Account Discovery is a new CRM Analytics template in the Spring 23’ release available to Revenue Intelligence customers. Account Discovery is just one feature of Revenue Intelligence for Sales Cloud. As a Sales Leader or Sales Rep, you want to quickly identify, and prioritize at-risk accounts, and understand why so that you can take the ...
Are you new to CRM Analytics (CRMA)? Or did you start your CRMA journey long ago and want to start using Recipes instead of Dataflows? Check out the new Recipe-based CRM Analytics Templates to get started! Recipes are the new way to create datasets in CRMA with many features supporting Developer Productivity. Since the Winter ...
Data Prep recipes continue to get better with every release! With recipes, you can quickly blend, enrich, and export your data with an easy-to-use visual editor and real-time data preview so you can see the impact of your transformations on the data as you build. Another key benefit of the Data Prep recipes? The learning-powered ...
The communications industry is hyper-competitive, going through significant changes such as increased customer expectations, accelerated digitization, and new technology like 5G and IoT. We’re at a time where connectivity is becoming a commodity, and communication service providers (CSPs) are investing in technologies that will help them provide differentiated experiences, which historically has been a challenge ...
The Revenue Operations Analytics template helps you uncover key insights for your Sales Leaders and Sales Reps for a more accurate forecast and better visibility into your pipeline and activity trends. Build up your team with the help of key metrics such as quota attainment, a projected forecast, and account reach to boost your team ...
What happens when you combine the power of the Einstein Analytics platform with the AI/ML capabilities to forecast your sales data? … The result is the brand new Revenue Operations Analytics Template that equips Sales leaders and reps with a fast and easy way to explore data and discover new insights. Organizations that are able ...
In my experience, a lot of people struggle with creating a good dashboard design. They might be very clear on who they are designing for and what KPIs are needed but the actual design often looks somewhat cluttered and it may be unclear what reading path to take. It should be recognized as a skill ...
Marketing ROI is a question that always comes up, whenever I do Pardot implementations. How do we measure engagement? How do we measure marketing generated pipeline? We all know that marketing budget is closely tied to how much business can be generated for the effort, but this is not always easy to measure. Pardot does ...
