How are Marketers Accelerating their Digital Transformation with Less
In a post-pandemic world where marketers are expected to accelerate their digital initiatives, some with less of a budget, and fewer resources to meet targets, marketers are wondering how they are going to be...
Everything You Need to Know About Salesforce Lead Conversion
In this video, we'll show you everything you need to know about Salesforce lead conversion. We show you the basics of a Lead object, and how you might acquire leads. We'll also give examples of when that lead should be...
An Overview of the Toggl Track Integration for Salesforce
Toggl Track, a time-tracking web application, recently launched a new integration with Salesforce this month. This new functionality will allow users to automate time tracking within Salesforce, keep that data synced...
How to Keep Prospect and Customer Lists Clean in Salesforce
In this video, we show you how you can keep your prospects and customer lists clean. It's a common issue for organizations to not know which records are prospects, nor which revenue is new vs. what is repeat business....
Prepare for Salesforce Release Management
How to Prepare for Salesforce Release Management Preparing for a new software release can oftentimes be a time-consuming and even daunting task, especially if an organization is unprepared, but it can also be very...
Salesforce Opportunity Products Explained
In this video, we'll show you how to use Opportunity Products in Salesforce. In many cases, Salesforce users will create multiple amount fields under the Opportunity product, but this manual solution is not necessary....
Salesforce Field Service: From pen and paper to digitally empowered service
Salesforce Field Service is a great way to take your business from pen and paper to digitally empowered service When you hear “Salesforce” what comes to mind? Sales teams leveraging all the awesome capabilities of...
Salesforce Explained: Global Search
In this video, we show you an overview of Salesforce's Global Search feature. Global Search is a quick and accessible way to search records from all objects within your Salesforce instance (with the exception of some...
SYNC Solution with Salesforce, What is it and What does it do?
Commercient wants businesses to grow more efficiently and seamlessly. By offering our SYNC data platform, data between your ERP and CRM are integrated, helping to give our clients a complete picture of sales,...