Sales

Salesforce, the global leader in CRM, has recently announced the general availability and pricing of its new generative AI features: Service GPT and Sales GPT. These features help sales and service professionals work more efficiently by generating personalized and data-driven responses for customer interactions. In addition, Salesforce has also introduced the Einstein GPT Trust Layer,…

The success of Salesforce implementation depends on unanimous adoption by end-users. Unfortunately, rarely will you find everyone on the same page from the onset which leaves many wondering how to bridge the Salesforce adoption gap. If you’re not convinced, consider the Whatfix CRM Survey 2020. In the survey; 40% of respondents said they don’t regularly…

It is one thing for an organization to hire the most qualified employees. It is another thing to keep these employees motivated, dedicated, and consistently passionate about their daily work while fulfilling their job descriptions. In come employee engagement trends we are already witnessing today. Businesses need to provide the support required by employees while…

Salesforce’s Customer 360  is a customer relationship management (CRM) platform integrated with all Salesforce solutions to bring your company and customers under one platform from anywhere in the ecosystem.  The new Customer 360 innovations brings together the following departments;  IT Marketing  Sales Commerce  Services With Customer 360, companies can pull together all customer data into…

Workplaces are dynamic. The work environment is ever-changing. Organizational cultures have a great effect on the productivity of the employees. A great workplace culture fosters the optimal performance of the employees. As we add more years to our calendars, workplace productivity trends keep arising and changing how we view the workplace and it’s effects on…

Employee engagement has been moving up the corporate agenda list and today, it’s more vital than ever for the survival of organizations and keeping valuable talent in the organization. Because employees are responsible for building your reputation, growing your business and developing customer relationships, having a team that is dedicated and enthusiastic towards their job…

Salesforce is the most progressive CRM platform in the world today. There are more than five serious implementations of AI features on the Salesforce platform. These include Service Cloud Einstein, Marketing Cloud Einstein, Sales Cloud Einstein, Commerce Cloud Einstein, and Einstein across all the industry clouds. This is besides other key products such as Slack…

The all-changing customer expectations and the ever-evolving technological advancements have made today’s business landscape very slippery for those failing behind the digital transformation wave. It’s now harder to market, sell and engage your customers as they have all become digitally savvy and expect nothing less than a satisfying experience whenever they digitally interact with your…

Most businesses track customer satisfaction, retention, returns, and so forth but they seldom listen well enough to translate patterns of customer behavior and interaction into higher levels of organizational performance. Customer listening is important and good for business and the companies that do it well tend to out operate, out-innovate and generally outmaneuver their competition….

Sales metrics are the key performance indicators, or KPIs, that empower a salesperson, team or organization to assess performance against goals and objectives, monitor progress and make necessary adjustments for continued sales success. Consistent success is achieved through balancing the high, medium and low performing sales. Sales metrics help you as a leader to monitor…

Sales are the lifeline of any business and having a general idea of what to expect in the future will help in making informed decisions. Sales forecasting techniques (estimating how much your company plans to sell within a certain period like quarter or year) are the answer to predicting revenue. There are several sales forecasting…

One of the main ways financial institutions outdo the competition is via customer experience. With technology, customers even have more access to their financial institutions. If you are looking to build customer loyalty and have customers sign up for new or higher-end products, customer experience is the way to   go. Impressive CX experiences cannot be…

A day in the life of a Salesforce admin. You need to export your organization’s data and back it up somewhere else (because something could happen, and you could lose it, even if it is in the cloud). You also need to ensure that data quality within the system, for example, duplicate data, does not…

Aligning the Salesforce platform to company goals is the ultimate goal for every Salesforce user. That’s because the platform is worthless if it doesn’t take you closer to your dreams. Unfortunately, the Salesforce platform is also a vast one. No one can claim to have mastered the entire CRM, especially since Salesforce introduces new features…

Salesforce offers anyone with System Admin permissions great power to customize their Salesforce org. The Salesforce platform is so intuitive that anyone, including those without expert knowledge, can customize their pages. Unfortunately, with great power comes great responsibility. Many Salesforce admins attempting to customize their orgs aren’t very responsible and need a few Salesforce lessons…