2018 Salesforce Lightning Migration for Marketers

In March 2018, Salesforce will soon stop support of bug fixes within their classic version of CRM, moving toward the next generation capabilities.  Client wise, we’ve begun helping some organizations make the move over to Lightning, though clearly it is very...

GDPR – Sales & Marketing impact

(Please also consult your internal counsel and data privacy officer for how your company should approach GDPR (General Data Protection Regulation)).   While there are several strict laws of data privacy throughout the globe to include countries like Canada,...

2015 Sales & Marketing Predictions: Data Relevance

Michael Dell, the founder of Dell Computers, recently said, ‘Data is the key competitive differentiator in today’s business environment.’  I believe he is right.  Data is the star of the 2015 sales and marketing show; enterprises will generate new business, optimize...

Marketing Automation @BMA

  Here is my hour presentation that I reviewed with 30 others at the New Jersey BMA on Marketing Automation. This video slide deck is condensed down to 4 minutes.  Note the emphasis I put on data – data is at the heart of a successful revenue acquisition...

4 Lessons Learned: Sales Training

Selling is one of the toughest professions in the B2B world today.  I think non-sales people underestimate how challenging selling really is and can be.   To keep sharp, I recently completed a Dale Carnegie Sales Success course to refresh my own selling...