Tonya Gordon

Nintex DocGen for Salesforce can transform RevOps processes. But don't just take my word for it— hear it from real-life customers! Thanks to each and every customer who took time to share their experience. Check out more reviews here: https://lnkd.in/gvHZJ7gw #Salesforce #DocumentGeneration #RevOps

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Introducing Our Agentforce Experts! 💡 In our latest blog post, NeuraFlash's VP of Agentforce, Tom Hebner explores the groundbreaking impact of Agentforce on customer service. NeuraFlash is at the forefront, thanks to our incredible team of experts, making us the go-to SI for Salesforce—a recognition highlighted in their latest press release. Discover how we're leading the future of customer interactions! ➡️ https://bit.ly/3YvXxjY

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CSM/CX Leaders - What if you could spot churn before it happens? Here are trackable red flags to watch out for… 🚩 Enrollment in your Academy 🚩 Completion of critical onboarding steps 🚩 Product usage 🆘 if these are not ✔️ These are signs to reach out, offer support, and get users to their first “aha” moment with your product. Use these 5 proven strategies to train and retain your hard-won customers. Plus, expand the relationship:  https://hubs.ly/Q02WPXRc0 #customereducation #customersuccess #onboarding #retention

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Whether Mockingbird manages your LSAs or not, we are sharing this PSA to help protect budgets next month. Our advice for managing this change: • Be careful when setting large budgets with the hope of refunds balancing out. • Monitor and potentially pause upper funnel case types (general law leads in particular) for low intent leads • Review your credits at the end of the month to see how the automated system is performing.

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Migrating from Marketo to HubSpot? Don't sweat it! In just one week, our FREE webinar dives deep into key considerations, timelines, and best practices for a smooth transition. Get expert tips to make your move a breeze>> https://hubs.la/Q02v0mvr0 #MarketingAutomation #MarketoMigration #HubSpot

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🌟 Exciting update! Our CSM Director, Julia Ruvolo, discusses the powerful impact of data-driven client strategies in a recent Built In feature. Her team's approach is making significant strides by focusing on smarter lead generation and enhanced engagement. Discover how they're transforming real estate marketing with innovative tactics. For a deeper look at how Ylopo is leading the charge in customer success, dive into the full article here: https://lnkd.in/gKdKqggN

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💡 Calling all Marketing Ops, Sales Ops, and RevOps pros! 💡 We’ve partnered with Openprise and RevOps Co-op to tackle one of the biggest challenges we all face—data quality. 🎯 How does your team define data quality? What challenges are you facing when managing customer and prospect data? We want to hear from YOU in this quick 10-minute survey. 📝 By sharing your insights, you’ll help us uncover: 🔧 How RevOps teams are overcoming data quality challenges 📊 Actionable strategies to improve data consistency, accuracy, and trust across departments 🤖 How AI is playing a role in enhancing data management Take the survey now and opt in to receive the final report when it’s ready: https://lnkd.in/gjKjRrbw #marketingops

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⏳ Last call! The 2025 State of RevOps Data Quality Survey is about to close, and we still need insights from pros like you! 💬 We’ve partnered with Openprise and RevOps Co-op to gather valuable perspectives from Marketing Ops, Sales Ops, and RevOps teams on how they define and manage data quality. If you haven’t taken the survey yet, now’s your chance to share your experience and make a real impact! 📝 Key areas we’re exploring: 📑 The biggest challenges around data accuracy, consistency, and trust 🔧 Tools and strategies teams are using to improve data management 🤖 How AI is helping RevOps teams enhance their data processes It only takes 10 minutes, and your feedback will shape actionable insights for the entire community. 👉 https://lnkd.in/gjKjRrbw (Hurry—survey closes tomorrow!) #marketingops

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Salesforce unveils Agentforce — what AI was meant to be. Agentforce is how humans with AI drive customer success together, equipping organizations with autonomous agents that boost scale, efficiency, and satisfaction across service, sales, marketing, commerce, and more. Customers are already experiencing the transformative power of Agentforce and leading the charge in deploying AI agents to give their human agents more time to focus on complex cases. Learn more:

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Supercharge Your CSM Career 🚀 As a Customer Success Manager, your skills open up a wide range of opportunities within your department. Hear from Jessica Hernandez as she shares insights on how to leverage your expertise and thrive in various roles. #Customersuccess #Careergrowth #Careertips

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Customer Success isn’t a support role—it's a revenue driver. If your team isn’t directly influencing renewals and upsells, you’re leaving money on the table. Stop being reactive. Start being strategic. Challenge the norms. #customersuccess #saas #cco 

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Our CEO is attending #Agentforce #WorldTour Dallas! We look forward to sharing a recap of the event and key takeaways for those unable to make it #KoopalConsulting #Salesforce #PartnershipPartners #KGAM #RevenueOptimization #GTM #SaaS #SalesforcePartner #PartnerStrategy #SalesOptimization

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Insurance Agencies and Brokers - this is for you! Watch this Dreamforce '24 session: Optimize Your Agency or Brokerage for Growth with Salesforce Discover how our insurance brokerage solution helps you put clients at the center of everything you do.

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Want to save time and close more deals? Find out how you can simplify your closing experience and approve CDs in seconds on our latest episode of In the Know With TPO video with Emily Warring. Not a partner yet? Sign up: https://lnkd.in/gJPacgcN #PENNYMACTPO #IntheKnowTPO #WholesaleLending #MortgageBrokers  #ClosingProcess

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Are your teams aligned on the same goals, or does it feel like they're each marching to their own beat? 🥁 A well-crafted Revenue Operations strategy brings all your cross-functional teams together, ensuring sales, marketing, and customer success are working toward shared goals. In our RevOps Certification, we break down the 7 essential steps to create a RevOps strategy that drives real results: 1️⃣ Identify the problem 2️⃣ Align teams & customer journey 3️⃣ Set clear goals 4️⃣ Assess resources 5️⃣ Define action steps (hello, automation!) 6️⃣ Measure results 7️⃣ Refine & adapt Curious to go deeper? Our certification has everything you need to create a RevOps strategy that fits your organization. 📲 Swipe through for a sneak peek, and click to learn more about building a RevOps strategy that delivers: https://lnkd.in/deX7Kzcb

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𝐆𝐮𝐞𝐬𝐬 𝐰𝐡𝐚𝐭? 📣 Today, TrustRadius announced the launch of its ＮＥＷ Intent-Driven Leads program! 🤩 The growth of engagement activities on TrustRadius allows us to harness the power of user reviews and downstream intent data to generate in-market leads at scale for B2B technology sellers. "By removing barriers and providing ICP-qualified, opted-in leads, we're enabling our customers to focus on what matters most—engaging with prospects and driving revenue," said Vinay Bhagat, CEO of TrustRadius. "We piloted TrustRadius' Intent-Driven Leads program and were impressed with their ability to deliver 4,000 ICP-matched leads in less than two weeks," said Brett Rafuse, Vice President of Integrated Marketing at Cisco. "Not only did they deliver a large volume in a short time, they also helped us action these leads quickly with our sales teams via system integrations." Learn more about how it works and 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐨𝐮𝐫 𝐰𝐞𝐛𝐢𝐧𝐚𝐫 on August 8️⃣ at 12pm ET! ⬇️ https://prn.to/4cQTKUB

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