All you need to know about: Sales

About 30 Results
How to create a Salesforce matrix report
Sales
How to create a Salesforce matrix report
Data alone isn’t beneficial unless it’s straightforward to understand. Digital tools that help turn raw data into simple visuals can...

by WalkMe Team, June 16, 2025

14 Best native & third-party Salesforce tools in 2025
Sales
14 Best native & third-party Salesforce tools in 2025
Salesforce offers businesses numerous tools and features, but selecting the right ones can be a daunting task. Many teams struggle...

by WalkMe Team, June 13, 2025

How to create an effective Salesforce strategy
Sales
How to create an effective Salesforce strategy
Before building a sales team, a leader must define the company’s mission, values, and culture. You need to understand your...

by WalkMe Team, June 10, 2025

Salesforce reports: Types, advanced features & best practices
Sales
Salesforce reports: Types, advanced features & best practices
Using real-time data helps you improve business adaptability and its overall return on investment (ROI).  But raw numbers in a table...

by WalkMe Team, June 9, 2025

A Comprehensive Guide to Salesforce Commerce Cloud
Sales
A Comprehensive Guide to Salesforce Commerce Cloud
Enterprise transformation goes beyond launching a storefront. You need a unified, data-driven platform that scales across channels, regions, and customer...

by WalkMe Team, June 6, 2025

12 Best Salesforce reporting tools for 2025
Sales
12 Best Salesforce reporting tools for 2025
Many companies use Salesforce to capture, store, and analyze customer data, driving business transformation. But every year, their strategic leadership...

by WalkMe Team, June 5, 2025

How to use Salesforce Service Cloud: Best practices & use cases
Sales
How to use Salesforce Service Cloud: Best practices & use cases
Customer care remains paramount, whether in terms of sustainability, personalization, or expedited deliveries.  However, companies face challenges in providing a consistent...

by WalkMe Team, June 4, 2025

10 Native & third-party Salesforce automation tools
Sales
10 Native & third-party Salesforce automation tools
An automation platform improves both operations and customer experience. AI chatbots, real-time order tracking, and personalized messages help teams deliver...

by WalkMe Team, June 3, 2025

Salesforce APIs: Types, applications & best practices
Sales
Salesforce APIs: Types, applications & best practices
To enable business transformation, teams must access shared data easily. But many store customer information in separate systems, which hides...

by WalkMe Team, May 20, 2025

Salesforce AI: Einstein, Use Cases, & Best Practices
Sales
Salesforce AI: Einstein, Use Cases, & Best Practices
Companies continually improve their employee experience strategy to attract and keep their top talent, especially for salespeople who expand a...

by WalkMe Team, May 19, 2025

Top 25 Salesforce adoption metrics to track
Sales
Top 25 Salesforce adoption metrics to track
Tracking Salesforce adoption ensures your organization uses the platform effectively and meets CRM goals. Salesforce adoption metrics reveal how well...

by WalkMe Team, May 8, 2025

Salesforce CPQ: Features, use cases, & best practices
Sales
Salesforce CPQ: Features, use cases, & best practices
Often, sales reps handle too many admin tasks and so lose time they could spend selling. They spend most of...

by WalkMe Team, May 7, 2025