I listen to podcasts every time I’m in the car to and from work. That’s been the case for the last 4.5 years. During that time, I’ve easily logged more than 1,000 hours of soaking in loads of wisdom from some of the greatest minds on the planet. It should […]
If you build it, they will come… Or will they? This is probably one of the biggest mistakes made when it comes to rolling out Salesforce. Folks seem to think they can simply “open the box” and turn it on. Then poof! Suddenly everything will work perfectly, sales reps will […]
When you work in sales operations, data becomes life. Sure, nobody notices when your data is spotless, but you can bet they’ll be all over dirty data in a heartbeat. Not only does poor data quality make reporting nearly impossible (garbage in, garbage out), it erodes trust in your CRM […]
As the saying goes, the third time’s a charm. Having been to Dreamforce three times now, I’ve settled into a nice groove when it comes to planning and optimizing my time at the conference. As was the case during my trips in 2016 and 2017, Salesforce took over essentially the […]
Over the past few years, I’ve been fortunate to have worked at rapidly growing companies that invested in sales ops and I’ve learned a TON along the way. Finding companies who invest in sales operations early, though, isn’t always the case. That’s why I wrote this piece outlining how to build […]
November 2017 marked my second opportunity to attend Dreamforce, and while not quite as astonishing as my first visit, the event was still incredible. At 170,000 people, it’s hard to imagine the size and scope until you’re actually there, live and in person. It still amazes me to see how […]
0011500001cnVrp Look familiar? www.na7.salesforce.com/0011500001cnVrp How about now? The beloved 15-character ID. It’s easy to copy and paste, takes you straight to the record you’re looking for, can be pulled into reports, and is used in a myriad of other ways. Unfortunately, this beauty can also be your downfall. Remember playing […]
Have you ever been asked for a Salesforce report, run it and passed it along only to find out later that the information was completely wrong or out-of-date? Or even worse, has someone else found an old report with bad data and unwittingly distributed it to the whole company? Yikes! Hopefully […]
Dreamforce. I finally had my long-awaited chance to go, and I was absolutely stoked once I found out I’d be heading to San Francisco. Most of my current colleagues and former co-workers had already been, some multiple times, so I had heard all about it. At the same time, no […]