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Why Migrate to Salesforce Lightning?

Why Migrate to Salesforce Lightning?

by Mike Ahrenhoersterbaeumer | Mar 26, 2019 | Blog, Customer Relationship Management

You may have recently received a notification from Salesforce that, in the very near future, Lightning will be auto-enabled within your Salesforce instance. If you haven’t done a lot of research on Lightning, this may give you a cause for concern. Don’t...
Significance of Clean Data in Salesforce / MuleSoft Implementation

Significance of Clean Data in Salesforce / MuleSoft Implementation

by Indira Vishnampet | Oct 24, 2018 | Blog, MuleSoft

In May of 2018, Salesforce finalized a $6.5 billion move to acquire the application and data integration company, MuleSoft. They are hoping to provide their customers with revolutionary data services. The company’s acquisition will pave the way for cloud...
Creating Reports in Salesforce

Creating Reports in Salesforce

by Marilyn Prevatte | Apr 10, 2018 | Blog, Customer Relationship Management

Are your salespeople still giving you spreadsheets for their forecasts? Are they spending hours a week compiling the information you need? Then stop using Salesforce as a rolodex and start using it was designed, as a forecast tool. Looking for the right data from...
The Best Salesforce Alternatives for your Business

The Best Salesforce Alternatives for your Business

by Mike Ahrenhoersterbaeumer | Feb 13, 2018 | Blog, Customer Relationship Management

If you’re currently in the market for a new CRM platform for your organization, you’ve probably seen that there are numerous options in the CRM landscape. You also have likely noticed that Salesforce is the most well-known. You likely have a friend,...
Why We Use Salesforce Vs Zoho for Our Business

Why We Use Salesforce Vs Zoho for Our Business

by Mike Ahrenhoersterbaeumer | Feb 1, 2018 | Blog, Customer Relationship Management

Currently, you may be in the market for a CRM solution, if you are, then you’ve probably seen that there are many options out in the marketplace for a viable CRM platform. A few of the better well-known solutions out that you’ll likely come across are...
Which Salesforce Edition is Right for Me?

Which Salesforce Edition is Right for Me?

by Mike Ahrenhoersterbaeumer | Jan 4, 2018 | Blog, Customer Relationship Management

Salesforce offers many different editions of their solution: Essentials, Professional, Enterprise & Unlimited. Each edition comes at a different per user cost and each edition offers different functionality. Obviously, the more costly the edition, the more...
Which Salesforce Edition am I Currently On?

Which Salesforce Edition am I Currently On?

by Mike Ahrenhoersterbaeumer | Nov 14, 2017 | Blog, Customer Relationship Management

There are many different Salesforce edition of their solution: Essentials, Professional, Enterprise & Unlimited. Each edition comes at a different per user cost and each edition offers different functionality. Obviously, the more costly the edition, the more...
SugarCRM and Salesforce: Comparing the Differences

SugarCRM and Salesforce: Comparing the Differences

by Mike Ahrenhoersterbaeumer | Mar 9, 2017 | Blog, Customer Relationship Management

SugarCRM and Salesforce are two of the most popular CRM solutions on the marketplace today. There are quite a few differences that separate these two products from each other. While it’s impossible to cover every single one, this blog will compare the differences...
The 10 Essential Steps For a Successful CRM Implementation

The 10 Essential Steps For a Successful CRM Implementation

by Mike Ahrenhoersterbaeumer | Feb 17, 2017 | Blog, Customer Relationship Management

Follow these steps and you and your company will see a successful and seamless CRM implementation, no matter which CRM solution you select to adopt. 1. Determine a budget for the project Having a solid CRM strategy is important for building long-term success with your...
Using Salesforce: Multiple Bids, Multiple Contractors, Single Job Opportunities

Using Salesforce: Multiple Bids, Multiple Contractors, Single Job Opportunities

by CRM Team | Jan 31, 2017 | Blog, Customer Relationship Management

With Salesforce in many instances, clients will need to create an opportunity for each quote that goes out the door. For example, they bid 1-project to 10-contractors; they often will need to create 10-Salesforce opportunities. This can create a pipeline that is...
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