In the third installment of “Mastering Your D365 Data Before it Masters You,” on which I’m collaborating with my friends at InsideView, we dug into harnessing the power of sales intelligence. While preparing the class materials, I took some time to reflect on the...
Recently, I started a webinar series with my friends at InsideView in which we focus on one of my favourite subjects – CRM data. Those who have spent any time in the Dynamic 365 CE/CRM world will know InsideView Insights has been and remains most people’s go-to...
You know you need to do something about the dirty data in your CRM — the stale, incomplete, badly formatted, and duplicate data. If you’re in sales or marketing operations, it makes extra work for you, and it hampers sales and marketing effectiveness. Bottom line? It...
Attending Dreamforce this October? If so, check out everything that we’re doing, including our ultra-exclusive nearby event, The Open Lounge and our always-fun booth at North Hall 1106. We hope to see you there! If you’re even slightly targeting sales and...
It all comes down to numbers right? I was told something very early on in my career “You can’t manage what you don’t measure”. When it comes to social selling, sales executives want to see the benefits of leveraging social intelligence during...
We’re here at the Fairmont Hotel in Chicago for the Sales 2.0 Conference and just listened to the ‘Sales Lead Management 2.0 – Best Practices for a Profitable Lead Pipeline’ session. Panelist David Fitzgerald, executive vice president of sales,...