1 – Find, Locate, & Document All Personally Identifiable Data Building a data inventory is necessary so you know what personally identifiable data your company stores on individuals and all of systems that it is stored. Knowing what and where the data is stored will enable you to fulfill the six types of requests in the GDPR within the legally allotted response time of 30 […]
If you are using Salesforce.com as your CRM chances are you have some sort of computer telephony integration. Let’s face it, sales people make a lot of phone calls (at least they should if they want to keep their job). So it isn’t surprising that telecom providers across the board have created a link between traditional business phone systems and the Salesforce.com CRM. Here are […]
Inside Sales Dashboard in Salesforce I built this dashboard to help measure the efforts of our Sales Development Reps (SDRs) on my team. These KPIs can be broken down into 3 categories: effort, pipeline, and results. Effort These metrics display raw effort only, and do not speak to the effectiveness of these efforts. Today’s Dials/This Month’s Dials: This metric shows the raw number of dials a […]
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