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How to Ensure a Smooth Handoff from SDRs to AEs
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…
Salesforce Lead Status Best Practices
Understanding and managing Lead Status in Salesforce to ensure your leads are properly addressed and no money gets left on the table.
“Do I Need CPQ?”: How to Tell if It’s the Right Time To Extend Your CRM With Configure, Price, Quote
Understanding Configure, Price, Quote and what to consider when answering the question: Do I need CPQ?
Pros and cons of working with RevOps agencies and how to protect your company
Make sure you understand these red flags before signing any contract with a RevOps agency.
When to Upgrade From HubSpot to Salesforce
Three key signs to help you know when to upgrade from HubSpot to Salesforce for your CRM.
Get comfortable with ruthless prioritization
Growing SaaS companies who’ve recently received Series A or Series B funding are often just beginning to systemize how they’ll scale, manage, and predict growth.
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