Building What's Next
That’s not a typo — the powerful (but underutilized) feature know as Salesforce Divisions can actually help break down silos within your company! Read on to learn more about the capabilities of Salesforce Divisions and how you could leverage this to improvement your team alignment. Salesforce Divisions: A Definition Divisions have been around since […]
Working on your business, not just in it, is the challenge for leaders in every organization, every industry, every size of company. Clients are demanding, sales is always on – but to scale, you need the systems and processes in place to support efficient operations and delivery. This is even tougher when you’re in growth […]
When we’re looking for insight on what’s new in the Salesforce ecosystem, the Success Community and our Ohana are the first places we turn. We seek to give back by presenting at User Groups and other community-led events. Check out what’s on the line up for the next few weeks – and we hope […]
The seasoned sales leader knows from experience to take their team’s forecasts with a grain of salt. Some team members are predictably high, others tend to run low, and patterns start to emerge. There are five “archetypes” we commonly see among sales reps when forecasting. Which profile do most of your team members fit? 1. […]
Another Southeast Dreamin’ has come and gone! Last week, 350+ administrators, end users, and executive champions flocked to Atlanta to gain insight and ideas to maximize their success on the Salesforce platform. I-85 went up in flames — but that didn’t stop these trailblazers from coming together for another amazing conference. Here are some of […]
Whether you’re just getting started with CRM or thinking about the “next big thing” to build on the platform, Configero strives to provide resources to help you along your Salesforce journey. To that end, we offer workshops and webinars to help business leaders, admins, and end users expand their knowledge. A Call for Speakers & […]
Spring has sprung! The daffodils are blooming, Easter candy is in abundance, and it’s a great time of the year to declutter with some spring cleaning. Just like the back corner of your closet, it’s easy for “stuff” to accumulate in a Salesforce org. It’s worth taking some time to see what still fits, what’s […]
A few weeks ago, we held a webinar to showcase the new features in the latest release of the Configero Grid. [Missed it? View the recording and slides.] Part of the power of the Grid is the vast variety of ways it can be used, so at the webinar, we talked through several client examples. […]
You caught the marketing automation bug. You’re on board with the exciting opportunities to increase the efficiency of your team, laser target your communications, and share your message with the world. You pulled the trigger and bought Pardot. If you find yourself thinking “okay, now what?” and feeling a bit daunted – you’re not alone. […]
Helpful, accommodating, prompt. These are coveted traits in client relations and project management team members. But there’s a fine line to toe between being helpful and over-servicing an account. A definition of “over-servicing” Let’s start with a definition. Over-servicing is different than “going above and beyond.” It’s doing work that’s outside of the scope of […]