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Account Hierarchy Strategy: Solving the Finance vs. Sales Conflict

The Conflict: Legal Entity vs. Buying Group In the modern enterprise, the definition of a “customer” is fractured. It exists simultaneously as a legal construct designe...

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CRM SALESFORCE

Single vs Multiple Salesforce Orgs: A Data Perspective

Choosing between a single or multiple Salesforce organizations (orgs) profoundly influences data management, analytics c...

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DEDUPLICATION

Unification vs. Deduplication: Mastering the Art of the 360-Degree View

A 360-degree view is invaluable as it provides a comprehensive and detailed picture of each customer’s interaction...

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CRM SALESFORCE

The Magnificent Seven fields for Account in Salesforce

Do you know the Magnificent Seven fields for Account that can do the work of Seven hundred?  An Account represents a co...

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BAD DATA IMPLICATIONS GENERATIVE AI

Using Generative AI with bad sales and marketing data can have both legal and financial implications

Using generative AI in sales and marketing offers numerous benefits. It enables enhanced lead generation by identifying ...

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GENERATIVE AI REVENUE OPERATIONS SALES

Generative AI will provide valuable support to RevOps

Generative AI will provide valuable support to a Revenue Operations (RevOps) team in several ways: Sales forecasting Gen...

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SALESFORCE

How to Improve Account Data in Salesforce to Excel at Territory Management

Sales teams are fighting an uphill battle. And it’s not because they don’t have the right skills, or the right custo...

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