Understanding Key Sales and Marketing Terminology: Marketing Qualified Lead (MQL), Sales Qualified Lead (SQL), and Sales Accepted Lead (SAL)
In the dynamic world of sales and marketing, precise terminology is crucial for effective communication and collaboration between teams. Three key terms […]
Navigating Growth: Key Metrics for Series A Companies to Track in HubSpot
As a Series A company embarks on its journey to scale and establish a strong market presence, leveraging the right tools and […]
Maximizing Sales Potential: Why Creating an Opportunity in Salesforce Upon Booking a Meeting Is Essential
In the fast-paced world of sales, every interaction counts. Whether it’s a cold call, an email exchange, or a booked meeting, each […]
Why I love Leads in Salesforce
I’m probably old-school, but I love the Lead object in Salesforce. I just love having a table where all of the lowish […]
Tracking Sales Velocity in Salesforce
One of the first metrics I pull in any Salesforce I start in, and a metric I regularly revisit in orgs I’ve […]
Campaign Influence in Salesforce
I often get asked to ‘show the ROI’ of various marketing Campaigns in a Salesforce from an organization that, up to this […]
Salesforce Slack integration
The Salesforce-Slack integration is worth taking the time to build out. Two simple use-cases: In my opinion just those two use-cases make […]
Calculating Opportunity Win Rate in Salesforce
One of the first things I do in a new Salesforce is calculate Opportunity Win Rate globally. This metric can be used […]
How to Send Desktop Notifications in Salesforce Flow
The requirement: when an Opportunity advances to a specific stage, send an email alert and an in-app Salesforce alert. Sending the email […]
Matching Leads to Accounts in Salesforce
If you’re using Leads and Contacts in Salesforce it can be a bit hard to track all people at the Account level […]
Using Formula Fields to Group Data in Salesforce
A common ask I get in Salesforce is how to group data based on it’s characteristics – for example grouping random Industries […]
How to automatically attach new Notes & Attachments to related records in Salesforce:
Here’s the requirement: when a new Note & Attachment is added to a child record automatically associate it with a related record, […]