Salesforce has become one of the most popular business software in recent times. Using the same, several businesses have been effectively able to manage their…
Introduction: Exporting Outlook contacts to Salesforce is a strategic step that enhances customer relationship management and optimizes business processes. Migrating these contacts ensures seamless integration…
Old-school Sales Quoting Process and its Challenges In the old-school quoting process, sales representatives would manually gather product information, pricing details, and discounts, often relying…
In today's technology-driven world, Salesforce has emerged as a powerful force in the business ecosystem. With its robust customer relationship management (CRM) platform and extensive…
Do you know many apps on the Salesforce AppExchange can assist in streamlining your operation and boosting your bottom line without any additional cost? Installing…
What is Sales Automation? A recent Salesforce report says that sales reps spend only 28% of their working hours actually selling. That means that two-thirds of their…
Excel remains one of the leading tools for short and valuable reports. The training cost is low, and it’s easy to use. Salesforce works perfectly…
Data silos, decision-making delays, and collaboration issues are common in businesses where systems are not integrated properly. This not only impacts an organization's productivity but…
Using the sophisticated Salesforce CRM technology, businesses have successfully connected with their customers and offered them superior service. Salesforce offers a number of tools and…
Technology is growing at a lightning speed. But if we look around, we still use Excel, notepad to scribble information about meetings and customers. Don’t…
Have you ever combatted with your data in Salesforce only to create a report and then export it to Excel? For an average user, it…
Last year was full of surprises! Salesforce completed their acquisition of Tableau, Winter 20 Release came packed with new features, and Dreamforce ‘19 brought us…
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