Category Archives: Salesforce

Artificial Intelligence Yes – No ?

Just what is Artificial Intelligence ask 10 people and get 25 answers…. even from the experts. Sorry I am not the expert here. There seems to be some confusion between Automation’s and Artificial Intelligence (AI) or maybe not. To someone … Continue reading

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Small Business AI – Biz Automation ?

We are too small for AI – Business Automation….. are you ? if not you are your competitors gaining an exponential advantage using it? I will offer an example of how even a business of modest means can greatly benefit … 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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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

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Salesperson Exits… Dude where’s my Contacts?

Early in my sales career I took over a territory that had been vacant for a few months. Not long after I started, I asked for a Account & Contact List and got a blank stare. As I later found … Continue reading

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CRM Implementation, Where’s the Data?

It’s kind of funny that when it comes to getting really started with planning the CRM Implementation “The Data” becomes a big issue. How so? Well sometimes there is so much we don’t know where to start on how to … 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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