by Mike Walsh | Nov 28, 2017 | Blog, Salesforce-Apps-AppExchange
Some of the most successful salespeople are just naturals at the game. For the rest of us, there are plenty of resources out there for training and skills coaching. Brainshark is one of those resources. Integrated directly into Salesforce, Brainshark can keep your current team sharp with detailed analytics, coaching or quickly onboard new sales reps and get them up to speed.
Brainshark provides sales reps with the training, coaching, content, and analytics they need to be prepared to have better sales conversations with prospects and customers, and close more deals.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Oct 16, 2017 | Salesforce Tips
Over the years, there have been countless books and movies about robots gone bad, and evil AI. However, not all artificial intelligence is bad. Take Salesforce Einstein for example. Einstein is an AI system created by Salesforce, for Salesforce, and released about a year ago. Einstein enhances your team’s sales productivity by providing intelligent recommendations, smart predictions, and automation throughout the sales process.
In short, Sales Cloud Einstein is a virtual data science team that learns from your own team’s sales activities and CRM data and can help you identify the best leads, convert opportunities more efficiently, and retain customers with ease. What’s more, you can customize it to meet your business’s exact needs. After all, with a name like Einstein, you know this is an AI you can trust.
Click Here for More Info on Einstein!
-Ryan and the CMB Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Aug 17, 2017 | Blog, Salesforce-Apps-AppExchange
Once you try this app, you will wonder how you ever navigated the sales process without it. This isn’t just a sales boosting app, but an intuitive AI program that will tirelessly reach out to leads, and prospect your sales pipeline. Once a hot lead is found, it will be smoothly transferred over to the real life members of the sales team, all without ever letting on that it was an AI doing the grunt work. Create custom settings and rules that the AI follows to give your customers the best possible service. Use this program to fill in the gaps that your sales team can’t quite cover. Need to supercharge your sales? Look no further than Conversica Sales Assistant.
The Conversica AI automated sales assistant reaches out to every single one of your leads, as many times and over as long a timespan as is required, and lets your salespeople focus on selling and closing deals instead of chasing down leads.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jun 30, 2017 | Blog, Salesforce-Apps-AppExchange
Sales strategies and closing deals are far more of an art form than a science. Even with all the developments and growth in modern data analytics, closing a deal still remains something that can’t quite be quantified. That is where Crunchbase comes in. The app is designed to help make the sales process a bit more technical and actionable.
Crunchbase for Salesforce lets you leverage Crunchbase’s dynamic company data to develop tailored workflows and get notified of key growth signals and milestones, empowering you to reach out to prospects and existing accounts with context to start productive conversations.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Mar 10, 2017 | Salesforce Tips
A common issue for many Salesforce users is that they feel overwhelmed by the massive amount of information available to them. While this is certainly a good problem to have, the next question that everyone finds themselves asking is, “how can I simplify all my data, and find the most effective way to communicate it to my users or clients?”
While you could spend time drafting extremely thorough and elaborate email or presentations, chock full of data points and every significant blurb you can think of, your audience might not have the time or desire to focus on what you are showing them.
A quick and easy solution to this is creating image formulas! Image Formulas are simple graphic indicators that can be used to represent the data that resides within Salesforce. They are highly customizable and (as long as you build your formula correctly) will automatically adjust themselves to accurately represent data as it changes.
You can build graphic indicators to represent just about anything:
- the earning potential of an opportunity (if the opportunity is under $_____, then only show 1 dollar image, if it is between $_____ and $_____ show 2 dollars and if it is over $______ show a whole stack of dollars );
- the industry that is listed on a particular account (medical, legal, financial, media);
- ratings of a lead, contact, account or opportunity (EX. one two or three stars)
So how can you build these sweet little graphic helpers? Follow the links below for an easy, step by step solution.
After you find yourself comfortable with the process, the fun part really begins, where you can select your images and icons, and spice up all your reports!
-Ryan and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
