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How to Build A Sales Process That Lands Deals Every Time

January 18, 2024 by Jeffrey Steen Leave a Comment

Business growth expert Tiffani Bova said it best: “How you sell matters. What your process is matters.” Think of your sales process like a map. It shows you how to get from point A in the sale (finding your prospect) to point Z (closing the deal), highlighting necessary steps along the way. Without it, you get lost, fumble, or stall out. The best sales processes make selling … [Read more...] about How to Build A Sales Process That Lands Deals Every Time

What Is a Sales Lead? The Complete Guide

January 18, 2024 by Frank Toy Leave a Comment

Not long ago, Schneider Electric created what it calls its “digital opportunity factory.” Using data from a variety of sources, including research, accounts, orders, and customer assets, this “factory” is how salespeople are making it easier to identify sales leads that may need to upgrade, modernize, or replace their systems. As a result, the sales team reduced its time to … [Read more...] about What Is a Sales Lead? The Complete Guide

Replay: Project Management with Emma Keeling

January 18, 2024 by mgerholdt@salesforce.com Leave a Comment

Today on the Salesforce Admins Podcast, we’re revisiting our episode with Emma Keeling, Salesforce Consultant and Nonprofit Community Group Leader. Join us as we chat about the skill of project management and some best practices to help you keep things organized. You should subscribe for the full episode, but here are a few takeaways from our conversation with Emma Keeling. Why … [Read more...] about Replay: Project Management with Emma Keeling

What Is Digital Sales? Tips, Strategies, and Tools

January 17, 2024 by Erin Hueffner Leave a Comment

The sales environment is overwhelmingly digital. McKinsey & Company found that 80% of B2B buyers want self-serve digital options. It’s a similar story in B2C circles, where up to 70% of deals are closed online, depending on the industry. With this in mind, you’ll have a better chance of reaching your customers by upskilling with digital sales. This guide will help you get … [Read more...] about What Is Digital Sales? Tips, Strategies, and Tools

Insurers: Beyond Transactions, What’s Your People Policy?

January 17, 2024 by Tori Fitzmartin Leave a Comment

The insurance industry is filled with potential, but companies remain stuck in old ways, leaving customers unhappy and disconnected. One in three customers switched providers last year, due to unsatisfactory insurance customer experiences. At Salesforce, we ask, “What do people truly want when they interact with their insurance company?” Extensive research shows that customers, … [Read more...] about Insurers: Beyond Transactions, What’s Your People Policy?

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  • Optimizer Is Sunsetting: Learn How To Use Org Check | Kate Clicks Through It
  • Admin Release Countdown: Get Ready for Winter ’26
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  • Inside Our Hackathon Build: Case Automation on Agentforce in 9 Steps

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