We’ve been talking a lot about CPQ. In May, we posted about common implementation pitfalls. Here are a couple more we’d like to add.
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The Salesforce AppExchange has over 3,500 solutions available to choose from. So how do you get down to brass tax and decide on one?
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There’s nothing we love more than geeking out with others over CRM technology and how it can help people work smarter rather than harder. Read the latest CG Slack Chat to see what we’re discussing as a team.
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Our top five new year’s resolutions to benefit your investment in Salesforce and rock the new year.
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State and country picklists can be incredibly beneficial, but a savvy Salesforce admin knows there are multiple approaches to implementing them. Knowing which is best for your business can maximize your budget and streamline your process.
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Why commit to a major project until you have the ability to make an informed decision? If your system is causing pain, a needs analysis can be the right solution for determining the path forward.
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If you aren’t documenting your Salesforce processes and customizations, there’s no better time to start than now.
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A needs assessment can help you get the most out of your investment in Salesforce. Here are key times when one can add value to your organization.
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Integrating data between Salesforce and your other systems is a great way to help your team be more efficient, productive, and happy with their tools. Asking these key questions beforehand can help that integration succeed from the get go.
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