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How Bigtincan’s Document Management System Integrates with Salesforce (And Solves Common Content Management Problems)

Bigtincan

Our software, Bigtincan, is primarily used as a document management tool for sales teams, so we take our integration with CRMs — especially Salesforce — very seriously.

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7 Salesforce Data Management Tips You Should Know

Appbuddy

Salesforce is a powerful platform that can help businesses of all sizes manage their customer data. However, getting the most out of Salesforce requires understanding how to best manage your data. In this blog post, we’ll share seven tips for Salesforce data management. Deduplicate Salesforce Data on a Regular Basis.

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Highspot + Salesforce + Slack: Elevate Your Conversations and Collaboration

Highspot

That’s why we integrate deeply with Salesforce and Slack – two solutions that enable organizations to build their digital HQs and improve collaboration from wherever and whenever they’re working. Here are a few pointers on using Highspot, Slack, and Salesforce together to up-level your conversations. Not yet using Highspot?

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Highspot + Salesforce + Slack: Elevate Your Conversations and Collaboration

Highspot

That’s why we integrate deeply with Salesforce and Slack — two solutions that enable organizations to build their digital HQs and improve collaboration from wherever and whenever they’re working. Here are a few pointers on using Highspot, Slack, and Salesforce together to up-level your conversations. Not yet using Highspot?

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In the Race to Win More Customers, Sales Needs Digital Transformation

Salesforce users were surveyed about the forces shaping today's workplace. Discover the results and why investments in digital transformation and automation are pushing sales teams ahead.

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Making Salesforce Validation Rules Work Without Alienating Your Team

Troops

In today’s post we’re going to explore Salesforce validation rules , considerations for using them, and how to make them work best for your team. What is a Salesforce Validation Rule? Salesforce Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. .

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Standardize Your Sales Handoff with Salesforce

SalesLoft

But what’s even more critical about this process is making sure all the details of the sales handoff are accurate within Salesforce. Getting that information in Salesforce is critical ,” says Angela Kirkland, a Salesloft Account Executive and former SDR. And keeping that process standardized starts with Salesforce.

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7 Must-Have Automated Documents for Sales Success

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