Sales Intelligence & Automation Blog

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Salesforce Einstein Activity Capture: Setup, Benefits & Key Insights

Salesforce Einstein Activity Capture: Setup, Benefits & Key Insights

by Maddy Osman
Salesforce

Set up Salesforce Einstein Activity Capture to automate email and calendar syncing. Discover its benefits, limitations, ...

Top Reasons Why You Should Send Thank You Emails After Closing a Deal

Top Reasons Why You Should Send Thank You Emails After Closing a Deal

by Maddy Osman

Take a look at our expert tips on how to properly send Thank You Emails to your customers after closing a deal.

Gmail Organization 101: Top Tips & Hacks to Improve Sales Productivity

Gmail Organization 101: Top Tips & Hacks to Improve Sales Productivity

by Maddy Osman
Sales Productivity

Discover how the Gmail organization works with custom labels, Gmail filters, and Gmail search operators. Learn advanced ...

What is the Deal with 3rd Party Cookies Disappearing? 

What is the Deal with 3rd Party Cookies Disappearing? 

by Maddy Osman
Sales Intelligence

What is going on with the 3rd party cookies situation? Will they be banned from Google Chrome as part of a privacy-first...

The Yes Ladder Technique: How Small Yeses Can Lead To Big Sales

The Yes Ladder Technique: How Small Yeses Can Lead To Big Sales

by Maddy Osman

Psychology is a core part of sales. The yes ladder technique is one of the most effective sales psychology techniques. L...

How Do You Get Gmail Read Receipts Without the Recipient Knowing About It?

How Do You Get Gmail Read Receipts Without the Recipient Knowing About It?

by Maddy Osman

How can you tell if an email has been read without the recipient knowing? Learn how to use read receipts in Gmail and le...

Manage Your CRM Database for Scalable Growth

Manage Your CRM Database for Scalable Growth

by Maddy Osman
Sales Activity Data

Learn how to manage your CRM database effectively to boost customer retention, improve team efficiency, and scale your b...

Sales Forecasting [Methods, Techniques & Benefits]

Sales Forecasting [Methods, Techniques & Benefits]

by Maddy Osman
Sales Intelligence

Looking to improve revenue planning? Learn how to forecast sales accurately with proven methods, top tools, and AI to dr...

Salesforce Admin Certification [Exam Guide, Cost & Practice Test]

Salesforce Admin Certification [Exam Guide, Cost & Practice Test]

by Maddy Osman
Salesforce

Everything you need to pass the Salesforce Admin Certification Exam in 2025—prep tips, courses, cost, most-asked questio...

7 Main Stages of Sales Pipeline and How to Build One

7 Main Stages of Sales Pipeline and How to Build One

by Maddy Osman
Sales Intelligence, Sales Strategy

Learn how to build and manage a sales pipeline step by step. See key stages, tools, examples & best practices to improve...

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