eBook Blog

4 Smart Sales Management Reasons To Using Sales Activity Data

According to this article from Sirius Decisions, Sales force automation systems are starting to work for Sales professionals. In this article, it references that “Nobody likes administrative work, especially if they need to enter the same data in multiple places, if nobody looks at the data, or – worst of all – if the data […]

9 November 2018 Sales Leaders

Wealth Management

4 Ways Successful Private Wealth Management Firms Excel At Client Experience

The rise of technology to the client and the organization is causing a disruption in the marketplace. Wealth Management Firms can no longer look the other way at new technology that will impact their clients, their advisors, their business, and their bottom line. With the economy experiencing long-term cycles caused in part by changing demographics, […]

30 October 2018 Salesforce

Introducing Multiple Calendar Views

A Personalized Calendar Experience For Even The Most Complicated Schedules. ZynBit’s calendar scheduling functionality is build to provide a better way to book more meetings, tracking your meeting activity and provide a better customer experience. Customers want to take control of their buying process, their schedule, and the frequency in which they meet with account advisors and […]

24 October 2018 Product

Deal Strategy Webinar Series for High Performing Sales Professionals

How To Identify Your Position In Every Deal  Thursday, August 9th at 1 pm ET The question that is most often asked by sales leaders, “Where are we with this deal?” It is important that this question be answered with confidence and to achieve that confidence your response should be focused on three things; The location in […]

31 July 2018 Webinar, Sales Leaders

4 Ways To Keep Sales Activity Data Current In Salesforce

4 Ways To Keep Sales Activity Data Current In Salesforce As Sales Leaders, we need reliable data from our Salesforce CRM to help us make good business decisions yet many of us struggle to have our Sales team keep their activity current. We understand how inefficient the update process can be at times and we want […]

21 June 2018 Salesforce, Sales, Sales Leaders