Articles tagged "Sales & business development"

How to distribute leads without an expensive CRM

With Zapier, you can set up a simple lead distribution process that works 24/7 to send leads to the right people without an expensive CRM or sales pipeline.

7 ways to automate PayPal

While getting paid is a reason to celebrate, what follows after a PayPal transaction is a little less exciting—and often requires a lot of manual work. Here's how to automate it.

What is a Salesforce custom object?

Learn how to create a custom object in Salesforce—and why you might need to.

What are tasks in Salesforce—and how do you use them?

Learn how to make the most of this small but powerful feature in Salesforce.

4 data-related reasons leadership meetings fail (and how to fix them)

Here's how to spend less time wrangling data—and more time making decisions—during your leadership meetings.

Streamline work across departments with automation

When you bring Zapier into the mix, it's easier to streamline work between different teams. Here are the top workflows you can automate between your departments.

Business objectives: How to set them (with 5 examples and a template)

Business objectives are defined, achievable outcomes a company works to achieve over time to reach goals. Here's how to set them.

How to add new Google Form responses to Salesforce

The sales cycle can be long and unpredictable. While you can't control whether prospects respond to your selling point, you can control whether your internal processes allow your sales team to work quickly. 

How to optimize your sales page for conversions

Unsurprisingly, there's no magic "secret" to writing copy that creates meaningful connections. It's simply about making readers feel understood. And when it comes to empathy, no amount of marketing hacks can substitute for deep customer research.

16 ideas for developing strategic partnerships

Experts weigh in on how to build strategic partnerships that last.