If you’ve ever attended Dreamforce, you’re probably as excited for October 4-7 as the RingLead team. Dreamforce is the epicenter …Read More
While playing Monopoly with my daughter recently, I was thinking about a way to optimize a client’s lead lifecycle funnel. …Read More
B2B SaaS company, Intronis, recently reduced their data import process from seven steps to one step, resulting in an 85% …Read More
The average salesperson spends 4 hours per week updating his or her Salesforce CRM. However, this is hardly enough—the average …Read More
This holiday season, while finalizing your budget for personnel, keep in mind this magical story that I’m about to tell.
The …Read More
Data standardization is a key part of ensuring data quality. Lacking standardization results in bad data, which has numerous negative …Read More
On a very entertaining fireside chat webinar (hence the animated GIF) with Salesforce MVPs, Steve Molis and Michael Farrington, we …Read More
As a marketer, I’m faced with dirty, duplicate data on a daily basis. Bad email addresses. Bad phone numbers. Bouncebacks. …Read More
CRM data deduplication is like an equation waiting to be solved. Just like a high school math, the more variables you know …Read More
Salesforce is a powerful platform with unlimited possibilities. To get started with implementing Salesforce, check out these best practices and start working them into your process. When you do, you’ll not only have a smooth implementation, but you’ll look smarter than a cat in eyeglasses. Trust us.
Microsoft Dynamics has spent the last 17 years working on integration of CRM, marketing automation, ERP. In those years, they’ve collaborated with thousands of different customers’ integration projects and all the data that comes with it.
The group recently boiled all of that knowledge down to 10 best practices for a smooth customer data integration project in this ebook. I recommend reading the ebook, but here are the tips that stood out most to me during my read.
Marketers and salespeople often complain their CRM is limiting them. Salesforce, MS Dynamics and Sugar CRM all presuppose a particular progression from Prospect to Sale. No doubt that the systems are based on 120 years of sales research best practices. But what about your business? Does the Lead > Contact > Account > Opportunity flow always work for you?
Marketing automation systems like Marketo can help you bypass the restrictions in your CRM to build a sales funnel that makes sense for your business. Each business operates a bit differently. Each business has its own sales culture, its own corporate culture, and its own view of how sales happen. So when a company tells you to use their software, you have to change your process, and you become resistant…and so does the sales team. I know many firms where Salesforce is a dirty word because it has dirty data and a process that no one tried to make work for the business. And therefore Salesforce is “broken.”