Why CRM is Critical for Customer Engagement Success


Why CRM is Critical for Customer Engagement Success

There will always be a need for customer relationship management evident by its evolution over its decade-plus history.

This continuous evolution is primarily driven by changing customer behaviors and interactions as advancements in technology improve.

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Chatter for SharePoint (and many more Winter ’15 Enhancements) Now Available!


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Who says that salesforce.com and Microsoft can’t play nicely?

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Can CRM Work for Contractors?


Can CRM Work For Contractors

CRM systems have historically been marketed as a productivity tool for sales, marketing and customer service teams.

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Using the Salesforce Asset Object vs. a Custom Object


Salesforce Asset Object Fields

Your company is a manufacturer or distributor and you want to track which of your customers own what products. What’s the best way to do this, using the out of the box Asset object, or creating your

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15 Ways to Get the Most Out of Pardot


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As with any marketing automation system, Pardot, salesforce.com’s B2B marketing platform, has a lot of capabilities that those whom have never had direct experience with this product category might not be

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11 Salesforce Public Knowledge Base Setup Tips


CRM Strategy

With the Winter ’14 release, salesforce.com reduced the pricing for internal company use of Salesforce Knowledge. As of the release, Salesforce users no longer need

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Salesforce Tip: Use Action Plans to schedule repetitive tasks


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Do you or any of your team members have repetitive action items that requires scheduling the same series of tasks for different contacts? Action Plans by Salesforce Labs lets you create reusable task

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Salesforce Email-to-Case Setup


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If you get a lot of emails sent to your support@company.com address and are currently managing customer issues via email folders and internal email distribution, Salesforce can help you to better

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9 Custom Salesforce Email Template Best Practices

It’s easy to set up a Salesforce email template in order to send mass emails to Leads and Contacts. However, since Salesforce has a limit of 1,000 emails per day, as well as a per send limit of 250 for Professional Edition and 500 for Enterprise Edition, this mass email capability is best suited to highly targeted communications with a select group of Leads or Contacts – usually a very warm audience. Below are nine best practices for ensuring that your mass email stands out from the crowd.

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Salesforce Tip: Microsoft Excel tool that makes data clean-up easier

A Salesforce data import or data update can be a tricky task — regardless of whether you do it yourself or hire a consultant. Especially when you have a spreadsheet full of data where it’s in ALL CAPS or lowercase. Usually that means a sizeable clean up project.

When a client sends us an Excel spreadsheet and the casing is not what we would consider clean, we have been using a handy Excel Add-In tool called “Change Case Excel”. Simply install this tool and it allows you to change the case of the selected cells. Here are the change case options:

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Showcase your Products Visually within Salesforce!


Looking for a clever way that allows your Sales Reps to showcase your products on the go? The Product Catalog by Force.com Labs enables your reps and customers to browse and shop your projects with just a few taps.

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5 Reasons Wealth Management Firms Should Move from Proprietary CRM to Salesforce


According to various buyer reports, business have more confidence in Salesforce software opposed to the fierce competition in the CRM marketplace today.

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