Rebecca Richard on June 20, 2019. 4 min read Sales Goals to set, track, and hit your targets We’re excited to launch Sales Goals, a smart way to set goals, track performance, and take actiona...
Rebecca Richard on June 7, 2019. 2 min read Use Formula Fields to automatically calculate valu... Every so often you need to calculate something that makes you reach for the calculator, even though ...
Rebecca Richard on April 16, 2019. 8 min read What we’ve shipped so far in 2019: 20 new featur... Last year, we shipped out several new key features and enhancements that demonstrated a substantial ...
Rebecca Richard on March 15, 2019. 4 min read Mobile CRM: Why You Don’t Have To Be Tied To A D... Below is a pie chart of the world’s current population. What do you think two-thirds of the pie in...
Rebecca Richard on March 1, 2019. 7 min read How to Tackle To-do Lists in Your CRM and Get Stuf... Do you enjoy the gratification of crossing tasks off your list? Whether it’s a to-do list on paper...
Rebecca Richard on February 14, 2019. 6 min read Why You Should Create Tags in Your CRM (and How It... Do you have a hard time remembering people’s names? According to psychological scientists Lisa Abr...
Rebecca Richard on February 5, 2019. 6 min read 6 Easy CRM Tweaks That Will Drastically Improve Yo... What is the first thing you do in the morning? Let me take a guess: you check your email. Salesperso...
Rebecca Richard on January 28, 2019. 5 min read 5 CRM Hacks Every Salesperson Needs to Know to Win... What sets apart top salespersons from their peers? Last week, I spoke to two of our salespersons, Ke...
Rebecca Richard on December 14, 2018. 5 min read How to be a Better Retail Salesperson this Holiday... Think about the last interaction you had with a customer at your store. How did that go? Did the cus...
