Blog
Blogs about Salesforce and Hubpsot along with related integrations, projects, and support services provided to our customers throughout the US. We would love to hear from to learn more about your thoughts and ideas around the vital platforms for CRM and Marketing.
The Relationship Between CRM and Accounting Systems
How can a CRM system beneficial to produce performance changes in your sales process without the accounting history of your accounts and contacts? I strongly believe that it is not possible. As Salesforce has evolved from a CRM platform to a platform...
Proper metrics drive great decisions
How do you know if your CRM system is REALLY working? Sales metrics: How well are you closing valuable deals? What does sales success look like for your business? Here are 5 metrics to measure sales team performance and CRM success. Close rate...
Accountability is gosh darn valuable
How Can You Ensure Accountability Within Your Sales Team – CRM is the Key Have you experienced an environment in your career where the sales manager will ask you to make the required daily follow-up calls then some salespeople would...
CRM coordinates the efforts for the customer
How Do You Know If Your CRM Is Adding Coordination Value? Have you ever thought about the value that a coordinated business flow has to your team and your customers? In my mind, this is such a big deal. Why is this a big deal? Here are...
CRM Helps Leaders Get Buy In
CRM And Teamwork – How Teams Buy-In to Your Business Model? I believe when the members or an organization have completely bought in to the vision and mission for the organization. That means that employees, customers, prospective new customers,...
Culture Grower
Your CRM Is A Great Driver for Your People-Centric Culture I hear this all the time, we have a great culture at our company or (fill in this blank) has been the catalyst to the culture in our organization. When I hear this, I like to ask, how did...
Organize the Organization
Could A Stranger Drive Your CRM If You Gave Them The Keys? Fundamentally, CRM should be easy to use, quick to record information, rapidly report your activity, and allow new employees to quickly ramp up. If you can’t do this, then you have hurt...
Speed Kills…In Sports AND CRM
Growing up playing sports, I always heard the line, “you can’t teach speed”. That made since to me. No matter what level of conditioning an athlete has worked into, it doesn’t translate to faster when running. This is not true when we relate speed to...
Revenue Forecasting In Salesforce – Accuracy
The work related to a valid and accurate revenue forecast using the Opportunity Object in Salesforce is one of the most valuable components of the platform. Let us take a deep dive into the details. If you are a Salesforce organization, you may have an approach to...
Revenue Forecasting In Salesforce – Reconciliation
When we think of the accounting process of reconciliation, we typically are thinking of the reconciliation of the balance sheet accounts. After all, the working capital side of a business is closed out annually and the earnings or losses are swept into retained...
Revenue Forecasting In Salesforce – Key Components
Reporting the revenue forecast in Salesforce.com is vital information for predicting Sales, budgeting operational support and planning cash flow. The sales team is hard at work moving deals to close and staying on track while management is reviewing these deals to...
Non-Profit Growth and Developing A Data Culture Strategy
Introduction The development of a data culture in non-profit organizations is critical to their mission and vision. Now, however, data culture is required for survival and sustainability. Over the next 15 years, we see a couple of factors...
3 Core Advantages of Salesforce Health Cloud with White Rock
INTRODUCTION Salesforce Health Cloud with White Rock delivers healthcare providers the ability to go beyond health records and build stronger relationships with patients. Patient centered healthcare is the new reality today. There are three core advantages of...
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