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In January, we were part of a Linkedin Live with Tammy Jones about Ways CRM Data Can Drive Your Sales Strategy. Salesforce is a powerful CRM that can handle many aspects of your business, such as marketing, customer service, and sales. In this post, we’ll focus on how your Salesforce CRM data can drive your …
Last year, we became an official Salesforce Partner. It has been a wonderful opportunity to continue providing a boutique consulting service experience to our clients, with the added support of Salesforce itself. With this change we took the time to review our services to be more aligned with what we are learning through the Salesforce Partner …
This year has been filled with many changes and unexpected twists and turns. As an immigrant, Thanksgiving became my favorite holiday. It is a time to look back, take stock of where things are, and express gratitude for those who made a mark along the way.We started the year in Brazil, with my family. We …
Last month, we covered what to do if your Salesforce is a mess. Now, your system is organized and optimized, but your work doesn’t stop there. How do you keep it organized and optimized long-term? The answer is staying up to date with Salesforce maintenance on a regular basis. The goal of this regular maintenance is …
We hear this a lot. You have Salesforce, you set it up, and it’s just a mess that you can’t figure out how to sort. Don’t panic! Not only is a Salesforce mess a common issue for organizations to run into, but it is a very solvable one! Let’s start from the beginning.How did this …
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