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Tip of the Week

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Supercharging Philanthropy – Salesforce Acquires roundCorner

Salesforce is just continuing to grow and grow. Officially announced last month, Salesforce broke the news that it will be acquiring roundCorner, an enterprise CRM platform for non-profits and other impact sectors. The acquisition is sure to bolster the Salesforce Non-Profit cloud and breathe new life and functionality to those businesses already on board. roundCorner […]

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Salesforce Pardot vs. Marketing Cloud: Which Should You Choose?

When looking at marketing software for businesses, Pardot and Salesforce Marketing Cloud are two big names that regularly come up. Especially if you already use Salesforce, these two are probably your two best options for utilizing a powerful and fully integrated marketing platform with your CRM. While both solutions are directly connected to Salesforce CRM, […]

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What is Agile Methodology and Why Use It?

If you have been around any software development since the 1970’s, there is a good chance you have heard of Agile Methodology. From very large companies, such as IBM, to businesses with only 2 or 3 individuals, Agile has become one of the most common and effective methods for developing and delivering software solutions to […]

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2019 Predictions for Salesforce

Happy New Year to everyone! 2018 is in the books and 2019 is officially here. It’s been a big year for Salesforce, and of course, for us Salesforce experts and consultants. As always, the platform is growing to service a bigger audience but also working to provide better solutions and functionality for those already using […]

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Lead Management Tips with Pardot

Proper lead management often requires more planning and detail work than most people realize. Doing it the right way is much more than a “set it and forget it” type of mentality. However, when done properly, a few simple best practices can really boost your company and help you keep a pipeline full of qualified, […]

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Salesforce Certification Maintenance Now on Trailhead

  With the December 14th deadline for Salesforce Certification Maintenance tests very, very near, it is worth discussing the recent changes to the maintenance test. Specifically, that the tests have moved over to Salesforce Trailhead! First though, for those who aren’t familiar, Salesforce Certifications (for Administrators, Developers, etc.) require users to pass regular exams to […]

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Do You Have the Lightning Usage App?

For most admins out there, encouraging and driving user adoption is a constant challenge. Especially when it comes to some of the more significant changes, such as switching from Salesforce Classic to Lightning. After all, some people just don’t want to take the time and energy to get used to new screens, new structures, and […]

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