Free Resources
Here are some free resources to help
accelerate growth at your B2B SaaS company.
Template
Salesforce Data Retention and Deletion Policy Template
As the hub of customer data, Salesforce is a key consideration in security and privacy compliance. Is your organization SOC 2 os ISO compliant? If so, many of the items […]
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Video
Einstein Email and Web Recommendations for Salesforce Marketing Cloud
In this video, Eliot Harper provides an in-depth presentation and demonstration of Einstein Email and Web Recommendations for Salesforce Marketing Cloud.
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Video
Einstein Content Selection for Salesforce Marketing Cloud
In this video, Eliot Harper provides an in-depth presentation and demonstration of Einstein Content Selection for Salesforce Marketing Cloud.
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Video
Einstein Messaging Insights and Einstein Copy Insights for Salesforce Marketing Cloud
In this video, Eliot Harper explains Einstein Messaging Insights and Einstein Copy Insights for Salesforce Marketing Cloud.
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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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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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