How to Learn Salesforce: Choosing the Right Training Path
Trying to learn Salesforce? Learn which training path makes sense for your goals, from Trailhead and certification prep to instructor-led training.
Insights — Page 3
Insights for sales leaders.
Sales Process vs. Salesforce: Which Should Adapt?
Do not change a good sales process to fit Salesforce, or bend Salesforce around a bad one. How to decide what to keep, improve, and configure.
Salesforce ROI: 4 Ways Sales Teams Can Get More Value from Salesforce
Investing in Salesforce doesn't guarantee results. Discover four ways sales leaders can improve adoption, performance and Salesforce ROI.
Why Salesforce Training Alone Will Not Drive Adoption
Salesforce training alone won't drive adoption. Learn how sales managers, change management, coaching and ongoing support create lasting results.
Why You Are Not Maximizing Your Salesforce ROI
Invested heavily in Salesforce but not seeing the return? Discover the four factors that drive Salesforce ROI and what sales leaders can do about them.
How to Manage a Remote Sales Team: 7 Practices
Managing a fully remote sales team changes what you can see and what you must measure. Practical advice for sales leaders running distributed teams.
Salesforce Leads: When to Use Them and When Not To
Should your sales team use Salesforce Leads? Learn when Leads make sense, how Lead conversion works, and how to align your approach with your sales process.
Salesforce Mobile App: A Practical Guide for Sales Teams
Learn how the Salesforce mobile app can help sales teams manage leads, opportunities, activities and customer information—and how to set it up for adoption.
What a Good Sales Week Looks Like: 7 Leading Indicators
Learn how sales managers can define a “good week” using leading indicators, pipeline activity, and Salesforce data—before revenue results arrive.
Test Your Salesforce Training Knowledge: A Pop Quiz
Show off your Salesforce smarts. Some answers are self-evident, others may challenge you, but hopefully all are enlightening and entertaining.
The Danger of Prescribing Your Own Medicine
Most times when you have a Salesforce Training problem, it's not what you think. Making the wrong assumption can be costly and timely.
The Real Reason Sales People Hate Role Playing
Role playing is hard but necessary to effectively learn Salesforce. Read these suggestions for sales managers on how to create ongoing practice sessions.