The Gradient Works Blog
Advanced round-robin assignment
05/12/2021 Advanced round-robin assignment Round-robin assignment is familiar to most sales teams. It's a deceptively simple concept that often becomes more complex in practice. We'll take you…
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Applying the Toyota system to a B2B revenue organization
05/06/2021 Applying the Toyota system to a B2B revenue organization In the 20th century, Toyota perfected its Toyota Production System. Also known as TPS (no, not that TPS), Toyota's system is a model of automation…
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Building Custom Property Editors for Salesforce Flow actions
05/06/2021 Building Custom Property Editors for Salesforce Flow actions This post explains the basics of an under-documented feature of custom Flow actions: Custom Property Editors (CPEs). These allow you to create a…
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The four parts of better B2B storytelling
05/05/2021 The four parts of better B2B storytelling Good morning, class. Today we're going to talk about storytelling and the role it plays it B2B marketing.
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The complete guide to Salesforce field history tracking
04/28/2021 The complete guide to Salesforce field history tracking "Hey, this doesn't look right. When did that get changed?" If you're a Salesforce Admin you've had someone ask you this about a field. And, let's…
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Revisiting the Assignment Mullet
04/22/2021 Revisiting the Assignment Mullet I wrote my first post for Gradient Works about managing sales rep assignment throughout the customer lifecycle. Not only is assignment one of the…
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So you want to talk about chatbots
04/21/2021 So you want to talk about chatbots Imagine this: You’ve just discovered this amazing company that has exactly what you need to help you. You immediately head to their website to buy…
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You should focus more on customer handoffs and account ownership
04/20/2021 You should focus more on customer handoffs and account ownership Today, I want to talk about customer handoffs and account ownership. Account handoffs are a lot more than just moving a customer from sales to…
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How to use Scheduled Flows in Salesforce
04/15/2021 How to use Scheduled Flows in Salesforce This post is part of a technical series to help Salesforce Admins automate business processes using Flow. We're very excited to feature our new guest…
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