Helen Mejia
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Salesforce CRM, if executed properly can deliver phenomenal perks like improved customer satisfaction and high yielding lead generation and slashing operating costs. Good sales team…
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After logging into Salesforce, Go to the reporting section by clicking on the Reports tab at the top of the page, Click on the New…
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Time-dependent actions are executed at a specific time, such as 10 days before a record's close date. When that specific time passes, the workflow rule…
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We demo how to expand the capabilities of Marketing Cloud Connect to automatically sync any data from Marketing Cloud over to Sales and Services Cloud.…
Popular Salesforce Infographics
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Artificial intelligence, or AI, is technology that learns, reasons, and self-corrects, and it’s being used by businesses to improve the customer journey. Automation, machine learning,…
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If you’re hoping to successfully grow your small business this year, you need to stay on top of the newest trends. Not sure where to…
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As small businesses become more established, business owners should start considering customer relationship management (CRM) systems that are both affordable and effective. In this infographic,…