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Post Salesforce Implementation - Considerations For an untold number of companies, going live with Salesforce is both an exciting as well as a terrifying time. If using a certified Salesforce partner, you most likely have the peace of mind knowing that the build...
Well hello, fellow data lover! Today we’re chatting a bit about the importance of data cleanliness and some best practices to establish in your business in order to keep it that way. We’ll also cover some great procedures to implement for Salesforce data cleanliness....
Salesforce for Construction Management One of the most prominent challenges of the ever-evolving professional world is how to make processes more efficient, profitable, and scalable. When implemented by a company, Salesforce, as a platform, commonly sits in the middle...
Salesforce Service Cloud Salesforce Service Cloud is a tool for your client-facing teams. These teams can support your customers in technical, business to business, business to consumer, or blended ways. The beauty of Service Cloud is that it can be extended to...
My Journey to Pass the Salesforce CPQ Certification My journey with Salesforce started a little over a year ago. I have spent most of my career in the IT “world” and when I found out about Salesforce and what the ecosystem can do, I was immediately interested. I know...
On the Record: Some Hype About Salesforce Record Types When taking the power and efficiency of the world’s leading CRM platform and customizing it to the specific needs and unique characteristics of your business, one of the most powerful features available to you is...
When you should and shouldn't use Salesforce Custom Objects. If Salesforce were a house on CRM Street, it would be the one with the manicured lawn, clean windows, and just enough décor to make it elegant without crossing the line into “extra.” If you were to buy this...
How to use Salesforce for Project Management tasks Allow Salesforce to help your organization or business ensure a successful project management experience and improve client success and satisfaction all in one place. By using the features available within your...
INTRODUCTION TO SALESFORCE CPQ In today’s article, we discuss both Salesforce CPQ and its native out-of-box feature pricing guidance. Before we fully dive in let's discuss CPQ and its audience. Since 2015 Salesforce CPQ has been providing quoting solutions to its...
When it comes to marketing automation programs such as Pardot and Marketing Cloud we often associate Pardot with B2B and Marketing Cloud for B2C. In reality, when we are serving each audience we are still talking about people and creating personal experiences for...