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5 Things to Avoid During Salesforce Data Migration

June 21, 2019

Data migration is an important task that should be performed with due diligence and care. The process is susceptible to errors and any mistakes made at the time of exporting the data, or uploading it to a new CRM system, can cause confusion and loss of productivity for the organization. The Salesforce Data Migration Tools make it much easier to export information into a proper file format where all the data is saved in a structured format. It helps prevent the likelihood of some of the common problems you will face when switching to a new data analytical tool. The ease of data migration in Salesforce is one of the primary reasons why people are switching to this software. Here is a list of 5 things you want to avoid during Salesforce data migration. Things to Avoid During Salesforce Data Migration Planning is very important for getting the best use out of Salesforce. Make sure that the appropriate systems, tools and personnel are in place for making the migration process a

4 Ways to Fix a Broken Lead Process Easily in Salesforce

May 02, 2019

When you upgrade your existing CRM processes to Salesforce, you will be able to import data into the platform. Sometimes, there are errors during the data integration process that reduce the accuracy of the leads. This isn’t a desirable situation as your sales team members may be following inaccurate leads, causing employee frustration and low-quality customer service. To prevent this problem from occurring, the data administrator will need to fix any broken leads and implement an accurate leads management system. In this blog post, we cover 4 ways of identifying broken leads and fixing them using Salesforce. 1. Lead as New Inquiries When Salesforce leads are assigned to new team members, they should be treated as brand new inquiries from customers. This will help improve Salesforce lead management for the sales agent and administrator. The administrator should carry out the same steps that they undertake when generating new leads. This involves searching the records for the

3 Important Steps to Use Data to Drive Sales Performance

March 13, 2019

Data gathered over a range of verticals such as consumer buying patterns or employee behavior can be used to improve the marketing efforts for a business. Firms that focus on building a sales database and data analysis techniques can make their marketing function more efficient with the help of sales intelligence tools. In this blog, we go over three steps you can take to increase your sales volume by making effective use of data for your business. Use Data to Boost Employee Performance You can use a sales intelligence platform to create key performance indicators for your sales team. The KPIs should focus on measures that your team members can control and improve. KPIs should be used to reward team member behaviors that drive your sales and discourage actions that cause a reduction in sales. For original source content click here … Contact: 507 Lakeshore Rd. E. Suite 206-B, Mississauga, ON L5G 1H9 Phone no: 1-844-677-5548 Email : salesforce@scottsdirectories.com

5 Strategies for Getting the Most from Your Leads

February 14, 2019

These days, businesses must actively work on customer relations and leads to get the most out of their selling effort. The sales team needs effective tools that help them manage prospects better from lead generation to sales. No two customers are alike. The sales team cannot pitch the same selling technique to everyone and expect the same results. Lead management software makes it easier to identify customer preferences. It allows sales personnel to tailor their selling methods to each individual customer and get the best results. The Lead Management Process The process of lead management is different for each industry and business. However, there are 5 stages of lead management that you will find in almost every type of organization. Lead Generation: This is where the lead gets created in the database. Most businesses are starting to automate the process where the lead is created when a customer submits an online form, makes a purchase, clicks on an online ad or calls t

Top 3 Ways to use Salesforce for Identifying Prospects

December 28, 2018

In today’s ultra-competitive operating environment, businesses are finding it increasingly difficult to expand their customer bases. Despite these acquisition challenges, industry experts such as David Kurlan indicate that less than half of all salespeople work to seek out fresh prospects. Instead, these individuals seem more than happy to nurture the existing accounts provided to them on their CRM software, without any further investigation. This narrow focus can substantially limit your organization’s growth. By making use of tools such as the Salesforce data loader , sales teams of every size can source and qualify thousands of new prospects with ease. Here’s how your frontend employees can make full use of these intuitive technologies to jumpstart their prospecting efforts. Start by Locating a Reliable Source of Data Any effective prospecting strategy is built on high-quality data and diligent research. For original source content click here … Contact: 565 Orwell St

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