Category Archives: CRM

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

Selling Psychology

The head game of selling Soc of Inside Sales Prof Meeting 12/3/2019 First I want to thank Ring DNA the sponsor of this fascinating event. The panel consisted of:  William Tyree Chief Marketing Officer at Ring DNA  and Laura Santopietro … Continue reading

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

Digital Leverage

“In finance, leverage is any technique involving the use of debt rather than fresh equity in the purchase of an asset, with the expectation that the after-tax profit to equity holders from the transaction …” Wikipedia The whole idea with … Continue reading

Posted in CRM, Orange County, Salesforce, Technology | Leave a comment

Make your CRM Relevant to the Sales Team

When many CRMs are implemented it is from the top down, where it’s pushed on to the IT Dept. The Sales Team sees it as an IT thing or a Bean Counter thing, yet another non-productive activity.  So what is … Continue reading

Posted in CA, CRM, Orange County, Sales, Salesforce | 1 Comment

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

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

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

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

Salesforce CRM Data Clean-up

Having a lot of data is nice, having usable data is far better. We will need to look over the data in detail to make sure we are not importing data we don’t need or want. It is surprising in … Continue reading

Posted in CRM, Orange County, Salesforce, Salesforce CRM, Technology | Leave a comment