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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. It’s not just reps who suffer, either.

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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. But, then, we experienced another seminal change in business software. True, I’m biased. )

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article thumbnail

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. It’s not just reps who suffer, either.

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How Smaller and Businesses Can Use Salesforce to Keep Up with Large Enterprises

Sales and Marketing Management

Author: Jon Robinson Some of the biggest companies in the world use Salesforce to meet their business needs. Adidas, ADP and T-Mobile all utilize the customer relationship management (CRM) platform to streamline and optimize their sales processes, but many of Salesforce’s customers are also startups and small-medium businesses (SMBs).

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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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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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How Small and Medium-Sized Businesses Can Use Salesforce to Keep Up with Large Enterprises

Sales and Marketing Management

Author: Jon Robinson Some of the biggest companies in the world use Salesforce to meet their business needs. Adidas, ADP and T-Mobile all utilize the customer relationship management (CRM) platform to streamline and optimize their sales processes, but many of Salesforce’s customers are also startups and small-medium businesses (SMBs).

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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.