AdvanceForce

Why Field Service Must Invest in Digital Transformation

BY GARY BRANDELEER

Salesforce Guru / Wednesday, January 15, 2020 0 28 Article rating: 5.0

Sketching calendars on whiteboards, managing schedules on spreadsheets, and sending mobile workers into the field with clipboards and mounds of paper forms means we’re not giving customers the same level of convenience, personalization, and connectivity in field service they receive in their daily lives. Eighty-four percent of customers say the experience a company provides is as important as its products and services, and that shift is reflective of business consumers as well. If you’re a business consumer, you still request pick-up via a ride-sharing app, get assigned a driver instantly, see where they are on a map, receive notifications, and leave real-time feedback. The same should be true for your field service appointment.

What Is a Sales Funnel?

BY DEVON MCGINNIS

Salesforce Guru / Monday, January 13, 2020 0 33 Article rating: 5.0

The sales funnel metaphor is somewhat misleading; in real life, the process never goes as smoothly as liquid down a funnel. In the last decade, digital marketing, artificial intelligence (AI), and CRM have drastically changed the process of converting new leads into customers. Given this, it’s increasingly important that business-to-business (B2B) sales and marketing teams are aligned in their views on a sales funnel strategy and lead generation as a whole.

Customer Relationship Management Trends to Watch for in 2020

BY SOPHIA ELSON

Salesforce Guru / Friday, January 10, 2020 0 44 Article rating: 5.0

Customer experience expectations are on an upward trajectory, and the stakes are high for companies. In 2019, 84% of customers said the experience a company provides is as important as its products and services — up from 80% in 2018.