Understand why there was an 81% increase in title changes to include “revenue” on LinkedIn and how companies should restructure their Sales, Marketing and Customer Success teams to optimize benefits from a true Revenue Operations structure. Sara McNamara, Sr. Marketing Operations Manager from Cloudera, will walk attendees through how Revenue Operations should be done and how Cloudera is doing it.
Join Christine Crandell to learn how to use key customer micro-moments and journey maps to keep your Revenu...
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You want to "top off" your Account managers with fresh Accounts as they finish working their current Accounts, but you don't want any individual Account Owner to have more than a certain threshold.
Sometimes you want to merge records, and also continue with more routing decisions and action on the merged record. Use this tip to initiate routing on merged records to continue your routing.
Always answering questions about why records were routed the way they were? Give your Users a direct link to the audit logs to investigate on their own.
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As you deactivate Users in Salesforce, you will start to have records owned by these Inactive Users. Learn how to regularly re-assign records to active reps, without having to run manual batches.
There are many enrichment vendors out there. Learn how you can accommodate any enrichment software that works with Salesforce, even without a direct LeanData integration.
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As reps come and go and contacts and Accounts get shuffled around, find out how you can keep your Contact Owners aligned with the Account Owner.
B2B selling looks nothing like the past. The rise of digital, the explosion of buyer signals and the shift to buyer-directed sales have forged a new set of B2B selling truths. Learn how B2B growth win
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