The Key to Any Great Sales Conversation? Setting a Next Step Every Time

The Key to Any Great Sales Conversation? Setting a Next Step Every Time

Great sales people always make sure that the route forward is clearly defined. Are you getting it right?

Let's suppose that you know the product you are selling inside and out.

Let's suppose that you have a great interaction with a potential customer who really seems to need your product.

It seems like a home run; a certain sale.

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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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Marketing and Sales Alignment - Bridging the Gap

Marketing and Sales Alignment - Bridging the Gap

It’s no secret that divides can sometimes exist between departments. Marketing and sales departments are great examples, as even though the two often share a common goal, each tends to operate in a silo. The gap between marketing and sales needs to be bridged, however, as collaboration is essential to getting the results both teams are looking for. Marketing and sales alignment can lead to greater conversion rates, higher close rates on marketing leads and a boost in revenue directly related to marketing efforts. As a marketing leader, there are a number of things you can do to foster collaboration between your team and sales. Here are a few tips to get you started.

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Building a SaaS Company in 2015

Building a SaaS Company in 2015

Many things have changed over the last few years when it comes to building and scaling a company. Product development is getting easier every day with steady advancements in tools, services, and APIs. Companies such as Stripe, Heroku and others have made it easier and faster to get a new app into a customers hands. There’s no doubt this is great for entrepreneurs but it doesn’t come without its own set of problems. As it becomes easier to build a new product, it becomes harder to attract an audience as more competitors flood the market. Regardless of the merit of their offerings, these companies can still create noise and confusion for potential customers. For example, you can find dozens of competitors in the sales acceleration space that are being built all over the world and offering solutions at a wide range of price tiers. With all this noise, it is hard for your potential customers to find the solutions that are truly delivering value.

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Salesforce Security - Admins, Do Your Share

Salesforce Security - Admins, Do Your Share

Let’s face it, 2014 has been a bad year for corporate security. Sony Pictures, Home Depot, Target and JPMorgan Chase are just the most prominent names of companies that became victims of cyber criminality. They found themselves in a PR nightmare due to data breaches. Also, Salesforce security went under attack by the Dyre Malware going after Salesforce credentials. This means: it can hit your company too. So, why not start the year with a Salesforce security sanity check of your Salesforce org? Here are some tips that come with no costs, but might significantly improve your Salesforce security.

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Salesforce Opportunity Stages and Their Probability

Salesforce Opportunity Stages and Their Probability

I’ve seen many Salesforce admins and business analysts struggling with defining salesforce opportunity stages and the associated probability values. Why is it important?

Well, one of the core purposes of a CRM system is forecasting. This means the company needs to understand as accurate as possible how much money they are going to make and thus how much money they can afford to spend. This is called "revenue forecasting". Other forms of forecasting are "post sales resources forecasting" (e.g. how many deployment specialist are we going to need) or "supply chain forecasting". Here are two two simple measures to get to a significantly better forecast accuracy, without even having to use the newer and much more complex forecasting feature.

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4 Trends That are Changing Sales

4 Trends That are Changing Sales

Sales has been gradually morphing over the past few decades. Technology has really changed sales and continues to change it today. Although I don't think there will be any drastic changes in sales in 2014, I think we will see 4 trends continue.

1) Product and sales information must be public

The old sales world was about sharing information in exchange for a next step. Holding this information captive allowed reps to hold more of the power. This information is now all online. For most products, including many Enterprise products, you can no longer afford to hide lots of your information from the prospects who are looking to make most of the decision on their own. The sharing of company information is getting even more extreme with some new companies posting all their information publicly including every single customer that starts to use their product or their exact margins.

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Creating Automatic Follow-up Reminders in Salesforce

Creating Automatic Follow-up Reminders in Salesforce

Consistent follow-up is key in sales. This is easy to do if you are not working a lot of leads. The problem is that you need to build a sustainable pipeline, which means you will be working on a lot of different leads and that are all at different stages. This is when things start to fall through the cracks.

To make it easier to manage these leads, it is helpful to try automating your sales process. You can do this easily using Salesforce Workflow rules. This is a very powerful feature that people often don't leverage. You can use workflow rules to provide a better sales experience while also saving time. Here are a few examples of different follow up rules you could implement:

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