jai patel
Individual
Popular Salesforce Blogs
Creating a Salesforce Strategy in 2021
As 2021 nears its end it’s not pessimistic anymore to imagine that the pandemic will be here for a little longer. Unfortunately, that also means…
5 Best Sales Cadence Tools for Automating Your Outreach
Today, sales tools are more than simply "nice-to-haves". They assist sales representatives by automating routine processes and increasing overall sales effectiveness to free up time…
Know The Importance of CRM and ERP Integration | Salesforce
At a high level, integrating ERP and CRM empowers your employees to provide fast, informed and more personalized customer service. The reason for ERP and CRM…
Popular Salesforce Videos
Service Work Order with Salesforce CRM Cases
In this video, Steve Campisi explains how the Service Work Order works with Salesforce CRM Cases. Watch this video and learn all about Service Work…
How To Become A Salesforce Administrator | Salesforce Administrator Training
This "How to become a Salesforce Administrator" video will help you understand who is a Salesforce Administrator and what are their roles and responsibilities. It…
Get Started with Salesforce for Recruitment and Admissions: Admissions and Onbaording
This webinar is designed for Salesforce admins and users who work in Recruitment and Admissions. We will cover all you need to know about using…
Popular Salesforce Infographics
10 Steps for Hassle-Free Insurance CRM Software Installation | Salesforce
CRM system? It’s a platform that connects your different departments, from marketing to sales to customer service, and organizes their notes, activities, and metrics into…
Welcome to the Internet of Customers | Salesforce Infographic
You’ve heard this age-old adage a thousand times: “The customer is always right.” Today more than ever, the customer has countless technologies and practices in…
How a CRM Platform can Immediately Impact your Business
Selecting the best CRM for small businesses is not a one-size-fits-all endeavor. If you’re new to working with a CRM platform, you often have to…
