Jira, a robust software designed for project management and issue tracking, is popular with the engineering team and businesses that utilize agile methodologies. Salesforce, a CRM platform designed to fortify the efforts of sales and marketing departments, can help improve the customer experience. Integrating the two can help your company get the best of both. […]
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What Is Contract Lifecycle Management? How a company presents a contract to a customer says a lot about how it conducts business. A poorly organized contract delivered past the agreement date with outdated terms or conditions feels unprofessional and rushed. Consumers might think the company lacks experience, encouraging them to look elsewhere for goods or […]
Accurate data is critical to the success of any business. Companies depend on the integrity of their data to meet their goals in sales, marketing, outreach, expansion, and product rollouts. However, how a company stores its data is just important as the data itself. More and more companies are recognizing the advantages of centralizing their […]
Integrate HubSpot and Salesforce in 4 Steps As two of the most robust CRM platforms on the market, HubSpot and Salesforce might seem to be unlikely partners. However, as integration between the two systems has become possible, businesses everywhere are reaping the benefits. The advantages of a HubSpot Salesforce integration include the following: These two […]
The Ins and Outs of Salesforce Einstein Analytics Data analysis is a critical practice that can help drive a business forward. Organizations can use data to make vital decisions based on consumer behaviors, past campaign performance, and prospect analysis. However, for many organizations, much of the information they collect does not get leveraged for their […]
If you’re like most business leaders, you’re always looking for ways to shorten your sales cycle and speed up response times, all while delivering better service to your clients. Salesforce CPQ is one of the best ways to meet those goals. The feature saves time and boosts your bottom line, and it also helps build […]
You may already be using Salesforce to track sales data, share key information, and keep your teams connected. But did you realize that Salesforce is also a great tool for opportunity management? You may be wondering, “What is opportunity management in Salesforce?” This post will take a deep dive into this topic. We’ll look at […]
Salesforce is a powerful platform, but without understanding how these features can benefit your business, you could be wasting your money and setting your team up for failure. Lead scoring in Salesforce can be a formidable tool for your business and knowing how it works is critical to using it to its full potential. What […]
With 150,000 customers and an annual revenue of 21.25 billion, Salesforce is clearly doing something right. As a wildly successful customer relationship management (CRM) platform, you might think that Salesforce wouldn’t need support when helping its customers make the most of its system. You would be wrong. A Salesforce partner can be a critical asset […]
These days, everyone knows how important it is to have accurate and up-to-date information in your system. However, over time, your data can become cluttered and disorganized, leading to decreased productivity and causing ineffective decision-making. So, what is data cleansing in Salesforce? What Is Salesforce Data Cleansing? Salesforce data cleansing is the process of improving […]
