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5 Tips for Standardizing your CRM Data

If you’re anything like us, the very sight of a Salesforce report full of duplicate contact names or alternative company acronyms is irritating. Over time, we’ve realized that even the best CRM...

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3 Must-Have Salesforce Apps

Salesforce’s AppExchange offers over 1900 third-party gadgets to enhance, enliven and engage your CRM database. Finding the most effective and user-friendly (not to mention cheapest!) among them is a...

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6 Salesforce Reports We Love

CRM platforms are typically sold on the promise that they will increase visibility into the sales pipeline. To do that, they provide automated reports, complex dashboards, customizable field views and...

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Learn from the Experts: Q&A With Salesforce Administrator, Jin Daikoku

Jin Daikoku currently works with a number of Bay Area startups as a freelance CRM consultant. He started out as a Salesforce.com sales rep in 2009, before leaving to run sales operations for Zenprise...

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Contact Sync 101

Organizations and individual executives use a variety of platforms to manage contacts.  However, core SaaS contact management tools (platforms like Salesforce, Google Contacts, Outlook or LinkedIn, for...

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