The Beginner’s Guide to CRM
In the Beginner’s Guide to CRM, you’ll learn the basics of customer management systems. Discover how to manage relationships at scale with best practices.
Top 5 Benefits of Outsourcing Your Salesforce Administration
One key driving force that leads companies to outsource Salesforce administration is reducing overhead costs. However, there are many other benefits associated with outsourcing your Salesforce admin—including continuous support for your CRM and in-depth platform knowledge. Since outsourced firms often have experience working with a wide range of industries, their expertise helps align your platform […]
Optimize: Launching Salesforce Lightning Experience
Optimize: Launching Salesforce Lightning Experience After all the preparation and planning, you’re confident and ready for your Salesforce migration. It’s time to launch the Lightning Experience. This last stage of your migration is called the optimization phase because even after launching, there’s still plenty of work to be done: Monitor user adoption metrics Survey users […]
Roll Out: Create & Implement a Salesforce Lightning Migration Plan
Roll Out: Create & Implement a Salesforce Lightning Migration Plan You’ve taken care of the preparation around the migration, so now it’s time to plan how you’re going to roll out the update. There’s a lot to be done during the rollout phase, and there are several decisions to be made before you start migrating […]
Discover: What’s Salesforce Lightning?
Discover: What’s Salesforce Lightning? Your Salesforce Lightning migration should be handled in 3 main stages: Discover, Roll Out, and Optimize. This chapter focuses on the discovery portion of this process. In the discovery stage, identify key CRM objectives and start building a migration plan around those goals. When first developing your Lightning migration plan, consider […]
Salesforce Lightning Migration Guide
Salesforce Lightning Migration Guide Are you still using Salesforce Classic? It seems like many users have been dragging their heels to make the switch to Salesforce Lightning. Yet, Lightning is more than a reskin. It’s a transformation that fundamentally changes how Salesforce streamlines your business processes. The Lightning Experience is a complete overhaul of Salesforce, […]
