When you enter business card data into the Sales Cloud it enhances current Contacts and Leads or creates new ones. ...
Do your homework, plot out your targets, and have your game plan. Then make sure you’ve got the best tech on your side. These are essentials when you want to acquire, and convert, leads ...
Small businesses have unique demands on their time and resources. But if they’re investing in Salesforce, they’re putting in a good amount of cash and should get the best performance from it.
Incomplete and/or dirty data makes life really hard for Salesforce admins the world over. It also leads to missed opportunities and sales. Yet it's really quite easy to fix.
Learn how to use and maximize Scan to Salesforce in your organization
The basics on using the app
Here’s how to find the custom tab in Scan to Salesforce
Segment for effective campaigns
Quickly enter new contacts and sell more