Category Archives: CRM

Selling During a Pandemic? Whats working Whats Not……

Not Working: Trade Shows         Door Knocking – Walk ins Emails expressing our companies concern for your health & safety …etc etc So what is working….? Well I jumped into to a Sandler Sales Training Presidents Club … Continue reading

Posted in CA, CRM, Orange County, Sales, Salesforce | Tagged , , , | Leave a comment

Cyber Security for Cloud Based CRM

Recently I heard about two companies who got Hacked (one a Multi Billion dollar Corp, the other about $150 Million). Neither one has gone public so I am keeping this on the low down. One got hacked due to a … Continue reading

Posted in CRM, Salesforce, Salesforce CRM | Tagged , , | Leave a comment

$14 Mill Profit from CRM Implementation

Its often the case that when you start digging around that un-expected benefits show up.  Sometimes a lot of success &  very profitable business can allow us to overlook money lying on the floor. This is the story of one … Continue reading

Posted in CA, CRM, Orange County, Phil Sallaway, Sales, Salesforce, Salesforce CRM | Tagged , , , | Leave a comment

Corona Virus Opportunities ?

First I am not suggesting hustling your neighbors by selling them $10.00 rolls of toilet paper or charging $50.00 for a jug of hand sanitizer.  In every situation there is an opportunity to improve your situation. My guess is that … Continue reading

Posted in CA, CRM, Orange County, Sales, Salesforce | Tagged , , , | Leave a comment

The State of Sales from Adult Hot Lines to Industrial Suppliers

According to the US Department of Labor Statistics in 2015 there are 14.4 Million people employed in Sales. That number includes inside and outside sales people from the person in the blue shirt at Best Buy to the top performer … Continue reading

Posted in CA, CRM, Orange County, Phil Sallaway, Sales, Salesforce | Leave a comment

The New Calf Consumer Data Privacy Act CCPA casts a broad net don’t get caught..!

The Irvine Chamber of Commerce hosted a lunch event on the New Calf Data Privacy Act aka CCPA. This Act was forced upon and through the Legislature by the threat of a Ballot Initiative. As a result it is about … Continue reading

Posted in CA, CRM, Orange County, Pardot, Phil Sallaway, Salesforce CRM, Technology | Tagged , , , | Leave a comment

OC Trailblazer Event with Peter Coffee

2/10/2020 Vizio kindly hosted our packed event “A Night with Salesforce’s Peter Coffee”. Peter started the night going over the changing demographic of our society. The fastest growing group is the over 60 yrs olds. Our population segments used to … Continue reading

Posted in CA, CRM, Orange County, Peter Coffee, Salesforce, Technology, Vizio | Tagged , , , , | Leave a comment

Counting the Cost – ROI on CRM

How do you define the ROI of your CRM system….? Learn how. Continue reading

Posted in CA, CRM, Sales, Salesforce | Tagged , , , | Leave a comment

CRM & E-Marketing the Dynamic Duo

Managing your relationships with customers is easier than ever. The only limit is your imagination. The great challenge for marketing is being able to track and attribute sales deals closed won to marketing activities such as: Trade Shows, Ads, News … Continue reading

Posted in CRM, Marketing, Pardot, Salesforce, Salesforce CRM | Tagged , , , | Leave a comment

Salesforce Dream Force 2019 ReCap

This local Trailblazer event was hosted by and at Roland DGA, Irvine CA. The gathering included the Developers Group, Salesforce Admin Group, and the Marketing Groups. First up was Jim Mitchel Architect from Visio who runs the Dev Group. He … Continue reading

Posted in CA, CRM, Orange County, Phil Sallaway, Salesforce CRM | Leave a comment