Salesforce

7 Salesforce Features That Can Be Utilized for Project Management

Salesforce is a multi-functional platform that can help you achieve your business goals both internal and external. As a Customer Relationship Management tool, many would think not to use it for project management; however, this tool has many facets and functions to it that would make it great for project management. Here are some of…

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How to Pass the Salesforce Administrator Certification

The Salesforce Administrator certification is a stepping stone certification and a prerequisite for most of the other more difficult certifications in the Salesforce ecosystem. It demonstrates knowledge of the platform and the ability to administer any team or organization to use Salesforce. Check out the Administrator Certification overview on Trailhead as a good starting point.…

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4 Ways To Take Your Pardot Environment to the Next Level

After working on the Pardot platform for almost three years and being a Pardot Consultant for almost two years, I’ve learned many best practices through hands-on experience. Pardot is a powerful marketing automation platform that not many know how to use it to its full power right off the bat. So today we’re sharing ways…

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When do I need a Salesforce Partner?

Named the world’s #1 CRM, Salesforce is a powerful tool in-part because it is highly customizable and adaptable. It’s an environment where the possibilities are endless, provoking creative solutions for every business. With such a vast platform, you may be wondering if you need internal or external resource(s) to manage it all and how you…

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salesforce podcasts
Round ’em up! Our Favorite Salesforce Podcasts

I’ve been on a huge podcast kick lately and went down the rabbit hole to find some awesome Salesforce podcasts. There’s so much to learn from other experts blazing the trails! Here are 6 Salesforce podcasts to check out: 1. Salesforce Admins Podcast It’s all in the title – this one’s for the Salesforce Admins…

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Kadence commits to Pledge 1%
Kadence Commits to Pledge 1%

As a small business, Kadence has a deep connection with our communities – our cities, our employees, our clients, and our partners. It’s important for us to continue strengthening that connection. That’s why we are so excited to join Pledge 1% and officially commit to supporting causes of importance to our communities.  Kadence Collective Commits…

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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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