Revenue Ops
Why Leads Matter to Your ABM Strategy
In part 1 of this post, we’ll review why leads matter to your ABM strategy. In part 2, we’ll discuss a key problem with account-based
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Salesforce Admin
Why Take a Custom Web Service Approach with a Critical Salesforce Integration?
We’re working with a client to support an integration with a commercial application. I have recommended we create a custom web service supported by salesforce,
Revenue Ops
Lead Re-Assignment Could – and Should – Be Much Easier
If you’ve ever had to re-assign a stack of leads within Salesforce, you know how difficult it can be without the right tool. Often, companies
Salesforce Admin
Salesforce Automation Should Come From Salesforce Experts
The world of Salesforce applications is super-saturated with what’s known as “integrated applications” – third-party software that pulls data out of Salesforce, crunches some numbers,
Salesforce Admin
Making the Move to Lightning: Some Pros and Cons
We’ve written before about how businesses need to consider making the move to Lightning as soon as possible. Yesterday’s Salesforce World Tour in New York
Revenue Ops
ABM Is an Old Idea With One Huge Benefit: Forcing Sales and Marketing Alignment
Account-based marketing has been touted as the hot new thing in sales and marketing strategy. Just a quick Google search will show you hundreds of
Revenue Ops
Still Manually Assigning Leads? You’re Missing Out
The marketing-sales cycle is unique to every company and is constantly evolving. Whether it’s outbound or inbound marketing, cold-calling, print or digital media buys, or
Salesforce Admin
Salesforce Campaign Influence is Now Finally Customizable
Years ago, Salesforce released a feature called “Campaign Influence” with the promise of allowing you to track campaign ROI directly in Salesforce. Unfortunately, this feature
Salesforce Admin
When to Make the Leap to Salesforce CPQ
Salesforce already offers out-of-the-box product and price books. It works well, plus, the product selection interface is getting a makeover in the next release (according
