How To

In the dynamic world of sales and marketing, precise terminology is crucial for effective communication and collaboration between teams. Three key terms […]

As a Series A company embarks on its journey to scale and establish a strong market presence, leveraging the right tools and […]

In the fast-paced world of sales, every interaction counts. Whether it’s a cold call, an email exchange, or a booked meeting, each […]

I’m probably old-school, but I love the Lead object in Salesforce. I just love having a table where all of the lowish […]

One of the first metrics I pull in any Salesforce I start in, and a metric I regularly revisit in orgs I’ve […]

I often get asked to ‘show the ROI’ of various marketing Campaigns in a Salesforce from an organization that, up to this […]

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 […]

One of the first things I do in a new Salesforce is calculate Opportunity Win Rate globally. This metric can be used […]

The requirement: when an Opportunity advances to a specific stage, send an email alert and an in-app Salesforce alert. Sending the email […]

If you’re using Leads and Contacts in Salesforce it can be a bit hard to track all people at the Account level […]

A common ask I get in Salesforce is how to group data based on it’s characteristics – for example grouping random Industries […]

Here’s the requirement: when a new Note & Attachment is added to a child record automatically associate it with a related record, […]