When you get a result like this in Salesforce, how do you resolve it? “Any person on the team could look at these two accounts and see that they are the same.” If you’ve worked in Operations for any length…
One of the first factors that emerge when you discuss building automations to make a team’s life easier is the potential time saved. You get there by multiplying the time saved by doing the task today multiplied by how often…
Photo by Greg Meyer on Unsplash Apple announced the release of Apple Intelligence at their World Wide Developers conference this year. Besides the portmanteau of being able to say they had a new release of AI, Apple made a really…
Reports in Salesforce are easy to build, easier to filter, and really annoying to update if you want to create arbitrary groupings of accounts or contacts. One trick that helps improve almost any Salesforce report is the row-level formula, a…
Photo by erica steeves on Unsplash If you have a comment or are interested in sponsoring, hit reply. If you’re trying to reach a buyer right now, you have an attention problem. If you’re doing outbound sales, very few buyers…
Photo by Steve Johnson on Unsplash. Have a comment? Interested in sponsoring this newsletter? Hit reply. AI-driven tools promise great results. The latest and greatest of these is the trend of Agentic AI, described aptly as a series of connected…
I got 147 emails in my personal email yesterday. Amend that – it was the email I check most often, so I’m sure the total was higher. I don’t think that I’m that unusual, and I’d guess that many people…
This weekend, I saw something remarkable that I’ve never seen before: the Northern Lights. We drove about 30 minutes to Blaine, WA where it’s pretty dark out, parked the car, and waited. At first, we didn’t see much. After a…
An example of a data-driven card Feeling lost in a sea of sales tools? Apollo.io has your entire GTM stack covered. A true end-to-end sales platform with a huge (and very accurate) lead database, enrichment, outreach, call intelligence, scoring, calendaring,…
This conundrum comes up almost every time you think about buying a Revops tool: “should we buy the best-in-class precision tool or find the best swiss army knife all-in-one product that does a good enough job?” In the CRM (Customer…
