Salesforce and CRMs Archives

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...

Why SaaS Companies need a CRM

Do You Need a CRM? Not every organization needs a CRM, but they are particularly important for Software as a Service (SaaS) companies that have a B2B enterprise sales model....

How to Select a CRM

Not every startup needs a CRM, but they are particularly important for Software as a Service (SaaS) companies who have a subscription based model. Some aspects of your business and...

Swept Uses Salesforce Chatter for SaaS Customer Success

Renewals: Where the Profit Lies If you’re a SaaS company with a subscription based model, leveraging Customer Success to decrease churn and increase renewals should always be a priority. Every...