Resources Archive

eBook

The Revenue Operations Playbook 2020

In this eBook, we sit down with some of the brightest minds in Marketing, Sales, and Customer Success to talk about Revenue Operations strategy. These enterprise experts share best practices […]

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eBook

How to Leverage the RFM Model to Drive your Marketing Cloud Strategy

The RFM model (Recency, Frequency, and Monetary) is a simple but powerful tool to help sift through consumer data and categorize customers based on measured behavior. Together, organizations can use […]

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Guide

How to Safely Deactivate a User in Salesforce

Deactivating a User in Salesforce may sound simple, but it can cause problems if not done correctly. Before deactivating a User in Salesforce, review this guide. The steps taken when […]

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eBook

Security Guide: How to Protect and Monitor Salesforce

As the cost and risks associated with data breaches continue to climb, cybersecurity is a topic that should be a priority for every B2B SaaS company.

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Guide

How to Eliminate Salesforce Maintenance Headaches

In this guide we discuss how taking a proactive approach to Salesforce management can eliminate Salesforce maintenance headaches. Inside we’ll talk about topics such as: The importance of having a […]

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eBook

The Essential Guide to Revenue Growth

Congratulations! After a few pivots, some executive turnover, and more than a few intense board meetings; your company has achieved product-market fit. Now, you’re in hyper-growth mode and the race […]

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