CRM Optimization Blog

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Salesforce Einstein Analytics: A Guide for Professionals

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 […]

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Salesforce CPQ Implementation
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The Complete Salesforce CPQ Implementation Guide

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 […]

Salesforce
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Effective Opportunity Management in Salesforce 

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 Lead Scoring: What It Is and How To Set It Up
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Salesforce Lead Scoring: What It Is and How To Set It Up

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 […]

What is a Salesforce Partner and Why Does Your Team Need It
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What is a Salesforce Partner and Why Does Your Team Need It

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 […]

Salesforce Data Cleansing: A Helpful Guide
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Salesforce Data Cleansing: A Helpful Guide

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 […]

Strategies for a Successful Salesforce Adoption
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Strategies for a Successful Salesforce Adoption in Your Business

Salesforce is used by more than 150,000 companies and bills itself as the world’s #1 customer relationship management (CRM) platform. Active users see gains in sales productivity, customer relationships, and business outcomes using the software’s deep feature sets and tools to help grow their business.   However, Salesforce is also complex, and it takes comprehensive adoption […]

Salesforce Shopify Integration
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Benefits of the Salesforce Shopify Integration

Shopify is a powerful eCommerce platform, delivering an array of features to build a compelling, powerful, and effective online presence. It’s one of the most popular tools to build online companies that deliver sales while managing products, taking payments and marketing goods. For companies that also want to manage contact details, sales and marketing promotions […]

Benefits of a Salesforce Agile Transformation
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Benefits of a Salesforce Agile Transformation

In 2006, Salesforce adopted the use of agile processes in the development of business software systems.  The result? Using an iterative, scrum-based approach, Salesforce has changed the way it builds and adapts systems. Today, the company has $21.25 billion in annual revenue and 150,000 customers.  Companies should consider using Salesforce’s approach to agile transformation in […]