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Attach CSV files to Salesforce Report Subscriptions

Attach CSV files to Salesforce Report Subscriptions

by | Aug 13, 2020 | Blog, Sales, Salesforce, Salesforce Admin

Whether your a Salesforce Admin or User you have most likely set up a report subscription to send yourself or your team a reminder. Perhaps you have one set up for Opportunities with no activity over the last 7 days. With the latest Summer Release, 20′ people...
What is Salesforce Einstein Opportunity Scoring?

What is Salesforce Einstein Opportunity Scoring?

by | Jun 18, 2020 | Blog, Sales, Salesforce, Salesforce Admin

You might have heard that Salesforce has released some exciting new Einstein features. One exciting feature that customers now have access to is Einstein Opportunity Scoring. What is Salesforce Einstein Opportunity Scoring? Salesforce Einstein Opportunity Scoring is a...
How To Generate More Leads With Salesforce

How To Generate More Leads With Salesforce

by | Mar 25, 2020 | Blog, Sales, Salesforce, Salesforce Admin

As one of the leading CRM systems on the market, Salesforce enables you to automate virtually all types of lead nurturing and customer management processes.  To guide you on how to set up your Salesforce org for lead generation, we’ll be going over 4 easy steps that...
Differences Between Lightning Sync vs Einstein Activity Capture

Differences Between Lightning Sync vs Einstein Activity Capture

by | Nov 15, 2019 | Blog, Sales, Salesforce, Salesforce Admin

For email and calendar integration purposes, Salesforce Lightning Sync has been around for a few years now, and Einstein Activity Capture (EAC) is a recent addition to the integration lineup, which Salesforce Account Executives have been clamouring loudly for. Both...
How Does a CRM Increase Sales Growth and Profitability?

How Does a CRM Increase Sales Growth and Profitability?

by | Apr 4, 2019 | Blog, Sales, Salesforce

Sales is the lifeblood that flows through the veins of any business, whether big or small. And the higher the sales rate, the more stable the business is. This is why business owners are continuously looking for ways to improve their marketing strategy and enhance...

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