Category: Blog
The 5 Critical Questions Every Business Owner Must Ask Before Choosing a CRM
Choosing a CRM is one of the most strategic decisions you can make as a business owner or executive. The right system can accelerate revenue, eliminate inefficiencies, and give you clarity across departments. But the wrong one? It becomes expensive shelfware and a major setback. This guide walks you through…
How-to Use Salesforce Chatter 101
Unlock the full potential of Salesforce Chatter with our latest video post! In just a few minutes, you’ll discover proven techniques to turn Chatter from a passive feed into your organization’s central collaboration hub.
The 10 Best Salesforce Reports for Leading and Lagging Indicators Every Sales Leader Needs
Discover the top 10 Salesforce reports that help sales managers and business owners track leading and lagging indicators, improve forecasting, and boost sales performance. At Focus CRM, we often hear the same question from sales managers and business owners:“What reports should I be looking at in Salesforce to actually drive…
Embracing Change: Turning Hesitation into Progress
Mastering Change Management: How to Successfully Adopt New Technology Like Salesforce Change is never easy—especially when it involves adopting new technology like Salesforce. For business owners, the challenge isn’t just about learning the tool; it’s about ensuring the team embraces it. How do you move from manual processes to an…
Email-to-Case for Salesforce: Five Key Factors for Success
Email-to-Case for Salesforce and Five Important Factors to Consider for Success 🚀 Hey Salesforce community! 👋 There are a multitude of important aspects to consider when diving into Email-to-Case and ensuring your team has success from the get-go – here are just 5 items that will help you hit the…
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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- The 5 Critical Questions Every Business Owner Must Ask Before Choosing a CRMby Lisa Rodrigues
- How-to Use Salesforce Chatter 101by James Agudo
- The 10 Best Salesforce Reports for Leading and Lagging Indicators Every Sales Leader Needsby Lisa Rodrigues
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