8 Salesforce Project Management Best Practices Teams Should Use

2022-01-27T17:15:14+00:00

8 Salesforce Project Management Best Practices Teams Should Use Do you want to improve your team's Salesforce project management? Strong project management is essential to Salesforce success. You can improve your success rate and reduce costs by following these Salesforce project management best practices.  Project management is essential for keeping large and complex sales deals on track You can use Salesforce for project management or integrate third-party project management apps with Salesforce CRM To ensure a successful project, define

8 Salesforce Project Management Best Practices Teams Should Use2022-01-27T17:15:14+00:00

Salesforce Tutorial: Getting to Know Commerce Cloud’s Key Capabilities

2022-01-27T17:02:04+00:00

Salesforce Tutorial: Getting to Know Commerce Cloud’s Key Capabilities Are you launching a new online store or upgrading your current ecommerce platform to one that will allow you to scale more quickly? This Salesforce Commerce Cloud tutorial is helping beginners understand the benefits of using this commerce platform. There are approximately 12 to 24 million ecommerce websites on the global web. Around 110,000 generate meaningful revenue. To compete in a world with so many online purchasing options, you need the features that

Salesforce Tutorial: Getting to Know Commerce Cloud’s Key Capabilities2022-01-27T17:02:04+00:00

7 Tips to Create Better Contract Management Reports in Salesforce

2022-01-21T17:19:58+00:00

7 Tips to Create Better Contract Management Reports in Salesforce When you create better reports in Salesforce, you improve your contract management strategies. So how do you build better reports? This article covers essential tips to help you and your team do just that.  Between 60-80% of businesses operate using contracts or service agreements. Generating reports regarding these contracts enables corporations to manage them efficiently. Before you review the tips for creating better contract management reports, let’s take a moment to understand

7 Tips to Create Better Contract Management Reports in Salesforce2022-01-21T17:19:58+00:00

7 Salesforce Lead Management Best Practices

2023-04-26T16:43:51+00:00

7 Salesforce Lead Management Best Practices Establishing Salesforce lead management best practices within your organization will help your sales team convert potential customers into loyal buyers. Does your organization have set criteria for how to manage leads?  Nearly half of marketers and sales professionals state that the lack of an effective lead generation strategy is the most challenging obstacle for converting leads. Help your teams overcome these challenges.  Before examining the seven best practices highlighted in this article, let's first

7 Salesforce Lead Management Best Practices2023-04-26T16:43:51+00:00

Salesforce Leads vs. Contacts: What’s the Difference?

2023-04-26T15:48:15+00:00

Salesforce Leads vs. Contacts: What's the Difference? To put it simply, here’s the difference between Salesforce leads vs. contacts: A lead is the name of a person or company who may (or may not) be interested in the products or services you sell. A contact is an individual with whom one of your reps has established a relationship and is a potential customer. Leads and contacts may seem similar on the surface, but they serve very different

Salesforce Leads vs. Contacts: What’s the Difference?2023-04-26T15:48:15+00:00
Go to Top