Salesforce

When to Use Salesforce Web-to-Lead or Pardot Forms

A common question our clients ask us is whether to use Salesforce Web-to-Lead or Pardot forms on their websites. The answer is… both, and it depends. While that doesn’t seem immediately helpful, there is not a one-size-fits-all answer.  We’ve compiled everything you need to know about when and why to use each form option in…

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Salesforce Automation Tools
Salesforce Automation Tools – The Championship

Workflow, Process Builder, and Flow – Comparing and contrasting the differences in power between “the big three” Salesforce automation tools Using Salesforce automation tools effectively can help streamline many of your redundant business processes and improve efficiency. We like to look at Salesforce automation tools represented in the lightweight, middleweight, and heavyweight leagues. Could a…

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Do you need Salesforce CPQ or something else?

Save time and improve efficiency when creating quotes for your customers by using Salesforce CPQ. CPQ helps your sales team produce quality quotes that are always complete, accurate, and professional. Is it right for you? Salesforce CPQ stands for configure, price, quote. The platform takes into account optional features, customizations, quantities, and discounts, allowing sales…

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Salesforce tools for digital transformation
26 Essential Salesforce Tools for Digital Transformation

Let’s get your remote situation ironed out! These are the best Salesforce tools for digital transformation… right now. When it comes to businesses, retailers, small businesses, and those with traditional processes are especially disrupted by the coronavirus pandemic. According to a recent survey, 47% of U.S. brands expect to see some downside revenue implications due…

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breaking down silos
Breaking Down Silos – Does cross-departmental distance make the heart grow fonder?

How the Silo Mentality Affects Your Business Organization (and Salesforce Environment) The silo mentality in business is characterized by individuals or divisions that withhold information from others in the organization for various reasons. Reasons might include power struggles, fear, organizational inefficiency, or simply because they don’t make the effort to update shared information. There is…

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salesforce admin goals 2020
Ring in 2020 with These Salesforce New Year’s Resolutions

A roundup of the most inspirational resources to check off all your 2020 Salesforce Admin goals For Salesforce admins, a new year presents an opportunity to strengthen your environment, learn new features, apply best practices, and really set the tone for the rest of the year. This new year comes with the added pressure of…

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Salesforce Partner
7 Signs Your Current Salesforce Partner Is a Bad Fit

Chances are if you’re a Salesforce customer, you have enlisted the help of a Salesforce partner for at least some of the process – implementations, customizations, integrations, and ongoing projects. Working with a certified Salesforce partner who can share their technical and business expertise helps you get the most out of your Salesforce investment.  Of…

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Dreamforce 2019
7 Sessions We’re Excited to Attend at Dreamforce 2019

It’s that time of year again. As #SalesforceOhana, you know that I’m referring to Dreamforce 2019! It will be my 3rd visit to Dreamforce, and I am especially excited about San Fransico weather, Fleetwood Mac, and all of the sessions.  With all the action at Dreamforce across the city, it’s easy to get distracted. I…

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B2B Marketing Analytics
4 Pardot B2B Marketing Analytics Reporting Dashboards (and how to build them)

A version of this post was originally published on kadencedigital.com. How to Customize the Ultimate Pardot B2B Marketing Analytics Reporting Dashboards for All Your Burning Marketing Questions What are Pardot B2B Marketing Analytics reporting dashboards? As marketers, we are constantly searching for the best tools to prove campaign ROI. Today, we understand that the ROI…

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