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Blog

Lightning for Outlook vs. Salesforce for Outlook: Which is Better? (2019 Honest Review)

25 June 2019 Salesforce

There are a few basic questions sales teams have when attempting to integrate Outlook with Salesforce: Should I be using “Lighting for Outlook” or “Salesforce for Outlook”? I’m using Salesforce for Outlook. Should I upgrade? What is the “Salesforce Outlook Integration”? Is this a new tool? Are there any third-party tools that are better? What’s […]

Why Sales Data Analysis Fails (And How to Easily Fix It)

18 June 2019 Analytics, Sales

When it comes to sales, our minds don’t usually jump to concepts like data sets, data collection, logical evaluation, or sales data analysis. When most people think of sales, they picture an upbeat, maverick sales rep who woos customers on the golf course through sheer wit, charm, and natural instinct. In reality, this fast and […]

High-Performing

8 Essential Attributes of High Performing Sales Leaders

16 November 2018 Sales Leaders

Sales leaders today have access to more data than ever before and as new technologies like AI and machine guided sales tools emerge, consumable data for Sales Leaders will grow exponentially. According to the Salesforce blog Quotable– “Business-to-business sales is, was, and always will be a numbers game. From the paper-based forecast forms and quarterly […]

eBook Blog

4 Smart Sales Management Reasons To Using Sales Activity Data

9 November 2018 Sales Leaders

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 […]

Wealth Management

4 Ways Successful Private Wealth Management Firms Excel At Client Experience

30 October 2018 Salesforce

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, […]

Introducing Multiple Calendar Views

24 October 2018 Product

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 […]

Deal Strategy Webinar Series for High Performing Sales Professionals

31 July 2018 Webinar, Sales Leaders

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 […]

Enterprise Deal Strategy

The Jazz of Sales – Enterprise Sales Deal Strategy with 3 Primary Variables

10 July 2018 Events, Sales Leaders

Deal Strategy | 3 Primary Variables Thursday, July 12th- 1 pm ET Reducing the risk of a deal with increased forecast accuracy. Enterprise Sales is sometimes called the Complex Sale.  At a basic level, our friends at Sales Hacker define a complex sale as: Interchangeably used with Enterprise Sales, a complex sale is typically a long sales cycle […]

4 Ways To Keep Sales Activity Data Current In Salesforce

21 June 2018 Salesforce, Sales, Sales Leaders

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 […]

5 Steps To Salesforce Adoption

5 Steps Admins Can Take To Improve Salesforce Adoption From Sales Users

9 May 2018 Salesforce, CRM, CRM Admin, CRM Adoption

5 Steps Admins Can Take To Improve Salesforce Adoption From Sales Users Given the nature of the position and the pressure to hit challenging targets, often sales users are the lower adopters of Salesforce in most organizations. According to this Salesforce blog, “CRM systems are too often conceived and implemented with little or no consideration […]