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CRM

Cross-marketing Platforms CRM

Marketing Analytics Post-COVID

The top challenges to growth are now centered around data and measurement, so we must understand the state of data and analytics infrastructures within marketing organizations. When asked to assess the state of their marketing organization’s data and analytics infrastructure, marketers have rated them as average or poor. This suggests room for improvement in collecting, harmonizing, organizing, analyzing, and acting on data. To understand why… Read More »Marketing Analytics Post-COVID

Salesforce Revenue Cloud

Tour of Salesforce (Part 3 of 5)

Goal: Close & Renew Deals Transform the buying experience by making it easier and faster to quote, close, bill, and renew. TIME TO CLOSE THE DEAL! You’ve put in a ton of hard work and the customer is ready to buy. Don’t leave Salesforce to mess with spreadsheets and drawing up a quote by hand. With Revenue Cloud, you can quote, bill, and renew on… Read More »Tour of Salesforce (Part 3 of 5)

Salesforce Sales Cloud Meetings

Tour of Salesforce (Part 2 of 5)

Goal: Send Quotes to Your Leads With the right support, Salesforce’s Sales Cloud turns haphazard methods for building long-term relationships into a repeatable science. You stay connected to the people and information you need to close sales. LET’S MAKE DEALS In every opportunity record, you can view details about each account and get guidance for winning deals, all in one place. Let’s take a look… Read More »Tour of Salesforce (Part 2 of 5)

Salesforce Tour 2022

Let’s Take a Tour of Salesforce (Part 1 of 5)

Goal: Fill Your Sales Pipeline Salesforce helps you focus attention on the best leads and take the right actions to cultivate those potential customers, so you can convert more leads. LEAD VIEWS Every lead coming into through your marketing channels has potential. Below is an example of a lead. Salesforce’s Sales Cloud makes it easy to sort and manage your leads from the moment they… Read More »Let’s Take a Tour of Salesforce (Part 1 of 5)

Enhanced Domains Salesforce

Prepare for Enhanced Domains Deployment Beginning in 2023

  • CRM

Confidentiality, integrity, and availability of your data is vital to your business. To comply with the latest browser and security standards, Salesforce is requiring that customers enable enhanced domains to update the hostname formats for the domains that serve Salesforce orgs. Salesforce will deploy enhanced domains in sandboxes and non-production orgs in the Winter ’23 release (starting in late August 2022 for sandboxes). Enhanced Domains… Read More »Prepare for Enhanced Domains Deployment Beginning in 2023

CRM + Sales Process

Inflation & Resignation Exposes Challenges with Traditional Selling Methods

  • CRM

It’s time to update your CRM with Salesforce and Conga The pandemic and the recent flood of resignations have exposed long-standing problems and inefficiencies in most companies’ sales processes. Contrary to some prognosticators, data suggests that quota attainment and sales success aren’t just about hiring the right sellers. In fact, data suggests that most organizations have competent, hard-working sellers onboard. Sellers proved their worth through… Read More »Inflation & Resignation Exposes Challenges with Traditional Selling Methods

Salesforce Certifications 2022

An Update on Salesforce Certifications

Certifications are the stamps of approval for Salesforce Consultants. When you hire a certified Salesforce professional, you’ll have assurance that you’re receiving top-notch Salesforce services. Here are the variety of certifications available in 2022. Salesforce Administrator Work with clients to define requirements, tailor the instance, and act as a user advocate. ● Administrator● Advanced Administrator● CPQ Specialist● Marketing Cloud Administrator● Platform App Builder Salesforce Architect… Read More »An Update on Salesforce Certifications

Conga Accreditations + Conga Certifications

The List of Conga Accreditations & Conga Certifications

Conga Accreditations Conga Accreditations are for end-users and power-users who have passed an accreditation exam to showcase a skill set with Conga products. Conga Composer Conga Composer End-User Accreditation Conga Sign Conga Sign End-User Accreditation Conga CLM Conga CLM End-User Accreditation Conga CPQ Conga CPQ End-User Accreditation Conga Contracts for Salesforce Conga Contracts for Salesforce End-User Accreditation Conga Grid Conga Grid End-User Accreditation Conga Contracts Conga Contracts… Read More »The List of Conga Accreditations & Conga Certifications