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How to Create a Salesforce Lead Management Process

Stanton Cagle2021-12-20T21:09:48+00:00

How to Create a Salesforce Lead Management Process Do you know how to create an effective Salesforce lead management process? Few businesses do. Studies show that 80% of marketers consider their lead generation efforts to be only slightly effective. If you want to improve those odds, you need to create a Salesforce lead management process that results in better leads and more conversions. Read on to learn how. An effective lead management process results in more conversions and a

How to Create a Salesforce Lead Management ProcessStanton Cagle2021-12-20T21:09:48+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

8 Metrics You Should Track to Measure Sales Productivity

Stanton Cagle2021-11-18T22:59:16+00:00

8 Metrics You Should Track to Measure Sales Productivity In this post, you learn how best to measure sales productivity in your organization. Sales productivity is the rate at which sales reps achieve their sales targets. Tracking sales productivity determines which sales reps are delivering the most bang for the buck and which could be making better use of their time. As you'll soon discover, there are several metrics you can measure to track sales productivity – read on to

8 Metrics You Should Track to Measure Sales ProductivityStanton Cagle2021-11-18T22:59:16+00:00

Top 5 Salesforce Territory Management Best Practices to Remember

Stanton Cagle2021-11-11T18:57:27+00:00

Top 5 Salesforce Territory Management Best Practices to Remember No sales manager wants to tackle assigning territories to sales reps without the proper data and tools to make the process more efficient. You must get the process right and knowing Salesforce Territory Management best practices ensure profitability. According to Adam Gilberd, SVP of Commercial Sales at Salesforce, organizations need territory management tools to optimize their productivity for the company and the Account Executives (AE) who represent them. Gilberd explains, “Why

Top 5 Salesforce Territory Management Best Practices to RememberStanton Cagle2021-11-11T18:57:27+00:00

How Financial Advisors Can Shorten the Sales Cycle for New Clients

Stanton Cagle2021-11-11T18:58:00+00:00

How Financial Advisors Can Shorten the Sales Cycle for New Clients Financial advisors can shorten the sales cycle for new client acquisitions, and it isn't as difficult as you may think. And it doesn’t mean you have to invest large sums of money on advertisements. On average, 92% of financial advisors say that social media helps them acquire new clients. However, this growing trend is not the most reliable method. What happens if the social media platform goes down or ceases operations?

How Financial Advisors Can Shorten the Sales Cycle for New ClientsStanton Cagle2021-11-11T18:58:00+00:00