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Articles & Insights
Change Management
Planning for immediate adoption
It’s simply not enough to put a new process in place and expect your users to understand how it works. You have to plan for enablement.
CPQ for lenders: What you’re missing by not investing
The prominence of the customer experience has rendered the lender industry ripe for disruption. Investment in a CPQ solution can help lenders.
5 ways to become exponentially more effective with CPQ tools
CPQ tools don’t just increase rep efficiency; they actually refine the quoting process by helping reps create more exact and persuasive quotes.
The importance of having the difficult conversations
It’s never fun when things don’t go according to plan. This is particularly true in the case of project management, where high stakes are on the line.
4 ways to drive customer satisfaction
The value of customer loyalty cannot be overstated. Do you know your customer satisfaction score?
Does your CRM need a health check?
So you just bought and implemented a brand new CRM software for your sales team. There’s just one problem—no one is using it. Time for a health check!
6 questions to ask before you hire a Salesforce advisor: Are you certified?
Are you in the market for a Salesforce implementation provider? Here are 6 questions to ask before you hire a Salesforce advisor.
Why you really need a Salesforce administrator
A Salesforce administrator can be the difference between chaos & success. See how a great admin can help employees streamline & simplify work.