admin, Author at 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...

Published On - November 8, 2019

admin Uncategorized

How do you choose between Salesforce Pardot and Marketing Cloud?

How to Choose between Salesforce Pardot and Salesforce marketing cloud. Using the 7 steps framework to Choosing the right marketing automation platform we can gather our requirements to compare against the features of both Salesforce Pardot and Marketing Cloud marketing automation platforms. Going t...

Published On - November 8, 2019

admin Salesforce

What is Salesforce Chatter?

Chatter is Salesforce’s all-encompassing communication and collaboration tool. More than just a way to instantly reach your colleagues and other users in your organization; Chatter is a means to track conversation and updates using features like feeds, profiles, groups and records in your organiza...

Published On - November 8, 2019

admin Uncategorized

Top Customer Support Features in Salesforce CRM

Salesforce.com is all about ease of integration across multiple aspects of your business. Of its many benefits, one of the better known functions would be its Support Features. Here are our Top 10 Favorites: Salesforce KnowledgeManage your Knowledge Articles and provide permission to only the right ...

Published On - September 20, 2018

admin SalesforceTags: salesforce, sap, service cloud

Should Medical and Pharma Businesses Integrate SAP and Salesforce?

Should your medical or pharma business integrate SAP with Salesforce?” Many medical and pharma businesses, also referred to, in the Salesforce vernacular, as life sciences, are very similar in that they require an ERP platform in the background to manage the core of their product development a...

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

How do you choose between Salesforce Pardot and Marketing Cloud?

What is Salesforce Chatter?

Top Customer Support Features in Salesforce CRM

Should Medical and Pharma Businesses Integrate SAP and Salesforce?

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