Sales engagement tools have expanded the possibilities of building account-based activity reports that are reliable, meaningful, and actionable. Take a look at these considerations to get the best use out of them.
A functioning contact-only assignment model actually relies on leads. But to make it work at scale, you’ll need help from these four lead management features.
While most companies still have their SDRs report to sales, some are having a portion of SDRs report to marketing. The pros and cons to having SDRs report to marketing instead of sales.
The three recommended options for managing territories in Salesforce, which will allow you to structure your data to reflect your unique sales territories.
When leads are flowing into Salesforce from marketing, lead-to-account-matching is one of the first solutions that an account-based startup will look for. We recommend three different approaches to this solution.
Learning how to use Salesforce’s native duplicate management will save you time and money, relieve strain on your system, and allow you to apply duplicate management to unique use cases using custom Apex, flows, and clicks.
New customization options on the Opportunity Contact Role object are coming with the Winter ‘20 Release. The addition of custom fields and page layouts, validation rules, and Apex triggers will address the many previous limitations.
Lane Four is pleased to announce a placement of #195 in the inaugural Report on Business ranking of Canada’s Top Growing Companies. Lane Four earned its spot with three-year growth of 182%.
A Salesforce-Slack integration is a simple piece of tech that allows you to proactively monitor your Setup Audit Trail, and other Salesforce changes, in real-time.
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