THE IMPORTANCE OF CUSTOMER SERVICEHave you ever purchased goods or services from a business? Have you ever worked for a business or company that provides goods or services to consumers?...
How Salesforce is Spicing Up Its CRM Game with CMS You may have heard that Salesforce just recently announced its own CMS, or content management system. At their core, CMS...
A common request from our clients is tracking Closed Lost opportunities. What is Closed Lost? Closed Lost is an opportunity that didn't get approved by the company. From a Sales...
We are going to create a new user in your Salesforce instance. Simply put a user is anyone who logs into Salesforce. This can be an employee, colleague or someone...
Where did my field go? One common issue our clients have is they are unable to track where their fields are going to when they convert a Lead into a...
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