Category Archives: CIOReview

Seven Insights for Salesforce Success

[My post in CIOReview, August 24, 2016]

The purpose of using Salesforce is to sell more products or services to more customers. The insights relied on for this engagement have evolved to become more data driven, but the end game remains the same: increased revenue and customer retention. Success requires a social and adaptable approach: customer discovery, meaningful engagement and interactions, building and nurturing relationships and becoming a trusted advisor. Implementation of Salesforce varies, but beyond deep-pockets and high ambition, here is advice on how to use the platform more effectively.  Read more…