Setting Goals for Salesforce Training
Before you launch into Salesforce training, step back and set out why you bought the system and what you actually want it to do for the organization.
Insights — Page 7
Insights for sales leaders.
Measuring Business Health With Salesforce KPIs
Salesforce makes good-looking dashboards easy. Here are the indicators that genuinely show business health, especially when compared over time.
Salesforce Training Alone is Not Enough
For Salesforce training to be truly effective, it must be designed in conjunction with an overall sales management process. So what does that mean exactly?
Debunking a Common Myth: Salesforce Training is Simple
Salesforce training is sophisticated and hard, and it should be delivered by trainers who understand Salesforce and understand salespeople equally well.
How to Handle the 'It's Not in the Budget' Objection
One of the fastest ways to get rid of a salesperson is to say it is not in the budget. How to handle that objection without dropping your price.
Salesforce Training: Monitoring Call Activities
Want better quality sales calls? Monitor activity in Salesforce, keep the statistics, and share the data with the team. That last step is what works.
Calculating the Cost of a Sales Call
How to calculate the real cost of a sales call from compensation, benefits, and travel expenses, and why every salesperson should know that number.
Salesforce Training Consultant vs SFDC Administrator
Outside consultant group or full-time Salesforce admin? How to decide which one your organization actually needs to get value from Salesforce.
Salesforce Training? Not if you Haven't Done This First.
The assumption is that you are ready for Salesforce training so reps can get back to closing deals. Before you book anything, check whether you are ready.
Salesforce Training for Financial Service Firms
Finance companies have only recently embraced the cloud-based approach at scale. What that means for Salesforce training in financial services firms.
How to Socialize Your Sales
Getting to know a customer once meant visiting their office. The web opened a different route into the sales cycle. How to use it without being a nuisance.
How to Write a Winning Sales Proposal
A proposal is the conclusion of a well-executed sales process, not a substitute for one. It confirms what was discussed. It does not do the selling.