Author: lisa

The 10 Most Important Things to Consider in a CRM Implementation

Implementing a Customer Relationship Management (CRM) system is a significant step for any organization aiming to enhance customer interactions and streamline operations. However, the journey from selecting the right CRM to fully integrating it into your workflow can be complex. To ensure…

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Squashing a Common Misconception: Salesforce is Only for Enterprise Companies! 🚨

I’ve heard this misconception a few times recently, and it’s simply UNTRUE. Let’s set the record straight: Salesforce is not just for large enterprises; it’s a versatile and powerful CRM platform designed to meet the needs of businesses of all sizes. Here…

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B2B Marketing Analytics + Pardot = Yes Please

Ever since I started working with Pardot my biggest complaint has always been the lack of customizable reporting. There is nothing more important to a Marketer than empirical data and the ability to flex and or customize that data in such a…

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How to differentiate customer success from customer support

Article written by, Karen Mangia What’s the best customer support experience you’ve ever had? Whether your interaction took place on the phone, via email, in person, or using social media, you’re likely to recall the experience as easy, fast, responsive, personalized, empathetic,…

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Customer Relationship Management Trends to Watch for in 2020

Written by – Sophia Elson Customer experience expectations are on an upward trajectory, and the stakes are high for companies. In 2019, 84% of customers said the experience a company provides is as important as its products and services — up from 80% in…

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Scoring and Grading your Leads, in Pardot

In the old days, we would refer to our leads as one of cold, warm or hot. Of course, they were subjective and also under the scrutiny of anyone who didn’t agree with the subjective categorization. This was a bone of contention…

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Here you’ll get insight and tips about Salesforce CRM Management based on our extensive experience. We’ll be talking about Salesforce topics from Implementations, sales strategy, training, best practises and more.

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