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When you’re building out your sales process, one of the most important considerations is how you’ll track information on disqualified leads, so you can go back and understand why leads aren’t converting to opportunities, and look for potential opportunities to match...
As a product manager, there are a few things you can do to get feedback from marketing and sales in Salesforce in order to get feedback as to why your leads might not be the right fit and reasons why opportunities don't close. Daniel will walk you through the fields...
Chatter is a Salesforce real-time collaboration application that allows users to work together, talk to each other, and share information. You can follow people, establish networks and share files in real-time. Chatter connects, engages, and motivates users to work...
In this video, we will cover how to create a list view in Salesforce. List views allow you to filter out records based on any field that we have access to. List views are used to quickly segment lists of records, they allow us to action multiple records at the same...
Connect Salesforce and Asana The Salesforce and Asana integration is available to Asana Business and Enterprise customers who have the Salesforce Enterprise, or Unlimited accounts. While it is optimized for Salesforce Lightning it is also compatible with Salesforce...
What are Global Actions in Salesforce? How can you use them? In this video, we will cover how to use Global Actions in Salesforce. Global Actions in Salesforce allow users to log call details, create or update records, or send an email without leaving the page they're...
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....