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The Spring ’19 release of Salesforce is less than a month away. For those of you who haven’t had a chance to browse through the official release notes, here’s a quick rundown of the most important new items for this first update of 2019.Read More
Whether you’re choosing your first CRM or transitioning to a new one, it’s a big decision — one that will lead to even bigger impacts on your team. Training your team to use a CRM efficiently is as important as the data that will be kept in it. If they don’t know how to use it comfortably, the transition into a new CRM tool can be a difficult one.Read More
Client relationships are an incredibly valuable resource for businesses of any size, and the holidays are a perfect time to reach out with warm wishes to all of your contacts. But wrangling a huge mailing list can get overwhelming during a hectic yearend. So what’s the best way to check off your holiday “nice” list? Channel your inner St. Nick and get it all done in a wink using a full-featured CRM like Salesforce!Read More
Your company is small but growing. When should your team consider implementing a Customer Relationship Management system (CRM)? A better question may be, how far do you want to go?Read More
Considering all the decisions you have to make in setting up a CRM, closely aligning your sales process with your stages should be at the top of your priority list. In a healthy pipeline, the two will work together to help your entire team communicate effectively. Alignment also helps sales managers efficiently oversee the sales process, pipeline and staff.
Regardless of which CRM application you use, some denotation of deal status will exist. You may just need to dig your way through the jargon to get there. For example, Hubspot CRM calls this “Deal Stage,” while Salesforce.com just calls it “Stage”. Either way, it's important not only to understanding the role of a stage, but also to make sure it's clearly defined.Read More
Topics: CRM implementation
You may have seen our recent announcement that Launch Team has acquired One Down Consulting Group. It has come together fast, but was a long time in the making.Read More
One of the main decisions an Executive has to make regarding Salesforce.com is who is going to implement and support your solution. I have been in this space since 2001 and, in general, I see two different types of implementation partners: firms that lead with tech and firms that lead with consulting. The question is, which is right for you?Read More
When Salesforce began in a San Francisco apartment 18 years ago, who would have imagined that today more than 150,000 customers would trust Salesforce to drive sales, service, marketing, and more every single day? In fact, every month, our customers facilitate more than 50 billion interactions powered by Salesforce.Read More