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Several weeks ago, the Ntegro team was lucky enough to get a chance to speak with Stacy O’Leary, owner and founder of Quickly Consulting. As
Out of the box, Salesforce surveys are a great way to solicit feedback from your customers. However, they do come with some limitations. For instance,
Within the Salesforce ecosystem, there are many projects that corporations perform to stay relevant and competitive. For instance, as a company evolves, it will usually
Every year, Salesforce releases three major updates to its platform. The Winter, Spring, and Summer releases are planned far in advance, and they follow a
Previously, we’ve covered how to add projects to Opportunity stages, but how can you manage these projects within Salesforce? Many companies use external tools to
Previously, we explored how SaaS companies use projects to account for parts of their sales cycle that standard Salesforce lacks. Offerings like free trials, evaluation
Out of the box, Salesforce follows a fairly rigid sales cycle. The system tracks Leads as your sales team generates and pursues them. When they
With warmer weather slowly approaching, you’ve probably already started your spring cleaning activities. But have you considered cleaning up your Salesforce instance as well? Even
Within Salesforce, there are many different processes that you can automate to save time and manpower. In an earlier article, we covered how to automatically
Young SaaS companies often face several challenges with the out-of-the-box Sales Cloud solution. Although it is powerful, Sales Cloud needs proper setup to provide the
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