I’ve found that no two inside sales teams are exactly alike. Each sales teams follows divergent sales processes, use different tools and care about different metrics. But one of the reasons that Salesforce is the world’s leading CRM is because it was designed to be customized to meet different sales teams’ needs. Not only does the CRM platform offer a wealth of customization options, but it also gives users access to a massive ecosystem of third-party apps in AppExchange. As a result, figuring out how to best roll out Salesforce to support your sales organization can be as difficult as ordering at a diner with a 10-page menu (I usually just go for the patty melt).
Whether you’re planning your Salesforce rollout, looking to ensure data security or seeking to expand the scope of your CRM investment to better support sales, you’re sure to find some actionable insights in these five expert guides.
Value: Benefit from top experts’ Salesforce implementation experience.
In this eBook from Docurated, a panel of 22 Salesforce experts share some of the biggest mistakes they’ve seen companies make during implementation. The result is that you can learn some crucial “dos” and “don’ts” that can help you implement Salesforce to expertly support your sales team.
Value: A valuable resource for companies considering a Salesforce implementation.
Are you considering implementing a CRM or switching to Salesforce? This eBook from Salesforce gives newcomers valuable information about how customer relationship management platforms can help accelerate sales ROI. You’ll get helpful advice on:
Value: Effectively plan your Salesforce rollout with these actionable tips.
Whether you are implementing Salesforce for the first time or you are looking to optimize your existing instance, the tips in this eBook from RingLead will help. In this eBook, you’ll learn:
Value: Learn to set up campaign ROI reporting in Salesforce.
This article from Pardot explains how to use Pardot and Salesforce together to measure and optimize campaign ROI. It’s vital to be able to identify which marketing campaigns have influenced an opportunity. This guide shows marketers how to set up Salesforce reports. The guide includes how to attribute primary campaign sources in opportunities as well as how run an ROI report in Salesforce.
Value: This primer covers almost everything you need to know about Salesforce security.
Bluewolf released a definitive guide to Salesforce security as a multi-part blog post. While Salesforce is becoming the global leader in cloud technology, there can be a variety security concerns prior to implementation.This series of blog post breaks down cloud security into terms that anyone can understand. The blog post outlines all of the security components available in Salesforce.com & Force.com, including definitions and proposed use. Check below to get the additional guides.
Want 15 more great Salesforce guides that can help you leverage Salesforce like a boss? Get it here.
Jesse WestDirector of Lifecycle MarketingRevenue.io
Jesse Davis West is Director of Lifecycle Marketing at Revenue.io, focusing on improving the experience and maximizing the lifetime value for customers across their entire journey. Drawing on 11 years of B2B marketing experience, Jesse is passionate about communication, branding and strategic marketing. He also plays a mean lead guitar and can throw down at karaoke.