article thumbnail

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.

article thumbnail

Software for Roofing Companies (What’s Your Tech Stack?)

Nutshell

What are the best types of software for roofing companies? CRM software CRM software is a type of tool that helps you gather, store, organize, and analyze customer data. CRM software helps you do that. That makes it one of the most important types of roofing company software. But what tools are those?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

9 Constructive B2B Cold Email Templates for 2023

SalesLoft

9 Constructive B2B Cold Email Templates for 2023. Save time by allowing Salesloft to automatically track + log your tasks, activities, and engagement data while auto-logging everything into your Salesforce or Microsoft Dynamics CRM. Automate Communications with Salesloft’s Effective Cold Email Software. My.first_name}}.

article thumbnail

Introducing Workflows: The Data-Driven Automation Solution

Zoominfo

An account manager can get notifications whenever a company fits these filters: The company has an estimated marketing budget of $10,000,000 or more and they have installed a new CRM software. The permutations are infinite. How to use Workflows in 3 easy steps 1.

article thumbnail

6 Best Sales Onboarding Software Solutions for 2021 [In-Depth Comparison]

Bigtincan

In the case that you already have previous sales data, Bigtincan Learning also integrates with Salesforce and allows you to import data directly into scorecards so you can get a clear picture of the current state of your sales team from day one of using our platform.

article thumbnail

The Need for Speed: Intelligent Lead Routing Means Faster Prospect Connections

Zoominfo

The stellar outcomes of Kaseya’s adoption of intelligent routing speak for themselves: 50% reduction in lead follow-up time Higher sales rep productivity A 5% increase in lead retainment Streamline complex operations Integrate offers a software solution that helps high-growth enterprise companies with demand marketing.

Lead Rank 130
article thumbnail

EMEA Outbound Sales: ZoomInfo CEO on Selling Overseas

Zoominfo

But that legitimate interest construct is designed for direct marketing. If you have a product or service or a piece of software that integrates well with Salesforce or NetSuite or Microsoft Azure, Amazon(AWS), targeting with technographics is incredibly valuable and makes your message more relevant. Growth rate of company.

Outbound 246