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

Forecast data to get the answers you need without leaving Salesforce

Appbuddy

I’m betting that at some point you have used Salesforce Reports to try to get answers from your data. Perhaps that did it, but now you’re stuck working with data outside of Salesforce. Ideally, without having to work outside of Salesforce?).

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Keep Salesforce’s Largest Strength From Becoming Your Downfall

RingDNA

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 […].

Salesforce contracts, explained: 7 things you didn’t know were in your Salesforce user agreement

Nutshell

It always pays to read the fine print—especially when it comes to Salesforce contracts. While Salesforce remains the most well-known name in CRM software , their billing practices, one-sided contracts, and minimal user support can make them a bad fit for small businesses.

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.

Data Governance: Salesforce Objects in a Lead-to-Cash Process

Sales Hacker

Reliable data is everything…. Any change to the business — whether its a simple change to your product’s pricing or packaging, or an acquisition requiring the integration of new CRM data with your existing data — means your system needs to be adapted.

Master Your Sales Processes in Salesforce Lightning

InsightSquared

Salesforce provides a number of features to build out and reinforce your sales methodology. The most important step in making updates to your sales process in Salesforce is planning. Process Tools in Salesforce. That’s not all for Salesforce Lightning.

Transitioning to a New or Merged Salesforce Instance

InsightSquared

An unchanging and permanent Salesforce configuration is almost unheard of in the start-up space. As companies grow and sales processes morph, we need to reconsider our Salesforce instance and adjust the set up in such a way that reflects our maturing business.

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

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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Using Connected Device Data to Improve Sales

Speaker: Charlie Isaacs, CTO for Customer Connection at Salesforce

Now that you've figured out how to connect your products and devices to the cloud, how do you prove that your investment will pay off? Discover the power of Smart CRM, and find out how companies are leveraging the best ideas from Software as a Service to provide Customer Experience as a Service.

You Should Go Native With Salesforce – Here’s Why

LevelEleven

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.

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.

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

LevelEleven

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 and How HubSpot Migrated from Salesforce to HubSpot CRM

Hubspot Sales

So, you’re thinking about moving your sales team from Salesforce to HubSpot. Our entire global sales team had been on Salesforce for over 10 years. Salesforce was our CRM from startup to scale up with an IPO in between. Migrate the data.

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.

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

Nutshell

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.”

A Look Back and Ahead at the Evolution of B2B Data: Year in Review

DiscoverOrg Sales

But I love the concept of data-driven customer engagement. As CEO of DiscoverOrg, I have some strong opinions about data. Here’s what shook up the B2B data world in 2018 – and what I think that means for our industry in 2019. I hate the word AI.

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Should Your Sales Team Live in Salesforce?

Troops

Through observation of customers, industry people, and other startups alike, I had noticed that you often find two different camps when it comes to people’s attitudes on using Salesforce. Camp #1: I want my team to live in Salesforce. First up: living in Salesforce.

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.

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 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.

Privacy Experience: When and Why We Give Up Our Data

Zoominfo

There is a wide spectrum of personal data that companies try to grab, and the sensitivity of that data is a factor in whether it is shared. Figure 1 : Beyond just the sensitivity of personal data, customers also want to know how companies will use this information. Data Insight

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5 Ways to Make Data Actionable With LevelEleven

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

InsightSquared

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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Making Salesforce Validation Rules Work Without Alienating Your Team

Troops

But how else are you supposed to get the data leadership and operations needs? In today’s post we’re going to explore Salesforce validation rules , considerations for using them, and how to make them work best for your team. What is a Salesforce Validation Rule?

How to Be Successful at Remote Sales, According to HubSpot's Remote Salesforce

Hubspot Sales

Below, we've gathered the top tips from HubSpot's remote salesforce. Sounds simple, but at HubSpot we have so many data points coming in at all times, blocking off chunks of time for specific tasks (prospecting, sourcing, follow up, etc) and sticking to them has helped me stay on task.".

3 Salesforce Email Template Tips For Effective Sales Emails

InsideSales.com

Practice personalization in your Salesforce email templates. You can back up your claim and position it as a solution by providing relevant data. The post 3 Salesforce Email Template Tips For Effective Sales Emails appeared first on XANT.

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

Troops

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.

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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Sales Fundamentals: Best Practices for Building a Basic Salesforce Dashboard

SalesLoft

Jimmy has a passion for solution development, sales & marketing data strategy, and relationship building. If hearing the words, “I need you to build a Salesforce dashboard” strike fear in your heart, you’re not alone. . Best Practices for Building a Basic Salesforce Dashboard.

Transforming Sales: With Data, Sales Process, Engagement, Playbooks & Continuous Innovation

Smart Selling Tools

Transforming Sales: With Data, Sales Process, Engagement, Playbooks & Continuous Innovation. In my experience, these are: data, processes, engagement, playbooks, and innovation. More specifically: Organize your data. SmartCloud Connect for Salesforce Transforming Sales

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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.

How to use Connected Planning technology to maximize Salesforce data

Anaplan

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

Making Salesforce Validation Rules Work Without Alienating Your Team

Troops

But how else are you supposed to get the data leadership and operations needs? In today’s post we’re going to explore Salesforce validation rules , considerations for using them, and how to make them work best for your team. What is a Salesforce Validation Rule?

What Are the Best Practices for Lead Conversion in Salesforce

Tenfold

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.

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

Troops

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 ).

11 Insanely Effective SaaS Sales Secrets Right From The Salesforce Playbook

InsideSales.com

Partner Data with a Solid Customer Relationship. My time spent at successful companies like Salesforce and IBM has taught me there’s not a single secret ingredient. In addition, our data-driven hiring tool, Sales Indicator, can predict sales success with up to 85% accuracy.

Eliminate data entry by your sales team

InsightSquared

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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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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