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4 Ways Private Wealth Management Firms Excel At Client Experience

4 Ways Private Wealth Management Firms Excel At Client Experience

by Amy Green
Salesforce, Financial Services

The rise of technology to the client and the organization is causing a disruption in the marketplace, learn about the ro...

4 Ways To Keep Sales Activity Data Current In Salesforce

4 Ways To Keep Sales Activity Data Current In Salesforce

by Amy Green
Salesforce, Sales Productivity, Sales Strategy, Sales Metrics

4 Ways To Keep Sales Activity Data Current In Salesforce. As Sales Leaders, we need reliable data from our Salesforce CR...

5 Steps Admins Can Take To Improve Salesforce Adoption From Sales Users

5 Steps Admins Can Take To Improve Salesforce Adoption From Sales Users

by Amy Green
Salesforce, CRM Admininstration

5 Steps Admins Can Take To Improve Salesforce Adoption From Sales Users. Given the nature of the position and the pressu...

4 Steps to Prepare To Your Salesforce Lightning Migration in 2018

4 Steps to Prepare To Your Salesforce Lightning Migration in 2018

by Amy Green
Salesforce, CRM Admininstration

According to Salesforce, migrating to the lightning experience has boosted users productivity by nearly 40%. With Salesf...

A Fun New Way To Experience Salesforce Events, Southeast Dreamin 2018

A Fun New Way To Experience Salesforce Events, Southeast Dreamin 2018

by Amy Green
Salesforce

Cirrus Insight is excited to be partnering with the Southeast Dreamin planning team to learn about the sponsors attendin...

Top Goals for Salesforce Administrators in 2019

by Amy Green
Salesforce, CRM Admininstration

We found out from #AwesomeAdmins what their top Salesforce goals are. So we have curated a list of resources to Administ...

Salesforce Administrator Tips From Another Admin - Time Zones

Salesforce Administrator Tips From Another Admin - Time Zones

by Amy Green
Salesforce, CRM Admininstration

Do your Sales and Customer Success Reps have to research the contact's time zone to determine the best time to connect? ...

Sales Hacker's Guide To The Galaxy Vol. 6: Customer Experience is Sales 3.0

Sales Hacker's Guide To The Galaxy Vol. 6: Customer Experience is Sales 3.0

by Amy Green
Salesforce, Sales Prospecting

Customer Experience is Sales 3.0 What is Customer Experience? Customer experience is defined as the sum total of conscio...

I'm getting REALLY tired of scheduling sales meetings...so I'm just not gonna do it anymore.

by Amy Green
Salesforce, Sales Productivity, Product

As a B2B salesperson, I have HAD IT. It's just TOO hard trying to herd all the cats I have to - simply to get three peop...

ZynBit Announces ZynSync on the Salesforce AppExchange

by Amy Green
Salesforce, Product

ZynBit’s ZynSync listing on the Salesforce AppExchange means customers can easily sync and analyze activities like meeti...

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