Category Archives: CRM

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

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Counting the Cost – ROI on CRM

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

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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

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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

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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

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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

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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

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