Salesforce is almost synonymous with customer relationship management. You’ll regularly hear people use “Salesforce” and “CRM” interchangeably. And it’s no wonder;Salesforce CRMis packed with features that help companies manage their relationships with customers, from first contact on. The idea...
Process Monitoring Visual monitoring of the status. No visual interface is required for monitoring. Steps to Create a Process Builder in Salesforce Creating a Process Builder is fun and easy. Here, you will learn how to create one in just a few minutes. For practice, you will be taking ...
As important as monitoring social media is, you don’t want to dump your entire marketing budget into it. The solution? Social media monitoring tools. These allow you to keep track of a list of keywords across multiple platforms, all in one place, with live updates and analytics. In fact...
A sales pipeline is a visualization of where each prospect is in the sales process, helping you identify next steps so you can keep closing deals.
Salesforce Shield is like a fortress, protecting your data from cyber threats. Through event monitoring, you gain insights into user actions. Alongside, Field and platform encryption keep data safe, ensuring regulatory compliance. In short, Salesforce Shield is the guardian your CRM needs!
Q. What is workflow management? Workflow management refers to the systematic organization, coordination, and optimization of organizational tasks, activities, and processes. It involves designing, monitoring, and streamlining the flow of work to ensure efficiency, productivity, and the achievement of desi...
This Salesforce CPQ tutorial is a complete guide to Salesforce CRM and related topics like its features, pricing, and benefits.
All BC/DR plans are mapped out to help employees communicate and go about doing their jobs in the event of an attack. The details of a BC/DR plan may vary depending on the size, scope, and workings of the company. Also, it is crucial to understand that physical, HR, and IT plans ...
A CRM allows your marketers and sales reps to have access to all the customer data they need to manage relationships and help prospects down the funnel. 50% of teams improved their productivity by using a mobile CRM. This is typically presented to stakeholders through a single dashboard, ...
Marketing is an essential function of any company, whether your potential customers are individuals or other businesses. But business-to-business (B2B) giants like Salesforce, Microsoft, and Oracle know that marketing to other businesses is a complex endeavor, possibly involving multiple decision-mak...