The only constant is change. And if companies want to thrive, they must learn to adapt quickly and efficiently to these changes. That’s where Salesforce Change Management comes in — a powerful tool that can help businesses stay ahead of the curve and remain competitive. In this article, we’ll take a closer look at the […]
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Einstein Activity Capture is an incredible tool that boosts productivity by syncing your Salesforce data with your email and calendar applications. Its primary focus is on three types of data—email, events, and contacts—ensuring that all your information is up-to-date and accessible across all your applications. With this tool, you can streamline your workflow and keep […]
Salesforce CPQ (Configure Price Quote) offers an exceptional tool that automates approval procedures known as Advanced Approvals (AA). AA is designed to cater to businesses with complex approval steps and multi-tiered hierarchical structures, enabling them to manage their approval flows more efficiently. Working with a consulting firm like Astreca to integrate Advanced Approvals into the […]
Whether you’ve been using Salesforce for years or are just getting started, staying up-to-date with all the tools and features this program offers is essential. Salesforce Change Data Capture (CDC) is an excellent example of one such feature. If you’re unfamiliar with this tool, you’re likely wondering, “What is Change Data Capture?” The Salesforce Change Data […]
Two reliable platforms that can help businesses improve and move forward in various aspects include Outlook and Salesforce. Sales teams can benefit from Outlook’s features such as managing email communications, maintaining customer relationships, identifying potential customers, and scheduling appointments. Salesforce enables staff members to manage their sales funnel, track pipeline status, and oversee their Salesforce […]
Many businesses choose to integrate their customer data into Salesforce for its consolidated storage solutions. But if your business is new to Salesforce, or even if you’ve used it for a while, you may not be familiar with its many powerful, advanced features. One of its most beneficial features is called Salesforce Forecast. This tool […]
Imagine this: You reach out to a new lead, excited to start building a new relationship. But when you contact him, you discover that one of your colleagues is already cultivating that same lead. Sound familiar? You’re not alone. Most sales reps and marketing teams deal with duplicate contact records on a regular basis. It’s […]
As an industry-leading customer relationship management (CRM) solution, Salesforce can help any organization achieve its business goals and stay ahead of the competition. Sales reps value Salesforce because it assists them in keeping track of their leads, managing their sales pipeline, and improving customer experiences. Marketing teams love this CRM because it enables them to […]
In the ever-evolving landscape of nonprofit organizations, leveraging technology has become crucial in achieving success and making a significant impact. Among the plethora of technological solutions available, Salesforce for Nonprofits has emerged as a game-changer, providing nonprofit organizations with a comprehensive suite of tools designed to address their needs. Let’s delve into what Salesforce for […]
A skilled and capable Salesforce managed services provider can be an invaluable substitute for an internal Salesforce management team, removing the need for ongoing supervision or guidance. Their primary objective should be to optimize your Salesforce platform and tackle any CRM-related challenges while working to accomplish your business goals and preparing your organization for potential […]
