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The New Rules of Salesforce Collaboration
Sales and Marketing Management
APRIL 13, 2022
The post The New Rules of Salesforce Collaboration appeared first on Sales & Marketing Management.
SalesForce Related Topics 
Building, Retaining, and Developing a Modern Salesforce
SBI Growth
MAY 15, 2021
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.
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Salesforce Sync: What, Why & How?
Zoominfo
DECEMBER 16, 2020
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.
3 Data-Driven Steps to Increase the Diversity of Your Salesforce
SBI Growth
MARCH 11, 2021
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.
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.
The New Rules of Salesforce Collaboration – Better Collaboration, Better Sales
Sales and Marketing Management
MARCH 15, 2022
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.
Are you addicted to Salesforce?
Membrain
FEBRUARY 3, 2021
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
OCTOBER 19, 2020
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.
Better Together: Vainu and Salesforce
Vainu
SEPTEMBER 20, 2021
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 Forecasting and Tools
Accent Technologies
OCTOBER 29, 2020
The post Salesforce Forecasting and Tools 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.
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Salesforce Pipeline Management
Accent Technologies
SEPTEMBER 29, 2020
The post Salesforce Pipeline Management appeared first on Accent Technologies. Uncategorised
3 Salesforce Automations All Businesses Should Use
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 Opportunity Management
Accent Technologies
AUGUST 12, 2020
The post Salesforce Opportunity Management appeared first on Accent Technologies. Uncategorised
Salesforce is acquiring Slack. and that's a good thing
Troops
NOVEMBER 30, 2020
“Did you see the news that Salesforce is acquiring Slack?”. Troops Slack Growth Remote Work Salesforce Customer Success Product Roadmap future of work
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 and when to leave Salesforce CRM
Membrain
MAY 27, 2020
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.
Troops Signs Definitive Agreement to Be Acquired By Salesforce
Troops
MAY 9, 2022
When we started Troops, we wanted to reimagine how work gets done. We wanted to make work easier, more intelligent, and more collaborative.
Guru + Slack + Salesforce: Supercharge Your Digital HQ
Guru
JANUARY 12, 2022
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
JULY 8, 2020
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?
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.
My top 7 anti-Salesforce rants, all in one blog post
Membrain
FEBRUARY 23, 2022
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.
Five B2B sales tools you must add to Salesforce
Membrain
JANUARY 19, 2022
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.
Master Your Sales Processes in Salesforce Lightning
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. With each Stage, Salesforce requires three separate field defaults be set for Type, Percentage, and Forecast Category. Process Tools in Salesforce.
How To Build Your Salesforce For The First Time
Predictable Revenue
SEPTEMBER 16, 2021
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.
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!
Live AMA with Salesforce Ben
Sales Hacker
MAY 13, 2021
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 Salesforce Invested in Customer Success to Soar to $1B in the Last Recession
SBI Growth
JANUARY 30, 2020
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
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 CRM features. Salesforce alternatives.
“Do I Need Salesforce?” Find Out With This 3-Step Checklist
Sales Hacker
DECEMBER 6, 2021
How to know whether you need Salesforce or not. If your organization has two or more distinct sales processes, this could be a flag for needing a robust CRM like Salesforce. In this category, Salesforce is the clear leader. The post “Do I Need Salesforce?”
7 Must-Have Automated Documents for Sales Success
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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.
How to build account plans in Salesforce - the easy way
Membrain
APRIL 28, 2021
Proactive and strategic account planning in Salesforce isn’t easy - or even possible, depending on which plugins and customizations you’ve invested in.
Salesforce contracts, explained: 7 things you didn’t know were in your Salesforce user agreement
Nutshell
OCTOBER 1, 2019
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
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. By default, Salesforce captures history on certain standard Opportunity fields. What does this mean for you as a Salesforce customer?
What could Salesforce do with Slack?
Troops
DECEMBER 3, 2020
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.
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.
Scratchpad Introduces New Experience for Salespeople to Easily Update Salesforce
SBI
JULY 21, 2021
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. ?
Free eBook on 2015 Salesforce Sales Summit Key Takeaways
The Sales Hunter
NOVEMBER 21, 2015
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 […].
SalesTech Video Review: SmartCloud Connect for Salesforce @SCC_io
SBI
JULY 29, 2018
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
Transitioning to a New or Merged Salesforce Instance
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. 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.
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