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...
View Article3 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...
View Article6 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...
View ArticleLearn 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...
View ArticleContact 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...
View Article