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CRM Optimization

System Considerations of Salesforce Lightning

System Considerations of Salesforce Lightning

  • Post author:Angela Alejandro
  • Post published:November 28, 2018
  • Post category:CRM Optimization/Project Strategy/Salesforce
  • Post comments:0 Comments

For the average user, the switch to Salesforce Lightning Experience (LEX) can be difficult. Before making this transition, it is important to consider if the following aspects of Classic are…

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Things to consider with your CRM deployment

Things to consider with your CRM deployment

  • Post author:Angela Alejandro
  • Post published:June 5, 2018
  • Post category:CRM Optimization/Project Strategy
  • Post comments:0 Comments

If you've ever witnessed a CRM deployment crash and burn, you'll be happy to note that all future projects will be drastically more successful if your team heeds the following…

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Salesforce User Reporting Tips

Salesforce User Reporting Tips

  • Post author:Lauren Johnson
  • Post published:May 22, 2018
  • Post category:CRM Optimization/Reporting & Dashboards/Salesforce
  • Post comments:0 Comments

How often do you find yourself clicking in and out of records to collect the data you need to answer questions coming from the c-suite? If you’re accessing more than…

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So… You Think CRM is a Waste of Money?

So… You Think CRM is a Waste of Money?

  • Post author:Angela Alejandro
  • Post published:April 29, 2018
  • Post category:CRM Optimization/Salesforce
  • Post comments:0 Comments

Ah, yes...business leaders everywhere have often heard this complaint. Maybe you are the one to notoriously shout from rooftops, “My company should not waste money and time on CRM. It…

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  • System Considerations of Salesforce Lightning
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  • Things to consider with your CRM deployment
  • Salesforce User Reporting Tips

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