Is Salesforce the Best CRM Choice for Your Business? [Webinar Recap]
Is Salesforce the Best CRM Choice for Your Business? [Webinar Recap] Salesforce has been a powerhouse in the CRM software industry for decades. However, some companies are deterred by the complexity and cost of the platform. But with years of experience as CRM experts, we can confidently say Salesforce is worth the investment for businesses […]
Salesforce Dynamic Dashboards for Both Granular & Wide Visibility [Webinar Recap]
Explore Salesforce dynamic dashboards and their features and limitations. Watch our demo to discover how your org can leverage this tool.
How Nonprofits Leverage Program Management in Salesforce Nonprofit Cloud [Webinar Recap]
Explore Salesforce Program Management Module (PMM) and its features and benefits. Watch our demo to discover how your NGO can leverage the tool.
The Essential Checklist for Salesforce Implementation
Read our Salesforce implementation checklist to have a smooth transition to your new CRM. Get the free checklist to view it anywhere.
Salesforce Data Cleansing Best Practices to Better Your CRM
Learn Salesforce data cleansing best practices to maintain the health of your CRM. Understand what bad data is and how to minimize it.
Training Employees to Use Salesforce
Training employees to use Salesforce only works if you have the right pieces. Read this to learn what you need to train your Salesforce users.
How to Create CRM Reports and Dashboards
How to Create CRM Reports and Dashboards One major draw to using a CRM is the amount of insight they can provide through reports and dashboards. Reports and dashboards allow you to track progress, make data-driven decisions, and forecast future performance. In this chapter, we’ll discuss commonly used reports and how dashboards can help your […]
How Different Teams Use a CRM
How Different Teams Use a CRM A key benefit of having one CRM system for your entire organization is that you can ensure department alignment while streamlining communication. The result? A better customer experience that encourages brand loyalty and long-lasting relationships. But every team uses CRMs differently. For example: Sales uses CRMs to manage their […]
Understanding Data Management in a CRM
Understanding Data Management in a CRM A CRM is a tool that helps you process and utilize all the information you need to reach your business goals. However, the CRM needs a way to understand and display the data for you. The data model within a CRM allows it to do this. As we discuss […]
How to Develop a CRM Implementation Plan
How to Develop a CRM Implementation Plan Before you start implementing a new CRM, it’s important to create a plan of action. Your implementation plan should include everything from your timeline to your design strategy to who will help test your CRM’s success. Our previous chapter touched on the key benefits of using a CRM. […]
