Drive Revenue and Forecast Accurately with Salesforce’s Pipeline Inspection Salesforce’s Pipeline Inspection is now available for Enterprise Editions. This powerful feature provides your sales team with a consolidated view of pipeline metrics, opportunities, week-to-week changes, AI-driven insights, close date predictions, and account activity, helping you make informed decisions and drive revenue more effectively. By utilizing […]
Which CPQ Implementation Approach is Best for You? Are you thinking about implementing Salesforce Configure, Price, Quote (CPQ) but are not sure of the best path to take? Implementing Salesforce CPQ can be a complex and time-consuming process. If you do not have the necessary resources, such as budget, personnel, or expertise, it can be […]
Geocoding Features Alexa: Check out Salesforce’s New Geocoding Features A few weeks ago, I was at my brother-in-law’s house checking out their Amazon Echo. The kids were having a blast playing tunes and adding items to the shopping list. Okay, maybe it wasn’t just the kids. I picked up an Echo and began tinkering with Alexa, Echo’s version […]
Data Dirty Dozen How to Mitigate CRM Data Quality Difficulties & Deficiencies As mentioned in a previous post CRM: An Introspective, the value of a CRM platform is dependent on successfully managing the quality of data put into it. Attempting to sell, market or serve a client with a baseline of bad data is an uphill battle. […]
Keys to Good Reporting Salesforce / CRM Reporting Reporting is one of those areas where everyone needs to see something different. Top-level executives love the idea of a dashboard to let them know how each business unit is performing; Sales managers need to see how their people are performing and what the pipeline looks like; […]
CRM: An Introspective What can it mean for your team? Success Derived from Data Quality Customer Relationship Management (CRM) focuses on the movement of customers through the pipeline, beginning with a marketing classification and culminating in a service experience. Anyone discussing CRM practices on a regular basis can appreciate the depth modern CRM platforms bring […]
Stabilization through Productization Salesforce System vs. Tool One of the many needs that we hear from our prospects and customers alike is the need to drive Salesforce to a point of stability, predictability, and reliability. Those three words are very similar indeed, but they have specific purpose: Stability A state where the system is gracefully handling […]
