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How To Efficiently Plan A Salesforce CRM Implementation – Top 11 Tips

How To Efficiently Plan A Salesforce CRM Implementation – Top 11 Tips

by Frazer Lewis | 05 Apr 2024 | Project Management, Salesforce Industry

How To Efficiently Plan A Salesforce CRM Implementation – Top 11 Tips Most organisations face challenges when implementing Salesforce, which is why thorough planning is crucial for success.  In this blog post, we will offer you our top 11 tips to ensure a smooth...
Move from Excel to Salesforce and Transform How Your Business Operates

Move from Excel to Salesforce and Transform How Your Business Operates

by Frazer Lewis | 27 Feb 2023 | Project Management

It’s time to move beyond Excel and streamline your business! Many businesses are still using Excel because it’s easy, familiar and very low cost. The desktop version is bundled as part of Office 365 and the free online version just needs a Microsoft account to...
Avoid the Pitfalls. Here are the Keys to Salesforce Project Success

Avoid the Pitfalls. Here are the Keys to Salesforce Project Success

by Frazer Lewis | 15 Dec 2022 | Project Management

Keys to Salesforce Project Success Data is everywhere these days. We keep hearing that humanity has created more data in the past few years than in all of history. Suffice to say, there is an unimaginably large amount of data in existence. It’s growing every day and...

Recent Posts

  • How To Efficiently Plan A Salesforce CRM Implementation – Top 11 Tips
  • Use Salesforce to sell your curriculum products
  • Salesforce Guide for CIOs (2024)
  • What Is Salesforce? An In-Depth Guide
  • Process Automation with Salesforce: Streamline Your Business Operations

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Latest blog posts

How to Choose the Best UK Salesforce Partner For Your Organisation and Project

by Frazer Lewis | Jan 6, 2024 | Salesforce Industry

How to Choose the Best UK Salesforce Partner For Your Organisation and Project Salesforce is a popular customer relationship management (CRM) platform that helps businesses manage their sales, marketing, and customer service operations. While Salesforce is a powerful...

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How to Generate Documents from Salesforce Data

by Frazer Lewis | Dec 25, 2023 | Automation, Third Party Apps

How to Generate Documents from Salesforce Data Salesforce is a well-established and respected CRM and technology platform. While it offers a vast array of features, customers sometimes need more than what it offers. This is where the AppExchange and the huge number of...

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Streamlining Processes with Salesforce and Nintex Automation Cloud

by Frazer Lewis | Apr 29, 2023 | Third Party Apps

Examples Of Nintex Automation Cloud And Salesforce Have you ever wondered how much time you could save by automating your business processes? With the growth of digital transformation, businesses are continuously attempting to optimise their workflows in order to...

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How Do You Choose the Best Fit UK Salesforce Consultancy for Your Organisation?

by Frazer Lewis | Apr 24, 2023 | Salesforce Industry

How Do You Choose the Best Fit UK Salesforce Consultancy for Your Business? Engaging a Salesforce consulting Partner may be the answer if you are a UK business owner looking to improve your Salesforce customer relationship management (CRM) system. A Salesforce...

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Make Better Decisions with Salesforce Reports and Dashboards

by Frazer Lewis | Apr 7, 2023 | Reports and Dashboards

How to Use Salesforce Reports and Dashboards to Make Better Business Decisions As a business owner, you are constantly making decisions that can impact your bottom line. Whether it's deciding which products to stock or which marketing campaign to invest in, making...

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