Salesforce, the leading CRM platform, offers a variety of editions tailored to the needs of all types of businesses. From the Starter Suite, ideal for small organizations, to Einstein 1 Sales, which includes advanced AI and collaboration tools, each edition increases in functionality and cost. It is essential to choose the one that best suits the specific needs of each business.
When you first step into the impressive world of Salesforce, definitions that are new for you will appear. Understanding them in depth is essential to fully exploit all their functionalities. We have summarized the most commonly used Salesforce terminology for you, which will help you at the beginning of your experience.
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CRM platforms are on the list of the best technological tools to improve relationships with your customers, but do you know what they consist of and what features you need? Here we present a selection of the main characteristics to consider that will lead your business to achieve the success you want.
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AppExchange is Salesforce’s online marketplace from where you can download and install more than 4.000 solutions for your organization. Check out our guide to quickly discover what you can find there, how it works and what are its main advantages.
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If you don’t know how Sales Cloud and Service Cloud can complement each other to attract and retain customers, you will hardly be able to use them to the fullest. You will be surprised to know how they cover the sales cycle of a product or service taking into account its characteristics, benefits and main differences.
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In the first part of this article, we explain what marketing automation is and why its adoption is important. We also referred to the elements that you should consider before implementing it and when may be the right time to do it. So how then is this implementation to be carried out if you already have the conditions created? What Salesforce tools will allow you to do it? That is precisely what we will explain.
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The automation of routine tasks or processes always brings notable advantages. This post offers 7 reasons why B2B companies should seriously consider implementing marketing automation.
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With information technology emergence, process automations have taken a significant rise in the business strategies of organizations to strengthen the direct link with their customers. Having your processes automated brings great benefits such as the reduction of execution times for tasks and the reduction of activities and costs, which allows it to be more profitable, […]
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Aside from Sales Cloud, Service Cloud, and Marketing Cloud, Salesforce also has a product designed specifically for nonprofit organizations – Nonprofit Cloud. Salesforce’s Nonprofit Cloud has revolutionized the way nonprofits support their causes and handle their data. It’s designed to help organizations better execute their mission and measure their impact. In this post, we’ll go […]
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So we’ve talked about Salesforce’s Sales Cloud, Service Cloud, Marketing Cloud, and Community Cloud products. Now it’s time for the extraordinary Pardot. Pardot is a marketing automation platform similar to Marketing Cloud except it’s designed specifically for B2B contexts. It’s built with ease of use in mind, but it doesn’t come at the cost of […]
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What if you can give your customers one place to find information about your company and their data, manage documents, cases and claims? Well, you can with Salesforce Community Cloud. Community Cloud enables you to extend your Salesforce CRM data and connect to your customers like never before. Best of all, it’s highly flexible for […]
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