For those heading to Dreamforce this year, we wish you luck. Of course, you’ll need more than just luck. Dreamforce is a whirlwind of keynotes, educational sessions, impressive exhibits and more. To help prepare you for this massive event, we asked our clients, partners and team members for their most vital pieces of Dreamforce advice....Read More
If the only type of sales metrics you think matter are on a CRM report, you’re dead wrong. Those sales metrics only tell you what has already happened. But sales metrics serve many purposes: They show you what your reps are doing, how well they’re doing, what their pipeline looks like and the results that...Read More
There’s no silver bullet for learning how to improve sales performance. As Vantage Point Performance Partner Jason Jordan puts it, there are many ways to improve performance – the key is identifying what moves the needle most and focusing your efforts on it. According to data from a Vantage Point webcast, pipeline management makes...Read More
We know Salesforce is one of your top CRM tools, so we want to keep you updated on the technology you use every day. Stay in the know with our Sales Leader Brief series. Earlier this month, Salesforce unveiled Wave for Financial Services Cloud. Because clients have wealth spread across multiple banks, firms and accounts,...Read More
Less than a month until one of the most exciting times of year: Dreamforce. Hundreds of thousands of people are preparing for San Francisco – including this year’s speakers. We couldn’t be more excited. The list of keynotes is off the charts, featuring global influencers like Mary Barra, Mark Cuban, Melinda Gates, Marc Benioff and...Read More
“Seeing all these vendors isn’t really that helpful to me.” That’s what I heard from a corporate trainer at an international conference for ATD. She was commenting on the myriad technology vendors present. She hit the nail on the head: “I already have a technology platform, and I don’t need another one. What I need...Read More
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