Category: Sales Cloud

The role of the sales rep is shifting from transactional reps who present information, to Challenger reps who teach customers how to improve their businesses. Differentiation on features and benefits no longer works. Why? Customers believe your brand and products are good – but, the problem is that they also... Read More»

Transform your Small Business with CRM and Accounting Software A CRM application is an invaluable tool that will simplify the management of your small business. Implementing the right CRM can increase sales efficiency – you can close more deals, increase sales, and improve forecast accuracy. We’re not talking just a... Read More»

In your sales organization, you want to know how business is doing this month. You'd like to know metrics such as opportunities created, deals closed, and deals closing next month. While in the past you had to create three separate reports in Salesforce, now, you can get all this data... Read More»

In our October blog post, we introduced a new Salesforce for Outlook feature—the Salesforce Side Panel. You can use it to view and work with Salesforce records directly in Microsoft® Outlook®, as well as add emails to the Salesforce records of your choice. And now that Spring ’13 is here... Read More»

Rebecca Wettemann is Vice President at Nucleus Research Getting more out of your CRM means giving your sales reps more time to sell. We all know intuitively that extending CRM to the partner network, integrating other data sources, and leveraging technologies for social collaboration will drive greater returns from your... Read More»

For the Salesforce Spring ’13 release, the Salesforce Documentation and User Assistance team has improved the Salesforce Help site to better support the way you work. The online help site gives you the information you need to be successful; view help topics for whatever Salesforce application or feature you’re working... Read More»

We’re not in Kansas anymore…. You know that uneasy feeling, when you enter into something new and foreign to you? That’s how many inside sales reps feel on their first day. There is a ton of information flying at them with no time to digest it all. They find themselves... Read More»

We know that getting data into Salesforce is crucial for your business. To help you sail the data import seas smoothly, we've put together a 6-part video series covering the ins and outs of data import. Watch and learn what your different options are for importing data, why you might... Read More»

Giving time back to sales reps is one of the best gifts you can give to your company. Why? Increasing selling time improves rep productivity. This is because with more selling time, each rep on your team can spend more time in engaged selling activities such as prospecting, progressing opportunities,... Read More»

You’ve probably heard the adage “what got you here won’t get you there” as it applies to career success. The same wisdom also applies to a growing business. In the early stage, you may get along well enough using familiar tools like Excel or post-it notes to track your customers... Read More»