Gong.io

FEBRUARY 9, 2023

Salesforce brought once-in-a-generation improvements to sales teams. But it didn’t solve one major problem: getting quality data into Salesforce. How to manually log calls inside Salesforce Step #1: Create a call log for softphones From your desktop: Log into Salesforce. Talk to your Salesforce admin if you don’t.)

SalesForce 62

SalesForce Lead Rank Lead Scoring Forecasting 62

Selling Energy

AUGUST 5, 2021

Keeping an Objections Archive™ is just as important as keeping a Story Archive™. Every sales manager should encourage their respective salesforces to generate both. These are indispensable items to have at your disposal when you’re discussing solutions with a prospect.

Objections 97

Objections SalesForce Sales Management Prospecting 97

Sales Hacker

OCTOBER 10, 2019

Here’s what we’re going to cover: Salesforce objects. Data Governance & Salesforce Objects. Whether your selling model is transactional, self-service, enterprise, or a combination of these, you will need to set up some objects in Salesforce that support the sales and eventual retention strategies of your business.

Government 58

Government SalesForce Objections Lead Rank 58

BrainShark

OCTOBER 5, 2018

Cross-object reporting is one of the things that Salesforce is just not designed to do. It frustrates sales leaders, sales ops people, and anyone else that’s looking to build meaningful reports to assess sales performance.

SalesForce 62

SalesForce Report Objections How To 62

Sales Hacker

OCTOBER 29, 2021

Salesforce automation tools are among the most powerful CRM software workflow solutions. Going in order of most simple to most complex, the three main automations are: Workflow Rules, Process Builder, and Salesforce Flow. Salesforce automation solutions. Salesforce offers easy-to-use tools to create these fields as screens.

SalesForce 80

SalesForce Scale Follow-up Tools 80

Appbuddy

SEPTEMBER 21, 2022

Salesforce is a powerful platform that can help businesses of all sizes manage their customer data. However, getting the most out of Salesforce requires understanding how to best manage your data. In this blog post, we’ll share seven tips for Salesforce data management. Deduplicate Salesforce Data on a Regular Basis.

SalesForce 52

SalesForce Data Government Lead Rank 52

Contact Monkey

MARCH 8, 2016

Have you ever wanted to use cross object fields in Salesforce email templates? Salesforce email templates are great at standardizing email messaging across your sales and service organizations. But what if you want to include cross object fields in Salesforce email templates? You’re not alone!

SalesForce 52

SalesForce Objections Video Opportunity 52

InsightSquared

MARCH 4, 2019

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. 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.

Policies 83

Policies SalesForce Retention Data 83

Nutshell

MARCH 8, 2021

Salesforce offers multiple suites and its app market has more than 3,400 applications and plugins. And to buyers, Salesforce’s promise of 3,400 apps really translates into about 3,395 things your team is never gonna use. Salesforce, plus all the possible apps, is simply a monstrous suite of software. Starter: $25/mo.

SalesForce 62

SalesForce CRM Hubspot Lead Rank 62

InsightSquared

AUGUST 19, 2019

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. Copy any other relevant object’s history data (e.g.

SalesForce 59

SalesForce Forecasting Top of Funnel Data 59

InsightSquared

SEPTEMBER 20, 2019

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. To make the best use of features in Salesforce Lightning, we also suggest keeping a list of fields that are helpful for each Stage.

SalesForce 59

SalesForce Sales Process Sales Methodology Sales Qualified Lead 59

Appbuddy

SEPTEMBER 23, 2020

As experts in Salesforce data management we are frequently asked, “What do I focus on first, my data quality or adoption?” No ability to edit data on multiple objects in one view. The native Salesforce interface forces users to jump between page views to edit or reference information on different objects. Lead conversion.

SalesForce 52

SalesForce Data CRM Face-to-face 52

Appbuddy

MARCH 7, 2022

Read on to learn how you can improve your Salesforce data quality in just a few steps. . Although everyone needs to do their part to keep your CRM data clean, it’s usually the Salesforce administrator’s responsibility to lead the way. . Top 10 expert tips to improve your Salesforce data quality . Define required fields. .

SalesForce 52

SalesForce Data CRM Guidelines 52

InsightSquared

AUGUST 19, 2019

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. Copy any other relevant object’s history data (e.g.

SalesForce 48

SalesForce Forecasting Top of Funnel Data 48

Showpad

APRIL 11, 2022

But when you’re trying to prepare your salesforce to take on the new B2B buying journey while battling eye-popping attrition, those grays may be growing in a little faster. While specific skill needs vary across organizations (read to the end for some tips on identifying yours), every B2B salesforce needs these two to succeed today: 1.

SalesForce 52

SalesForce B2B Hiring Case Study 52

Appbuddy

JUNE 30, 2019

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. In Salesforce Reports, you have to drill into each record to make any changes. GridBuddy’s Editable Forecast View (EFV).

SalesForce 69

SalesForce Forecasting Data Pivotal 69

Chorus.ai

JULY 28, 2020

Objection handling is tough. Sales objections come in many forms, and it takes experience and quick wit to get used to them. It’s not just reps fielding sales objections who think so, either. As many as 35% of sales leaders believe objection handling is the biggest challenge their reps face. Why Do Buyers Object?

Objections 104

Objections Case Study ROI Lead Rank 104

SalesLoft

NOVEMBER 1, 2016

So, given that you’re in the process of taking control of your Salesforce lead records , and empowering your process with that data-driven knowledge, it’s time to put that knowledge to the test in the most original sales development medium possible: using a dialer. Objection Handling. DOWNLOAD THE EBOOK TODAY.

SalesForce 52

SalesForce eBook Call-back Cold Calling 52

Steven Rosen

JULY 24, 2023

This, in turn, leads to a more engaged and skilled salesforce, driving higher close rates. Alignment of Sales Strategy and Business Objectives A well-developed sales leadership team helps align sales strategy and overall business objectives.

Sales Leadership 156

Sales Leadership Retention SalesForce Objections 156

The Pipeline

AUGUST 5, 2021

With my clients, we focus on Objectives, the definition is as follows: Buyers will see value in those services and/or products that remove barriers, obstacles, or help bridge gaps between where the buyer is now – and – their objectives! The challenge for many sellers is defining Objectives. Productivity.

Lead Rank 352

Lead Rank Lead Scoring Ideal Customer Profile Objections 352

Groove.co

JANUARY 5, 2021

Whether you’re creating a new Salesforce instance for your team, or refreshing an existing one, configuring the platform correctly is critical to creating a successful and repeatable sales process. A poorly configured Salesforce instance can create 10x more of a headache than it saves.

SalesForce 26

SalesForce Sales Process Top of Funnel Lead Rank 26

Chorus.ai

DECEMBER 1, 2020

Objection handling is tough. Sales objections come in many forms, and it takes experience and a quick wit to get used to them. It’s not just reps fielding sales objections who think so, either. As many as 35% of sales leaders believe objection handling is the biggest challenge their reps face. Why Do Buyers Object?

Objections 73

Objections Case Study ROI Lead Rank 73

Troops

JUNE 21, 2018

TLDR: you can now easily create customized actions that range from updating Salesforce fields, creating Salesforce objects, making calls, sending templated emails, and linking anywhere across the web. The most popular use cases that have emerged so far have been related to updating Salesforce. Task Management.

SalesForce 48

SalesForce Meeting Top of Funnel Forecasting 48

Xactly

JUNE 6, 2018

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. Salesforce’s Sales Compensation Philosophy.

SalesForce 53

SalesForce Webinar Metrics Compensation Incentives 53

Keith Rosen

MARCH 4, 2018

Listen to this Q & A interview I did with Salesforce based on one of my most popular articles and you decide. . ?. I had the opportunity be interviewed by Salesforce where the topic of discussion was based on my article, When to Fire Your Top Salesperson , which explores a new definition of what it means to be an underperformer.

SalesForce 61

SalesForce Hiring Collateral Quota 61

SalesLoft

NOVEMBER 30, 2016

Whether you’re talking about the role of a Sales Operations Leader, a Sales Director, or a Demand Generation manager, having a role devoted to managing data and process, with a few Salesforce hacks along the way, is a must. Wanted to give you guys a couple Salesforce tips today. I hope you found these Salesforce hacks valuable.

SalesForce 52

SalesForce Video Demand Generation Demand Generation Targets 52

Outside Sales Talk

APRIL 3, 2024

and Salesforce. John Barrows is a sales trainer and the founder of JBarrows Sales Training, which provides sales training and consulting services to companies and individuals worldwide. He has been named one of LinkedIn’s Top Sales Voices and is a contributor to Forbes, Inc.,

Outside Sales 52

Outside Sales Ideal Customer Profile Sales Process Cold Calling 52

Groove.co

SEPTEMBER 21, 2020

Sales engagement platforms (SEPs) are known for increasing the productivity and effectiveness of sales and customer-facing teams, but they also play an essential role in helping organizations increase the adoption and value of Salesforce?. Salesforce-native sales engagement platforms include: Groove, Salesforce High Velocity Sales.

SalesForce 26

SalesForce Benefit Lead Rank Lead Scoring 26

PandaDoc

MAY 7, 2018

What is the Salesforce AppExchange? If you are new to Salesforce , you’ve got to take a closer look at the Salesforce AppExchange. The AppExchange is a public directory of pre-integrated apps, components, and other products built to extend the functionality of Salesforce. Separation of testing and production.

SalesForce 40

SalesForce Enterprise Enterprise Benefit 40

Groove.co

NOVEMBER 10, 2020

It’s not uncommon to find Salesforce admins and business analysts struggling with defining Salesforce opportunity stages and the associated probability values - but why is it so important? This good news is that these measures can be used independently of Salesforce’s more recent and complex forecasting features.

SalesForce 26

SalesForce Opportunity Forecasting Lead Rank 26

BrainShark

JANUARY 31, 2024

They track learning activities alongside sales key performance indicators (KPIs) such as opportunities and pipeline generated by pulling in Salesforce performance metrics. For example, the bottom right panel in the dashboard lets you see that high coaching scores correlate to higher close rates and revenue.

Pipeline 62

Pipeline CRM Training ROI 62

Groove.co

DECEMBER 7, 2020

Today, Groove officially launched the first sales engagement platform built for Salesforce’s industry-specific CRM systems, Groove for Salesforce Financial Services Cloud. According to the Salesforce State of Sales 2020 report , 82% of salespeople in Financial Services say that their digital transformation has accelerated since 2019.

SalesForce 26

SalesForce Banking Scale Retail 26

Groove.co

DECEMBER 3, 2020

INDUSTRY NEWS Salesforce picks up the Slack $27.7 billion is a sum that even Elon Musk would likely hesitate before spending (maybe), but that’s exactly how much Salesforce shelled out for Slack. For the rest of us, why exactly did Salesforce pay such a high premium for a business collaboration platform?

SalesForce 26

SalesForce Journal Microsoft Cold Calling 26