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.
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.
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.
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...
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 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 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.
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