Category Archives: Salesforce

What is an Opportunity in Salesforce?

Now once you understand the concepts and distinctions between LEADs and ACCOUNT, there are core Salesforce.com concepts that center around the Account that you will want to understand: In an Account you may have multiple interactions with the client: Contacts. These are the people at an Account that...
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7 Steps to Choosing the Right Marketing Automation Platform

There are seven (7) steps to picking the right marketing automation platform for your business. By following these seven steps you will develop a clear checklist of capabilities you require when comparing different marketing automation software options. 1. Have a Documented Digital Marketing Strateg...
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