How To

Here’s how an SDR to AE handoff usually plays out: when a meeting is set, an SDR creates an opportunity in stage 0 using the opportunity object in Salesforce to show that the meeting is supposed to happen…

A primer on how to identify the best marketing KPIs to drive meaningful business outcomes.

If you’re a veteran Salesforce user, you’ve probably heard a lot about duplicates (often referred to as “dupes” or “dupe records”).

It’s every sales leader’s worst fear: You’ve assured the C-suite you’re well on track to crush this quarter’s goal… but the final numbers just came in … and you’re not even in the same zip code. Your sales forecasts weren’t just off, they were worthless. This scary scenario has become all too real for some.

Actionable steps you can implement for CRM data cleanup. Salesforce data cleansing best practices included. Fix bad reports, duplicate records, stale data.

In the span of the last two decades, the dynamic between sellers and buyers has experienced a seismic shift. Initially, sales were all about the product, with a spotlight firmly trained on its many features and benefits.