Webinar: Driving Adoption of Changes in Salesforce
Last week, we were invited to participate in a webinar hosted by our friends at Modern Sales Pros about how to make sure your users are able to easily adopt and implement Salesforce changes.
Sales Operations
Three Habits That Will Make Your Sales Operations Team Instantly More Effective
I’ve written elsewhere about how the RevOps model is transforming the way companies scale and enable their client-facing teams to grow. Even if you’re not ready to make the switch to RevOps, some of the basic rules by which experienced RevOps teams abide can make you more effective immediately.
How to Fix Duplicate Leads in Salesforce
If you’re a veteran Salesforce user, you’ve probably heard a lot about duplicates (often referred to as “dupes” or “dupe records”).
“Do I Need Salesforce?” Find out with this 3-Step Checklist
You can customize most customer relationship management (CRM) tools to fit your organization.
How to Build an Outbound Prospecting Assembly Line
A few years ago, I joined SmartRecruiters as their head of Operations and Sales Development.
How to Configure Salesforce Opportunities for Accurate Sales Forecasts
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…
Sales Report Best Practices: 4 Key Ways to Maximize the Value of Your Reporting
Understanding and implementing these best practices will maximize the value of your sales reports.