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.

Salesforce Sync: What, Why & How?


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.


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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.

ZoomInfo and Salesforce: Meet Your Go-To-Market Success Machine


And for many companies, Salesforce serves as their CRM and ‘system of record’ for interactions with prospects and customers. That’s where Salesforce Sync comes in. Companies using Salesforce benefit greatly from the technical integrations between Salesforce and ZoomInfo,” says Schuck.

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.

Are you addicted to Salesforce?


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.

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.

Salesforce Forecasting and Tools

Accent Technologies

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

Highspot + Salesforce + Slack: Elevate Your Conversations and Collaboration


That’s why we integrate deeply with Salesforce and Slack – two solutions that enable organizations to build their digital HQs and improve collaboration from wherever and whenever they’re working. Access and Share Highspot Content within Salesforce.

Salesforce Pipeline Management 

Accent Technologies

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

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 and when to leave Salesforce CRM


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 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


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

Live AMA with Salesforce Ben

Sales Hacker

Learn from Ben McCarthy AKA Salesforce Ben, a Salesforce professional, as he partnered with the Sales Hacker community for a Q&A live stream event to answer any questions you have about Salesforce consulting, freelancing, or anything you would like to ask about Salesforce in general. The post Live AMA with Salesforce Ben appeared first on Sales Hacker.

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.

How to build account plans in Salesforce - the easy way


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

Salesforce FAQ


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?

Scratchpad Introduces New Experience for Salespeople to Easily Update Salesforce

Smart Selling Tools

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. ?

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?

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.

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


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.

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.

Master Your Sales Processes in Salesforce Lightning


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.

Salesforce vs. Retail Execution Platform: Why Your Field Team Needs Both


Our field team is using Salesforce's CRM to stay organized in the field.”. What’s one of the most common barriers to success we hear when talking to CPG brands about their technology stack? Service Industry Tools & Tech Field Sales

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!

The Great Salesforce Debate: Email or Slack Alerts?


From closed won announcements, to telling you about an overdue close date on an opportunity, Salesforce email alerts have been a core interaction point with the CRM for as long as I’ve used it. So are Salesforce email notifications dead?

How Salesforce Does Sales Development w/Shahan Prashad @Salesforce

??? 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 […].

What could Salesforce do with Slack?


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.

WEBINAR: John Barrows speaks at Salesforce Sales Cloud’s “4 Soft Skills You Need Right Now”

John Barrows

The post WEBINAR: John Barrows speaks at Salesforce Sales Cloud’s “4 Soft Skills You Need Right Now” appeared first on JB Sales

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.

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


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

Troops Boosts Quote-To-Cash Collaboration & Efficiency for  Salesforce CPQ


Salesforce CPQ is designed to help make the quote-to-cash process fast, efficient and collaborative for your team, so that you can win more deals and collect cash quicker.

Nimble vs. Salesforce: the Complete Comparison Guide

Nimble - Sales

The post Nimble vs. Salesforce: the Complete Comparison Guide appeared first on Nimble Blog. If you’re responsible for finding a CRM to either implement as your very first company CRM or to find the right one to switch to, we feel your pain.

Salesforce Field History Retention Policy: What It Means and Why You Should Care


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 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.

Customer Reference Management that’s 100% Salesforce Native @PTofRef

Smart Selling Tools

ReferenceEdge can give you an effective customer reference management program quickly, and it’s 100% Salesforce Native. SalesTech Video Review: Customer Reference Management. Customer references are critical for high-value B2B deals.

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 124

Transitioning to a New or Merged Salesforce Instance


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?

Your New Schematic for Next-Level Sales Coaching & Enablement

Speaker: Matthew Hawk, President of B2bTrainers

The term “sales enablement” applies to a dizzying array of best practices and technologies. In addition, there is tremendous competitive pressure not to fall behind. No matter where you are in your current sales enablement strategy, one thing is key: success ultimately rides on the habits of your sales managers & marketers. In this webinar, Matthew Hawk will lay out an in-depth schematic for your next-level sales coaching, demonstrate the key activities that comprise success, and walk you through several examples of sales coaching cadences that apply to all salesforce sizes.