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  Customer Relationship Management software has developed from a technology that assisted sales representatives store customer data to a multifunctional center that drives a whole company's technology stack. CRM implementation also refers to adopting CRM software...

Keys to Successful CRM Implementations

Keys to Successful CRM Implementations

Customer Relationship Management software has developed from a technology that assisted sales representatives store customer data to a multifunctional center that drives a whole company's technology stack.   CRM implementation also refers to adopting CRM software...

CRMs for Dummies

CRMs for Dummies

  Every business needs some way to manage relationships with customers and potential customers. Without an effective system, companies lose out on opportunities to build and nurture customer relationships. Fortunately, there is modern software available, such as...

3 Key Salesforce Licenses

3 Key Salesforce Licenses

What Are Licenses? When setting up Salesforce, a first major step is to purchase licenses. This needs to be done so that you and other users may use the features in the Salesforce system.    Licenses and the permissions of a user go hand-in-hand, because once you...

Managing Report Subscriptions in Salesforce

Managing Report Subscriptions in Salesforce

Disorganized data can dismantle even the most organized strategy. This is why it’s essential to make sure that your reports in Salesforce are current and get to the people who need them. Reports help your team stay on task, find the information they need, and monitor...

Manage Report Subscriptions in Salesforce

Manage Report Subscriptions in Salesforce

Disorganized data can dismantle even the most organized strategy. This is why it’s essential to make sure that your reports in Salesforce are current and get to the people who need them. Reports help your team stay on task, find the information they need, and monitor...