Ronald T. Thomas

Retrieve and Share Files with Agentforce Build custom Agentforce actions with Apex to fetch files from a third-party system and distribute them with publicly accessible URLs. https://lnkd.in/eFZfc-np

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Learn how to customize credit card soft descriptors in NetSuite. 👇👇 #suiterep #netsuite #creditcard #cfo

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Have you seen the new "State of Sales" report yet that Salesforce publishes every couple of years? It is out this week, and if you are a company leader over sales / revenue / GTM be sure to check it out. This time over 5500 individuals in sales roles responded during March and April of this year - so it is current, and covers a number of industries. Compare your own business hypotheses to it - and your comments appreciated. For me I was struck so much by the huge interest in co-selling..... when you team up with another company's sales team (or teams) to share ideas, data, and even potential leads. Recent I did an "Ask me Anything" with co-selling leader and CRO Autum Grimm (link in comments) and the timing was amazing that Salesforce came out with a page of data about it - The most interesting things I found from the report are these: Within 12 months, nearly every company expects to use partner sales. [ My question to you: Is yours?] Also, when it comes to AI, 82% of sales teams say they are using AI now. [ My second question to you : Is yours? If so, please share how / what you do that has given you the biggest gains through AI.] Finally, recurring sales, upsells, and cross-sells lead "one-off" selling. 73% say recurring sales, upselling, and cross-selling are the top revenue source over the 28% that say one-off selling is a top revenue source. [So again, what are YOU seeing in your team?] These are all important topics being discussed. The data was pulled in a scientific way with data scientists and offers answers and insights that will help with board conversations and revenue team strategies. Be SURE to check the complete report out here: https://lnkd.in/gCGYSgrR #sales #ai #revenue (photo I took for inspiration from a Cape Cod beach - am back in salt water!)

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From pushing the envelope on legislation advocating for #independentworkers, to adding nine new members who have strengthened our voice, to highlighting what our goals are for next year, here is the CWI’s 2024 year in review: https://lnkd.in/e-RBJAgZ

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Happening next week! Watch video for details.

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How do you level up the use of your Salesforce platform while driving impact? In this case study, we discover how BRIDGE Housing Corporation was looking to shift their use of Salesforce to meet mere compliance results to maximize their use and have a greater focus on impact. With Provisio's help, BRIDGE saw an increase in application numbers for the year and saw a remarkable reduction in data entry time. Read and learn more about BRIDGE Housing and their managed services partnership. https://loom.ly/xeEydGE #casestudy #humanservices #salesforce

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Salesforce has extended its reach beyond sales and marketing to encompass financial management through Accounting Seed. This robust accounting solution is preferred for businesses seeking efficient financial management. Read the article to learn why Accounting Seed stands out as a top-notch accounting solution for Salesforce users: https://buff.ly/3UQRnuq #accountingprocess #financialmanagement #CFO #ChiefFinancialOfficer Accounting Seed

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You still have 30 hours left to sign up for this month’s Partner Marketing Exchange. Join Joshua Gilstrap, Brenden Norberg, Brian Weit, and me as we discuss the benefits of niche-based marketing for growing your Sage VAR and SAIP practice. #saip #var #accounting #digitaltransformation

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𝗛𝗼𝘄 𝘁𝗼 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲 𝗔𝗽𝗲𝘅 𝗖𝗼𝗱𝗲 𝘁𝗼 𝗔𝘃𝗼𝗶𝗱 𝗚𝗼𝘃𝗲𝗿𝗻𝗼𝗿 𝗟𝗶𝗺𝗶𝘁𝘀 𝗪𝗵𝗲𝗻 𝗦𝗲𝗻𝗱𝗶𝗻𝗴 𝗘𝗺𝗮𝗶𝗹𝘀 🚀 Governor limits in Salesforce can be challenging, especially when it comes to sending emails via Apex. At 𝗦𝗬𝗡𝗖𝗢𝗥𝗨𝗠, we’ve mastered the art of optimizing Apex code to ensure you never hit those pesky limits. Here’s how: 📊 𝗕𝘂𝗹𝗸𝗶𝗳𝘆 𝗬𝗼𝘂𝗿 𝗖𝗼𝗱𝗲 Instead of processing one record at a time, process them in batches. This minimizes the number of DML statements and queries executed. 📧 𝗨𝘁𝗶𝗹𝗶𝘇𝗲 𝗘𝗺𝗮𝗶𝗹 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 Leverage Salesforce’s email services to handle email processing outside of Apex. This can drastically reduce the number of DML operations. ⏳ 𝗨𝘀𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗠𝗲𝘁𝗵𝗼𝗱𝘀 𝗮𝗻𝗱 𝗤𝘂𝗲𝘂𝗲𝗮𝗯𝗹𝗲 𝗔𝗽𝗲𝘅 Asynchronous processing can help manage long-running operations and reduce the risk of hitting limits during synchronous transactions. 🔍 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲 𝗦𝗢𝗤𝗟 𝗤𝘂𝗲𝗿𝗶𝗲𝘀 Reduce the number of queries and streamline data retrieval by using efficient, selective queries. 🔧 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲 𝗧𝗵𝗶𝗿𝗱-𝗣𝗮𝗿𝘁𝘆 𝗧𝗼𝗼𝗹𝘀 Sometimes, external tools can handle bulk email operations more effectively, reducing the load on Salesforce. Ready to Optimize Your Apex Code? Let's ensure your Salesforce instance runs like a well-oiled machine. Comment below or message us to learn more! At Syncorum, we turn complex Salesforce challenges into streamlined, high-performance solutions. Let's optimize your Salesforce together! 🌟 #Salesforce #ApexOptimization #GovernorLimits #EmailAutomation #SYNCORUM #SalesforceExperts #TechInnovation #CRM #BusinessGrowth #DigitalTransformation #CustomerSuccess #SalesforceDevelopment #SalesforceCoding #ApexProgramming #EfficiencyInSalesforce #SalesforcePerformance #EmailMarketing #CloudComputing #SalesforceIntegration #FutureOfWork #BusinessEfficiency

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NO EXCUSES FOR MISSING SALESFORCE UPDATES Scratchpad's AI Sales Assistant helps reps update Salesforce even faster. ⚡ Suggested updates for MEDDIC or next steps ⚡ Call Summaries & Transcripts ⚡ Instantly updated to Salesforce Improve your CRM Hygiene instantly with Scratchpad at the 🔗👇 #Sales #CRM #CRMHygiene

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Great post featuring Ryan from Thriviti. Practical CPQ Pro Tips on how to turn a manual and complex approval process into an intelligently designed internal collaboration solution. #RevOps #SalesOps #Salesforce

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The strongest salesforce? Customers who believe in your product as much as you do. Most businesses struggle to turn customers into advocates. They make the sale, and then... nothing. No referrals. No loyalty. Why? Because the connection, the belief, stops at the sale. 💡 The transfer of belief doesn’t end when the deal is closed. It’s ongoing. So how do you keep customers engaged, excited, and ready to share their experience with everyone they meet? After the sale, don’t disappear. Keep checking in. Share their wins. Celebrate how your product is impacting their world. Troubleshoot any problems that come up. Reinforce that they’re part of something bigger. At the end of the day, word of mouth comes from belief, not just a good product. How do you nurture customer relationships after the sale? Share your secrets to keeping the belief alive in the comments! #confidence #belief #sales #salescoach #salesmentor #salesadvice #customerexperience

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Use BlackIron to speed your way to CRM Success Salesforce’s claim to fame is ease of use and ease of customization, but in our opinion, a lot of that is way overstated. salesforce has progressively become more complex over the years – with permission sets, flows, lightning etc., it is tough to keep up with all of the changes, AND tough to be proficient at all of the customization tools in the salesforce toolbox. It’s technically possible to go it alone, however, to maximize the potential of Salesforce, partnering with a specialized Salesforce partner can provide significant advantages. Just a couple of high level reasons why partnering with www.blackirongroup.com can help by: Delegation of CRM Management - By partnering with us, you can delegate the complexities of CRM management to professionals, freeing up your internal resources to focus on core business activities and strategic initiatives. Improved User Adoption - BlackIron Group can provide comprehensive training and support to ensure your team fully adopts and effectively uses the CRM system, maximizing its potential and driving business success. Continuous Improvement - We offer continuous improvement services, regularly assessing and optimizing your CRM setup to ensure it evolves with your business needs and industry changes. Partnering with BlackIron Group should be seen as a long term strategic move that can significantly enhance your CRM capabilities and drive business growth. With access to specialized expertise, advanced technical knowledge, and ongoing support, we can help you maximize ROI, stay ahead of technology trends, and maintain a secure and compliant CRM system. Embrace the power of a Salesforce partnership with BlackIron Group to transform your customer relationships and achieve your business goals.

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Off a call with a few D365 Practice Leads this morning, feedback I'm hearing: - Sales cycles are taking longer than last year - Back to the basics for business development - Doing more with less (headcount-wise) - Don't hire just to hire Pretty common sentiment across the board Takeaway for me is if you are going to choose to hire, make sure that this consultant can be billable and busy for at least the next six months. No sense in hiring if they will sit on the bench

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When one SalesOps person quits, another gains a new hobby: Salesforce archaeology. Why does this happen? No documentation. Often, there wasn't any logic to why it was set up that way. It often didn't even support the current business practices, which is why so many of the salespeople rebelled against using it. What's the solution? Rebuild it. Rebuild right. Rebuild it with documentation. But that will take forever! Unless you have shortcuts and swipe files like we do in our Salesforce Accidental Admin Accelerator. If you want a sneak peek at the accelerator watch this webinar replay: https://lnkd.in/g297XegA

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Good morning NetSuite Nation! Here we are, Tuesday of the new year. The dopamine rush of your Q4 deals has subsided. Everyone is back to zero again. "What are you forecasting for June?". Here we go again. Looking for an edge this year? I see many of the new sales manager promotees announcing that - congratulations to you all! You'll be leading teams and hoping to bring some of your magic so your team can close the most logos this year. From my experiences last year I can tell you - from an Alliance Partner perspective - there's lots of business but it's competitive out there. You have to bring your A game and you'd better be bringing value to win. Folio3 exists to partner with NetSuite to win business. Our differentiator is our industry experience and knowledge and proprietary IP. We are the go to firm for Apparel deals. We have auto parts nailed. We have a DCAA SuiteApp. We have a Property Management Solution. We implement dozens of Manufacturers and Wholesale Distributors every year. We have an Ecommerce practice. We have an AI practice. We have an Agriculture Tech division. We implement Field Service Management (we were one of the original NextTechnik partners) Our price point is spot on - we lead the pack with our expertise and are still the price leader. I'll be at the Sales Kickoff in Toronto, we are a sponsor - if you're coming let's talk about how Folio3 can support you or your team this year. If you're a sales leader and would like me to join a team call for 15 minutes, sponsor an event in your city, or just chat about our offerings, please reach out to me directly or book a meeting with the link below: https://lnkd.in/gCzhdYZg Let's crush it together this year!

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