Mistakes in Moving from HubSpot to Salesforce

Video

4 Mistakes When Migrating from HubSpot to Salesforce

In this video, Salesforce Consultant Scott Moreira highlights the 4 mistakes he sees RevOps teams making when migrating CRMs from HubSpot to Salesforce. The major areas where Scott sees teams […]

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Video

When is it time to Migrate from HubSpot to Salesforce?

In this video, VP of Client Revenue Operations – Gail Blight – reviews the signs that an organization may be ready to switch from HubSpot to Salesforce.  Read more […]

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Video

The Risk of Holding on to Data for Too Long in Salesforce

Greg Poirier, Founder & President of CloudKettle, discusses the risk of holding on to records for too long. And what forward-thinking organizations can do to minimize this risk.  Transcript: […]

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Guide

Enhancing Data Security

A Deep Dive into API Access Control in Salesforce In this new guide from CloudKettle, explore the critical aspects of API access control and how it can contribute to enhanced […]

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Video

4 Things to Consider before Eliminating the Lead Object in Salesforce

In this video, Salesforce Practice Lead Ishan Babbar reviews the benefits of the Salesforce Sales and Service Cloud Unlimited editions.

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Guide

Salesforce for Outlook Retirement

Salesforce has introduced several integrations for Outlook over the years. While similarly named, these integrations have differences in terms of scope and functionality. This resource will help readers to understand […]

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eBook

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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Guide

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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