Clik here to view.
Four Salesforce Fields to Add & Delete
Setting up a new Salesforce database can be a bear! However you choose to configure it, the Salesforce fields will be at the heart of your process. Fields are what every dashboard, report and contact...
View ArticleClik here to view.
5 Tips for Standardizing your CRM Data
If you’re anything like us, the very sight of a Salesforce report full of duplicate contact names or alternative company acronyms is irritating. Over time, we’ve realized that even the best CRM...
View ArticleClik here to view.
3 Must-Have Salesforce Apps
Salesforce’s AppExchange offers over 1900 third-party gadgets to enhance, enliven and engage your CRM database. Finding the most effective and user-friendly (not to mention cheapest!) among them is a...
View ArticleClik here to view.
Keep Address Fields Out of Your CRM
Simplicity is the key to early CRM adoption. That means being merciless in hacking away at the fields in your Salesforce.com setup – and you can start with your contacts’ mailing address fields. This...
View ArticleClik here to view.
The Essential CRM Management Toolkit
Cloud computing may be the wave of 2014, but hundreds of companies using cloud customer management (CRM) platforms like Salesforce, Zoho, SugarCRM, etc., consider them a failure. The primary reason:...
View ArticleClik here to view.
Contact Sync 101
Organizations and individual executives use a variety of platforms to manage contacts. However, core SaaS contact management tools (platforms like Salesforce, Google Contacts, Outlook or LinkedIn, for...
View ArticleClik here to view.
3 Steps to Keeping Your CRM Data Up To Date
Clean CRM data is not a priority for most people – until they hit an outdated entry or turn up at the wrong office for their prospect meeting. Even when that happens, though, few sales reps will ever...
View Article
