Dreamforce, Salesforce's annual mega-event, brings together professionals, experts, and enthusiasts from all over the world to learn, network, and explore the latest innovations in the realm of customer relationship management and technology. Whether you're a seasoned...
THE BLOG
Prospecting Based on Last Completed Activity
In this video, we show you how you can start prospecting based on the last completed activity. This can be used on any object that you'd use to prospect off of, but in this example, we'll use contacts. In order to begin prospecting based on the last completed...
What to Do When You Failed Your Salesforce Certification Exam
So, you failed your Salesforce Certification Exam. It’s not a good feeling, especially after all of the work you’ve put in with hopes of a better outcome. But failing Salesforce Certification Exams, not just once but several times, is quite normal! These exams are...
Salesforce Dialer: A Quick Overview
Calls are the foundation of sales in many businesses. But with all of the customers and leads your business communicates with on a daily basis, it can be difficult to keep track of everyone while following a proper sales cadence. And manually logging all of your calls...
Salesforce Genie: Everything You Need to Know
At Dreamforce ‘22, Salesforce introduced its latest product, Salesforce Genie - described as Salesforce as a “real-time platform for customer magic.” But what exactly does this product do, and how can it help your business? Let’s look at what this new product by...
What is Salesforce Revenue Cloud
No matter how great the products and services we sell may be, the biggest driving factor to customer satisfaction is a pleasant customer experience. Approximately 80% of customer LTV comes after the first order. And over 2/3 of deals fall through at the quoting stage....
When should you convert a lead in Salesforce
When should you convert a lead? Were you aware you stumbled into one of Salesforce’s most controversial topics when you clicked on the link to this blog? The age-old question of ‘When should I convert a Lead into an Opportunity?’ is controversial because there are a...
What is Einstein Behavior Scoring and how does it work?
Einstein Behavior Scoring is an intuitive tool created to help your company effectively close more deals. This feature allows sales representatives to have a clear view of each prospect and their overall likelihood of purchasing what products or services your company...
Who’s Got the Power? How to Leverage Your Power Users for your Salesforce Implementation.
Super Users. Champions. Platform Whisperers. Whatever you call them, Salesforce power users are the backbone of every team, making sure the proverbial trains run on time and advocating for improvements that benefit your team and your customers alike. They’re...
Everything You Need to Know About Salesforce Lead Conversion
In this video, we'll show you everything you need to know about Salesforce lead conversion. We show you the basics of a Lead object, and how you might acquire leads. We'll also give examples of when that lead should be converted to an Opportunity, and how to begin the...