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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

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

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

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?

The role of the Salesforce Admin is more important than ever. As customers’ expectations continue to grow, more companies look to digital transformation to deliver that highly personalized, responsive, on-brand experience. At the center of delivering a Salesforce Customer 360 view sits the Awesome Admin—building, configuring, and automating solutions to drive productivity, … [Read more...] about The State of the Salesforce Admin in 2023