Salesforce

Salesforce leads and Salesforce opportunities. These terms might be the first to welcome you as you enter the Salesforce world.  However, comprehending these terms is nothing short of vital. This article takes a deep dive into these two crucial terms within Salesforce to help you understand their roles, distinctions, and tips to make the most…

Success in the world of Salesforce development hinges on more than just mastering the platform’s tools and techniques.  It also depends on being part of a thriving community that fosters knowledge-sharing, problem-solving, and collaboration.  This article looks at Salesforce communities, shedding light on the essential forums and networks that have become invaluable resources for developers. …

2023 is transforming how businesses approach ‘growth’. For the last 10-15 years, capital flowed freely. Businesses received funding effortlessly. The only focus was ‘growth at all costs’. Profitability was only considered during the very late stages or when preparing to go public. But today, with capital becoming expensive, there’s a shift in mindset when it…

Do you ever feel like your sales team is struggling to reach its full potential? Are you tired of seeing missed opportunities and low sales numbers in your revenue operations? If so, you’re not alone. Many sales teams face the challenge of achieving optimal efficiency and productivity. The problem is that sales processes in revenue…

Imagine trying to bake a cake without a recipe. You can rely on your instincts and perhaps end up with a finished cake, but there is always a chance of some missing ingredients or uncertain measurements. Your sales team faces a similar scenario. Their CRM may provide them with the basic ingredients, but without the…

Salesforce is a CRM platform of choice for most businesses like yours. However, it is essential to master the art of email tracking within this powerful system to elevate your communication efficiency and yield fruitful outcomes. After all, effective communication is vital to building strong customer relationships and achieving sales success.  This guide is your…

Salesforce duplicate management is a cause of worry for most businesses. It fills up the CRM with untrustworthy data. And the insights drawn from that data become questionable. Duplicity in Salesforce is when customer data is entered multiple times in the system leading to confusion, inefficiencies, and inaccurate reporting of leads. Sales duplicity management is…

As a Salesforce user, you know how important it is to keep your data clean and up-to-date. But let’s face it, maintaining Salesforce data hygiene can be tedious and time-consuming. However, it’s a task that must be addressed to maximize the value of your Salesforce investment. Understanding the importance of Salesforce data hygiene and how…