To maximize sales, configure Salesforce effectively. Customize processes, automate tasks, foster collaboration with Chatter, and ensure data security. Key practices like lead scoring and territory management are essential. These strategies are fundamental for sales success and revenue growth.
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Salesforce Managed Services are a comprehensive set of processes and activities that range from the implementation to monitoring the evolution and support of Salesforce solutions in a company. Its objective is the early detection of possible setbacks that may affect customers and operations supported by the CRM.
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The Health Check is a very useful tool to easily visualize and fix security vulnerabilities in your Salesforce organization. If you are interested in knowing what it consists of, how to use it and some of its main features. Don’t miss this quick guide to Salesforce Health Check.
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When we talk about the world’s #1 CRM, only one name comes to mind: Salesforce. You can find a wide variety of CRM software that offer basic functionalities for efficient customer relationship management, but what is it about Salesforce that makes it so distinctive from the rest?
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To be successful in today’s business world, centralized data sources are essential. Achieving an efficient integration between Salesforce and other systems in your business can be challenging, but worth the effort. In this article we will present the main benefits of integrating Salesforce with ERP and the options you have to carry it out.
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If you’ve already implemented Salesforce, now is the time to reap the first fruits. Think about the key users who use Salesforce in your organization and ask yourself, have they signed in recently? Is Salesforce making your job easier? If the answer is no, it is time to improve things and here we tell you how.
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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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So you’ve googled Salesforce to find out what it’s all about and might have realized it has a LOT to offer. Where do you even start? Well, we created this cheat sheet for beginners like you to guide you through it all.
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