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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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Using Salesforce to Track Sales Commission: The Pros & Cons

The Spiff Blog

Why share this story at the beginning of an article about using Salesforce to calculate sales commission? Salesforce was the next. A few years ago, the current state of the art commission solution was to use Salesforce + Excel. The second most successful business software, after Excel, is Salesforce ( source ).

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How to Prevent and Fix Duplicate Records in Salesforce

Sales Hacker

Duplicate records in Salesforce (or “dupes”) are hands-down the most common issue that we’re called in to clean up at Iceberg. I’ll be covering these tactical gremlins in this article, as well as offering you some practical solutions to preventing and cleaning up duplicate leads in Salesforce. How to fix duplicate leads in Salesforce.

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Streamlining Salesforce for Maximum Impact: A People-Focused Pocket Guide

Step inside the world of Salesforce consulting, stripped of fluff and jargon. Elevate your Salesforce investment with insights on goal setting, system design, core object utilization, user adoption, and crafting a system tailored to your needs.

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

Sales Hacker

Any change to the business — whether its a simple change to your product’s pricing or packaging, or an acquisition requiring the integration of new CRM data with your existing data — means your system needs to be adapted. Here’s what we’re going to cover: Salesforce objects. Data Governance & Salesforce Objects.

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3 Salesforce Automations All Businesses Should Use

Sales Hacker

Salesforce automation tools are among the most powerful CRM software workflow solutions. Going in order of most simple to most complex, the three main automations are: Workflow Rules, Process Builder, and Salesforce Flow. Salesforce automation solutions. Salesforce offers easy-to-use tools to create these fields as screens.

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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.