The most effective sales processes line up with the customer journey. Does yours? This infographic will help you set the course for success to align your processes. Learn more about this subject matter when you download the eBook that inspired this infographic: “Creating a Consistent Sales Process that Drives Results”. If you need help with your sales processes, reach out to Ledgeview for support. Our experts are eager to help you reach new levels of success. Contact Us TodayTo learn more about Ledgeview’s Expertise ..read more

Make your CRM go-live a celebration! After all of the work you’ve put into the implementation phase, you deserve to rock your Rollout Day. Here’s how to make sure your whole team’s on board … Are these tips just what you needed to read today? Get more expert insight like it from these Ledgeview Partners resources … eBook: 10 Expert CRM Tips on Achieving High User-Adoption from the Start Implementing CRM in your organization is not as simple as sending out an email to every employee in your organization and saying, “Hey, we have CRM now! Use it.” If only ..read more

The future is here, and the growth of the internet has certainly changed the way people buy, which means how inside sales reps respond to consumer behavior must be adjusted along with it. There is an information abundance across the Web today, which enables buyers to be more self-directed. It’s likely the consumer knows more about you than them when you start a call due to the current culture. Throughout Ledgeview’s new expert eBook, “How to Accelerate Lead Generation with Inside Sales”, you will learn that sales (inside sales/sales development) and mark ..read more

The Situation The growth of Safe Foods’ sales team prompted them to re-evaluate their free CRM solution, vTiger. During this evaluation period, they realized they needed a more complex system to accommodate the CRM fields they wanted to utilize that they weren’t able to with vTiger. Safe Foods needed a new solution that was as committed to their business model as they were. As a major food safety solutions provider, their big picture goal is to always ensure a safer food supply for the world by offering a unique combination of knowledge, service, and solut ..read more

Sales and marketing alignment is critical to the success of your organization as a whole – there’s no denying it! As you may know from reading a variety of Ledgeview Partners content, the cost of sales and marketing misalignment is huge. That’s why it’s not only important to understand and inherit the following statistics but react to them as salespeople and marketers alike. When we don’t align as salespeople and marketers, our marketing automation approach isn’t as strong, nor is the way we approach the bulk of our daily processes. Marketeer shares relev ..read more

Happy Fourth of July from your friends and family at Ledgeview Partners! We wish you safe travels and fun with friends and family as you celebrate this week and weekend. Because of the holiday, Ledgeview Partners will be closed: Thursday, July 4, 2019 We ask that you please plan accordingly. Contact Us TodayTo learn more about Ledgeview’s Expertise Let’s Talk Related ArticlesJulia Flaherty2019-06-14T08:49:42-05:00WEBINAR: CRM A-Z: From Selection and Implementation to User Adoption a ..read more

Are you ready, trailblazers? Today, we’re going to cover Unit 4 of the module, Salesforce Platform Basics. If you’ve been paying attention to the blog these past few weeks, you’ll be caught up to this unit; but, if not (and no worries), I do encourage you to revisit this thread so you can understand what got us here with the platform. With that in mind, today we’re going to jump into “Navigate Setup”. In this unit, we learn how to … Locate Setup and identify its key elements Identify important menus for customizing your org Use Quick Find to access menu i ..read more

Wherever processes exist, there are sure to be pitfalls. There aren’t exceptions when it comes to having a sales process, but there are some proactive ways to address these pitfalls! In this post, we expand upon some common sales process pitfalls that may occur for you, and how to address them, as a sales manager, to create more confident reps. 1. Steps are left open to interpretation This is perhaps one of the most common sales process pitfalls, and while different customers will engage differently, and how reps respond to them may be a little different ..read more

CRM for Oil & Gas eBooksTop Picks of the Week from the Experts at Ledgeview PartnersJulia Flaherty2019-07-01T16:18:17-05:00eBook: 12 Ways Lubricant Marketers Use CRM to Drive SuccessJulia Flaherty2019-07-01T16:23:38-05:00Jobbers World Feature: 12 Ways Lubricant Marketers Use CRM to Drive SuccessDiscover More The post Featured CRM for Oil & Gas eBooks appeared first on Ledgeview Partners ..read more

CRM for Oil & Gas WebinarsTop Picks of the Week from the Experts at Ledgeview PartnersJulia Flaherty2019-06-26T11:18:12-05:00CRM for Oil & Gas User Group: Product Enhancements, June 2019Julia Flaherty2019-06-26T11:18:30-05:00CRM for Oil & Gas User Group: New Release Updates, May 2019Julia Flaherty2019-06-26T11:19:00-05:00CRM for Oil & Gas User Group: Navigation, Leads, and Opportunities, April 2019Julia Flaherty2019-07-01T16:12:54-05:00Webinar: See the BRAND NEW Mobile App for CRM for Oil and Gas!Julia Flaherty2019-06-26T11:19:06-05:00CRM for Oil & Gas User Gro ..read more