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Category Archives: Technology
Will Sales and Marketing go back to Normal in 2021 and Beyond ?
Will we ever return to “Normal” Sales & Marketing activities? I don’t think so, find out why. Continue reading
Posted in Forecast, Marketing, Sales, Salesforce, Technology
Tagged 2021 Sales & Marketing
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“Giving Powerful Virtual Presentations” Webinar Notes
How to Make Powerful Virtual Presentations, put Boom In Your Zoom. Sandler Sales Webinar, Notes and link Continue reading
Posted in Marketing, Sales, Salesforce, Technology
Tagged Sales, Sandler Sales, Virtual Presentations, Zoom
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Create A Better Salesforce CRM User Experience
Frustrated with how long it takes use your CRM? Here are some tips to improve that experience. Continue reading
Posted in CRM, Sales, Salesforce, Salesforce CRM, Technology
Tagged Salesforce CRM, User Experience. CRM
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It Really IS Different This Time….. Sales 2021 – Covid Chaos
Yes It Really is Different This Time, Sales has changed and will not go back to the old “Normal” find out more. Continue reading
Posted in CA, Marketing, Sales, Salesforce, Salesforce CRM, Technology
Tagged 2021, Sales, Salesforce CRM
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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 California Consumer Protection Act, CCPA, Compliance, Data Privacy
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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 CRM, Peter Coffee, Salesforce, Trailblazer, Vizio
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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
Posted in CRM, Orange County, Salesforce, Technology
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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
Posted in CA, CRM, Orange County, Pardot, Sales, Salesforce CRM, Technology
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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
Posted in CRM, Orange County, Salesforce, Salesforce CRM, Technology
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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
Posted in CRM, Orange County, Phil Sallaway, Sales, Salesforce, Salesforce CRM, Technology
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