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For Trailhead’s 9th annual Trick or Trailhead celebration, you’re invited to complete the first-ever hands-on mystery module. Attend a mysterious dinner party where you’ll get hands-on with flow and help solve a classic whodunnit. Uncover the culprit, and you’ll earn a spooky limited-edition Trick or Trailhead badge and a whopping 2,500 points. Trick or Trailhead at AI ManorHow … [Read more...] about Trick or Trailhead: Mystery at AI Manor

The deeper the relationship, the more we can ask for. It’s why we often ask to split dessert on the first date and move in together on the hundredth. This relationship-building is the force behind lead nurturing. We match the interest level of the prospect and earn the right to ask for more, one small step at a time. I learned the importance of lead nurturing back in 2008. It … [Read more...] about The Lead Nurturing Secrets That Helped Me Double My Sales

Think about your last frustrating customer service experience. More likely than not, it involved talking to agents, trying to resolve the issue in many (exhausting) ways, and repeating your situation over and over again. Isn’t there an easier way to get customer issues resolved — without a scorched-earth review on social media? Yes, and contact center CRM software can make it … [Read more...] about 5-Star Reviews or Customer Rants: Why Your Contact Center CRM Matters

A Salesforce Certified Sales Representative has broad knowledge of the sales process and is proficient in planning, customer and prospect research, deal management, pipeline management, forecasting, and closing deals with value. Being the one who closes the deals pays off. Sales representative skills are in high demand, and getting certified can put your career in high gear. … [Read more...] about 3 Questions to Fast-Track Your Salesforce Sales Representative Certification

First impressions matter. A poor onboarding process can set the wrong tone – for wealth managers trying to grow their assets under management (AUM) — and for clients who entrust their assets to someone new. Reduce pain points, attract new clients, and deliver better service — all with automated onboarding. Leaders in digital transformation at wealth management firms are seizing … [Read more...] about Automated Onboarding is Now Easier With AI