Salesforce and CRMs Archives

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....

Salesforce Security Pillar 3: Records & Data

Now we’ve made it to the final instalment of our Pillars to Salesforce Security. If you are not caught up, we highly recommend you read through Part 1: User Access...

What is Salesforce CMS?

Salesforce CMS or Content Management System provides the means to create, manage and deliver content from a central location. What makes it powerful is its capacity to deliver that content...

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...

Impact of Scheduling Policies on Territories in Salesforce Field Service

Within Salesforce Field Service, the proper configuration of territories is an essential component of the success of any organization’s service delivery. Defining a territory in itself doesn’t make an agent...

Why Students Should Learn Salesforce

Salesforce? Trailhead? CRM? If you’re a student and you have no idea what any of those terms mean, then you’re in the right place! Salesforce is currently the world’s #1...