Salesforce Duplicate Management In 4 Easy Steps
When you’re deduplicating records for your org, even if you're utilising top-of-the-line apps and software, you must pay meticulous attention to the finer details of the initiative. As for adequate preparation, the amount of work required for the task may span a...
Our Top 3 Tips To Ensure Lightning User Adoption In Your Organisation
It is only possible to maximise the full potential and value of Salesforce when all of your organisation’s team members are on board with your new Lighting Experience implementation, and are fully dedicated to utilising it in their daily operations. How to Drive...
Dreamforce 2019 Wrap-Up
Salesforce has hit the mark again! Dreamforce 2019 at the Moscone Centre in San Francisco was an absolutely fantastic event for all of those in attendance. From renowned keynote speakers, such as Barack Obama, David Beckham, Megan Rapinoe, Emilia Clarke, Stephen...
Salesforce CRM Strategies Which Will Change Your Business
Although CRM has been proven to increase business revenue by an average of 41% per salesperson, it is estimated that 43% of companies that utilise CRM fail to use even half of their CRM systems effectively.We’ll be taking a look at the best Salesforce CRM strategies...
How Do I Know I Need To Set Up Another Record Type in Salesforce?
In a nutshell, record types enable Salesforce admins to offer different business processes, picklist values, and page layouts to different users. You can create record types to differentiate your regular sales deals from your professional services engagements,...
6 Advanced Tips on Managing Duplicates in Salesforce
Even when Salesforce users follow standard data cleanliness best practices outlined in the Salesforce guide here, duplicates are simply unavoidable in some circumstances. Every single Salesforce org has an issue with duplicates, to one degree or another, so you’re not...
Differences Between Lightning Sync vs Einstein Activity Capture
For email and calendar integration purposes, Salesforce Lightning Sync has been around for a few years now, and Einstein Activity Capture (EAC) is an addition to the integration lineup. Both apps help sales team members maximise productivity by syncing their Microsoft...
10 Account-Based Marketing Strategies You Can Start Using Today
Account-Based Marketing (ABM) is a customised B2B strategy to identify the right potential customers by creating buyer persona to effectively market your products and services. According to insights shared by industry experts, ABM leads are capable of generating 50%...
Power Up Your Account-Based Marketing (ABM) Strategy with Salesforce Pardot
As powerful as ABM campaigns are, they can place a great strain on your organisation’s marketing resources and budget, particularly when you’re targeting several different accounts concurrently. This is where marketing automation comes into play. Pardot (along with an...