Blog > Sales Process Optimization


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 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