Salesforce is often thought of as an organization’s “single source of truth”. Full of information from various business units, your CRM provides a 360-degree view of everything that is happening...
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Category: Salesforce and CRMs
How to Create a Dedicated Integration User in Salesforce
If you’re not sure what a Dedicated Integration User is or you’re not convinced there’s value in having an Integration User, check out our previous blog post: Why You Need...
Why You Need A Dedicated Salesforce Integration User
Salesforce is the most powerful CRM in the world, in large part because of how diverse the ecosystem of tools that can be integrated with it is. Organizations have long...
How Salesforce Powers the Revenue Stack and Renewals
Editor’s Note: For more on the Revenue Stack, be sure to check out our preceding post, The Revenue Stack & the rise of the Chief Revenue Officer. Salesforce is the...
How to Track Qualified Leads in Salesforce
In this post we explain how to leverage Campaigns to track qualified Leads in Salesforce. While many organizations measure Marketing’s performance by the number of leads generated “By Source” in...
Everything your B2B SaaS Company needs to know about Salesforce
In our time working at or with fast growing SaaS companies over the last decade, we’ve noticed some high-level CRM considerations the bulk of organizations neglect to consider that significantly...
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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