When a company adds dynamic sales processes to their business metrics, performance improves on every level. A well-defined process acts as a roadmap, guiding reps for each stage of the sales process by tracking key metrics in this process. You… Read More »Sales Process Basics Pt. 1
A CRM (customer relationship management) system should be your single source of truth for customer data. All customer-related information, such as contact details, purchase history, support tickets, and key communication, should be stored in a single, central location. This helps… Read More »CRM: Single Source of Truth
Building and maintaining customer relationships consists of two primary functions: communication and follow-through. Relationships will never be maintained without these two functions, much less improved. Communication is the foundation of any relationship. It is how we share information, build trust, and resolve problems. Phone… Read More »CORE CRM: Building & Maintaining Relationship
Leverage Industry Best Practices and Accelerate Your Impact With a Trusted CRM Partner CRM Administration: Outsource or Do It Yourself Many small companies will delegate CRM administration to an existing employee (IT, Sales, Marketing, etc.) with full-time duties. Salesforce… Read More »Leverage Industry Best Practices and Accelerate Your Impact With a Trusted CRM Partner
Barriers to User Adoption and Value Realization Understanding Why Most CRM Implementations Don’t Work 69% of respondents to a survey stated that End User Adoption is the most critical factor for realizing the value of any technology… Read More »5 reasons your CRM is not helping you grow your business
Salesforce Critical updates are very important to the health of your system
Is Salesforce driving productivity and results in your organization? If not, you’re doing it wrong. We often see clients use the system as a management tool and completely miss the value of using it as a CRM. After all, CRM… Read More »Does Salesforce help your team’s productivity? If not, you’re doing it wrong
Salesforce’s Lightning Experience user interface will be automatically enabled on January 7, 2020. Salesforce releases Critical Updates and gives organizations plenty of time to ensure they are ready. Ready or not, those Critical Updates are enabled automatically on a specific… Read More »Salesforce Lightning Experience Is Being Enabled: Are You Ready?
There is a Salesforce Critical Update that will be automatically activated in February 2017. . . “Add Clickjack Protection for Legacy Browsers to Visualforce Pages Without Page Header.” First, you need to understand Clickjacking. Wikipedia describes It as “a malicious… Read More »Clickjack Protection for Legacy Browsers