Salesforce CRM Blog
TECHNICAL | BUSINESS | GENERAL
Salesforce CRM Blog
TECHNICAL | BUSINESS | GENERAL
How to Shop for a CRM System
Customer Relationship Management (CRM) software has evolved from a niche business system for helping companies maintain and grow relationships with new and existing clients organization-wide tools. Most CRMs these days can help with customer relations and include...
Salesforce’s New Cloud Opportunities
Cloud-centric business is blowing up right now, and no matter what your industry is, the cloud is making its way in. However, cloud solutions need to be different for each business, and Salesforce is making headway around customized cloud services for various...
Salesforce Lightning at Lightning Speeds (Tips for Improving Load Speed)
Since being released, the Salesforce Lightning Experience has proven itself a worthy competitor to the Classic version of Salesforce. However, as a client-side base platform, slow load speeds have been relatively common for users making the transition. We want to...
Salesforce Tips and Tricks to Become a Better Business Leader
In Salesforce, there is a group of tips and tricks that will help support your sales and service teams, providing you the information you need to become a better business leader. In this blog, we are going to discuss 5-different tips or tricks to help you accomplish...
Creating a Unified Customer Vision With Salesforce
As you probably already know, Salesforce is the number one Customer Relationship Management (CRM) platform on the market today. When you buy Salesforce, you get access to one of the most powerful solutions on the market today, and right away, you can enhance your...
Common Interruptions for New Salesforce Admins
So your company is new to Salesforce, and your team wants the most out of their new CRM promptly. Like any new system, though, you and your team must understand what they need to do to leverage the benefits. When it comes to Salesforce, implementation is pretty...
Contact Naming Conventions in Salesforce
In Salesforce, you need insight into your business and your data and that starts with the people you're doing business with. In Salesforce, you store information about your customers using accounts and contacts. Accounts are companies that you're doing business with,...
How Quip-Salesforce Integrations Can Help Your Team
Since Salesforce purchased Quip back in 2016, users have long-awaited the collaborative and productive possibilities that would come from a Salesforce-Quip integration. For the past three years, Quip has been a standalone software under Salesforce, but as of May 2019...
Five Major Benefits of CRM and How Salesforce Enhances Them
There are numerous benefits to implementing a CRM solution. In this blog, we want to pick and define five we find are of vital importance around CRM. In particular, we will focus on sharing not only what those benefits are, but how leveraging Salesforce™ enhances them...
Merging Unrelated Records in Salesforce Lightning
Salesforce has great features that allow you to prevent duplicate records from being added. Using a combination of Duplicate Rules and Matching Rules, you can prevent duplicates from being added and also merge existing duplicate records that exist. However, you can...
CRM Deployment: On-Premise or In the Cloud?
One of the biggest questions that needs to be answered when implementing any software — especially CRM (customer relationship management) — is, "where is this software going to be hosted?" "Is this going to be hosted on my own in-house servers or in the cloud...
Lightning Implementation: All-At-Once or Step-By-Step?
So your sponsor is backing up the Lightning transition, your team is onboard, and all you have to do now is decide on your strategy. There's a number of different ways, but typically you'll either phase Lightning in or do it all at once. Which of these paths you...