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Salesforce CRM Blog

TECHNICAL | BUSINESS | GENERAL

Salesforce CRM Blog

TECHNICAL | BUSINESS | GENERAL

Best Practices to Empower Your Salesforce Team

Best Practices to Empower Your Salesforce Team

Empowering your team with the knowledge to develop better products and services, improve the customer experience, and increase opportunities is the key to using best practices with Salesforce. You have invested in Salesforce but implementing across your team has been...

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Optimized Customer Engagement with Salesforce

Optimized Customer Engagement with Salesforce

Data is the lifeblood of creating an ideal customer experience, and it's the best way to develop long-lasting relationships with returning customers. No matter what your market looks like, having concise data for customer profiles is essential to winning their trust...

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How to Shop for a CRM System

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...

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Salesforce’s New Cloud Opportunities

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...

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Common Interruptions for New Salesforce Admins

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...

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Contact Naming Conventions in Salesforce

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,...

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Merging Unrelated Records in Salesforce Lightning

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...

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