Get a glimpse of how you can power your data-driven sales while improving sales efficiency. Join our weekly demo webinar, Wednesday's 1:00PM EST ►

Sales Intelligence & Automation Blog

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

18 June 2019 Sales Metrics

The importance of sales data analysis for driving revenue growth can’t be understated. Unfortunately, many companies make critical, yet easily-preventable mistakes. Here’s how to easily fix them.
High-Performing

8 Essential Attributes of High Performing Sales Leaders

16 November 2018 Sales Strategy

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.
eBook Blog

4 Smart Sales Management Reasons To Using Sales Activity Data

9 November 2018 Sales Metrics, Sales Strategy

These improved systems are capturing information automatically so that reps spend less time doing data entry, and they’re analyzing the data they capture to help reps target the best prospects and accounts, offload tasks such as calendaring, and guide reps using insights from the SFA data.
Wealth Management

4 Ways Successful Private Wealth Management Firms Excel At Client Experience

30 October 2018 Financial Services, 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.

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.

Deal Strategy Webinar Series for High Performing Sales Professionals

31 July 2018 Sales Strategy

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...
Enterprise Deal Strategy

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

10 July 2018 Sales Prospecting, Sales Strategy

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.
data-activity

4 Ways To Keep Sales Activity Data Current In Salesforce

21 June 2018 Sales Metrics, Sales Productivity, Sales Strategy, 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.
5 Steps To Salesforce Adoption

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

9 May 2018 CRM Admininstration, Salesforce

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.
Salesforce Lightning Preparation

4 Steps to Prepare To Your Salesforce Lightning Migration in 2018

12 April 2018 CRM Admininstration, Salesforce

According to Salesforce, migrating to the lightning experience has boosted users productivity by nearly 40%. With Salesforce adoption still being a major priority for Salesforce administrators, putting a focus on the user experience can make all of the difference.