When processes break down, especially in a business environment, technology is often the first element blamed.
When processes break down, especially in a business environment, technology is often the first element blamed.
Importing data from Google Sheets to Salesforce can increase your productivity by using client information that you have already gathered.
An expert will know what actions will bring you the most success, and they can streamline your workflow for you.
Even with a well defined group plan, there is still a need for flexible thinking, particularly once you start implementing a solution.
CRM (Customer Relationship Management) is an efficient method to maintain consistent communication with your customers.
The realm of sales is an ever-evolving one. What worked yesterday may not work today.
The typical tender is expensive and time-consuming both to prepare and to respond to. For the customer, a tender can typically take six months from start to finish.
With the recent Summer 19 Salesforce now fully deployed in Production orgs, we’ve picked a few key highlights we’d like to bring to your attention.
Salesforce terminology follows its own original style which could throw new users off a bit when trying to find their way around the terms. To make things a little bit easier we at SalesFix have put together a list of more commonly used terms
The Salesforce CRM is an excellent resource for businesses to keep a record of client data and use that data effectively. However, it is important that Salesforce data be reviewed occasionally and kept up to date. Doing this can be time-consuming, and if not done systematically, can result in prolonged downtime. Here we discuss the best practices for deleting and maintaining Salesforce data so that the process is quicker, more efficient and with fewer to no errors.
