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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 …
Have you been thinking your business is now big enough to need a Customer Relationship Manager (CRM)? Every growing business needs systems in place to keep their data streamlined, stay in contact with clients and customers, and track progress. Salesforce is a great CRM to accomplish this!Great! You’ve decided to get Salesforce! But how do …
Many businesses are turning to Salesforce as a powerful platform to stay up to date with leads and clients. At its core, Salesforce is just like any other CRM, with the primary function of managing customer relationships. In order to use Salesforce to its full potential, you’ll likely need to integrate it with other systems. …
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