Building, Retaining, and Developing a Modern Salesforce

Sales Benchmark Index

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?

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.

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

Zoominfo

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.

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.

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.

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

Sales Benchmark Index

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.

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.

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.

Salesforce Forecasting and Tools

Accent Technologies

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

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.

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.

Salesforce Pipeline Management 

Accent Technologies

The post Salesforce Pipeline 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

Salesforce Opportunity Management 

Accent Technologies

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

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.

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

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 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 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

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.

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.

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.

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 […].

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.

?? Why Sales Training Cannot Fix Your Salesforce

Pipeliner

The post 🎧 Why Sales Training Cannot Fix Your Salesforce appeared first on SalesPOP! Many companies still use the one-day sales training model to train their salespeople to get better sales results.

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 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?

Why Sales Training Cannot Fix Your Salesforce (video)

Pipeliner

Thus, in this Expert Insight Interview, Ken Lundin discusses why sales training cannot fix your salesforce. The post Why Sales Training Cannot Fix Your Salesforce (video) appeared first on SalesPOP!

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?

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.

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!

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

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.

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. Outlook Plugin for Salesforce SmartCloud Connect for Salesforce sync Salesforce with email

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.

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.

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.

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 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. Adidas, ADP and T-Mobile all utilize the customer relationship management (CRM) platform to streamline and optimize their sales processes, but many of Salesforce’s customers are also startups and small-medium businesses (SMBs). Salesforce offers small businesses the capabilities of an enterprise-level CRM.

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. Companies often talk about being “native to Salesforce” but what exactly does that mean? On top of that, unless exported, all your data also remains securely held within Salesforce instead of an external server.

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.