a Salesforce Archives
 

Tracking and Reporting Projects using Office 365 and Project Online

Did you know Office 365’s tools can make your PMO run more efficiently?

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  1. Salesforce

    Best Practices for Collecting Leads at Events and Nurturing Them

    When your organization attends multiple events per year, capturing leads and entering them into your CRM can be time-consuming and inefficient. Sometimes, it takes weeks for your leads to receive follow-ups and nurturing emails from you. Here comes Pardot, a powerful marketing automation software that integrates with Salesforce. Pardot offers capabilities such as forms and…

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  2. Salesforce

    Lightning is Coming This October – What Does This Mean?

    You have probably received emails from Salesforce telling you that in October with the Winter 2020 release, Lightning will be turned on. What does this mean for your organization? We answered some of the most frequently asked questions for you and also discuss how Lightning’s features can help your organization become more productive.    …

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  3. What is a Sales Funnel Image
    CRM, Salesforce

    What Is a Sales Funnel (and How Is It Changing)?

    The sales funnel metaphor is somewhat misleading; in real life, the process never goes as smoothly as liquid down a funnel. In the last decade, digital marketing, artificial intelligence (AI), and CRM have drastically changed the process of converting new leads into customers. Given this, it’s increasingly important that business-to-business (B2B) sales and marketing teams…

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  4. Marketing Trends for B2B Marketers Image
    CRM, Microsoft Dynamics 365 for Sales, Salesforce

    Marketing Trends for B2B Marketers

    Today’s B2B marketer has a plethora of marketing tools to leverage, and nowhere is data and technology more prevalent than in B2B marketing. Let’s go through four B2B marketing trends poised to have the greatest impact through the remainder of the year and on.   An Omnichannel Experience We’ve heard multi-channel marketing thrown around for…

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  5. 4 Key Features of Salesforce Lightning
    CRM, Salesforce

    4 Key Features of Saleforce Lightning

    It has been a few years since Salesforce launched Lightning Experience. Lightning is Salesforce’s latest component-based framework developed for users with less programming experience. It is designed to maximize sales rep. productivity, complete with analytics and in-line intelligence that will drive sales precision. Since the launch, Salesforce has been encouraging its customers to migrate from…

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