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App of the Week – Cirrus Insight revisited

We featured the Gmail-to-Salesforce integration tool Cirrus Insight back in December, but they’ve recently partnered with RingLead to bring you a fantastic new feature we didn’t want you to miss! Now, when you want to create a new contact in Salesforce from Gmail with Cirrus Insight, the system will look for the contact’s email signature […]

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Tip of the Week – Choosing 1-to-1 or buckets of fun in Salesforce Nonprofit Starter Pack

Keeping track of interactions and transactions with individuals rather than businesses can be challenging. Salesforce offers the option of enabling Person Accounts, but there are some significant considerations to keep in mind here. The Nonprofit Starter Pack offers a solution which avoids Person Accounts which is worth investigating whether or not your organization is a […]

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App of the Week – Take your organization to the next level with the Nonprofit Starter Pack for Salesforce

If you work with a nonprofit organization, you may already know that Salesforce has great deals for nonprofit organizations (including 10 free Enterprise licenses!!!). You may not know, however, that you can get it preinstalled with a whole suite of apps tailor made for organizations like yours. The Nonprofit Starter Pack (NPSP) is a collection […]

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App of the Week – Capture Leads straight from your email with Email2Lead for Salesforce

Email-to-Case is one of the most powerful tools in Salesforce. It allows you to gather Cases with no manual data entry, meaning your team can more efficiently utilize their time getting down to business and solving problems. If you’re a sales manager or rep, you probably are looking longingly across the aisle at the support […]

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Tip of the Week – Save time and go green sending faxes straight from Salesforce via Email and Workflows

Fax machines are a thing of the past. Nowadays, most of us send documents electronically via email. Simply find your attachments, add them to your email, write up a message (or cover letter, if you will), and push send. Knowing this, Salesforce and popular apps such as Conga Merge have tons of great features built […]

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