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How to Send List Emails From Salesforce A list email allows you to email to an individual email to each recipient in a list instead of one email to the entire group. So you can send individual and personalized, emails to recipients on contact and lead lists and...
How to launch an Asana project when you create a Salesforce Campaign using the Salesforce and Asana integration When you create a Salesforce campaign, you can automatically kick off an Asana project. If you haven't connected Salesforce and Asana be sure to skip to the...
Selecting the Right Salesforce Offering Are you at the point in the decision process where you’ve come to the realization that Salesforce is the right CRM software for you and your company, but are completely overwhelmed by the thought of attempting to select the...
How to launch a post-sales process using the Salesforce and Asana integration “Today’s operations and sales teams are spending more time on ‘work about work’ than on the work that actually drives their business forward,” said Alex Hood, Head of Product at Asana....
With this blog post, we'll discuss 3 ways to send text messages with Salesforce. Prior to sending text messages with Salesforce, we encourage you to examine whether or not you have consent from a customer to text them. If you have consent, we will be reviewing to send...
Best Practices for Reports & Dashboards My previous blog was on ways to Increase Adoption in Salesforce - 5 Tactics and featured five best practices to increase adoption in Salesforce. Tip #2 was to monitor end-user adoption with the use of reports and dashboards....
Successful Salesforce Implementation So, you’ve decided you want to implement Salesforce in your company or organization. EXCELLENT decision, my friend! Salesforce is a game-changing tool that is going to take your business to the next level, no matter where you’re...
How to Monitor Pipeline with a List View in Salesforce In this video, we're going to be looking at how to monitor the pipeline with the list view. This is going to be useful for sales managers or sales directors who need to review the pipeline individually or...
Salesforce and Asana Integration One of the greatest advantages to the Salesforce ecosystem is the number of applications available through the Appexchange. Most organizations that use Salesforce have also adopted other cloud platforms for Project Management, Work...
The Stages of the Software Development Lifecycle as it Relates to The Salesforce Adaptive Methodology Whether a company needs to implement a brand new software to assist with their day to day processes and procedures, or they are needing to enhance a current system,...