Sales Process
Volume Pricing in Salesforce Made Simple
Volume Pricing in Salesforce Made Simple Discover how GSP Volume Pricing makes it easy to manage band-based and tier-based pricing in Salesforce. Last updated January 13, 2026 Written by Gary Smith, CEO Loading the Elevenlabs Text to Speech AudioNative Player… “How To Do Volume Pricing in Salesforce?” It’s a question many people ask, because there’s no out-of-the-box Salesforce support for quantity-based…
Read More4 Types of Framework Agreements You Can Manage In Salesforce
4 Types of Framework Agreements You Can Manage In Salesforce Understand the best way to manage framework agreements and forecast revenue in Salesforce. Last updated September 8, 2025 Written by Gary Smith, CEO At A Glance Framework agreements – sometimes called MSAs or umberalla contracts – play a big role in major deals, setting the…
Read MoreWhen Repeat Opportunities Are Right (And When They Are Not)
When Repeat Opportunities Are Right (And When They Are Not) Learn how to handle repeat opportunities in Salesforce the right way. Last updated December 19, 2025 Written by Gary Smith, CEO At a Glance Getting repeat or recurring opportunities right in Salesforce can be difficult. Many businesses either create them when they shouldn’t, or fail…
Read MoreThe Myth About 3x Pipeline Coverage—and What to Do Instead
The Myth About 3x Pipeline Coverage—and What to Do Instead The 3x Pipeline Coverage Rule is Flawed. This is How High-Performing Teams do it Differently to Secure Strong Funnel Coverage. Last updated December 19, 2025 Written by Gary Smith, CEO Loading the Elevenlabs Text to Speech AudioNative Player… “If I Have 3x Pipeline Coverage, Will I Hit My Sales Target?” In many businesses,…
Read MoreYour Complete Guide to Opportunity Stages in Salesforce
Your Complete Guide to Opportunity Stages in Salesforce Opportunity Stages Explained With Best Practice Recommendations. Last updated December 15, 2025 Written by Gary Smith, CEO Opportunity stages in Salesforce help you track a deal’s progress. That means your opportunity stages should match your sales process. But the chances are, you think they don’t – particularly if you’re still using the standard ‘out-of-the-box’ Salesforce opportunity stages (i.e., Prospecting, Qualification, Needs Analysis, Proposal/Price…
Read MoreHow To Make Account Plans Your Driving Force
How To Make Account Plans Your Driving Force Your complete guide to building strategic account plans in Salesforce. Last updated October 15, 2025 Written by Gary Smith, CEO At the start of every new financial year, the board wants to know: “Is there enough pipeline to meet our revenue goals for the year?” Although often,…
Read MoreHow To Know When To Transfer Leads From Marketing To Sales
How To Know When To Transfer Leads From Marketing To Sales Contact Us Passing leads from marketing to sales at the right time is critical for maximizing deal conversion rates. Too early, and salespeople will likely ignore the leads. Too late, and you are wasting valuable sales opportunities because the prospect has gone elsewhere. Of…
Read More5 Compelling Ways To Increase Your Salesforce Benefits This Year
5 Compelling Ways To Increase Your Salesforce Benefits This Year Maximize your Salesforce ROI with five real-life customer success examples. Last updated September 19, 2025 Written by Gary Smith, CEO It’s always possible to increase your Salesforce benefits. Our customers have proved it time and time again. And every business wants to maximise its’ Salesforce…
Read MoreHow To Build A Sales Process In Salesforce
How To Build A Sales Process In Salesforce How to bring structure to your sales methodology in Salesforce and make it work. Last updated November 2, 2025 Written by Gary Smith, CEO This guide explains how to build a sales process in Salesforce. For example, if you want to know about creating BANT, MEDDIC, NTARBO,…
Read MoreHow Contact Roles Can Increase Your Opportunity Win Rate
How Contact Roles Can Increase Your Opportunity Win Rate Contact Us Using Contact Roles in Salesforce increases your chances of winning a deal. That’s what I’ve consistently found amongst my clients. Why? Unless it’s a transactional sale, there’s always more than one person involved in the buying process. Even if you are only engaging with…
Read MoreTo Exceed Year-End Quota, Apply These Q4 Sales Strategies Now
To Exceed Year-End Quota, Apply These Q4 Sales Strategies Now Contact Us It’s the time of year when sales teams worldwide are under pressure to get deals closed in Quarter 4 and meet year-end quotas. I have worked with many companies under their quarter and year-end pressure. Here’s what I’ve found: Successful teams apply five…
Read More11 Things I Learned About CRM From My 39 Years at Novum | Interview
11 Things I Learned About CRM From My 39 Years at Novum | Interview Contact Us Over 1,000 companies have installed the GSP Sales Dashboard. We’re proud of that statistic. One of these companies described itself as “a USA based, diversified technology company with worldwide operations”. They use the dashboard for global sales performance reporting…
Read MoreHow To Plug A Leaking Sales Funnel In The Right Place
How To Plug A Leaking Sales Funnel In The Right Place Not all leakage is bad – it’s where, why, and what you’re doing about it that matters. Last updated October 15, 2025 Written by Gary Smith, CEO Everyone in sales has a leaking funnel. That’s the nature of the game. It is, after all,…
Read MoreThe Very Best Way To Create Call Lists In Salesforce
The Very Best Way To Create Call Lists In Salesforce Contact Us Tony Richards thumps the table in frustration. “There’s got to be a better way to create a call list in salesforce than this.” “The call list must show me the 200 people I need to ring today to follow up the webinar,” he…
Read MoreTop 5 Usual Suspects – Opportunity Mistakes In Salesforce That Are Easy To Fix
Top 5 Usual Suspects – Opportunity Mistakes In Salesforce That Are Easy To Fix If your Salesforce feels off, these common opportunity errors could be why. Last updated September 19, 2025 Written by Gary Smith, CEO I have reviewed hundreds of existing salesforce implementations. And seen many mistakes. But there are five opportunity mistakes that…
Read MoreFinish The Year Strongly With These Deal Strategies
Finish The Year Strongly With These Deal Strategies Contact Us The Advanced Selling Podcast is the world’s longest running audio show for sales professionals. It’s hosted by veteran sales coaches Bill Caskey and Bryan Neal. The pair have a relaxed and whimsical style that’s always packed with rock solid, practical advice. It is must-listen weekly…
Read More10 Expert Tips To Improve Discount Approval Processes In Salesforce
10 Expert Tips To Improve Discount Approval Processes In Salesforce Stop losing profit to discounts – here’s how to take control of your approval processes today. Last updated October 15, 2025 Written by Gary Smith, CEO Every price discount eats into your profit. Probably more than you think. “Most companies can increase profit between 2…
Read More5 Tips To Increase Average Deal Size Using Salesforce
5 Tips To Increase Average Deal Size Using Salesforce Actionable Salesforce tips to drive bigger deals and increased revenue. Last updated September 19, 2025 Written by Gary Smith, CEO You might think there’s not much that can be done to increase average deal size. Other than apply good old fashioned sales skills. But you’d be…
Read MoreStop Losing Deals, Start Tracking Opportunity Competitors
Stop Losing Deals, Start Tracking Opportunity Competitors Contact Us Companies that consistently gather information about opportunity competitors outperform those that don’t. A no brainer, right? If you understand how your rivals compete then you increase your chances of winning against them. But here’s what I’ve found in my experience. Most businesses are quite poor at…
Read MoreWhy You Should Be Using Salesforce Quotes with Opportunities
Why You Should Be Using Salesforce Quotes with Opportunities How to give customers more options – without over-inflating your pipeline. Last updated September 19, 2025 Written by Gary Smith, CEO How often do sales people give more than one quote to the customer to clinch a deal? Always? Sometimes? Hardly ever? Often customers ask for…
Read More5 Killer Ways To Increase Your Salesforce Benefits
5 Killer Ways To Increase Your Salesforce Benefits Stop leaving your money on the table – here’s how to maximize Salesforce’s impact for your business. Last updated September 19, 2025 Written by Gary Smith, CEO Last month we gave you 5 Compelling Ways to increase your salesforce.com benefits. As promised, here’s another five ways our customers…
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