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Reference Selling in Salesforce Nearby Accounts with ProsperVue

Social Proof Selling with Relevant Nearby Accounts in Salesforce

All Articles, Prospecting & Lead Generation, ProsperVue User Tips

Recently, our doorbell rang and a pest control service rep said their truck was on our street right now. Because 8 of our neighbors use them, and […]

Cleanse Salesforce CRM Data for Geocoding and Google Esri Maps

How to prep your Salesforce CRM data for geocoding & maps

Data Quality, ProsperVue User Tips, Salesforce

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Updated 3/26/20 for local marketing during Covid-19: Many people, perhaps you too, are looking for advice on geofencing and lead generation to reach local customers for local […]

ProsperVue Customer Segmentation in Salesforce

How to do fast easy customer segmentation in Salesforce

ProsperVue User Tips, Salesforce

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Relevant customer and prospect groups in Salesforce help your sales reps. They do this by grouping one or more fields into manageable and actionable targets. Today we […]

Salesforce Lead Generation Location-Based

Location-based lead generation in Salesforce: Mapping a way to new leads

Prospecting & Lead Generation, ProsperVue User Tips, Salesforce

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Marketing and sales have purchased leads the same way for years. The current state of lead generation to fill the Salesforce pipeline is still focused on traditional […]

Quickly Find At Risk Accounts in Salesforce

Which customers are most at risk of leaving? How to find at risk accounts in Salesforce

Customer Lifetime Value, ProsperVue User Tips, Salesforce

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Losing a valued customer is a fear of every sales rep and sales manager. The longer the elapsed time since an interaction with them, the more likely […]

How to drastically reduce time spent on administrative tasks in Salesforce

ProsperVue User Tips, Salesforce

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The goal of every sales rep is to get the maximum selling time and attain or exceed their quota. However, some non-selling time is inevitable, and it […]

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