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, Salesforce.com

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.com, 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, Salesforce.com

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, Salesforce.com