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Best Practices

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Understanding Campaigns in Salesforce

Campaigns in Salesforce are one of the more underutilized objects in the CRM. Properly using campaigns admittedly takes a decent amount of planning and setup to yield any significant benefits. However, it can definitely be worth your time if you do it right! Campaigns are ideally used to track marketing efforts, connect leads and contacts, […]

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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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