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?

Salesforce Opportunity Management 

Accent Technologies

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

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.

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

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

Sales Benchmark Index

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?

How Salesforce Does Sales Development w/Shahan Prashad @Salesforce

InsideSales.com

??? What does Salesforce do to manage their Sales Development team? Read on to learn all about it from Salesforce’s VP of Sales Development himself, Shahan Prashad. RELATED: Five Sales Development Plays to Nail in 2019 w/Dann Gottlieb @TOPO In this article: The Salesforce Sales Development Team Organization What Does Salesforce Do Through Its SDR […].

SalesTech Video Review: SmartCloud Connect for Salesforce @SCC_io

Smart Selling Tools

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.

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.

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.

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.

Troops vs. the Native Slack Salesforce Integration

Troops

In October 2019, at Slack Frontiers London, Slack and Salesforce announced availability of a deeper integration between Slack and Salesforce Sales and Service Clouds.

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?

Salesforce Gamification: Everything You Need to Know

LevelEleven

If your organization uses Salesforce, one of the many great features you’ll notice is that it is extremely customizable to your business. With hundreds of apps to choose from, the Salesforce platform can mold itself to support any business, providing solutions that will help drive any company’s growth. Out of all of the categories of apps available on the Salesforce AppExchange, one of the newer concepts to enter the Salesforce ecosystem is Salesforce gamification.

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?

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.

10 Salesforce Alternatives That Will Enhance Your Sales Process

Hubspot Sales

If you're looking for Salesforce alternatives , review our list below to find a CRM that will supercharge your sales process, and eliminate friction. This is a great Salesforce alternative for small, medium, or enterprise companies. Note: This article is authored by HubSpot.

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 125

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?

Does Salesforce increase Sales?

Infoteam Consulting

But does Salesforce (or in fact any other CRM system) help you to improve win rate or to win business faster? Salesforce.com is an incredibly successful CRM software company. A couple of recent experiences made me think hard about this question. Sales Management

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.

Why Sales Enablement Needs To Be Measured in Salesforce

Smart Selling Tools

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.

3 Salesforce Email Template Tips For Effective Sales Emails

InsideSales.com

The post 3 Salesforce Email Template Tips For Effective Sales Emails appeared first on The Sales Insider. Email Lead Generation sales emails salesforce email templatesIn this blog post, you’ll learn how to write the best sales email template that converts. Keep reading to find out more.

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.

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.

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!

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.”

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.

Why Content Management in Salesforce Fails

Veelo

The post Why Content Management in Salesforce Fails appeared first on Sales Enablement Software | Veelo. Sales Content Sales Effectiveness content management sales effectiveness sales enablement sales playbooks Salesforce salesforce.com

Salesforce Blog: Great Resource for You

The Sales Hunter

And be sure to follow Salesforce on Twitter ! In keeping with my commitment to give you as many opportunities as possible to strengthen your selling skills, today I’m highlighting the blog on Salesforce.com. The blog is a good mix of topics and writers, and I have no doubt you will find information from which you can benefit and grow. Russ Henneberry recently shared a video of mine on the blog. You can check that out and his commentery at this post.

7 Must-Have Automated Documents for Sales Success

Even if it’s all in Salesforce, crucial account data is spread across different objects— Accounts, Opportunities, Contacts, and custom objects—users must constantly. Schedule automated recurring reports to send to anyone inside or outside of your Salesforce. new terms in Salesforce.

11 Insanely Effective SaaS Sales Secrets Right From The Salesforce Playbook

InsideSales.com

The post 11 Insanely Effective SaaS Sales Secrets Right From The Salesforce Playbook appeared first on The Sales Insider. Inside Sales Tips Sales Effectiveness SaaS Saas Sales sales secrets SalesforceWhat’s the secret to succeeding in SaaS sales? It’s a question I’m asked a lot, so keep reading to find out more.

Why Your Enablement Needs To Be Native on Salesforce

LevelJump

Summary : non-native apps integrate with Salesforce using APIs, and that can cause problems. If tieing enablement to revenue is important, then a Salesforce native app built on Force.com is the way to go. Sales Enablement Technology

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. Camp #2: I want good data in Salesforce, but I care less about my team spending time there. . First up: living in Salesforce. I Want My Team to Live in Salesforce. I Don’t Need My Team to Live in Salesforce .

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.

Salesforce Formulas for the Everyday Admin

Speaker: Steve Molis, Salesforce MVP

Steve Molis has put together a collection of universal formula tips and tricks, along with several of his personal favorites, so that you can get the benefit of a wealth of information without having to trawl through everybody else’s Salesforce problems.

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. Once you’ve got the answers you need and you know what changes you want to make, you’re faced with another problem: Salesforce Reports and Excel Pivot Tables don’t allow you to directly edit your data. Ideally, without having to work outside of Salesforce?).

Turning Your Salesforce Into A Learning Force

Sales Readiness Group

In this episode, we discuss how sales is changing, how sales training needs to respond to the new complexities in the marketplace, and what salespeople need to do to adopt a learning mindset. Sales Enablement

JBarrows Partners With LevelJump To Deliver Sales Training Inside Salesforce

LevelJump

We're super excited that John Barrows made an announcement this week that LevelJump was selected as a " Certified JB Learning Platform " and the first to deliver his content and training directly within Salesforce Sales Cloud.

You need to know how Salesforce is stealing your budget

Membrain

For almost 20 years, one CRM platform has been in use by more sales organizations than any other. You know the one. CRM CEO Advice

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. In the Conga Digital Transformation Survey, Salesforce. Salesforce as good or excellent, a large proportion – 41% – found. In 2017, Salesforce.