Salesforce Onboarding Email Flow for Closed Won Opportunities: CAS Come and See Video
Salesforce relative date fields bring flexibility and efficiency to your Salesforce data analysis; instead of manually updating those date filters on reports every day, week, or month, quarter, etc., these fields will automatically adjust based on the current date. This saves you a lot of time and ensures that your reports are always up to date. Join Dave from Cloud Adoption Solutions as he tells you more!
The ONLY Conference for Sales, Marketing, RevOps, and Commercial Executives in the Life Sciences Industry.
5 Steps to Cover the Exit of Your Salesforce Admin
Uh oh. Your Salesforce administrator, the one who keeps all of the fires burning for your sales or service team, has just announced that she won the lottery/ got a new job/ is finally becoming a Solid Gold dancer (oh, that’s just me). And you have two weeks to...
Salesforce User Adoption: The “T” in ADOPT
After you've worked through the first four stages of the ADOPT system and put them into place, it's time to focus on whether your users have the knowledge and muscle memory they need to push their own innate adoption of your sales technology. (Do keep in mind that...
Salesforce User Adoption: The “P” in ADOPT
After the initial technology implementation, it may be expected that users will love and adopt your tech more and more as they become immersed in the features and benefits that technology brings to them. Right? Well, do you remember the basics of inertia from your...
Salesforce User Adoption: The “O” in ADOPT
One thing that's true with sales and marketing technology training: once is never enough. Often, our approach to training for our field resources is to bring them in for a few very intense weeks of training, on products, policies and procedures, human resources...
Salesforce User Adoption: The “D” in ADOPT
Once you've purchased sales and marketing technology, you expect to see the results that automation and customization promised you during the tech demo. You may have even done a great job as leaders of marketing, sales, or technology teams in articulating the WIIFM...
Salesforce User Adoption: The “A” in ADOPT
Executives, administrators, marketing and sales ops/enablement professionals are spending a lot of their hard-fought budget on sales and marketing technology. The hard work isn't done, however, once you've designed and implemented the system; it isn't even done after...