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Solve your Salesforce Duplication Problem Before it Renders your CRM Useless

The average Salesforce implementation can store anywhere from 5 to 5 million contacts and leads. At most companies, those names, email addresses and positions enter the database from a variety of...

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10 Qualities Your Salesforce Administrator Should Have

Want to know how to optimize your new CRM setup? Start by finding a stellar CRM administrator on your team. Nearly 60% of Salesforce implementations are unsuccessful, always due in some part to an...

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The Essential CRM Management Toolkit

Cloud computing may be the wave of 2014, but hundreds of companies using cloud customer management (CRM) platforms like Salesforce, Zoho, SugarCRM, etc., consider them a failure. The primary reason:...

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Logging Emails in Salesforce

A CRM platform is only as powerful as the data that’s being entered in to it. That puts the onus on the user, i.e. you, to enter in phone numbers, meeting notes and contract dates from emails,...

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3 Steps to Keeping Your CRM Data Up To Date

Clean CRM data is not a priority for most people – until they hit an outdated entry or turn up at the wrong office for their prospect meeting. Even when that happens, though, few sales reps will ever...

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