Importing & Exporting Data to Salesforce doesn’t need to be difficult

If you’re a Salesforce power user or a System Administrator, you’ve likely found yourself in the position of having to import or export data at one time or another. Whether you’re importing new marketing leads, exporting data for advanced reporting or updating account and contact information, it doesn’t need to

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CRM Best Practices: Preparing Data for Migration

Whether you are implementing a new CRM system, migrating from one to another or even doing a data integration project, special consideration should be give to your data. The importance of good data quality should not be underestimated since poor or incomplete data can lead to a low acceptance of

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Customer Data Management Best Practices

Customer Data Management is critical to effectively utilizing customer relationship management (CRM) software. Without up-to-date and complete customer data, customer service and sales suffer, as well as

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Time for CMOs to Embrace the Data Opportunity

Advancements in technology and rapidly increasing access to information are enabling customers to be better informed, dramatically shifting the balance of power from businesses to the consumer.

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Data Strategy in Client Onboarding: Ignore At Your Peril

By R. Kamath Data has long been a problem in asset and wealth management, but the problem has been largely ignored, worked around or swept under the corporate carpet. Lately, however, companies are realizing how critical it is to the success of their operations to have easy access to high-quality

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