spend a lot of time in Salesforce waiting for related items to load, or scrolling through list views and searching for answers in your reports. Data card. Get your free trial of GridBuddy from the Salesforce appexchange. Data Cards .

Three Keys to Success in Sales: A BDR Perspective


The majority of my day is spent in Salesforce, obviously. Salesforce , from my perspective, is the hub of everything.

How to Get Accurate B2B Data to Build Sales Pipeline and Grow Your Business

Smart Selling Tools

Derek: At Dun & Bradstreet, we are seeing that B2B relationships are growing increasingly complex and that access to accurate data is critical to driving growth. Our robust CRM integration provides access to our full solution within your Salesforce or Microsoft Dynamics 365 CRM.

How Contently Uses Slack, Salesforce, and Troops to Excel at Client Onboarding


Note: Troops is a Salesforce automation solution that works 100% within Slack. Handoffs & Data Accuracy: 2 Areas to Improve. Making Salesforce the ‘Single Source of Truth’. Data in Salesforce became much more reliable (and people started trusting it more ).

Sales Tech Simplified with @Katie_E_Bullard: How to Eliminate the Problem of Data Decay

Smart Selling Tools

Katie: You may have heard terms like sales intelligence, marketing intelligence, intent data, predictive data, or similar: They generally refer to the same thing, which we refer to it as marketing and sales intelligence, and it’s revolutionizing the B2B industry. Its data, every time.

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The Top 3 Takeaways From Salesforce’s State of Sales Research Report

Smooth Sale

Research from Salesforce shows that 57% of sales reps expect to miss their sales quotas this year. Salesforce Research , in their State of Sales Report , describes how sales and business development organizations are coping with these changes. Entering customer data into CRM.