Sales forecasting represents the activity of predicting the sales pipeline and its final revenue within a chosen period, answering the two fundamental questions of any sales department — how much and when. According to Salesforce, sales leaders tend to be accurate within 10% of their forecast more than 50%
Financial Services Cloud is one of the newer extensions of the Salesforce CRM family, launched in 2015 as a result of Salesforce’s collaboration with some of the leading financial institutions. If you’re considering implementing Salesforce Financial Services Cloud, here are 3 things you need to know
Using visualisation to expand the understanding of your Salesforce records