Problem:

When reps send a quote to a customer, they are effectively asking for the sale. When reps fully understand the customer’s needs, the quote they send should accurately reflect those needs and...

Orange High Performance Button on Computer Keyboard. Business Concept.-1

Problem:

Teacher and student working on computer

Problem:

Orange High Performance Button on Computer Keyboard. Business Concept.

Problem:

Reports in Salesforce are fantastic for all stakeholders within an organization to have an awareness of organization and representative win rates. Reliable and actionable data that can drive...

Business people using mobile phones and laptops, calculating and discussing charts and diagrams for financial report

Problem:

Identifying Won/Lost Opportunity data for monthly, quarterly, or yearly reporting is difficult enough. Making pre-emptive decisions or changes ahead of a monthly report would require...

Identifying Neglected Clients

February 14, 2019

Salesman shaking hands with client with contract on the coffee table

 

Problem: