Log a Call, New Task & New Event – Salesforce Activities Explained… At last!
There’s a section in Salesforce entirely reserved to keep track of what your sales team is doing. Conveniently enough, it’s known as Activities. Unfortunately, for many teams, it is widely under-utilized. Part of this, no doubt, stems from the reason that the proper...
Take a Guess At Which Of The Key Benefits of Salesforce Many Sales Teams Avoid
This article examines the importance of Leading Indicators to your business. Next week, we look at how Salesforce can be configured to track them. Leading Indicators. One of the most critical metrics to running an effective sales team. For without them, you can’t...
Salesforce.com Leads, Accounts, Contacts & Opportunities: How Does This Puzzle Fit?
One of the most fundamental aspects of the Salesforce.com funnel is the correct assignment of a Lead, Account, Contact and Opportunity. It is also one of the most misunderstood features for most firms setting up Salesforce.com for the first time. While every firm...
Why Your Sales Team Resists Salesforce, and What To Do About It
CEOs, Presidents, VPs of Sales! This is for you. Have you made the smart move and invested in the world’s top CRM, Salesforce? Have you spent significant amounts of money with consulting firms getting it configured properly? Do you look at your quarterly Salesforce...
Why Training Alone Won’t Drive Salesforce Adoption
So, you’re rolling out Salesforce. Great! It’s an awesome tool and in today’s world of selling, having a CRM (any CRM) is an essential component for a successful business. Let’s take a look at your Salesforce Implementation plans. Source a trusted Salesforce...
Why You’re Not Maximizing Your Salesforce ROI
Many companies have invested heavily in Salesforce for their sales teams. Thousands of dollars, if not hundreds of thousands, or even millions are spent by companies annually on Salesforce licenses. The average annual cost per rep varies greatly, but $1000/year is not...
How to Overcome your Business Challenges with Salesforce
I was recently approached by Salesforce recruitment firm, Mason Frank International, about an opportunity for an important project they were working on. The company has created a white paper collating Covid-19 related business advice from industry experts. Myself and...
Advice for Managing Sales Teams Working 100% Remote
What advice would you give to teams now working 100% remotely? What tips can you provide to keep morale high? As a leader of a training company, this post may come across as a little self-serving. However, there really has never been a better time to take advantage of...
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...