Salesforce and CRMs Archives

Salesforce Pipeline Inspection

This feature is a must for RevOps Leaders. It has been said many times, “Your Salesforce is only as good as its data.” That statement will always ring true, as...

Three Essential Phases for Transforming Workflows and Process Builders to Flows

With Spring ‘23 in full swing and Summer ‘23 around the corner, it’s time to go with the flow and get serious about transforming your workflow rules and process builders...

Building the RevOps Scaffolding to Support your Planned Growth

In a perfect world, a company’s revenue grows in an upward arc. As a Canadian, we like to think that it resembles a hockey stick curve. However, the systems and...

Getting Your Data Ready to Migrate to Salesforce

An Introduction to Data Normalization. Congratulations! Your organization is growing. Currently all of your Contact and Sales information has been living in one or more spreadsheets. This has worked up...

Introducing the Salesforce Integration User License

A Cost-Effective Solution for Integrating External Systems This is great news! The Integration User License was recently announced by Salesforce during the Salesforce Developer Conference, TrailblazerDX, and will be available for...

Reporting on Unique Values in Salesforce

Marketing attribution remains a hot topic within B2B marketing circles as everyone tries to be smarter with their budgets. While we could have endless conversations on how granular you need...