Category Archives: Sales Cloud

Salesforce Launches Sales Performance AcceleratorJuly 30, 2013 – What is the Sales Performance Accelerator? The Sales Performance Accelerator was launched in July 17, 2013 as a way ... Read Post →

Create a Round Robin Lead or Case Assignment RuleJanuary 31, 2013 – First off, what is a “round robin”? Simply put, it’s a rotation through a group. In the context of ... Read Post →

Best Practices for Managing Inside Sales with SalesforceSeptember 03, 2012 – We were recently asked by one of our Dallas clients to help them get a new inside sales group off the ground. They ... Read Post →

Accounts & Contacts: Identifying Duplicate RecordsSeptember 27, 2010 – I recently needed to identify duplicate Contact records in a org that contained over 40K Contacts. ... Read Post →

Leads: Merging Duplicate RecordsSeptember 27, 2010 – In our never ending quest to reduce duplicate records in Salesforce, before you convert a Lead into a Contact, as a ... Read Post →

Accounts & Contacts: Merging Duplicate RecordsSeptember 04, 2010 – If you have ever seen me train new Users on how to work with you’ll hear me say at least a half ... Read Post →

Actual vs. BudgetAugust 04, 2010 – It is not too uncommon to come across a situation where sales leadership wants to benchmark their performance ... Read Post →

Accounts & Contacts: Stay-in Touch RequestsJuly 02, 2010 – Pretty soon you can use Jigsaw (now to keep your Contact data up-to-date, but there is a nice little ... Read Post →

LeadsJune 24, 2010 – What is the purpose of Leads and do I have to use Leads? Leads are a way to separate prospects (people you’d like ... Read Post →

Accounts & ContactsJune 22, 2010 – Accounts What should be an Account? The Rule of Thumb I have used in the past is that an Account is a place that ... Read Post →