Salesforce and CRMs Archives

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...

The How to Guide: CRM Integrations

When assessing a CRM, fast-growing SaaS companies often make the mistake of evaluating each SaaS tool they plan to integrate with their CRM as a piece, rather than as part...