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Salesforce Sync: What, Why & How?

Zoominfo

As adoption rates in Customer Relationship Management Software (CRMs) continue to rise, a (data-driven) gap in usefulness and effectiveness is very clear. Without question, the functionality within CRMs, particularly Salesforce, can create a 360 degree view of the prospects and customers alike.

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3 Common Salesforce Implementation Mistakes and How to Avoid Them

Sales and Marketing Management

Author: Jay Datta Growing and evolving your organization’s Salesforce environment can unlock enormous opportunities, but getting there often proves challenging. There are plenty of other reasons why Salesforce implementations can fail (lack of input from the business, lack of end user training, minimal implementation budget, etc.),

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Why Has Pipeliner Created a Salesforce Integration?

Pipeliner

We have programmed a seamless Salesforce integration for Pipeliner CRM. We have done this because we often come across midsize and larger companies that have purchased, onboarded, and integrated Salesforce with all of their systems at considerable cost in terms of finances and time.

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Salesforce Sync: What, Why & How?

Zoominfo

As adoption rates in Customer Relationship Management Software (CRMs) continue to rise, a (data-driven) gap in usefulness and effectiveness is very clear. Without question, the functionality within CRMs, particularly Salesforce, can create a 360 degree view of the prospects and customers alike.

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7 Must-Have Automated Documents for Sales Success

Companies are increasingly implementing technology to bring efficiency to their workforce. Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success.

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Salesforce call logging: Steps to (easily) track sales calls

Gong.io

Salesforce brought once-in-a-generation improvements to sales teams. But it didn’t solve one major problem: getting quality data into Salesforce. How to manually log calls inside Salesforce Step #1: Create a call log for softphones From your desktop: Log into Salesforce. Talk to your Salesforce admin if you don’t.)

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Data Governance: Salesforce Objects in a Lead-to-Cash Process

Sales Hacker

Here’s what we’re going to cover: Salesforce objects. Data Governance & Salesforce Objects. Whether your selling model is transactional, self-service, enterprise, or a combination of these, you will need to set up some objects in Salesforce that support the sales and eventual retention strategies of your business.