Craig Maxwell

Craig Maxwell
Implementing sales operations and business development strategies to boost performance early stage startups and scale ups.
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Recent Posts

Look up a contact or lead's LinkedIn profile from Salesforce for free!

Posted by Craig Maxwell on Nov 19, 2019 4:14:55 PM

One of things we often get requests for here at SalesHud is to be able to populate LinkedIn profile URLs into Salesforce.

However, when digging deeper into this use case we discover that most of the time Sales Development Reps just want a quicker way of getting to a prospects LinkedIn profile from inside an existing Salesforce record (Salesforce used to have this as a social button as default but shelved it)...

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Topics: Salesforce Hacks

Round robin lead assignment rule in Salesforce Lightning Experience

Posted by Craig Maxwell on Nov 12, 2019 12:26:13 AM

First off, what’s a “round robin”? In Salesforce CRM terms it refers to a method of evenly assigning leads to users within a team in a series or sequence.

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Topics: Salesforce Administration, Sales Operations,

We've Rebranded: SalesHud

Posted by Craig Maxwell on Oct 29, 2019 9:34:52 PM

We’re now SalesHud 🚀

The name change from SalesPath to SalesHud better aligns us with our long term vision and mission of improving the way salespeople and recruiters connect with their prospects driving better buyer experiences through greater visibility and understanding of CRM data.

As part of the change you may notice that our domains will be slowly moving from over to this should not affect your user experience at all and no changes are necessary from your side.

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Count the number of contacts on an account in Salesforce.

Posted by Craig Maxwell on Oct 11, 2019 11:54:33 PM

If you're running an Account Based Selling process in Salesforce you may well have a defined set of Buyer Personas under each Target Account, one of the key metrics that Sales Operations should be monitoring to measure account based success is Account Penetration / Activities at Account.

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Topics: Salesforce Integration, Salesforce Administration, Sales Operations, Reporting, Salesforce Hacks,, Salesforce Appexchange

Automate Event Type Syncing with Lightning Sync for Salesforce

Posted by Craig Maxwell on Oct 10, 2019 11:55:12 PM

So you’ve set up Lightning Sync for Salesforce and now have all of your calendar events automatically syncing to Salesforce - Woohoo! 🥳

At least, that’s what I thought until our CEO wanted to build a forecast report based on specific event types throughout a fairly technical sales process.

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Topics: Salesforce Integration, Salesforce Administration, Sales Operations, Reporting,

9 Great Free Sales Tools

Posted by Craig Maxwell on Oct 9, 2019 9:34:49 PM

The availability of product information and influx of competitors to the market has shifted how businesses now compete. Businesses who are able to provide the best sales experiences are coming off on top, so your sales stack is now just as important in keeping your selling skills sharp!

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Topics: Sales Tools, Sales Tips, Prospecting Tools, Sales Operations, Chrome Extensions,