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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pardot automation or process builder
Pardot Automation or Process Builder?

Why choose? Learn when to use Pardot Automation or Process Builder, and how to configure helpful Process Builder processes to strengthen marketing automation. Some use cases for Pardot Automation or Process Builder are advanced topics. If you need help, our certified Salesforce and Pardot Consultants would love to chat about bringing your ideas to life.…

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The Fundamentals of Marketing Cloud Journey Builder

Send targeted and personalized emails to your subscribers through Marketing Cloud Journey Builder. Here’s everything you need to know about using Journey Builder. Marketing Cloud Journey Builder is a drag and drop tool that allows you to take your email marketing campaigns to the next level by reaching your subscribers at the right time and…

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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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Making Work-Life Balance “Work” Remotely

While our new reality has transitioned to rolling out of bed and logging into video calls (business on top, pajamas on bottom), it can be hard to find the proper work-life balance and regain some semblance of normal life. We’ve compiled some helpful tips from our team and additional Salesforce resources to get us all…

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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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5 steps of marketing automation implementation
The 5 Key Steps of Marketing Automation Implementation

So you’ve chosen a marketing automation platform and now you need to prepare for the next step.  This is part II of our Q1 budget planning series covering how to prepare for a marketing automation implementation. This blog post at a glance: It’s great to know what the next steps of a marketing automation implementation…

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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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