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Tips and Tricks

Tag Archives | Tips and Tricks

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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App of the Week – D&B Optimizer – Dun & Bradstreet Account and Lead Data for Salesforce

  Using your customer data is very important. However, not all companies have the tools that can really give them significant benefits. The D&B Optimizer works to give you better account and lead data. With this data in hand, you can efficiently prioritize accounts based on critical data insights, align territories, segment markets, and identify […]

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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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7 Reasons to Adopt a Cloud CRM

When did you first hear about “the cloud” for technology? What started off as a bit of a buzzword for new technology has now become pretty ubiquitous as cloud-based systems are pretty much the new standard. So when it comes to your CRM software, shouldn’t you also be in the cloud? Not everyone has switched […]

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6 Tips for Better Salesforce Data Migration

Data Migration can be a stressful and challenging process, even for seasoned professionals. The more complex the system, and the longer you have been collecting data, the harder it can be to accurately understand, process and transfer all your essential business data. Over the years, maybe you changed some of your business processes or added […]

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Tips for Outstanding Salesforce CRM Administration

  Today’s modern Salesforce administrator is someone who wears many hats. They are responsible for setting up applications, enabling new features, training users and more! Not only that, but admins are more and more filling roles that used to be filled by traditional IT departments, such as answering user questions, setting up reports and dashboards […]

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