AI Digital Transformation Articles
A Typical Sales Management Reporting Process - Short Video
One of the most time consuming and toughest jobs in Sales Management is to update your sales reports. Depending on your executive leadership, you typically have to publish them each day, week, month, quarter and year.
I came across this fun youtube video that explains how sales reporting typically works in most companies and how it can be greatly improved with cloud-based Analytics and Business Reporting.
Top 10 CRM Complaints that a CRM Administrator Can Fix
Many Companies and Sales Organizations do not know the proper level of System Administration resources they need for a Customer Relationship Management (or CRM) System. This page will help explain why a Systems Administrator is so critical to your short and long-term sales success and the cost of Systems Admin Resources:
Do You Know the 5 Levels of CRM?
Ten years ago, there were a few dozen CRM Systems available from ACT (for Small Businesses) to Siebel (for Large Enterprises). In the past, you bought the software once, paid for the implementation and then paid an annual support fee...forever.
Salesforce Admin & User Self-Paced Training
Over the last five years, Salesforce.com has become very complex to successfully implement and manage.
However, the CRM System is still very easy to just turn on with their standard configuration and start working. It's quick, not too painful and many companies just do that. They really need some training basics before they start using it.
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