Agile RevOps – A Case Study
In our previous article, we talked about how an Agile RevOps approach could help ops ...
Why SFDC as a Data Layer Doesn’t Work (Without APEX)
I've spent the last 7 years working with sales ops teams, helping them tell the ...
3 Reasons Why ETLs & Reporting Are Better in Salesforce
When we first released our SFDC managed package, most of our customers were upset with ...
The Age Old “Leads vs. Accounts/Contacts” Debate
If you want to get 'political' in the world of Sales Operations, the easiest way ...
Product Release: SalesLoft Integration
Today, we’re delighted to announce the launch of our integration with SalesLoft, as their first ...
Why Sales Automation Software Struggles With Activity Tracking
When it comes to sales activity tracking, a common stress point for RevOps leaders is ...
How to Sort On Full Timestamps In Salesforce Reports
So, you're trying to see a timeline of events on an Account or Opportunity within ...
Product Release: Unified Analytics for Salesforce
Today, we’re delighted to announce the release of a “holy grail” feature, which has been ...
How to Make The Most of Salesforce Lightning Drilldowns / Flows
When Lightning reporting first came out, I was really upset. It was unfamiliar, full of ...
Why Salesforce Limits Activities to 100 Custom Fields (And How To Manage Them)
If you've implemented sales automation tools at any kind of scale, you've likely run into ...
A Template For Data Driven Management
As we've mentioned in other blog posts, all sales teams go through four distinct steps ...
Why The Activity Is The Most Important (But Underutilized) Object In Salesforce
Every B2B function has that one object that makes it possible to audit/understand their performance ...
Why Can’t You Get The Answers You Want In Salesforce?
Every day, we talk to sales leaders who are trying to answer the most basic ...