Goal: Close & Renew Deals Transform the buying experience by making it easier and faster to quote, close, bill, and renew. TIME TO CLOSE THE DEAL! You’ve put in a ton of hard work and the customer is ready to buy. Don’t leave Salesforce to mess with spreadsheets and drawing up a quote by hand. With Revenue Cloud, you can quote, bill, and renew on… Read More »Tour of Salesforce (Part 3 of 5)
Goal: Send Quotes to Your Leads With the right support, Salesforce’s Sales Cloud turns haphazard methods for building long-term relationships into a repeatable science. You stay connected to the people and information you need to close sales. LET’S MAKE DEALS In every opportunity record, you can view details about each account and get guidance for winning deals, all in one place. Let’s take a look… Read More »Tour of Salesforce (Part 2 of 5)
Goal: Fill Your Sales Pipeline Salesforce helps you focus attention on the best leads and take the right actions to cultivate those potential customers, so you can convert more leads. LEAD VIEWS Every lead coming into through your marketing channels has potential. Below is an example of a lead. Salesforce’s Sales Cloud makes it easy to sort and manage your leads from the moment they… Read More »Let’s Take a Tour of Salesforce (Part 1 of 5)
Confidentiality, integrity, and availability of your data is vital to your business. To comply with the latest browser and security standards, Salesforce is requiring that customers enable enhanced domains to update the hostname formats for the domains that serve Salesforce orgs. Salesforce will deploy enhanced domains in sandboxes and non-production orgs in the Winter ’23 release (starting in late August 2022 for sandboxes). Enhanced Domains… Read More »Prepare for Enhanced Domains Deployment Beginning in 2023
It’s time to update your CRM with Salesforce and Conga The pandemic and the recent flood of resignations have exposed long-standing problems and inefficiencies in most companies’ sales processes. Contrary to some prognosticators, data suggests that quota attainment and sales success aren’t just about hiring the right sellers. In fact, data suggests that most organizations have competent, hard-working sellers onboard. Sellers proved their worth through… Read More »Inflation & Resignation Exposes Challenges with Traditional Selling Methods