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Access useful articles, whitepapiers, how-to, guides, best practices and more on this blog. Have a nice reading

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How to edit the Opportunity Team in Salesforce?

An Opportunity Team is precisely what it sounds like: a group of individuals working together on a single opportunity. It gives you 100% control over who is working on what contact/deal/transaction and their responsibilities.

November 27, 2021

5 Min Read

For Everyone

Flows vs Workflows vs Process Builder - Process Automation in Salesforce

Historically, providing a smooth customer experience has been difficult, time-consuming, and frustrating with manual procedures and disparate systems. However, with a 360 degree view of the customer and a bit of automation, it is all easier. This article discusses process automation in Salesforce, how it can help businesses, and actionable tips.

November 18, 2021

6 Min Read

For Everyone

Salesforce Marketing Intelligence Report - Key Insights.

Without question, turning to data to help develop and maintain businesses is vital. Intelligent data is the lifeline and facilitator of success, whether it’s reacting to changing consumer behavior during and after the COVID-19 epidemic...

October 22, 2021

5 Min Read

For Everyone

Salesforce custom report types - what are they, when are they useful

Reporting on your Customer Relationship Management (CRM) data can give you real-time data-driven insights into your business

September 18, 2021

5 Min Read

For Everyone

Marketing campaigns - how to plan, execute and report

Marketing is about establishing objectives and delivering tangible outcomes, not simply flashy advertising and amusing commercials. A campaign may provide quantifiable indications of such results, but only if it is well-designed. The initial step is to define a set of objectives.

September 12, 2021

6 Min Read

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How to get Salesforce data into CSV or Excel files

Salesforce is a customizable multipurpose CRM platform that millions of users use to handle complicated company operations, improve sales, customer care, marketing, etc.

July 24, 2021

5 Min Read

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Tips for effective online sales

Technology has changed the approach to daily living. One of the main areas it has significantly impacted is e-commerce across the globe.

June 13, 2021

5 Min Read

For Everyone

Improving your Sales strategy during a pandemic

Currently, businesses have settled into the reality of virtual meetings, remote work, online marketing, and other remote approaches to getting work done at a distance. The fact is that Covid-19 changed the whole world.

May 6, 2021

6 Min Read

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Getting familiar with Salesforce dashboards

Salesforce dashboard visually provides information- quickly and easily. Dashboards can be created for anything that you are tracking in Salesforce. They can be customized for different business units or job roles. I

April 28, 2021

6 Min Read

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Hackathon Highlights: Shipment Scanner

Hackathon Highlights: Shipment Scanner. new API for barcode scanning in Lightning Web Components combined with a third-party library for generating QR codes to create a better way to generate shipping labels and receive packages.

April 21, 2021

3 Min Read

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Salesforce reports can help your business

A Salesforce report is a document that contains organized data from Salesforce. Salesforce has several options for formatting tabular data within the report. Reports can include charts, graphs that summarize the report data.

April 14, 2021

6 Min Read

For Everyone

Duplicate Records in Salesforce?

Maintaining a CRM system with accurate data is critical for any business to succeed. Removing duplicates records in Salesforce is one of the easier ways to improve data quality. For those just getting started with duplicate management, start with setting up Duplicate Rules and Matching Rules to prevent or identify duplicates, then figure out a plan to merge them and keep it clean moving forward.

March 21, 2021

9 Min Read

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How to create a working marketing calendar in Salesforce for your business

A marketing calendar is a written blueprint that keeps your marketing activities on track. With one, it is easier to organize, visualize, and execute your activities. Consequently, it is an actionable tool that works towards achieving goals over a stipulated period.

March 11, 2021

10 Min Read

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Top reasons Why you should use Salesforce for your business?

Salesforce for business is cloud-based CRM software, with standalone applications for sales, customer service, and marketing.

February 18, 2021

5 Min Read

For Everyone

Salesforce Power Admin

Salesforce Admin is the captain for maintaining the business structure and data quality, helping users develop reports, adding fields, running backups.

January 26, 2021

1 Min Read

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Avoid the Salesforce Data Storage Limit

Use the free Google Drive and liberate your files in Salesforce by an CloudAnswers Google Drive Integration App. Avoid salesforce data storage limit.

January 6, 2021

2 Min Read

For Everyone

Salesforce Lightning components overview

What is Salesforce Lightning? Salesforce Lightning is a component-based framework for app development from Salesforce.com that is designed to simplify processes for business users, who typically do not have programming experience.Lightning contains a set of tools and technologies behind a significant upgrade to the Salesforce1 Platform (formal App Cloud), which is the Salesforce mobile app development platform.

December 15, 2020

5 Min Read

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Effective data storage in Salesforce for every business size

In today’s digital times, the growth and the future of organizations are highly dependent on their policy to collect, store, retain, access, and use data. What’s more, this enormous volume of data is coming with plenty of challenges like high storage costs, reduced application performance, quality issues, but also security and scalability.Sometimes, when working with Salesforce, the amount of data may grow too big. And for this reason, you have to come up with the right ways to handle such numbers of data, to avoid a degradation in Salesforce performance by optimizing Salesforce data storage.

December 1, 2020

8 Min Read

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How to calculate ARR and MRR

How to calculate Annual Recurring Revenue and Monthly Recurring Revenue with Salesforce Data. Focuse on the reports be easily pulled and calculated in Salesforce.

November 5, 2020

4 Min Read

For Everyone

7 Popular Reporting Apps for Salesforce

Since always proper reports have been a regular source of confusion among sales and marketing reps for as long as the customer relationship management software has been in praxis. Many teams who use the software to track their sales opportunities and activities have ranted about the numerous difficulties in producing reports from their Salesforce sales and marketing data. Let us introduce you the most popular Salesforce reporting apps.

October 27, 2020

8 Min Read

For Everyone

Top 10 Salesforce apps of 2020

Businesses use the Salesforce AppExchange to research, download and install apps that can help better run their businesses. Check the list of ten best reporting apps for Salesforce.

October 13, 2020

5 Min Read

For Everyone

Why business owners should know AppExchange?

Business owners, who implemented the Salesforce solution, should be familiar with the AppExchange. Marketplace products and services help organizations configure their CRMs to fit their business needs. And AppExchange is more than business apps only. You can find components, consulting partners, and developers to help you extend the power of Salesforce and run your business with apps.

September 24, 2020

4 Min Read

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What operational metrics should you measure?

Operational metrics are key performance indicators that display a measurable value that shows what's going on in the business in real-time.

September 8, 2020

2 Min Read

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Salesforce - Reporting Tips and Best Practices

Reports are needed to understand the data you have in Salesforce or any other CRM. But how the report should be built might be challenging.

August 25, 2020

5 Min Read

For Everyone

Waterbury PAL, nonprofit organization, helps more children with Salesforce

Salesforce’s nonprofit success pack allows PAL organization, whose goal is to help kids, to reach their full potential as productive, responsible citizens.

August 18, 2020

3 Min Read

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10 CRM metrics you should measure

Customer relationship management, is necessary for enhancing the customer’s experience. Meet the 10 CRM metrics you should measure.

July 17, 2020

3 Min Read

For Everyone

Avoiding Salesforce Report Subscription Limitations

Report Sending limitations in Salesforce. Find out how to walk around Salesforce Report Subscription Limitations. Challenges in reporting.

June 2, 2020

2 Min Read

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Creating automated reports in Salesforce

Creating automated reports in salesforce. Schedule and send reports to non-salesforce users, to any email, in Excel format.

December 9, 2019

3 Min Read

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GDPR can turn into an opportunity

GDPR can be a real opportunity for you. To be upfront competitors and building trust amongst your customers, update your website to comply the regulations.

September 25, 2019

3 Min Read

For Everyone

Why you should use a marketing calendar

Read about the benefits of using a marketing calendar and how to get started. Get some free templates to start right away.

August 27, 2019

3 Min Read

For Everyone

Sales Cycle Lengths

3 fundamental sales KPIs that can be automated - Sales Cycle Lengths. Opportunity age can be quickly calculated as days between CreatedDate and CloseDate.

August 14, 2019

2 Min Read

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3 fundamental sales KPIs that can be automated - find holes in your funnel

3 fundamental sales KPIs that can be automated. Find holes in your funnel and improve your sales engine by using the right tools.

July 25, 2019

2 Min Read

For Everyone

3 fundamental sales KPIs that can be automated - new opportunities

Learn how to get the right KPIs out of Salesforce. Get to know everything about the top of the funnel health and use it to...

July 8, 2019

2 Min Read

For Everyone

5 tricks to accelerate business with emailed reports using Report Sender

The top 5 tricks to accelerate business with emailed reports using Report Sender. #1 Disseminate Product Updates to Partners...

April 18, 2019

5 Min Read

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Winners of the First CloudAnswers Open Hackathon

CloudAnswers open hackathon happens on a monthly basis. Teams are challenged to build apps that are related to Salesforce

January 9, 2019

3 Min Read

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Lead Rotator Added to PowerPack

#### Lead Rotator added to PowerPack Cloudan...

February 1, 2017

1 Min Read

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Case Merge Added to PowerPack

Case Merge added to PowerPack <iframe s...

January 26, 2017

2 Min Read

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Announcing PowerPack AppExchange App

When you have worked in over 100 orgs you get...

November 12, 2016

2 Min Read

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Out of aspirin? Reduce headaches with these 5 CRM software Best Practices

We’re not recommending that you can replace a...

October 6, 2016

4 Min Read

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Lead Nurturing Checklist

You operate or work within a medium-sized bus...

June 10, 2014

3 Min Read