Your Comprehensive Guide to Salesforce Data Management When it comes to making the best use of any CRM solution, data management is key. This is especially true with Salesforce, which offers a variety of tools for storing, managing, and analyzing your CRM and related data. How can you use Salesforce data management to find out more about your customers, deliver a more supportive user experience, and improve the effectiveness of your sales force? Read on to learn more. What is
How to Improve Your Quote to Cash Process & Maximize Efficiency Successful businesses aren’t just good at making sales. They’re masters at closing them. The difference is more than one of nomenclature. Success is often the result of a streamlined software-enabled quote to cash process. Sales aren’t closed when you funnel a lead into a prospect that agrees to terms. Agreement is merely another step in the customer journey. There is still plenty of opportunity for your prospect to climb
Three Steps to Salesforce Implementation Salesforce implementation can almost certainly help your company improve efficiency somewhere, if not across the board. Salesforce is now used by thousands of companies around the world to enhance a full gamut of business operations, including: Marketing automation Sales pipelines Inventory tracking Partner management Customer portals And many more Many companies – perhaps yours – haven’t implemented Salesforce into their operations yet. Understandable. Migrating certain processes from your current CRM to Salesforce can seem daunting.
The Modern Sales Team - Five Essential Qualities for Success We've written before about the way that CRM and digital marketing have changed sales. Customers increasingly find businesses through online channels, conduct research on their own, and by the time they're through the funnel, they may not have talked with a single person from your company. But sales is far from dead: it's only transformed. Brands still need ambassadors, cold calling still works, and - in B2B especially - face-to-face
Salesforce Best Practices For Governance Strategy With over 18 years of experience in the platform, our team has helped clients again and again pinpoint the lack of one of the most important Salesforce best practices: a proper governance strategy. The need for a governance strategy usually stems from an issue or issues you’re having -- instituting processes around new technology, adapting to new industry norms, internal shuffling of organizational priorities, for example -- that require a governance structure in place