Free Resources
Here are some free resources to help
accelerate growth at your B2B SaaS company.
Video
Salesforce Einstein Engagement Frequency & Engagement Scoring
In this on-demand webinar, Eliot Harper explains Einstein Engagement Frequency and Einstein Engagement Scoring. Additionally he provides an overview of Einstein Split Activity and Einstein Send Time Optimization.
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Template
Salesforce Technical Debt Reduction Policy Template
In today’s data-rich world, managing technical debt in Salesforce is a challenge almost all enterprises face. Steep technical debt affects Salesforce performance, the accuracy of data, and the reliability of […]
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eBook
The Revenue Operations Playbook 2020
In this eBook, we sit down with some of the brightest minds in Marketing, Sales, and Customer Success to talk about Revenue Operations strategy. These enterprise experts share best practices […]
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eBook
How to Leverage the RFM Model to Drive your Marketing Cloud Strategy
The RFM model (Recency, Frequency, and Monetary) is a simple but powerful tool to help sift through consumer data and categorize customers based on measured behavior. Together, organizations can use […]
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Guide
How to Safely Deactivate a User in Salesforce
Deactivating a User in Salesforce may sound simple, but it can cause problems if not done correctly. Before deactivating a User in Salesforce, review this guide. The steps taken when […]
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eBook
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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A CRO’s Guide to Revenue and Reporting
In this ebook, we cover why Chief Revenue Officer is the hottest title in SaaS […]
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How to Eliminate Salesforce Maintenance Headaches
In this guide we discuss how taking a proactive approach to Salesforce management can eliminate […]
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