Your Salesforce processes and workflows that have agreements will typically require signatures to move to completion or the next step. Whether it is a sales contract, a service delivery completion or intellectual property management, the signature process can slow you down. When it makes sense, we implement document esignature technology like DocuSign in conjunction withContinue reading “Salesforce Workflow With Digital Signatures Get Results”
Tag Archives: automation
What Matters? Marketing or Marketing Automation?
Marketing automation has been growing because marketing in the new economy has changed from a selling process to a buying process. Marketing Automation Software Guide sent me an article on a new acronym, RPM, or Revenue Performance Management. There has been millions of dollars already invested in the shorthand for marketing automation. It’s expensive toContinue reading “What Matters? Marketing or Marketing Automation?”
Buy Now Is Rare
If I have an urgency or an emergency, I have to buy now. My need is clear and circumstance prevails. If you are the seller, you are in a great position. Perhaps your business is built for crisis. Your buyers’ pain is so high that they have to act now. Towing services, 911 and rootContinue reading “Buy Now Is Rare”
Loopfuse Content Marketing Call To Actions
Loopfuse will not generate demand by itself any more than a car will win a NASCAR race without a driver and a team. It is world-class technology which can translate to millions of dollars of revenue for the right team operating and building the right campaigns inside of it. Marketing Automation Is The Middle LoopfuseContinue reading “Loopfuse Content Marketing Call To Actions”
4 Content Marketing Strategy Practices
Content marketing is critical for winning new business today. Awareness of your products or services and the required education therein are dependent on buyers finding relevant information. Your content should prepare a buyer for engaging your sales process. Naturally, they will want to delay this until they feel ready. The internet allows buyers an abundantContinue reading “4 Content Marketing Strategy Practices”
Salesforce Conga Merge For Document Automation
Document automation in Salesforce.com is a powerful way to automate parts of your workflow. If you are seeking to get a proposal out to a prospect or send a non-disclosure agreement, the terms, conditions and varying fields can merge with pre-designed documents in a library. Our Salesforce consultants continually refine organizational processes. The tedium ofContinue reading “Salesforce Conga Merge For Document Automation”
Marketing Automation Campaigns To Set Up Your Salesperson
Marketing Automation is the step after you attract a visitor. It is the nurturing which builds trust with a stranger. The temptation and illusion which a traditional salesperson finds difficult to resist is selling too early when the buyer is not ready. Marketing automation helps your buyer become ready for the sales conversation. Old Mindsets PrematureContinue reading “Marketing Automation Campaigns To Set Up Your Salesperson”
Salesforce Automation Steps
Buying Salesforce.com is easy; automating your business processes using Salesforce.com has a natural progression. In our Salesforce consulting, we like to help our customers to walk their process manually before automating. This allows for control and mastery before coding, scripting or creating a routine process structure. Approaching your own organization with the goal of automatingContinue reading “Salesforce Automation Steps”
Data Migration Strategies We Use
Data migration is a complex and rigorous process. There is typically a transition from some kind of system we have to manage for launching a new system. A data migration methodology and best practice has evolved as we have worked on consulting projects to move data. We wanted to share our approach here. Each projectContinue reading “Data Migration Strategies We Use”
Bought Not Sold
Most products and services are bought not sold. The old strategy of building up a sales team is dying. It is based on the assumption that we need to be sold. Think about the last dozen items you bought. Were you sold? Did the persuasion of a salesperson and their skills become the deciding factor?Continue reading “Bought Not Sold”
