Whether your products are going to market via agents, brokers, or IMOs, enabling your distribution partners through relationship-building and product visibility can be vital for sales success. Our Salesforce Consulting team has helped many organizations like yours achieve ...
Whether you go to market via agents, brokers, or IMOs (Insurance Marketing Organizations), getting to know your distribution partners better and engaging with them more effectively can drastically impact your business success. This can be seen in improved efficiencies, ...
Quick how-to guide to using Salesforce Inspector In a previous post, I had introduced a favorite tool of mine called Salesforce Inspector. In this post, I’d like to dig into this tool a little deeper. I will share some of the specific ways it’s helped me save time (and ...
Plugins for Awesome Salesforce Admins As a Salesforce admin for a managed services provider, I’m always on the lookout for tools that will make me more efficient at what I do. Over the past several years, both as a Salesforce admin as well as previous experience in other ...
