Practical guides for teams that sell from Salesforce.
Short, useful reads for sales leaders, RevOps and Salesforce admins: finding the leads going cold, writing follow-ups people answer, and running outreach without a second system to manage.
How to find the leads going cold in your Salesforce
Most pipelines don't leak from bad leads. They leak from good ones that got one touch and then nothing. This report shows you exactly where, and takes about fifteen minutes to build.
4 min readRead the guide For sales leaders and SDR managersFollow-up emails: why most replies come after the first email
If your team sends one email and moves on, it's leaving most of its replies behind. Here's what our own numbers show, and a simple way to set up follow-ups people don't mind receiving.
4 min readRead the guide For RevOps and Salesforce adminsRunning email sequences inside Salesforce, without a sync
Your sales team wants sequences, and you'll be the one living with the integration. Here's a neutral look at the two ways these tools connect to Salesforce, and the questions worth asking before you choose either.
4 min readRead the guide For RevOps and sales leadersHow to stop two reps emailing the same prospect
Few things make a team look less joined up than a prospect replying, “Your colleague emailed me yesterday.” The good news is that it's a process problem, and process problems can be fixed.
3 min readRead the guideSee it on your own Salesforce data.
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