Salesforce Champions: The Key to Successful Salesforce Adoption
Salesforce Champions give colleagues the peer support that drives adoption. Learn how to identify, develop, and use champions across your sales team.
Insights — Page 2
Insights for sales leaders.
Why Do Salespeople Resist Salesforce? 7 Reasons Adoption Fails
Why do salespeople resist Salesforce? Learn the seven common reasons adoption fails and what sales leaders can do to make Salesforce easier to use.
How to Master Salesforce: 5 Must-Do's for Sales Teams
Five ways sales teams can master Salesforce, from preparing for change and setting KPIs to aligning the sales process, adoption, and ongoing training.
Salesforce Adoption Challenges and How to Fix Them
Most Salesforce adoption challenges are not caused by Salesforce itself. Why they happen and how sales leaders can align process, platform, and people.
Your Salesforce Adoption is Dismal. Well, who’s to blame?
Salesforce adoption fails when process, platform and people aren't aligned. Learn the common causes of poor adoption and what sales leaders can do.
Salesforce Opportunity List Views and the Kanban Board
Learn how Salesforce Opportunity List Views and Kanban Boards help sales managers manage pipeline visibility, track opportunities, and coach their teams.
Salesforce Activities Explained: Log a Call vs. New Task vs. New Event
Confused by Salesforce Activities? Learn the difference between Log a Call, New Task, and New Event—and when salespeople should use each one.
The Most Important Metrics in Salesforce: Leading Indicators
Discover the leading indicators that matter most in Salesforce and learn how sales managers can use them to measure, coach, and improve sales performance.
How Long Should Salesforce Training Actually Take?
How long should Salesforce training take? Learn why a single training session isn't enough and what it really takes to create confident Salesforce users.
Shouldn't Salesforce Help Your Team to Sell? So Why Isn't It?
Is Salesforce making your sales team's job harder? Learn why Salesforce becomes complicated and how process, platform, and people can simplify the experience.
The Probe Step: How Great Salespeople Ask Better Questions
Great salespeople ask great questions. Learn how to improve discovery, uncover customer needs, and use Salesforce to reinforce better probing.
Underperforming Reps: How Salesforce Helps Sales Managers
How sales managers can use Salesforce to spot performance problems early, coach struggling reps, and hold the team accountable to clear expectations.