Resources Archive

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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Guide

How to Eliminate Salesforce Maintenance Headaches

In this guide we discuss how taking a proactive approach to Salesforce management can eliminate Salesforce maintenance headaches. Inside we’ll talk about topics such as: The importance of having a […]

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eBook

The Essential Guide to Revenue Growth

Congratulations! After a few pivots, some executive turnover, and more than a few intense board meetings; your company has achieved product-market fit. Now, you’re in hyper-growth mode and the race […]

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eBook

CMO: the Riskiest Seat in the C-Suite

The Harvard Business Review recently published a report on how the CMO is the riskiest seat in the C-suite. Working with B2B SaaS CMOs we’ve seen this first-hand. Often, with […]

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