Fleet Data Management Strategy

A Fleet Data Management Strategy Template Like most fleet operators, you probably collect mountains of data about the operation of your vehicles. But you’re also faced with the issue of what to do with all that information. It can be so overwhelming that you just set it aside – you just don’t know what to [...]

2020-08-27T19:50:23-07:00By |How-To|0 Comments

Why You Should Use the Salesforce AppExchange to Find the Perfect Sales App

Are you looking for the next big tool to put in your sales arsenal? You can step up your sales team productivity and revenue by finding and implementing the perfect sales app for your business.  But how do you find that perfect tool?  We’re here to tell you why using the Salesforce AppExchange is a [...]

Strong Demand for Advanced Sales Analytics and Sales Performance Management

Salesforce.com sent out a survey to 1,198 of their customers this past summer and the results revealed that Advanced Sales Analytics/Sales Performance Management will be the number one type of app in demand this year.  The survey went out to a very diverse selection of customers from small and large businesses from 18 different industries, [...]

How to Create Sales Events & Meetings

Scheduling appointments and meetings can either be your best friend or your worst nightmare.  When your team is scheduling meetings on their own individual calendars, you can easily run into problems of overscheduling or double booking.  CHECK-in allows you to access your sales reps’ calendars and assign sales calls without scheduling over meetings they set [...]

2014-09-04T19:00:22-07:00By |How-To|0 Comments

Effective Outside Sales Communication- Chat in CHECK-in

Effective and immediate communication in today’s information age is more critical than ever.  With mobile devices and messaging apps, you can stay in constant communication with nearly anyone. This can be especially important when working with an outside sales team based out of different territories.  Whether you’ve got a question that needs answering right away, [...]

How to Set Up Custom Sales Checklists in CHECK-in

One of the many key features of CHECK-in is having the ability to make custom sales checklists.  Here are step-by-step instructions to create a custom form for you and your sales team that will help you track sales reps, provide appointment checklists, and reduce paperwork.  You can choose to put in the relevant information you [...]

2014-10-08T17:29:17-07:00By |How-To|0 Comments
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