Stanton Cagle - Rainmaker Cloud

6 Ways to Create Better Salesforce Reports

Stanton Cagle2021-12-20T21:09:57+00:00

6 Ways to Create Better Salesforce Reports Do you want to learn to create better Salesforce reports? Even though businesses today collect a wealth of data, it's difficult to make use of all that information. Almost half (48%) of all employees say that they're forced to use data that isn't customized for their use. If you want your employees to make the best use of the data available, you need to create better reports. Read on to learn how.

6 Ways to Create Better Salesforce ReportsStanton Cagle2021-12-20T21:09:57+00:00

10 Ways to Improve Your Sales Performance

Stanton Cagle2021-12-10T16:31:07+00:00

10 Ways to Improve Your Sales Performance There is no magic bullet to improve your sales performance, but there are essential strategies for identifying more leads and closing more sales. We compiled the essential list for you. Last year, more than 40% of sales professionals missed their sales goals. If your team is in that 40%, you need to improve your sales performance – and fast. Read on to discover ten powerful ways to improve your sales performance. To

10 Ways to Improve Your Sales PerformanceStanton Cagle2021-12-10T16:31:07+00:00

8 Key Sales Metrics: A Guide to Tracking Sales Performance

Stanton Cagle2021-12-10T16:07:53+00:00

8 Key Sales Metrics: A Guide to Tracking Sales Performance Tracking the performance of your sales team and individual salespeople tells you how effective your team is and helps identify your best performers. Without the right metrics, you won't know which sales reps are meeting quota, pursuing high-quality leads, and closing enough deals. You won’t also know those who do the opposite and therefore cost you money. You need to track key sales metrics to run your business effectively and

8 Key Sales Metrics: A Guide to Tracking Sales PerformanceStanton Cagle2021-12-10T16:07:53+00:00

How to Use Salesforce for Wealth Management

Stanton Cagle2021-11-23T18:18:16+00:00

How to Use Salesforce for Wealth Management According to Deloitte Financial Services, analytics and big data are set to transform the wealth management industry. Savvy firms will leverage internal and external data to create comprehensive prospect profiles and improve customer acquisition. Advisors will be able to track key drivers and business results more efficiently and more accurately to provide better investment recommendations for their clients. New technology-driven tools will let clients rebalance their portfolios in real-time and make smarter investment

How to Use Salesforce for Wealth ManagementStanton Cagle2021-11-23T18:18:16+00:00

A Guide to Record Types in Salesforce: Should You Use Them?

Stanton Cagle2023-04-26T16:35:22+00:00

A Guide to Record Types in Salesforce: Should You Use Them? Are you taking full advantage of Salesforce resources, such as record types? We’ll examine record types in Salesforce, namely, what they are, when to use them, and factors to consider when operating with them. Understanding record types in Salesforce is vital for gaining the most benefit from the customer relationship management (CRM) platform. Companies across all industries see an increase in sales revenue when properly using

A Guide to Record Types in Salesforce: Should You Use Them?Stanton Cagle2023-04-26T16:35:22+00:00