Reporting on Unique Values in Salesforce

Marketing attribution remains a hot topic within B2B marketing circles as everyone tries to be smarter with their budgets. While we could have endless conversations on how granular you need...

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BANT: A Dead Easy Method for Qualifying Leads

BANT, purportedly created by IBM, is widely used, generally accepted, and easy-to-understand method for qualifying leads. What does BANT stand for? The acronym BANT stands for Budget, Authority, Need, and Timeline....

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Approaches for Salesforce Org Mergers

Imagine this scenario: Two separate companies have heavily customized Salesforce orgs that work perfectly for their own respective business needs. Then, one company acquires the other company.  Overview The Two...

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Security Guide: How to Protect and Monitor Salesforce

As the cost and risks associated with data breaches continue to climb, cybersecurity is a topic that should be a priority for every B2B SaaS company.

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