I write about the three topics that I am most passionate about; Sales, Marketing and Social Media. These topics are covered from my experiences in outside sales and marketing. My objective is to use my expertise to help business and the individual.
Agentforce in Action at Salesforce Agentforce Tour in New York
I covered Salesforce AgentForce in New York this past week. This event was organized to showcase Salesforce’s new product Agentforce which is DIY AI in action. Agentforce is a customer service agent that can be built by Salesforce customers and integrated into all industries across the customer journey.
Salesforce Co-Founder & Chief Technology Officer, Slack Parker Harris kicks off the Keynote in New York!
Users of Salesforce Foundation Enterprise Edition and higher can upgrade to Agentforce for free!
Customers could build a customer service agent on-site.
Salesforce hosted a hackathon where the winner of the Agentforce contest won $20000!
The keynote showed how service and customer success functions have evolved from chatbots to copilots to Agentforce a self-designable customer service agent that can be customized to users’ specific needs across the customer journey, increasing productivity, reducing customer friction, and maximizing the customer experience.
Patrick Stokes EVP of Product & Industries Marketing at Salesforce, shows how he exchanged his sweater for the right size using Sofie and a customer service agent Saks Fifth Avenue built using Agentforce.
Patrick Stokes
I saw multiple demos of Agentforce across Sales, Marketing, Service and, more.
Salesforce announced the launch of the Testing Center for Agentforce; coming this December, which will allow users to develop Agentforce to answer every possible question in all forms and variations; something the current chatbots and copilots can’t do. Agentforce enables users to take proactive prescriptive action in real-time.
AgentforceTour was a great event. I learned much about DIY AI and how it can transform the customer experience.
I want to thank Salesforce for having me at Agentforce Tour.
If you want to be on the cutting edge of DIY AI, attend Agentforce in your city.
I write about the three topics that I am most passionate about; Sales, Marketing and Social Media. These topics are covered from my experiences in outside sales and marketing. My objective is to use my expertise to help business and the individual.
Building relationships with customers and closing deals is critical for sales success. In business, customer acquisition and customer retention are crucial to generating revenue. It is cheaper to keep existing customers than to acquire new ones.
Once a sale is made, it is tempting for sales reps to move on to the next customer.
However, the sale is not complete when the customer signs the contract. Customers should pay their invoices on time to ensure the business has enough cash to operate and potentially turn a profit.
What on time means is dependent on a company payment policy. Customers can have payment terms raining from C.O.D, net 30, net 60, net 90, net 120, or longer. Some cycles can run for a year or longer. Certain companies offer financing options. Payment structures are structured based on the length of the sales cycle.
How can we make sure customers pay their invoices on time?
Here are six ways to keep customers and get them to pay their invoices on time.
Build and nurture customer relationships.
When the sale is complete, put all details in writing.
Follow through with the implementation product or service post-sale.
Check-in with your customer to make sure they are happy with their purchase. This can present an opportunity for upselling, cross-selling, repeat business, referrals, and testimonials.
If the customer voices concerns or has an issue with a product or service, address it immediately.
Make sure to honor any promises and warranties extended during the sales cycle.
If you follow these steps, you will get most customers to pay their invoices on time.
What do I do if a customer will not pay their invoice?
In large organizations, the accounts receivable manager will handle the customer by sending past-due notices and charging penalties. However, if Sales Reps work for a small company as I did, this will be the Sales Rep’s responsibility. Ideally, the Sales Rep should be able to handle customer issues because they have a relationship with the customer.
Sales Reps should call and visit the customer. During the visit, Sales Reps need to try to solve the issue. Be polite. Never raise your voice or swear at a customer. The goal is to get paid while keeping the customer whenever.
As a result of implementing the strategies above, my receivables (open invoices) were the lowest in the company! This allowed me to earn more commissions, make more sales and develop great relationships with my customers.
It is important to note that Sales and Service across acquisition and retention are subdivided in larger organizations.
How have you improved customer retention and gotten your customers to pay on time?
I’m a Strategic Marketer with Field Sales, Sales Enablement, Content Creation, and, Classroom Teacher/Trainer skill sets using Marketing to drive Sales/Growth.
As a Marketer, I’ve worked with Start-Ups, a Political Campaign, and a Digital Marketing Conference.
I’m certified in Inbound Marketing with classes in Marketing, Product Management, Product Marketing, SEO, and SEM.
Before teaching, I was an Outside Sales and Marketing Rep. selling and marketing dental products to Dentists using consultative selling, trade show marketing, field marketing, and market research.
I publish Sales, Marketing & Social Media Today; a blog that covers industry events and trends.
Open on the title, industry, company, location, and level. Reach out on LinkedIn or at dan@dangalante.com to start a conversation.
Posted 90 weeks ago
Sales, Marketing & Social Media Today
I write about the three topics that I am most passionate about; Sales, Marketing and Social Media. These topics are covered from my experiences in outside sales and marketing. My objective is to use my expertise to help business and the individual.
Insights from 2024 DMWF NA
Last week, I covered the Digital Marketing World Forum conference in New York. The conference was held at the Marriot Marquis in New York’s Times Square. The Digital Marketing World Forum or DMWF for short, covered a wide array of topics beyond just digital marketing, that covered AI, ecommerce, influencer marketing, and creativity just to name a few.
DMWF also had interesting service providers in the Digital Marketing space.
The conference was divided into two tracks. Track one consisted of topics that fell into the categories of: Covering Data, CRM & Insights // eCommerce & Omnichannel // AI & Marketing Automation // Digital Transformation & Leadership // Customer Experience, Email & Automation // Mobile Marketing & Advertising //.
Track two consisted of topics that fell into the categories of: Influencer, Affiliate & Creator Marketing // Content & Video Marketing // Social Media & Community Marketing // Digital Brand Strategy & Communications //.
There were so many amazing discussions. The topics that I found the most interesting were Building a successful Full-Funnel Marketing Strategy, and How to navigate changing social platforms.
In the Building a successful Full-Funnel Marketing Strategy panel,
Shayna Macklin, Director, Social / Brand + Music Partnerships & Fractional CMO, Playboy Enterprises, Inc. & Rainbow Apparel Co
Carly Schrager, Head of Marketing Automation Engagements, North America, Bluprintx
