Ian Gotts
MemberPopular Salesforce Blogs
Interactive Sales Quotes: Streamline Proposal Creation
Old-school Sales Quoting Process and its Challenges In the old-school quoting process, sales representatives would manually gather product information, pricing details, and discounts, often relying…
All You Need to Know About Workbench in Salesforce
Salesforce Workbench is a powerful tool for developers and administrators who work with Salesforce on a regular basis. It is an online application that allows…
A Guide to Utilizing the Salesforce Customer Portal in Academia
Educational institutions have undergone significant changes over the years. Entering the early 2000s, these institutions gradually embraced technology by introducing advanced computer labs that allowed…
Popular Salesforce Videos
Explore Our Salesforce Story
Explore the origins of Salesforce and how the Futureforce program came to be. Watch this video and do connect with us and share your experience…
What is CRM? | Salesforce Essentials 101 | Salesforce
In this video, Salesforce Support explains how Customer Relationship Management (CRM) can help companies better engage with prospects, and customers, and streamline communications for business…
Duplicate Management In Salesforce | Duplicate Rule and Matching Rule
Learn how to work with duplicate rules and duplicate records in Salesforce. This video will cover the following points - 1. Matching Rule (1:20) Get…
Popular Salesforce Infographics
Streamlining the Sales Process with Salesforce CPQ
Implementing Salesforce CPQ offers numerous business advantages, such as automating tasks, including sales quotations and price determination. Businesses that use Salesforce CPQ can expect increased…
Salesforce Marketing Automation: Sales or Marketing Tool? [infographic]
Marketing automation has a hidden talent. Despite being marketed for years as a tool for, well, marketers, automation is changing the shape of the modern…
Top Salesforce Data Loaders and Tips for Using it.
This is the list of the top performing Salesforce Data Loaders and the tips for using them in the form of an effective infographic.
