Driving Sales with Insights and Analytics

by Jennifer Preston on April 17, 2020

Modern sales teams are already overwhelmed.  The new reality of sales teams working from home because of the COVID19 quarantines in most part of the world are making the lives of sales professionals more difficult than ever.  At the office (the work office), inside sales teams had direct access to all of the tools they needed to be successful:  laptop, desk phone, reliable high speed internet, all of the software they needed and technical support to get it

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CRM Tracking Saves Time and Money

by Jennifer Preston on April 10, 2020

Salesforce is a CRM platform that tracks all sales activities including calls, meetings and notes entered from customer calls. Strong relationships with your customers is necessary if you want to have your business remain successful and stable through difficult times. The actual process of staying on top of these business relationships is where it can be tricky. Therefore, it is important to capture the sales activities in the CRM. CRMs offer solutions that work as

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Reducing Data Entry for your Sales Reps

by Jennifer Preston on April 9, 2020

Automation has entered every aspect of our businesses and sales processes. In addition to the basic tools that include CRM, Marketing Automation, Outbound Automation and Call Recording Platforms - sales automation and artificial intelligence are now foundational tools for sales teams. The question is how do you use these tools to attract the right sales leads and increase sales team

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3rd Party Contact Enrichment

by Jennifer Preston on April 6, 2020

Analytics, Business Intelligence, Revenue Intelligence all thrives on CLEAN data. Without GOOD and CLEAN data, all the fancy reports and insights are garbage. As we know CRM data is not always the cleanest, Opportunity and Deal data is usually ok since you need to understand the state and size of your deals, but Account and Contact "meta data" such as Location, Revenue Size, # of Employees, and up to date Contact information such as Title, Phone, Mobile

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Manage Salesforce Activities More Efficiently

by Jennifer Preston on April 2, 2020

Managing a team of sales reps takes vigilance and the power to stay ahead of the game. As a sales leader you are wearing many hats and keeping a lot of balls in the air.

On a typical day the average sales leader is:

  • Directing sales reps daily activities.
  • Coaching the team on how to connect and follow-up on leads at the right time.
  • Ensuring that the team is following the appropriate steps through each step of the

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AI-for-Sales 2020 Report

by Babar Batla on April 1, 2020

The Sales Mastery Group has released their 2020 "AI-for Sales Solutions Guide." The report is a round-up of 180 solutions in the AI-for-Sales space. The round up summarizes product capabilities and includes links to product websites, demo videos and other information to help you sort through the Sales / AI landscape.

Sales Mastery Group is run by Jim Dickie and Barry Trailer - both seasoned analysts who have

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The Path to Recovery with

by Jennifer Preston on March 27, 2020

The health of your sales pipeline is one of the most important metrics to measure the current and future health of your business. 

A recent survey cited 72% of sales managers lead sales pipeline review meetings at least several times a month with their sales reps. The problem, though, is that 63% of those sales managers responding stated that the businesses they work for are doing a bad job of managing their pipelines. These numbers show that there is room

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Surely, We Live In Interesting Times

by Babar Batla on March 26, 2020

"May you live in interesting times" is a quote often cited during difficult or trying times in our lives.  Ironically, one of the origin stories of this popular phrase is often described as a "Chinese Curse" while others credit it to a collection of Chinese short stories written in 1627 where one of the main character says:

"Far better to be a dog in days of peace
Than to be a

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How is your Customer’s Pipeline Changing in These Uncertain Times?

by Jennifer Preston on March 24, 2020

As business leaders and sales managers know - business is always changing. There are always new things to adapt to. But, many of us were not ready to deal with a global pandemic and the associated changes and impact. All around the globe business offices are closing and entire workforces are working from home. What can we adjust during these changing times?

Find Ways to Support and Power your Team

Like with all changes,

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Manage your Relationships now with Drag and Drop

by Jennifer Preston on February 10, 2020

Deals have participants and stakeholders. Do you know Who is who in the Zoo?

As a rep you probably know the people involved in your deal. But do your Managers? CRM, Salesforce,, etc… all have this notion of Opportunity Contact Roles, or Stakeholders in Microsoft Dynamics terminology. calls them Personas which all sync

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