Our Blog

Here are two more tips for sales people from my best-selling book The Pocket Guide for Sales Survival. The book features “161 Vital Rules for Selling Anything to Anyone, Anywhere” organized for beginner, intermediate, advanced and expert salespeople. Rule 79: Always Check In Is that fair? May I proceed? Should I continue? Does that make […]

Last week, I introduced you to the best-selling book The Pocket Guide for Sales Survival coauthored by Randy Bernard, Engageware’s vice president of sales, and Jason DeAmato. The book features “161 Vital Rules for Selling Anything to Anyone, Anywhere” organized for beginner, intermediate, advanced and expert salespeople. Each week, the Engageware blog is going post a pair […]

While the majority of your colleagues are finalizing holiday vacations, preparing dinner menus and ducking out during lunch breaks to finish the last of their shopping, sales professionals often spend the final days of the year hunched over their desks analyzing a shrinking pipeline. Because B2B sales cycles continue to grow—many of them now lasting […]

Engageware is dedicated to helping our customers engage with their prospects and customers to drive more business. That’s why we’re always trying to provide insights to sales teams about how they can use Engageware—especially Scheduler, our solution for Salesforce users—to create more conversations that lead to more sales. Now, we’re going to take a slightly […]

One of the great things about the members of the Salesforce community is their willingness to help users get the most out of the platform. When I was at Dreamforce recently, there were incredible learning opportunities. Hundreds of experts were available and ready to walk you through any area of the Salesforce product and guide […]

Create remarkable retail experiences that motivate shoppers to walk through the door and linger In case you haven’t noticed, it’s that time of year again. The big day is almost here! No, not Thanksgiving, although that’s coming too and it’s a pretty big deal for those of us who love turkey and all the trimmings. […]

Dreamforce is huge. Attempting to summarize an event with 170,000 people, more than 2,700 sessions, 50 parties, and a myriad of partner locations, special events, and extra-curricular activities is a challenge. From my perspective, Salesforce draws three main audiences to Dreamforce: investors, customers and partners. As an investor, wherever you went in San Francisco, you […]

When Bank of Oak Ridge implemented a self-service solution with 24/7 access across their digital channels, they had no idea how impactful it would be. The bank quickly saw their daily call volume decrease by more than 20 percent, while the account maintenance backlog dropped more than 66 percent. Customer satisfaction sky rocketed, and employees […]

Banks and credit unions, like so many other businesses today, need to implement digital strategies that will help them succeed in an increasingly competitive marketplace. Search engine optimization (SEO) is one of the most important components of such a strategy. But to get SEO right you need to implement several tactics and ensure you are […]

Next week marks the return of what has become perhaps the biggest technology trade show in the U.S.: Dreamforce. The annual Salesforce extravaganza of sessions, A-list keynote speakers, and thousands of companies exhibiting their Salesforce-connected wares will dominate the city of San Francisco. For companies that rely on Salesforce as their customer relationship management solution, […]

Each year, Engageware conducts a survey of credit union members to take their pulse on issues related to the quality of service they receive when they visit a branch. The findings consistently show that credit union members still like to conduct their financial transactions at the branch, even with the increasing availability of online banking […]

You don’t have to work in a customer service or support job to have a pretty good idea that it can be quite challenging—on a good day! As consumers, we all have engaged with the customer service or support team at a company with which we do business. Many times, it’s a great experience and it leaves […]