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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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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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July 25, 2023

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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June 30, 2023

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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June 30, 2023

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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May 25, 2023

Clean Data, Bigger Wins: Why Data Quality Matters in Sales Now and Generative AI’s Future 

Customer expectations are unrecognizable compared to those of the past. Fast, easy and personalized experiences are now ...

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April 27, 2023

What is the Best Deduplication Tool?

Your salespeople are working hard to bring in new leads and convert those leads into sales. But a flaw in your system is...

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March 1, 2023
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