Category Archives: CA

Why Sales Hates CRM & How to Help

The very nature of what makes a person good at sales is often what will incline them to hating CRM. Yet Sales has entered the digital era and those sales people who adopt and adapt will far outshine those that … Continue reading

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AI Will Change Sales.. Act NOW!

I was reading an article “How to Sell Successfully in the Fourth Industrial Revolution” (written by Sandler Sales & Evernote) about how AI will change Sales in the future.  The article referred to data from Gartner inc. “Global business value … Continue reading

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OC B2B eMarketing Group Meeting

eMarketing – OC Pardot User Group July 25, 2019 Great user group session today hosted by Roland DGA in Irvine, CA. It was an interesting mix of people from new users to the more experienced. The newest was just launching … Continue reading

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The FOURTH Step to CRM Implementation Success Identify the Metrics

In our previous step we selected SMART goals (by George T. Doran) now we continue that process to get to specifics: Specific– target a specific area for improvement. Measurable– quantify or at least suggest an indicator of progress. Assignable– specify who … Continue reading

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The THIRD Step Define Your Goals & Objectives

Define Your Business Goals & Objectives for Your Salesforce Implementation Our Vision that we developed in Step One must guide the team in developing our Objectives. Unlike our lofty Vision, our Objectives are much more specific and measurable. In step … Continue reading

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The SECOND step of SIX to CRM Implementation Success

Define Your Strategy From Wikipedia: Strategy (from Greek στρατηγία stratēgia, “art of troop leader; office of general, command, generalship”[1]) is a high level plan to achieve one or more goals under conditions of uncertainty. In the sense of the “art of the general,” which included several … Continue reading

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The FIRST of SIX Steps to CRM Implementation Success

Creating a High-Level Vision From Wikipeadia 1.Organizations summarize their goals and objectives in mission and vision statements. Both of these serve different purposes for a company but are often confused with each other. While a mission statement describes what a company wants to do now, a vision statement outlines … Continue reading

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