Salesforce Leads or No Leads, That is the Question.
Should your sales team be leveraging Salesforce Leads, or not? Many organizations struggle with this, and we’ve seen lots of cases where using the Leads Object would be a vast improvement to what they’re doing now. What is a Salesforce Lead Anyway? So just what is a...
What’s with the new Salesforce Mobile App?
Three times a year, Salesforce releases a new update to the platform. Sometimes it’s a Wow feature, and sometimes, it’s a ‘Meh… But in the Winter ’20 release was definitely a WOW! Salesforce reinvigorated the Mobile App, giving it a fresh look and feel for the first...
So, Are You Having a Good Week?
One of our favorite questions we ask our clients is to describe what a good week looks like. We ask this because we are curious how Sales Managers measure success and whether or not their sales teams are doing the right types of activities day in and day out to add to...
Test Your Salesforce Training Knowledge: A Pop Quiz
This is your chance to show off your Salesforce smarts. Not to worry, I am not keeping score (but the answers are at the bottom of this post). Some of these should be self-evident, others may challenge you, but hopefully all of them are enlightening and entertaining....
The Danger of Prescribing Your Own Medicine
Sometimes I know I am right. Like when I visit my doctor with an ailment and I know exactly what medicine will fix it. My doctor basically says, “not so fast Cowboy, let’s order a few tests.” Then I think – a stall tactic, another waste of time for something I already...
Anatomy of the Salesforce Super User
You have a group of Salesforce keeners on your team. Congratulations, you are one step closer to adoption of Salesforce. Now let’s harness that enthusiasm and make it work for you. Every organization will discover Salesforce Super Users - employees with expertise on...
The Real Reason Sales People Hate Role Playing
During training everyone is in a crowded room, staring ahead, learning something. Sure, that’s the easy part. The trainer is talking; sales people are nodding in agreement. Random thoughts are coming into their heads - “yes, this makes sense, sounds pretty straight...
With So Many Free Salesforce Training Options, Why Pay for It?
Remember the computer HAL from the film 2001: A Space Odyssey? At first the artificial intelligence is shown to triumph easily. However, as time progresses, HAL begins to malfunction in subtle ways and, as a result, the decision is made to shut down HAL in order to...
How Salesforce Manages Leads, Contacts, Accounts and Opportunities
How Salesforce Manages Leads, Contacts, Accounts and Opportunities By Mark Christie, Salesforce Training To get the most out of your Salesforce implementation, it helps to understand how to properly categorize someone's name and company within your sales...
Why Training Alone Will Not Improve Adoption
Why Training Alone Will Not Improve Adoption By Mark Christie, Salesforce Training The sandwich tray is crumbs, the water pitcher is empty and everyone is trained and comfortable using Salesforce the way it was intended. How tempting it is to think that training is...