Never Wonder "What's Next?": How Guidance for Success Keeps You on Track
Stop guessing if your deal is ready to move forward. The Opportunity Checklist shows you exactly what's done and what's missingโso you can focus on winning, not wondering.
Latest Articles
What Lead, Contact, Account, and Opportunity Actually Mean for My Work
The day I realized a Lead doesn't disappear after conversion โ it transforms โ was the day Salesforce finally made sense to me.
Stop Guessing: How the Opportunity Checklist Keeps Your Deals on Track?
Learn how to use the Opportunity Checklist to know exactly what needs to happen before advancing each deal.
Stop Typing the Same Call Notes Over and Over: Use Quick Text Instead
Stop typing the same call notes repeatedly. Learn how to set up Quick Text in Salesforce and log calls in seconds instead of minutes with pre-written phrases.
Stop Losing Track of Your Opportunities: Build a Dashboard That Shows What to Do Today
Build a Next Steps Dashboard in Salesforce that tells you what to do today. Stop wasting time searching for prioritiesโlet your CRM do the work.
Why Your Sales Numbers Are Wrong: The Hidden Power of Clear Definitions
Win more deals with "The Response Time Reality Check Report"
Tracking Internal SLAs in Salesforce
