Behind every great seller is a system

The best salespeople are the best because they use systems and are constantly learning new things to improve those systems. Many of them don't even know it until you really dig into their day-to-day and their weekly or monthly activities. They'll say it's all habit. They aren't wrong. It's habit for them. They've simply practiced … Continue reading Behind every great seller is a system

Tracking customer training courses completed

Someone asked for some guidance on how an organization can track what trainings a customer has completed. If you're using Salesforce as your CRM and tracking course completion using Google Sheets, I recommend making a new object for this and then looking at an automation tool such as Zapier to automate data entry: Google Sheets … Continue reading Tracking customer training courses completed