Mastering Salesforce Data Relationships: Using Schema Builder for Effective Reporting Sales Operations needs to understand the company data model before being able to create basic reports and dashboards. When you install Salesforce, there are few standard objects like account, contacts, and opportunities. As the company grows, you’ll need to create dozens of custom objects, and…
Design flexible processes with Jitterbit Cloud Data Loader As the saying goes, garbage in, garbage out. Poor data quality produces poor insights. Sales Operations has to check and improve data quality in all systems. In another post, I explain why you need consistent processes. In this post, I’ll show you one way of designing flexible…
Increase Sales efficiency with Data Mining Data mining can make a massive difference in startups. Most startups begin with an empty CRM, and sales hunters spend hours creating new accounts and new contacts. Having someone who masters data mining can save hours of tedious work. In this post, I’ll show you how data mining can…
The Key to Revenue Projection: Exploring Pipeline Historical Data Pipeline historical data can be hard to get. Salesforce reports mostly show real-time data. Unless you master Salesforce, you won’t be able to retrieve opportunities historical data. Having this data can be quite useful for forecasting, as there is a tight relationship between a consistent pipeline…
Effective Strategies to Prevent Cheating in Sales Contests Sales contests are great to boost sales productivity but can be counterproductive when sales reps cheat. Cheaters win all the time, and the most honest sales reps withdraw from contests. In the end, cheating brings dissension among sales reps and your company is giving money away. How…
From Cheating to Success: The Journey to Transparent MQL Reporting As started my carrer as a Salesforce administrator in a small tech startup in Paris. Turns out, as I was the only one in this small company implementing processes in Salesforce to be able to measure and improve KPIs such as leads, Marketing Qualified Leads…
How to get started as a Salesforce administrator CRM, quoting, lead generation, social selling, email cadences… a Salesforce administrator needs to master sales tools. As I write, the only CRM I’ve used is Salesforce.com, and I can tell it isn’t easy to learn. In this post, I’ll share few resources I’ve used to develop Salesforce…