Tag: Salesforce

Illustration of a CRM dashboard with data validation checkmarks and quality improvement icons.

CRM Data Quality | Best Practices to Assess and Improve

lesforce, provides a major benefit for businesses. Your sales and marketing teams can easily reach a large audience with personalized messaging. Current and past customer documentation is available in real-time. And your team has a wealth of data at their fingertips to help you better serve the customer and improve profitability. But what happens when the CRM data quality is faulty?

Step-by-step guide on planning a successful Salesforce implementation with key milestones

How to plan a successful Salesforce Implementation?

How to plan a successful Salesforce Implementation? You’ve decided to join the millions of businesses using Salesforce CRM. But what comes next? Salesforce CRM is a complex tool — and integrating it with your existing culture, processes, and infrastructure will take some time. So let’s take a look at how to plan a successful implementation with our Salesforce CRM checklist.