How to Maximise the usage of Salesforce Analytics, reports and dashboards?
Salesforce is a powerful CRM platform that provides businesses with a wealth of Analytics, Reports and Dashboards including the power of AI. However, to fully leverage this business processes and workflows need to be aligned with the right Technical best practices on Salesforce platforms. By doing this, the underlying data will throw more insights for […]
What is Salesforce Quote-to-Cash implementation – how to make the most of it?
We see Startups to Big Corporations trying to adopt Salesforce CPQ. As you approach a CPQ implementation, remember that it won’t be as easy as replacing a single system with a new one. It could be straight forward for a startup but as the size of the company increases, the more differentiated the processes become. […]
How to choose the ideal ecommerce platform for your online shop?
If you are reading this, you have most likely made up your mind that you need to get your Business Online. Every Business is unique and so is the criteria for evaluation. Though there are a thousand things that need to be considered before selecting the right platform, let’s focus on the common and most […]
Must have reports for Sales Team
Every Business is Unique; two different companies cannot act on similar Sales Insights. There could be a 50K+ workforce in a retail Enterprise vs a Medium Sized Healthcare Business with 2000+ employees; they both could value absolutely different Metrics. All said and done, Salesforce as a Tool is Sophisticated and addresses every need of the […]
Qualities of a Great Salesforce Consultant
Choosing the right Salesforce consultant can significantly impact your business’s success in leveraging Salesforce’s powerful capabilities. A great Salesforce consultant possesses a unique combination of technical expertise, industry knowledge and interpersonal skills. In this blog, we will explore the essential qualities that make a Salesforce consultant truly outstanding and how these qualities can benefit your […]
Implementing a Sales Process for your Small Business
Prospecting, Connecting, Evaluating, Presenting and Closing are the general terms discussed in a Sales Process. In this blog, I will focus on Sales Automation using in-house and Field Sales Executives. Sales Executives/Employees are the most expensive employees for any organization who take home huge salaries, bonuses, OTE due to the nature of work and aggressive […]
Salesforce Integration for SaaS Companies
Software products are either SaaS subscriptions or Licensed wherein SaaS subscribed Software products are as good as its integration with other Applications, or it becomes siloed with no data insights. A SaaS product should integrate with other Tools/Software. The ability to integrate increases the market value of a SaaS Product. SaaS companies also give out […]
What is the best CRM for startups?
Before we compare the best CRMs available in the market, let us first talk about your CRM requirements and if you really have to move to a CRM. First up, the expected ROI you can get from investing in any given CRM is 771%, which is approximately $8.71 for every $1 you spend. The first […]
Top 7 CRM Implementation Myths
CRM selection process is among the most important IT decisions Businesses take. Deciding on a CRM to Migrate from Spread Sheets or internal Be-spoke app doesn’t quite stop with the decision. There are a few myths around the actual CRM Implementation that happens after the selection. Top 7 myths on CRM Implementation follow. CRM can […]
How to choose the Best Salesforce Consulting Firms
Being a Small or Medium Business, it is difficult to have a dedicated resource with the expertise to handle a CRM. It is only reasonable to choose a service provider with the required technical expertise to get the maximum benefits of your CRM. 6 most important things to look for in your Salesforce service provider: […]