CRM Pro Tips
@CRMProTips
Follow to learn how to keep your CRM clean, automated, and user friendly. —— Click below to learn how to get your first Salesforce Certification
Getting multiple Salesforce Certifications at once is a cheat code for your resume. It’s easy to get 2-3 at once if you pick related certs and prioritize studying the common topics. I’ve used this method to get 5 certifications. Here are my tips for getting certified:
In a CRM, the layout of fields that people have to fill out is massively important. Put the most useful information at the top, and cut out anything that isn’t helpful. Seriously, more is not better. There’s a huge amount of tech debt in page layouts. Fields that no one…
Here’s my CRM hot take: There are 0 situations where 2 contact records should have the same email address. Data quality trumps everything.
Anyone tried Salesforce Agentforce in a production environment? How did it work for you?
My boss created a ‘pilot’ group to try out a new product he was interested in. One of the members said the product wouldn’t be helpful. Instead of listening, my boss criticized him behind his back. Felt icky. Anyone else experience stuff like this?
Leadership at my company just moved forward with Salesforce’s Einstein for Sales. I still think we have lots of work to do improving current sales processes before adding AI. Wish me luck
The quality of whatever you build in tech is determined by adoption. If you think it’s amazing, and testing showed it would be amazing, and then no one uses it, You failed.
I should stop being surprised when my Salesforce AE sends me a quote for something after every conversation
Pretty nervous about all the AI automation that CRMs are coming out with. Adding AI to a bad process will just make things worse. If you have an excellent sales process, a clean CRM, and a happy, motivated team, then AI will probably help. Throwing money at problems doesn’t…
Hot take: Technical roles should not report to non-technical managers
How do I always forget that inline editing doesn't work for fields in Salesforce that aren't on a page layout? #whyadminsdrink
Me emailing my Salesforce AE after I learned Salesforce is going to offer free AI certifications
Be advised, the Dreamforce bug is going around. Symptoms may include being tricked into going to sales pitches disguised as how to sessions. Also, increasing yearly spend.
PSA to all my Salesforce folks: If a user’s email address isn’t verified (recently made required), all automated emails sent from them will stop working, without any errors. Approvals, flows, etc. anything where an email comes from that user will stop working. We had an…
I used to think that effort separated the good from the great. Then, I thought it was working smarter. Now, I realize it’s putting high effort into the most important thing.
If you want to get better at prospecting. Get really good at CRM reporting. - accounts ownership gaps - marketing engaged leads - old opportunities - previous convos - email replies Knowing how to find the 'low hanging fruit' is a massive competitive advantage as an BDR/AE.
Marketing for CRMs (and most other software products) has become focused on the wrong things. You don’t need AI to supercharge your sales process. You need a good sales process. You don’t need 5,000 visualizations on a dashboard. You need to know what is moving the business…
Your company is wasting thousands of dollars on software. There’s a huge disconnect between management that buys the product and the end users that have to use it. If your adoption is low, you’ve failed. If you’re not measuring adoption, you’ve failed. If no one is using…
TIL you can't have a master-detail relationship in Salesforce where User is the primary object and a custom object is the child record. Lookup is the only option
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