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Sales Forecasting and Pipeline Management
Introduction: Managing pipeline and forecasting is an essential operation of any organization as it provides the foundations for closing and predicting sales. But, doing so can be unnecessarily tricky when there is no clear distinction between the two operations. How do you separate pipeline and forecasting? Or simply put, “how do you tell them apart?”….
Salesforce Summer ’21 – Top 10 Features
Salesforce Releases: One of the greatest aspects of using Salesforce as your CRM is the continuous cyclical evolvement of the platform. As you may or may not know, Salesforce delivers hundreds of innovative new features three times a year, every year in their seasonal ‘releases’; Spring, Summer and Winter. Whilst this constant upgrading may leave…
Connecting Systems with Salesforce
What it is: Salesforce is widely regarded as a groundbreaking information platform which has helped revolutionise the business industry. As the World’s #1 CRM platform, Salesforce unifies all individual departments of an organisation into one integrated platform that powers the entire suite of connected apps. The integration of Salesforce with relevant tools allows you to…
Salesforce Field Service
What it is: As the name may suggest it’s Salesforce’s field service solution – a job management platform with live collaboration capabilities. For any companies that employ, manage and send out field agents to carry out a range of professional services, it acts as a central location to manage their teams rather than dealing with…
Salesforce Community Cloud
What it is: Salesforce Community Cloud (now known as Salesforce Experience Cloud) is Salesforce’s Platform Portal tool which allows companies to connect their internal teams, customers, and resellers / partners together into a single location with all the information, records, notes and tools needed to deliver the best experience for all parties. Why is…
Introducing Akos
Hi, my name is Akos and I joined Ignyto as an Analyst six months ago. I am a recent English graduate from the University of Reading. In my spare time, I enjoy reading, cooking and exercising. It felt like a natural progression for me after graduating, to join Ignyto, a company where I am constantly…
The Age of Automation
What it is: A recent McKinsey study suggests 31% of businesses have already fully automated at least one of their functions, with 66% piloting solutions to automate at least one more business process – an increase from 57% the previous year. Why is it important / Business Value: Often met with scepticism or indeed…
Winning customers in the new era of selling
2020 was the year where the world turned upside down in the way we all work, live and interact. We’ve also seen that buyers’ expectations have also changed. Customers expect a better, more personalised experience across the channel of their choice. Not just email or phone but through their preferred social media platform too. And…
Closing Sales in the Final Quarter
The final quarter (Q4) is often the “make or break” quarter for sales people or indeed sales teams to hit their annual targets. Over the years of working with our customers and listening to their strategies for Q4 we’ve compiled some simple hints and tips we’ve found very useful and we’d like to share some…
How can CPQ increase your business bottom line?
As you might know CPQ stands for Configure, Price, Quote but in truth it offers so much more than just these three lettered initials suggest. It may be seen as a cliché when we say the business world (in particular the sales function and routes to market) is constantly evolving. But no one can deny…
Salesforce launches Enhanced Virtual Selling Suite
There is no doubt that the single, most dominant trend of 2020 & probably our lifetimes, COVID-19 has caused us all to take a step back, asses how we work day to day, make changes to our current working environment whilst at the same time thinking about how these changes may become permanent beyond the…
9 Salesforce Implementation Checklist-Everything There Is to Know
Before diving into Salesforce implementation, read through the checklist below. Salesforce is an exceptionally in-depth and complex platform – and the bigger your company is, the more challenging its customization and implementation will be. You aren’t quite done with CRM improvements after purchasing a Salesforce solution – you still have weeks and perhaps even months…
Prepare During A Pandemic: Top 5 Ways To Maintain A Quality Customer Experience
With a global pandemic going on, there is more and more discussion about how to give your customers the same level of support with staff working remotely. Customer experience is one of the top priorities in todays business world. We are very lucky that modern technology allows us to connect via cloud based systems seamlessly…
Datorama, Holistic Marketing Intelligence
Announcing our new Marketing Cloud Practice!
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