How to Keep Your Team Accountable to Pre-Meeting Research

How to Keep Your Team Accountable to Pre-Meeting Research

We’ve discussed this in previous posts, but the average discovery meeting costs over $700. In some enterprise environments, this number is a lot higher. This means it’s critical for your team to be doing the things they are supposed to in order to maximize these at bats. We all know that doing your research before […]

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 […]