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. By default, Salesforce captures history on certain standard Opportunity fields.

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

Get Maximum ROI from Your Salesforce Investment

RingDNA

The Best Way to Use Salesforce Yet again, Salesforce has been named the number one CRM provider, officially marking the fifth year in a row they have received the award. For 25 years, Salesforce has […]. The post Get Maximum ROI from Your Salesforce Investment appeared first on RingDNA Inside Sales Software & Enterprise Telephony for Salesforce.

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.

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.

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.

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!

eBook 174

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 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

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.

Using Connected Device Data to Improve Sales

Speaker: Charlie Isaacs, CTO for Customer Connection at Salesforce

Charlie Isaacs, CTO for Customer Connection at Salesforce, has the answer to that question, and many more on top of it. Join us for this fantastic second episode in our Salesforce efficiency series! You likely have many connected devices all around you.

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. In Salesforce Reports, you have to drill into each record to make any changes.

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

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.

Six Crucial Questions to Ask Before Investing in Sales Acceleration Tools for Salesforce

RingDNA

Salesforce is an incredibly flexible CRM with a vast number of applications available to add to its functionality. In fact, Salesforce’s AppExchange marketplace contains over 3.5 CRM Inside Sales Sales Strategy sales acceleration Sales Software Salesforce

How to Successfully Coach Your Sales Team to Drive Efficiency

Speaker: Steve Benson, Founder and CEO, Badger Maps

Join us for this fantastic third episode in our Salesforce efficiency series! A great sales team starts with a manager who’s a great coach. You can manage activities and processes but people need to be guided to reach their full potential. This means coaching.

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.

Meet Top Sales Leaders From Salesforce, Accenture, ADP & Caesars

InsideSales.com

The post Meet Top Sales Leaders From Salesforce, Accenture, ADP & Caesars appeared first on The Sales Insider. Get to know some of the great leaders in the sales industry today that spoke during the 2017 InsideSales’ Executive Summit! Read on to find out more. RELATED: How To Hire The Leader At The Right Time W/ Doug Landis @Emergence Capital In this article: What Was the Accelerate ’17 Executive Summit? What Is a […].

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.

Togetherness: Achieving Sales and Marketing Alignment

Speaker: Jeff Davis, Founder, jd2 Consulting Group

Join us for the fourth amazing episode in our Salesforce efficiency series! Studies show failure to align sales and marketing teams around the right processes and technologies costs B2B companies 10% or more of revenue per year.

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.

Secrets to Crack the Code on Partnering with Salesforce

Altify

For many companies and sales leaders, there is some intersection with Salesforce, whether you’re a CRO using Salesforce or more likely you’re somebody in services or software and trying to figure out how do you partner with Salesforce.

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.”

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.

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

Speaker: John Barrows, CEO, JBarrows Sales Training

So don’t miss out and join us for this for this final episode on improving your Salesforce efficiency! Technology and Artificial Intelligence are evolving faster than ever and disrupting every industry and role, specifically Sales.

The Diminishing Salesforce

Quota Factory

The post The Diminishing Salesforce appeared first on QuotaFactory. There is turnover in sales, it’s no surprise to any sales management team that they will likely lose all of their sales reps, and more likely at the peaks of their careers within an organization.

6 Insanely Effective SaaS Sales Secrets Right From The Salesforce Playbook

InsideSales.com

The post 6 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.

AppBuddy at the Salesforce Productivity Conference

Appbuddy

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.

Build a Successful and Results-Driven Sales Culture

Speaker: Gary Galvin, CEO, Galvin Technologies

Join us for the fifth fantastic episode of our Salesforce efficiency webinar series! Every business asks the same question: How can we increase revenue? As a sales manager, you’re tasked with not only answering this question, but directing your sales team to achieve goals and deliver results.

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.

Secrets to Crack the Code on Partnering with Salesforce

Altify

For many companies and sales leaders, there is some intersection with Salesforce, whether you’re a CRO using Salesforce or more likely you’re somebody in services or software and trying to figure out how do you partner with Salesforce. All three are expert in the world of technology partnerships, and all three are seasoned professionals when it comes to building relationships and driving revenue in the Salesforce ecosystem.

Salesforce Interview: How to Make Top Salespeople Great Managers

Keith Rosen

In this Salesforce Quotable interview, learn why salespeople need to evolve and coach customers; as well as their peers and boss, to accelerate growth, revenue, market dominance and scalability.

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

Miller Heiman Group

This week, Salesforce announced its $15.3 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. Salesforce’s acquisition of Tableau is strategic; they know that users need help incorporating 10 different technologies to answer, “what has happened” and “what could happen.”.

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.

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

Openview

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

Tenfold

Salesforce is arguably the best CRM application you can use to align your sales operations with current sales practices. 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. Salesforce Lead Conversion Best Practices 1: Set up an Efficient Lead Capturing and Management System. Lead management is a primary function of Salesforce.

10 Essential Salesforce Metrics for Every Company to Track

Tenfold

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. Things to Consider Before Putting Together Your Salesforce Metrics Dashboard. Before you get to your Salesforce metrics dashboard , consider the current status quo within your team and organization. Your Salesforce metrics dashboard should reflect this.

Upgrading Your Salesforce - Improve Success of New Sales People

Anthony Cole Training

Upgrading the sales force is the responsibility of every sales manager, sales leader and sales executive. Upgrading the sales force , in my opinion, simply means this: developing and building a team that is better this year than they were last year.

Salesforce Formulas for the Everyday Admin

Speaker: Steve Molis, Salesforce MVP

The majority of Salesforce formulas that you’ll find online are overcomplicated, hyper-niche, or just plain unhelpful. So don’t miss out and join us for this first episode in a brand new series about improving your Salesforce efficiency!