Infographic: Top 6 Tips for Sales Ops

Infographic: Top 6 Tips for Sales Ops

People who work in sales ops are often the unsung heroes of any given sales organization. But we all know that sales reps and leaders couldn’t close deals and bring in cash without the critical support of sales ops.

We interviewed sales ops experts to learn what they’re thinking about to do their jobs better, and compiled a handful of their top tips. Let’s take a look:

#1: Tech must be intuitive The right technology should be simple and intuitive to use while also freeing up reps time to close more deals — it’s non-negotiable. In today’s competitive market, your reps simply don’t have time to waste on dated, clunky tools. Have a system that needs to go? Put the contract’s end date on your calendar now and set a reminder when it’s time to start shopping around.

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Inline Create Forms

Inline Create Forms

Create quality records with just two mouse clicks in the Groove sidebar.

The Groove sidebar in Gmail is already your best friend when it comes to understanding the context of an email. Recall that it is completely customizable. The displayed Salesforce objects, the fields and even the lookup logic can be configured so user is served with what's relevant to them. You update records right in the sidebar and click on custom buttons with all their limitless capabilities.

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Using Google Apps as Email Relay for Salesforce to Remove Via Disclaimer

Using Google Apps as Email Relay for Salesforce to Remove Via Disclaimer

Customers frequently ask us how they can avoid their emails getting caught in spam filters. The trick is to use Google Apps as an email relay for Salesforce.  Even though it’s our goal to provide you with the world’s best Gmail-Salesforce integration, we acknowledge that sometimes you really want to send emails from Salesforce directly. The catch is that such emails look funny when opened in Gmail or other security aware mail clients.  Gmail detects that the email was sent via an email relay that is in the salesforce.com domain rather than your own.  Thus Gmail warns the recipient by displaying the infamous “via ...”caption, which for most people is a clear sign that this is an automated bulk email.

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