There’s a particular kind of account that keeps sales managers up at night, and it’s not the ones that are obviously struggling. It’s the ones that used to be great and have quietly started going in the wrong direction, because
Here’s a question I ask sales managers when we’re talking about Salesforce Maps for the first time: which of your accounts hasn’t had a visit in over ninety days? Most of them pause. Some of them say they’d have to
Salesforce has been on a bit of an AI tear lately, and if you’ve been to a Salesforce event or gotten a Salesforce email in the last two years you know exactly what I’m talking about. Agentforce this, Agentforce that.
If you’re a small business running Salesforce and QuickBooks, somebody on your team is doing the same thing twice. They close a deal in Salesforce and then they go recreate it in QuickBooks. Manually. Every time. And if that’s happening
https://youtu.be/73J1Okj12cI True story. A client asked us to build a Salesforce opportunity object with 378 fields. Then they asked why nobody was using the system. I’m still not entirely sure what they expected. Have To Have vs. Want to Have