You need to know a lot before your CRM implementation, and there’s still more to do after to ensure you’re getting the most out of your system. We took a look at some of the most impactful CRM statistics to help you understand what elements to consider when choosing and implementing your CRM system. Read More
Category Archives: Salesforce
You want your business development team to be in top shape. That’s why you invest time, effort, and funds into strategizing and perfecting your operations, striving for the most efficient and effective processes. To achieve this goal, you apply assessments – performance goals for your sales reps and KPI reporting to test strategies – but how do you assess your business development CRM? Read More
It may be tempting to think customizations are merely a perk when it comes to your team and your Salesforce CRM. However, personalization and customization are what set Salesforce apart from other CRMs – if you’re not taking advantage, you’re leaving significant opportunity for operational effectiveness on the table. Read More
According to Harvard Business Review, close to 70% of all CRM projects fail. Why? Studies show the majority of users don’t understand key features and give up on the system. How can you get your team to buy in and use the full features of your development tech investment? Read More
Organizations have one of two experiences with Salesforce: immediate satisfaction or extreme frustration. The differentiating factor between these experiences is the level of Salesforce support. Companies that implement correctly, regularly refresh their system, and invest in reliable support see the benefits of their Salesforce system hundreds of times over. Read More
It’s the day before the big meeting with investors, and you need critical data from your system, but you can’t figure out how to find it. You call the support line, but it will take hours to get them up to speed on your issues. Months and years of work are stuck. Your team is frazzled. You’re frustrated. And it looks like you have a long day of drugging up sales data ahead. Read More
I am lucky to work closely with our clients to align their goals with our custom sales as a service solutions. However, a recurring roadblock we hit in these discussions is effective business development CRM usage. Many tell me they tried a CRM, but the results weren’t worth the effort. Or, they’re wary of implementing a new system and tackling the perceived complexity, seeing it as more trouble than its worth. Read More
Over the past few months, your business has likely relied on cloud-based systems more than usual. With so many working from home due to the global COVID-19 coronavirus pandemic, businesses were forced to shift to online processes. For many, that meant relying on their CRM more than before and discovering issues in how they leverage this critical system. Read More
During this unprecedented moment in history, most businesses have seen a slow in operations due to the novel COVID-19 coronavirus. This forced slowdown provides a unique opportunity to take a look into your development strategy, analyzing data, and identifying gaps and opportunities to pivot. As we wait to see what the future holds, gathering those insights to pivot is more critical now than ever.
Bad data leads to bad development decisions. We all know this to be true. Stats like 40% of businesses failing due to inaccurate data, and almost 30% of sales rep time wasted on bad data signal the dangers of bad data loud and clear. While poor data points are a bad actor in development data failure, data collection and processing are also at fault. And all three are a major trigger in Salesforce support.