Author: lisa

In the old days, we would refer to our leads as one of cold, warm or hot. Of course, they were subjective and also under the scrutiny of anyone who didn’t agree with the subjective categorization. This was a bone of contention…

A couple weeks back, I had the pleasure of attending a Salesforce.com webinar that provided tips on how small and medium-size businesses can better scale in 2020. The purpose of this blog post is to share with you a summary of key…

I was working with a client recently and we were constructing an Engagement campaign that had ‘send an email’ as one of the steps. He was adamant that the email we were building have a very large number of personalization fields on…

As a Salesforce Consultant I spend a great deal of time improving my clients’ perception of Salesforce.  Understandably, organizations want to ensure the cost and resources they commit to Salesforce are worth the investment. One of the most common questions I am…

Where to Start? Too many sales people only think about their follow up best practices when they are actually following up. The most effective of sales people know that the best way to avoid a follow up from going cold, is by…

After a series of build committee meetings, customizations, development and testing, your implementation partner has delivered an awesome Salesforce instance that reflects your business process. Salesforce is launched with much fanfare. Management and executives are excited to see this technology investment pay…