Building What's Next
Marketing automation was designed to support sales and achieve efficiency in reaching prospects at scale. But the benefits don’t stop there! Nurturing can be used for many other types of business relationships – including customers, partners, suppliers, and even your employees. Why Employees Need Nurturing I firmly believe that internal communications deserve as much, if […]
Our team members are passionate about helping our clients succeed on the Salesforce platform. Some of them you may “know” from their blogs and activity in the Success Community – even if you haven’t had the opportunity to meet them in person yet. To virtually introduce more of these experts, we’ll be sharing a […]
I was honored – nay, PRIVLEGED – to win a larger-than-life-Astro doll at TrailheaDX this week. Seriously, this thing was huge: As I carried this adorable being 0.9 miles back to my AirBNB, I noticed two totally different reactions from fellow pedestrians. Salesforce Ohana were instantly flooded with awe and envy (for obvious reasons). Regular […]
From time to time, we hear the question “should I use Sales Cloud or Service Cloud for my business?” The answer? BOTH! Like peanut butter and jelly, these two products work best when paired together. Aligning Sales & Service Sales needs to know what’s going on in Service – and if they don’t, it can […]
We’re excited to announce that Configero has earned the Forecasting Specialist designation in Salesforce’s Fullforce Masters Program! With an explosion of consultants in the ecosystem, the Fullforce Masters Program recognizes the most seasoned firms with a track record of successful projects — validated by a survey administered directly by Salesforce. By providing an objective measure […]
Sometimes you need to just let it all out… and forecasting is one of those things we see LOT of frustration with. Need some cheese with that whine? We won’t tell. In fact, we’ll chime in. Some of the most frequent gripes we hear about forecasting are… 1) It’s so damn time consuming. 2) I […]
Forecasting and pipeline management are two terms that are sometimes thrown around interchangeably. But they’re two distinct disciplines – and a high performing sales organization needs both. A Definition of Pipeline Management Pipeline management can be described as: “the management and assessment of all sales opportunities as they progress through a multi-step sales cycle to a […]
We’re excited to announce that Configero’s CEO Jody Hamlett has been named one of the top CEOs in Atlanta by Owler. Awardees are chosen according to ratings by the Owler Community, which is comprised of over 1 million active business professionals across a broad range of industries and roles. This year alone, Owler Community members […]
The possibilities for building automated campaigns in Pardot are virtually endless. So where do you start in your quest to build marketing and sales efficiency? I’d suggest you begin with these four questions: 1. What processes does your team actually add value to? There are some tasks your marketing and sales reps do better than […]
Software projects are notorious for going over time and over budget. Why? Sneakily undermining our success, thrashing can be the Ultimate Project Killer. What’s thrashing? Thrashing is changing things on a project… and timing is everything. Done early, thrashing helps you get to the best possible final product. But if it’s too late in the […]