Tag: Salesforce

Tag: Salesforce

Six Tips to Using Salesforce
Image October 26, 2016 blogs,CRM,Salesforce Cherie Wentz Blehm

We’re going to keep it simple and cut to the chase. Your business relies on Salesforce CRM to house all relevant client information. This information needs to be accurate for reporting, for sales, for everything. Great. Now what can you do to make happen, plus make your experience with Salesforce and that of your sales reps
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Alternatives to Salesforce Gmail Plugins
Image October 20, 2016 blogs,CRM,Salesforce Cherie Wentz Blehm

You can hear the collective sigh of sales people when reminded to add or update contacts into Salesforce CRM.  It’s boring and time away from generating revenue. So you end up with an empty CRM or one riddled with errors and omissions rendering the data mostly useless. It’s like fueling your car with water rather than
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The Truth About Salesforce CRM Outlook Plugins
Image October 6, 2016 blogs,CRM,Salesforce Cherie Wentz Blehm

Capturing Contacts to Fuel Your Salesforce CRM There is nothing worse than an empty CRM. It’s like driving a car with no gas. Or navigating a sailboat with no wind. You just won’t get very far. In order for your Salesforce CRM to be effective, it needs fuel and that means regular fill-ups of contacts and activities.
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CRM outlook plugins are not the right approach
Image July 27, 2016 blogs Hal Howard

Salesforce outlook and email plugins as well as Dynamics CRM outlook plugins are not the right approach for integrating emails. Both Salesforce as well as Microsoft offer outlook client or browser email plugins that integrate with their CRM systems.  Neither has worked very well. The challenges seem obvious. People don’t just use one device for managing their email and
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Salesforce Outlook Sync – Alternatives
Image February 11, 2016 blogs Ami Heitner

Salesforce Outlook sync is one of the main frustration areas that consumes substantial amount of time. And yet most CRM systems suffer from lack of data. Main alternatives for Salesforce Outlook Sync There are several alternatives to support Salesforce outlook sync and other email providers like Gmail: Copy-paste from your email into CRM – sales people need to remember
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Salesforce Email Integration and Beyond
Image February 11, 2016 blogs Hal Howard

Salesforce Email integration needs to be addressed to optimize the value of your CRM. The problem Despite having a CRM system, most companies cannot accurately characterize their customer relationships or the state of opportunities. The following questions cannot be easily answered: Who is their best contact and our best connection? When was the last interaction?
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