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  • Posted in: Open Forum

    If you want to increase adoption, make it necessary for lead management, opportunity management, pipeline management, account management, and forecasting. Managers can have reps pull their own reports and come to meetings ready to answer questions and ...

  • Posted in: Open Forum

    Hi Scott We have two tools (one free, the other chargeable) that relate directly to the SFDC challenges you raise. The first is a Salesforce Dashboard that's been downloaded over 8,000 times. You can use the dashboard as a template for delivering ...

  • Posted in: Open Forum

    Here's what some of the best Salesforce reps do. Take a step back for a moment and consider how CRM fits into the overall sales function, starting with the foundation - the sales methodology. The term "Sales Methodology" is like the work "love." It ...

  • Posted in: Open Forum

    Hi I agree with Jackie below re the need to access more insightful dashboards as Salesforce's generally suck. Where I have had success driving SF adoption it has been through clear and consistent messaging and example - starting feom the very top. ...

  • Posted in: Open Forum

    Thanks Jackie. We do use Power BI but the reps don't have access to it. We need to integrate billings with bookings as they're quotas are based on billings not bookings, so that will improve usage. And Yes, I am looking at add-ons that can add genuine ...

  • Posted in: Open Forum

    Hi Scott, this is always a bit of a challenge. SFDC alone is mostly "data entry" for a rep (also big brother). One way I've had success is to feed SFDC data into a BI tool (Tableau or PowerBI, etc). Data is meant to tell a story and unless your SFDC ...

  • Posted in: Open Forum

    Hi Scott: If you'll forgive a self-serving (but highly relevant) suggestion, I've developed a new SFDC app called the Express Console that is a streamlined Opportunity and Task application that appears as a Lightning tab. Its primary value-add is to ...

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