Ideas and Toolsfrom Our Team

This article will guide you through the essential steps, starting months in advance to prepare for a successful Black Friday campaign. 

Research shows sales teams ignore 80% of marketing leads. 
In this article, our Founder and MD, Vera, explores the root cause of the disconnect and offers a solution to help move forward.

A checklist to help you implement and update your lead conversion process in Salesforce.

A checklist to help you automate customer referrals in Salesforce. It covers using data to analyse sentiment and identify advocates, finding the right channel to reach out and personalising your message using AI and data.

This article and video series will explore the diverse applications of Agentforce, illustrating how it can be your key to enhanced efficiency, deeper engagement, and sustainable success.

Is your Salesforce forecast hitting the mark? Learn how analysing historical predictions against actual results reveals accuracy patterns and helps you forecast future sales with greater confidence.

Tired of cold emails that get lost? We'll show you how to cut through the noise with targeted outreach, using guides and templates designed for impact.

No-shows are a frustrating reality for sales teams. They disrupt your workflow, waste valuable time, and can negatively impact your sales targets. But don't worry, Salesforce offers a range of tools and features that can help you minimise no-shows and ensure your sales calls are as productive as possible.

We explore how to leverage Salesforce to create a more connected and efficient sales team.