Making Validation Rules Work Without Alienating Your Team

Making Salesforce Validation Rules Work Without Alienating Your Team

Ask any sales rep on your team about validation rules, and they will probably start rolling their eyes. But how else are you supposed to get the data leadership and operations needs? In today’s post we’re going to explore Salesforce validation rules, considerations for using them, and how to make them work best for your […]

How Dynamic Yield Uses Automation to Improve Their Quarterly Business Review (QBR) Process

How Dynamic Yield Uses Automation to Improve Their Quarterly Business Review (QBR) Process

As the Head of Customer Success Operations at Dynamic Yield, Rona Yang’s job is clear: equip her team with the tools they need to keep the clients using their personalization platform thriving. After joining the company in March of 2018, she realized much of her time would be spent building out processes to improve the […]

Better Forecasting, Lower Churn. How Sales Engineers Positively Impact the Sales Process at Optimizely [Interview]

Better Forecasting, Lower Churn. How Sales Engineers Positively Impact the Sales Process at Optimizely

Salespeople are notorious for having rose-colored glasses and happy ears. Many think every deal will close—and at the highest possible number. Heck, sometimes I find myself being that way. And you know what? I want my sales team to be optimistic and positive. I want them to be confident—to believe that they can and will […]

Time Is the Enemy of High-Quality, Complex Deals. Team Selling Is the Solution (Interview with Tim Sanders)

When you’re working a high-quality B2B deal, the biggest enemy to success is time. We interviewed Tim Sanders, CEO of Deeper Media and author of several sales and business books, including Dealstorming: The Secret Weapon That Will Solve Your Toughest Sales Challenges to ask him more about closing big, complex deals. “Big sales are just problem-solving […]