January 2020 - Cloud Advisory

Published On - January 20, 2020

What is an Opportunity in Salesforce?

Now once you understand the concepts and distinctions between LEADs and ACCOUNT, there are core Salesforce.com concepts that center around the Account that you will want to understand: In an Account you may have multiple interactions with the client: Contacts. These are the people at an Account that...

Published On - January 20, 2020

admin SalesforceTags: crm, lead, salesforce

What is a Lead in Salesforce?

This might be the Salesforce concept that most businesses kind of dance around and they get confused about. My advice is do not try to re-create the concept and don’t ignore it. Leads have a very specific and useful purpose. A lead in Salesforce is essentially an unqualified opportunity or acc...

Published On - January 20, 2020

admin SalesforceTags: salesforce

What is an Account in Salesforce?

There are certain key concepts in Salesforce that help you managge your business. The most central concept is that of an Account. If you’re selling “B2B an Account will typically mean a company or an organization that is your customer or who you are working to acquire as a customer. An A...

Published On - January 19, 2020

admin SalesforceTags: blog, cloudify podcast, marketing cloud, pardot, salesforce

How Salesforce can help a Business Grow

As founders, there are three main business functions that we all must master to grow our business. Finding New Prospects Selling to turn prospects into Customers Keeping those customers So all those activities – finding new customers, selling to customers, keeping customers that’s really...

What is an Opportunity in Salesforce?

What is a Lead in Salesforce?

What is an Account in Salesforce?

How Salesforce can help a Business Grow

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