Activities could be considered the fuel that ignites the engine. Companies often establish “cadences” – sequences of activities that have been proven to work in achieving a goal (e.g. to qualify a lead). Reporting on Activities will give sales managers and sales operations a huge amount o...
Sales Cadences Engagement Intelligence Prospecting Center Access CRM data from everywhere you work. Sales Cloud Everywhere Speed up outreach with an inbox infused with data and automation. Improve customer follow up by tracking engagement. Keep up with top prospects more efficiently with email templates...
Ready to take your very best practices for prospecting, and set them into motion at scale? Sales Cadences lets sales managers set steps for sellers to follow — things like: when to email versus call, what call script to use, and what material to send if they say no. Read about Sales...
How to Create a Winning Sales Deck: Best Practices Your sales deck templates should support your presentation. It provides a starting point and context to have a conversation around, not a crux to coast through a generic pitch. Opt for graphs, charts, images, and white space over text. The...
“Are you making the most of your Sales Cloud investment? Learn about the latest innovations and features you have access to, like forecasting, call coaching, cadences, sales programs, maps, and more.” I’m a big fan of Sales Cloud and an even bigger fan of ensuring ROI (return on in...
The incoming freshmen in Cloudy’s new student group love polls. The advisors that facilitate the group noticed they got the highest engagement and most comments on posts that include a poll. They didn’t want to overdo it and post polls every day, so they deci...
Sales cadences Sales engagement hub Companies can do a lot with Salesforce’s entry-level plan, but once you go from 10 users to 11, your subscription costs will triple. In any case, the range of features at every subscription tier should cover most businesses’ needs. Be aware, however,...
• “What we found is creating a cadence of content where people knew that they could come back to on a regular date and time really helped with our viewership,” she says. “We found that we had the same people asking questions, and commenting, and sharing the content each Tuesday at...
Additionally, we recommend a regular governance team cadence for ongoing reinforcement—such as a quarterly or annual policies and settings review and user support model review to gauge the efficacy of your current strategy. Determine Your App Governance Decision Flow ...
process. You could simply write VBA script to achieve the same result too. But still, using apex triggers gives much better control over things.Hope you enjoyed reading this post and welcome to learn more about best practices in SFDC. Feel free to share feedback via comments below. Thanks....