Building, Retaining, and Developing a Modern Salesforce

SBI Growth

To say your salesforce is changing is an understatement. Not only have there been shifts in adapting to a new virtual world, but your teams also need the time and attention dedicated to reaching their full potential now more than.

The New Rules of Salesforce Collaboration

Sales and Marketing Management

The post The New Rules of Salesforce Collaboration appeared first on Sales & Marketing Management.

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The New Rules of Salesforce Collaboration – Better Collaboration, Better Sales

Sales and Marketing Management

The post The New Rules of Salesforce Collaboration – Better Collaboration, Better Sales appeared first on Sales & Marketing Management. Salespeople are by nature highly competitive. But internally, their competitive nature can lead to conflicts if they contest who owns which accounts, contacts, opportunities, and the like. Instituting clear and concise rules of engagement can help alleviate this friction.

Salesforce Sync: What, Why & How?

Zoominfo

Without question, the functionality within CRMs, particularly Salesforce, can create a 360 degree view of the prospects and customers alike. ZoomInfo is here to change that with our latest release, Salesforce Sync. ZoomInfo Salesforce Sync for Territory Management.

Your Ultimate Guide to the Trends Shaping Marketing Data

In Salesforce’s latest Marketing Intelligence Report, hear from 2,500+ global marketers on how they are leading with their data, from business growth to customer satisfaction, data privacy, and more. Get the report now!

3 Data-Driven Steps to Increase the Diversity of Your Salesforce

SBI Growth

Just imagine – you made the decision to diversify your salesforce and have created a more inclusive environment that retains A-players from varying backgrounds and perspectives. And because your salesforce thinks differently and challenges the status quo, you’ve improved your.

Are you addicted to Salesforce?

Membrain

For many sales organizations, Salesforce is the technology sun around which the entire sales system orbits. If this is working out great for you, your sales effectiveness is world-class, and the cost of technology per employee shows a solid ROI, then you can skip this article.

3 Common Salesforce Implementation Mistakes and How to Avoid Them

Sales and Marketing Management

Author: Jay Datta Growing and evolving your organization’s Salesforce environment can unlock enormous opportunities, but getting there often proves challenging. Having an understanding of the Salesforce standard object model is important. Designing a Best Practice Salesforce Instance.

Salesforce Forecasting and Tools

Accent Technologies

The post Salesforce Forecasting and Tools appeared first on Accent Technologies. Uncategorised

Salesforce Pipeline Management 

Accent Technologies

The post Salesforce Pipeline Management appeared first on Accent Technologies. Uncategorised

6 Steps to Optimize Your Media Buys

When making media decisions, marketers need to get — and show — results for everything they do. See the 6 steps you can take right now to start optimizing media planning and pacing with a data-driven approach. Get the guide now!

How and when to leave Salesforce CRM

Membrain

So, you’ve come to the conclusion that Salesforce is no longer the right tool for your team. It’s too big, too complex, too cumbersome, too expensive, too messy.

Better Together: Vainu and Salesforce

Vainu

With more than 100,000 concurrent customers, and a host of accolades to their name, Salesforce is a giant within the CRM software industry.

Salesforce Opportunity Management 

Accent Technologies

The post Salesforce Opportunity Management appeared first on Accent Technologies. Uncategorised

Salesforce is acquiring Slack. and that's a good thing

Troops

“Did you see the news that Salesforce is acquiring Slack?”. Troops Slack Growth Remote Work Salesforce Customer Success Product Roadmap future of work

6 Proven B2B Marketing Strategies and How to Use Them

Bold tactics. Innovative ideas. Thriving revenue growth. Behind every great B2B marketing campaign is an amazing story. Learn the strategies behind six winning B2B marketing campaigns — directly from the marketers that made them. Read the stories now!

Guru + Slack + Salesforce: Supercharge Your Digital HQ

Guru

What comes to mind when you think about a company’s headquarters? You may think about a glass-and-concrete tower, or an office complex in the suburbs. Chances are you’re not doing most of your work in these environments, if you’ve even been in an office at all in the past two years.

Salesforce FAQ

PandaDoc

If you’ve ever tried to integrate Salesforce with other tools, you know that process can be frustrating. At PandaDoc, we’ve done everything in our power to make our Salesforce integration process simple and easy to follow. Which edition of Salesforce does PandaDoc integrate with?

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. To make the best use of features in Salesforce Lightning, we also suggest keeping a list of fields that are helpful for each Stage. With each Stage, Salesforce requires three separate field defaults be set for Type, Percentage, and Forecast Category. Process Tools in Salesforce.

G2 Review: “Sometimes, Salesforce Customer Service Will Disappoint You”

Membrain

Our team here at Membrain takes our customer reviews seriously. We see them as an opportunity to understand the customer perspective directly - what’s working, what’s not working, how we can improve, and how we can deliver more of the value that our customers actually, well, value.

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.

How Salesforce Invested in Customer Success to Soar to $1B in the Last Recession

SBI Growth

It was only 20 years ago that Salesforce introduced the revolutionary idea to help companies use cloud-based applications for customer relations management. Remember when a cloud was only a fluffy thing in the sky?

Salesforce alternatives: 6 feature-packed CRMs for diligent sales pros

Nutshell

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 CRM features. Salesforce alternatives.

Five B2B sales tools you must add to Salesforce

Membrain

If you are considering a Salesforce installation, or are already using it, you may already know that a plain vanilla installation is not going to give you what you need to improve sales productivity.

How To Build Your Salesforce For The First Time

Predictable Revenue

The post How To Build Your Salesforce For The First Time appeared first on Predictable Revenue. Doug C. Brown, CEO of Business Success Factors, explains the process to avoid common mistakes when building your sales organization for the first time.

Build a Successful and Results-Driven Sales Culture

Speaker: Gary Galvin, CEO, Galvin Technologies

Every business asks the same question: How can we increase revenue? Gary Galvin is here to answer that question. He will help you define metrics to drive success, empower your sales team, and create a culture driven by results and accountability; because when your team clearly understands what path they’re on and why they’re on it, they are that much more likely to achieve results.

How to build account plans in Salesforce - the easy way

Membrain

Proactive and strategic account planning in Salesforce isn’t easy - or even possible, depending on which plugins and customizations you’ve invested in.

My top 7 anti-Salesforce rants, all in one blog post

Membrain

It’s no secret that I believe Salesforce has outlived its ranking as a top-rated sales tool. It was a game changer when it came out, by moving CRM to the cloud, but it’s grown top-heavy, expensive, cumbersome, and, frankly, makes life hard for salespeople and their leaders.

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. Many Salesforce customers have encountered substantial financial hardships and unbelievable frustration simply because they didn’t know what they were getting themselves into. (We’ll

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. 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. By default, Salesforce captures history on certain standard Opportunity fields. What does this mean for you as a Salesforce customer?

How to Successfully Coach Your Sales Team to Drive Efficiency

Speaker: Steve Benson, Founder and CEO, Badger Maps

A great sales team starts with a manager who’s a great coach. To stay competitive in today’s market, you need to implement a formal coaching approach that is aligned with your buyer’s journey and internal processes to drive results. Fortunately, Steve Benson is here to help you become that great coach.

Free eBook on 2015 Salesforce Sales Summit Key Takeaways

The Sales Hunter

Salesforce has recently made available a FREE eBook with key takeaways from the sales summit. Blog leadership Professional Selling Skills dreamforce eBook sales summit salesforceI took part in the Sales Summit at Dreamforce 2015, and it was amazing! Many of you were there in person, but if you weren’t, I have good news for you. This is a great resource with so many […].

eBook 124

What could Salesforce do with Slack?

Troops

I think my co-founder Dan Reich did a great job articulating why Salesforce acquiring Slack is actually a good thing. Troops Slack Growth Remote Work Salesforce Customer Success future of work“This is a match made in heaven,” — Marc Benioff.

SalesTech Video Review: SmartCloud Connect for Salesforce @SCC_io

SBI

SmartCloud Connect brings Salesforce into your inbox or calendar. It makes it easy for your salespeople to view and update Salesforce records and to use Salesforce templates within their Office365, Office, or Gmail accounts and it syncs automatically with Salesforce. Outlook Plugin for Salesforce SmartCloud Connect for Salesforce sync Salesforce with email

Age of Salesforce: Trends and Insights from Top Marketers

Sales and Marketing Management

Teaser: Salesforce users can upgrade themselves with the latest marketing initiatives in the digital age. The future of the marketing can be easily connected with the Salesforce. Salesforce users can upgrade themselves with the latest marketing initiatives in the digital age. The future of the marketing can be easily connected with the Salesforce. Issue Date: 2015-08-18. Author: Jenny Richards.

Togetherness: Achieving Sales and Marketing Alignment

Speaker: Jeff Davis, Founder, jd2 Consulting Group

Jeff Davis is here to help you think differently about how Sales and Marketing should interact. With increased scrutiny for marketing to prove ROI on their activities and it becoming increasingly hard for B2B salespeople to even get in front of customers, the old way of doing business is no longer an option. This webinar will use evidence-based research and empirical knowledge to propose real-world strategies that work.

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. and have been tasked with incorporating its Salesforce data into your current instance. You begin by copying your Opportunities, Accounts, Contacts, and Users to your go-forward Salesforce instance, but then what?

More Insights, More Revenue: Introducing Drift’s Salesforce App  

Drift

Drift Drift Blog No Ads - General Operations Product Update Sales Sales Metrics salesforceReporting is hard. But it’s not because we don’t have the data or the *right* tools. It’s that there are too many tools. And they don’t talk to each other.

Scratchpad Introduces New Experience for Salespeople to Easily Update Salesforce

SBI

Scratchpad Introduces New Experience for Top Sales Performers, Connecting Calendar, Notes, and Salesforce into One Unified Workspace. In fact, a report from Salesforce revealed that today’s sales professionals spend only 34 percent of their time selling. Easily Update Salesforce. ?

Why Sales Enablement Needs To Be Measured in Salesforce

SBI

Why Sales Enablement Needs To Be Measured in Salesforce. And for most of us, the sales process is measured in Salesforce. The major shift in this maturation model is the deep integration into CRMs like Salesforce. LevelJump makes it easy for you to build consistent and scalable onboarding programs and align training to sales outcomes in Salesforce to reduce ramp time of new sales hires.

Staying Relevant in Sales as AI and Technology Continue to Take Over

Speaker: John Barrows, CEO, JBarrows Sales Training

As technology and AI advance, and as companies and reps continue to look for technical solutions to increase efficiency throughout the sales process, the human element of sales is being lost.The question we need to ask ourselves is – what can we do that a computer can’t? The answer lies in context; if we as sales professionals are not adding any context to our content, then we bring no additional value to what marketing and technology are already doing. Learn about the importance of context, and where and how to add it throughout the sales process!