Part 2 of 3 In A Series From M&S Consulting On Mining The Gold In Your Salesforce Org And Turning Data Into Revenue Elevate Your Enterprise: Turn Your Salesforce Org Into a Growth Engine (Part 1) Salesforce KPIs That Reveal the ROI Hiding in Your Data! How much revenue do your contracts generate? How long does it take your team to close a deal? What activities did your sales team take to move deals to closed? How effective are your outbound sales calls? Here’s how to mine your Salesforce data to find and eliminate sales bottlenecks. request_quote Average Contract Value … Read More
Elevate Your Enterprise: Turn Your Salesforce Org Into a Growth Engine (Part 1)
Part 1 of 3 In A Series From M&S Consulting On Mining The Gold In Your Salesforce Org And Turning Data Into Revenue Elevate Your Enterprise: Turn Your Salesforce Org Into a Growth Engine (Part 2) Building the Case for Salesforce Your stakeholders may struggle to see your Salesforce org’s value. They say the cost is too high, it’s too hard to use, or it doesn’t work. They don’t see the ROI. Show them Salesforce’s business impact. Prove its value by showing how it can transform your business and drive growth. M&S will transform the way you do business. No … Read More
Salesforce: 3 Simple Solutions to Solve Common Problems
Here’s the problem: Your company has been using Salesforce for a couple of years now, but it’s too complicated. You are getting complaints that the interface is complex and that it’s taking sales away from actually selling. “The Salesforce interface is difficult.” Consider a redesign that capitalizes on what your users engage with the most. Have you leveraged dynamic forms? See here for an excellent Salesforce Ben overview and tutorial about dynamic forms written by Christine Marshall: Users encounter faulty errors. Make sure the error messages have enough information so the users know exactly what can be done to resolve … Read More
M&S Consulting: Gain A Multi-Dimensional Tech Partner – Leading, Executing, and Elevating Your Digital Transformation Journey
In the ever-evolving landscape of digital business, staying ahead of the curve is not just an advantage but a necessity. With decades of experience in identifying, scaling, mobilizing, and implementing digital transformation initiatives, the M&S Consulting team is driving success by combining process and technology. Regardless of where your business is at in its tech evolution, our expertise extends across seven main service line focus areas, ensuring that businesses in consumer, energy & industrial, finance & professional services, government & public sector, health & life sciences, and tech, media & telecommunications industries are not just ready for the future but … Read More
6 reasons to ensure your CRM is aligned with your sales process
Aligning your company’s sales process with your customer relationship management (CRM) system is essential for six reasons. 1. Improved Efficiency Streamline and automate various tasks, such as lead tracking, deal management, and customer communication, eliminating manual data entry and reducing administrative work, allowing your sales team to focus more on selling and building relationships. 2. Enhanced Visibility Gain better visibility into your sales pipeline and customer interactions, letting you track the progress of deals, identify bottlenecks, and make informed decisions based on real-time data. 3. Consistent Customer Experience Sales representatives can access comprehensive customer data, including interactions, preferences, and purchase … Read More
What Do SAP, Salesforce, and Solar Have in Common?
A large, publicly-traded solar power company used Salesforce to track sales activities and SAP for billing and other finance-related functions. Each of these systems performed their respective functions effectively; however, our customer believed that sharing information between systems could greatly improve efficiency with new customer deployments and internal processes. They called on us to help advise them and implement a new integration. Our team focused first and foremost on the business needs. Many data integration projects fail to deliver returns because they focus on tools and tech at the expense of the business drivers. Once requirements were fully understood, we … Read More
The Sales Reports You Want vs The Sales Reports You Get (video)
Leadership at a large media and entertainment company with over 2,500 sales-focused users was receiving standard sales reports through Salesforce. Managers could not easily view data for each user in the same format as the rolled-up reports, and individual users could not see their own data the way their manager could. This meant that there was a constant disconnect between how leadership managed the business and how individual contributors tracked their own results. The popular business intelligence tools oversimplify the data or create basic dashboards, which did not meet the client’s needs. Working closely with our client, we developed a … Read More
Nonprofit Theater Keeps the Film Rolling with Salesforce
A non-profit organization that shows classic, foreign, and indie films use Salesforce to track memberships and yearly festival pass purchases. The original configuration struggled to track people and households that passed through their theater, leading to extra manual work. They also needed a better way to track and report on membership and renewal campaigns, to improve business performance. Our team upgraded them to and customized the latest version of the Salesforce Nonprofit Starter Pack to deliver a comprehensive tracking and reporting system aligned with their business and community needs. The new system more effectively tracks and manages membership, donations, and … Read More