Insights
Practical thinking on Salesforce adoption, sales management, forecasting and revenue transformation — drawn from two decades of fixing the adoption problem.
Salesforce adoption isn't just a technology problem. Learn why sales teams resist Salesforce and what sales leaders can do to improve adoption, data quality, and sales performance.
Salesforce and Anthropic's ClaudeForce could change how sales teams use Salesforce. Here's what sales leaders should do now to prepare for AI.
Salesforce adoption rarely fails for technical reasons. See how aligning your sales process, platform, and people produces lasting CRM results.
Struggling with Salesforce adoption? See how targeted training and AI tools such as Agentforce lift user adoption, data quality, and sales performance.
Discover how Salesforce Champions drive Salesforce adoption. Learn to identify, motivate & leverage power users for effective Salesforce training success.
Salespeople resist Salesforce for predictable reasons. Here is why they fight it, and the practical steps sales leaders can take to turn that around.
It takes time and commitment from the sales entire team to master Salesforce. Here are 5 Must-Do's when embarking on your Salesforce journey.
What are the most common Salesforce adoption challenges, and what actually fixes them? A three-step roadmap for sales leaders, from process to coaching.
Not seeing the sales results you hoped for with Salesforce? Let's look at some of the most common culprits that lead to low Salesforce Adoption.
The Salesforce Lightning Kanban Board is a List View, and the simplest way for a sales manager to stay on top of every open Opportunity in the pipeline.
Salesforce Activities are widely under-used and widely misunderstood. Learn when to use Log a Call, New Task, and New Event, and what to log and omit.
How Leads, Accounts, Contacts, and Opportunities fit together in the Salesforce funnel, and how to assign each one correctly as a deal progresses.
