A Guide to Record Types in Salesforce: Should You Use Them?

2023-04-26T16:35:22+00:00

A Guide to Record Types in Salesforce: Should You Use Them? Are you taking full advantage of Salesforce resources, such as record types? We’ll examine record types in Salesforce, namely, what they are, when to use them, and factors to consider when operating with them. Understanding record types in Salesforce is vital for gaining the most benefit from the customer relationship management (CRM) platform. Companies across all industries see an increase in sales revenue when properly using

A Guide to Record Types in Salesforce: Should You Use Them?2023-04-26T16:35:22+00:00

How to Improve Customer Satisfaction and Retention

2021-11-23T17:32:47+00:00

How to Improve Customer Satisfaction and Retention In this post, you'll learn several ways to improve customer satisfaction and improve your retention rates.  It costs five times more to attract a new customer than it does to retain an existing one, which is why retaining your current customers is so important. The best way to retain customers is to make sure that they're completely satisfied.  Read on to learn how to improve both customer satisfaction and retention – and ensure

How to Improve Customer Satisfaction and Retention2021-11-23T17:32:47+00:00

Your Six-Step Salesforce Mobile Implementation Guide

2021-11-23T17:11:58+00:00

Your Six-Step Salesforce Mobile Implementation Guide When your sales team is continually on the go, how do they access all the essential Salesforce information they rely on? The answer is the Salesforce Mobile App, which is their gateway to Salesforce no matter where they're at or what device they're using.  When you want to deploy the Salesforce Mobile App to your sales team, what do you need to do? It's simple when you follow the simple steps in this

Your Six-Step Salesforce Mobile Implementation Guide2021-11-23T17:11:58+00:00

8 Metrics You Should Track to Measure Sales Productivity

2021-11-18T22:59:16+00:00

8 Metrics You Should Track to Measure Sales Productivity In this post, you learn how best to measure sales productivity in your organization. Sales productivity is the rate at which sales reps achieve their sales targets. Tracking sales productivity determines which sales reps are delivering the most bang for the buck and which could be making better use of their time.  As you'll soon discover, there are several metrics you can measure to track sales productivity – read on to

8 Metrics You Should Track to Measure Sales Productivity2021-11-18T22:59:16+00:00

What is Salesforce Einstein Discovery? (And How to Use It)

2021-11-18T22:32:09+00:00

What is Salesforce Einstein Discovery? (And How to Use It) Salesforce Einstein Discovery is a business analytics tool that helps your business discover important patterns and make better predictions and strategic decisions. Powered by artificial intelligence and machine learning, it scrutinizes vast amounts of data in just minutes, revealing key insights about your business and your customers. The basics of integrating this AI-driven tool will help you better understand and predict business trends. Discover how below. Salesforce Einstein Discovery

What is Salesforce Einstein Discovery? (And How to Use It)2021-11-18T22:32:09+00:00
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