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,...
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...
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...
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%...
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...
Account-based marketing (ABM) is a B2B marketing strategy that concentrates resources on a specific set of customers or target accounts within a market. It utilises campaigns comprised of highly personalised 1-to-1 experiences and content, which are designed to fully...