Every sale is a story of connection between needs and solutions, questions and answers. And a sales customer relationship management (CRM) system is essential for making these connections. A sales CRM helps track interactions with customers and creates meaningful engagements that drive business forward. Most sales organizations aren’t taking advantage of this pivotal sales … [Read more...] about What Is a Sales CRM and How Does It Help You Close Deals?
Blogs
Why We Designed Einstein Copilot With Primitive Components
When you prompt an artificial intelligence (AI) assistant, its response will look different depending on your goal. You might get plain-text summaries, bulleted sales plans, or account overview cards. The possibilities go on and on. So when we created our conversational AI assistant Einstein Copilot, we leaned on modular design and reusable building blocks. Discover why we … [Read more...] about Why We Designed Einstein Copilot With Primitive Components
How to Land Your First Sales Job as a Business Development Representative (BDR)
You’ve got the gift of persuasion and the ambition to match — and you’re ready to turn those strengths into a successful career in sales. But where should you start? One of the best entry-level positions for someone hoping to break into the sales industry is business development representative (BDR). Here’s everything you need to know about becoming a BDR, including how to … [Read more...] about How to Land Your First Sales Job as a Business Development Representative (BDR)
How to Troubleshoot User Access with SOQL (Beginner Friendly)
Awesome Admins, we know that troubleshooting user access is a common task. You’re frequently asked questions like “Why can Jane access this field, but John can’t?” or “Why can John view this record when he shouldn’t be able to?” In Summer ’24, we introduced helpful summary views for users, public groups, permission sets, and permission set groups, which make answering user … [Read more...] about How to Troubleshoot User Access with SOQL (Beginner Friendly)
Reap the Rewards (and Avoid the Risks) of Channel Management in Sales
The term “channel management” is pretty straightforward, but the actual practice is more complicated than it sounds. Like a tightrope walker, a channel manager must delicately balance their organization’s goals with those of its channel partners. The people who fill this role must understand the many different types of partners so they can work effectively with each one. Here, … [Read more...] about Reap the Rewards (and Avoid the Risks) of Channel Management in Sales