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Welcome to Template One

Welcome to Template One
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Welcome to Template One

Welcome to Template One

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Stay on top of trends and best practices for CRM integration

Salesforce Adoption Specialists

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 a successful Salesforce implementation, here are the ten…

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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 are the facts that prove otherwise: 1. Scalable…

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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 way that it gives you more visibility into…

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How to differentiate customer success from customer support

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, or even effortless. Ultimately, the best support experiences result in the timely resolution…

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Customer Relationship Management Trends to Watch for in 2020

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 2018. Standing at the doorstep of the new decade, let’s examine where these…

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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 between sales and marketing – one suggesting the…

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