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21 posts tagged “Salesforce”

May 21, 2020

Assessing Your Technology Needs During Down Time

Watching, waiting, diligently plugging away… However you are spending time right now during the COVID-19 crisis, now is a great time to be assessing your technology to see where you […]

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May 14, 2020

Business Intelligence Reporting: What to Include on Your Dashboard

Customizing your Salesforce dashboard can make business intelligence reporting a breeze. Modern business intelligence (BI) is founded on data analytics and predictive modeling. Many BI systems’ core functions would be […]

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April 23, 2020

Increase Sales and Save Money with these Salesforce Tips

If there’s one tool we’d recommend companies leverage while they are in quarantine, it’s Salesforce. Salesforce is 100% in the cloud, extremely reliable, and was built for increasing the productivity […]

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September 19, 2019

It’s 2019 — Why Won’t Your Sales Team Use Salesforce? [Updated]

Taking the leap and investing in Salesforce for your sales, biz dev and CRM is exciting! You’ve done your research. You know it’s a solid tool, and you’re 100% sure […]

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August 15, 2019

What Salesforce Lightning Experience Means For Classic Users

Winter is coming. And we’re not talking about White Walkers here. For us and the millions of Salesforce users out there, the winter we’re anticipating is the Winter ‘20 release […]

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June 20, 2019

Salesforce – Tableau: Top 5 Things Clients Will Get from This CRM – Data Analytics Union

Could this be a match made in heaven for anyone who deals with customers, clients, and all the data they generate? Co-CEO of Marc Benioff said it best in […]

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May 31, 2019

Top 5 Financial Services Problems and How Salesforce Financial Services Cloud Solves Them

The financial services industry is more than money and numbers. Helping clients with their financials is literally helping them plan their lives. Your service has to be personalized and private. […]

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May 23, 2019

7 Reasons Why You Should Use Salesforce CRM

Customer data is one of the most important kinds of data to your company. Its collection, curation, and use are what help you to build and strengthen customer relationships, plan […]

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June 14, 2018

10 Qualities of a Top Salesforce Partner: Part 1

Companies take a big risk when they choose to implement Salesforce themselves. Because Salesforce is as complex as it is powerful. Like a siren luring sailors to their deaths, it […]

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February 22, 2018

How to Increase Your Sales with Personas for Salesforce Users

Most companies struggle to make adequate sales. Startup businesses with fewer resources struggle the hardest, because they’re forced to lump sales and marketing duties into a single role – the […]

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January 25, 2018

Salesforce Partners: 5 Things to Look For

February is coming. Do you have big sales goals this year? As an account executive, having the right implementation partner can help you sell more Salesforce solutions, retain more clients, […]

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December 28, 2017

Wins for 2017 Build Momentum for 2018

Ah! That peaceful week between Hanukkah, Christmas and New Year’s, when you can take a minute to catch your breath, reflect on what you’ve accomplished, and build up your motivation […]

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