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...
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%...