How Do You Define an MQA?
Sales Qualification & Pipeline Management

How Do You Define an MQA?

When sales and marketing don’t agree on what a Marketing Qualified Account (MQA) is, chaos follows—missed handoffs, misreported numbers, and wasted effort. This guide walks you through exactly how to define an MQA based on firmographics, technographics, and meaningful engagement signals. Learn how to align your teams, implement your criteria in Salesforce, and use AI to surface the highest-converting accounts.

Posted by | May 14, 2025
How Do You Define a Prospect?
Sales Qualification & Pipeline Management

How Do You Define a Prospect?

Inconsistent lead definitions are one of the most common—and costly—problems revenue teams face. This article explores how aligning on a clear, shared definition of a prospect can reduce CRM bloat, improve forecasting accuracy, and enhance collaboration between sales, marketing, and customer success. Learn how to standardize prospect criteria using firmographic data, document it in Salesforce, and keep it evolving with your business.

Posted by | May 6, 2025
How to Roll Out SPICED So That It Sticks
Salesforce Customization & Integration

How to Roll Out SPICED So That It Sticks

Implementing SPICED isn’t just about introducing a new framework—it’s about making it part of your team’s DNA. From CRM integration and AI automation to in-depth training and consistent reinforcement, this guide walks you through the tactics needed to embed SPICED across your entire revenue team. Learn how to drive adoption, boost data accuracy, and create measurable business impact.

Posted by | May 2, 2025
How to prepare to implement SPICED
Salesforce Optimization

How to prepare to implement SPICED

Implementing SPICED isn’t just a switch in methodology—it’s a strategic transformation. From team education and CRM readiness to choosing the right level of integration, this guide walks you through key steps for a smooth and impactful SPICED rollout. Whether you’re a startup or a data-driven enterprise, aligning SPICED with your business goals will streamline your sales process and drive scalable growth.

Posted by | April 22, 2025
Build vs. Buy for Salesforce Customization: Which is Right for Your Organization?
Salesforce Customization & Integration

Build vs. Buy for Salesforce Customization: Which is Right for Your Organization?

Choosing between building a custom Salesforce solution or buying a vendor-supported integration is a critical decision for any organization. This article breaks down the trade-offs, including cost, time-to-value, and scalability, to help you make the right choice.

Posted by | April 4, 2025
Signs Your Sales Methodology Is Failing
Sales Methodology

Signs Your Sales Methodology Is Failing

If your sales methodology isn’t delivering, you’ll see stalled deals, frustrated teams, and misaligned customer interactions. This article outlines five key signs that indicate failure—ranging from inconsistent customer data to poor team alignment—and how implementing the SPICED framework can help you fix them.

Posted by | April 4, 2025
What is SPICED?
Sales Methodology

What is SPICED?

SPICED is a structured framework that aligns sales, marketing, and customer success teams by focusing on customer pain points, impact, and decision criteria. By implementing SPICED in Salesforce, SaaS businesses can improve data integrity, enhance customer experiences, and accelerate sales cycles.

Posted by | April 3, 2025
Bad Data? How to Incorporate AI into a Data Maintenance Plan
AI in Sales & Revenue Operations

Bad Data? How to Incorporate AI into a Data Maintenance Plan

AI can automate Salesforce data maintenance by extracting key insights from calls, emails, and messages, reducing manual errors and improving data integrity. Combining AI automation with strategic manual updates ensures your CRM stays clean, actionable, and reliable for better decision-making.

Posted by | March 26, 2025
SPICED vs. MEDDIC: Which Framework is Right for You?
Sales Methodology

SPICED vs. MEDDIC: Which Framework is Right for You?

SPICED builds on MEDDIC’s structured approach by adding customer context (Situation) and urgency triggers (Critical Event) to improve engagement and deal velocity. SaaSTrack enables an effortless transition from MEDDIC to SPICED or the integration of both frameworks for flexible, effective qualification.

Posted by | March 20, 2025