This post is for teams that use Salesforce and Quip, but want to learn how to leverage Quip’s robust features for project documentation. In this blog, we cover some best...
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Document Your Org in Salesforce Using Quip
In our last Quip post, we provided best practices for project documentation using Quip for Salesforce. This post provides best practices for Salesforce Admins who want to use Quip to...
Leveraging the Power of Google Sheets and Salesforce
When thinking about cornerstone software companies that are assisting enterprises today, Google and Salesforce are at the top of the list. With G-Suite, Google Cloud, and Google Marketing Platform offerings,...
Salesforce Checklist: What to Monitor Daily, Weekly, and Monthly
As a system of record for companies, Salesforce houses a wealth of information that brings together an entire organization under one unified platform. However, when it comes to Salesforce, often,...
How to Leverage the RFM Model to Drive Customer Segmentation
Today, organizations have more data about their customers than ever before. The RFM model is a simple but powerful tool to sift through consumer data and categorize customers based on...
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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