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How to Maintain Customer Relationships While Working Remotely

My job is to ensure every customer gets the most value out of Salesforce, but my passion is establishing and building trust. As the Chief Adoption Officer, I spend more than half my time meeting with customers all around the world. It’s that face-to-face interaction that helps me help them. On any given day, I’m … Continue reading "How to Maintain Customer Relationships While Working Remotely"

8 Agenda Items for a Successful Sales Kickoff in 2020

Each year, selling becomes more complex. Business buyers are more empowered with every click, as AI and emerging technologies power new parts of the sales cycle. Sales reps have to find clarity amid all the noise. That’s why a sales kickoff (SKO) is critical for sales teams to celebrate the previous year’s wins, share goals … Continue reading "8 Agenda Items for a Successful Sales Kickoff in 2020"

Create Your First Customer Journey in 5 Steps

Building your first customer journey can seem like a daunting task — but don’t fret. Here are five steps to make your first one successful and engaging for customers. 1. Set a goal and start simple The first step is to set a goal for your journey. Start with a simple journey that your customers … Continue reading "Create Your First Customer Journey in 5 Steps"

The 8 Metrics That Matter in Field Service – and How to Improve Them

If your company recently invested in field service technology, you’re already on the right path to future-proofing your field service operation. The next step is to connect your field service management solution to your customer relationship management (CRM) platform to get a complete view of your customer – and then gauge its effectiveness. There are eight key metrics to … Continue reading "The 8 Metrics That Matter in Field Service – and How to Improve Them"