Blog - Cloud Advisory

Published On - August 18, 2021

8 things to understand about Hubspot

Nowadays marketers tend to utilize the power of software to manage their activities with the benefits to save time, effort and resources. Hubspot is a competitive option among those software, an ecosystem going beyond software, with education and community to help businesses grow better. Hubsp...

Published On - August 17, 2021

Ryan Zhang hubspot, UncategorizedTags: crm, hubspot

Is HubSpot a free CRM?

HubSpot CRM is a set of tools that allows marketers to stay in touch with their contacts. The basic CRM includes the contact database, email and chat marketing along side free tools from Marketing, Sales, Service and operation sections which are all well-known HubSpot software. And yes, you get to e...

Published On - November 25, 2020

Grace Lee Uncategorized

Is Salesforce Inbox worth it in Salesforce?

If it is one thing that Sales representatives know, it’s that emails contribute greatly to making a sale. Not only that, but they are also one of the most time consuming priorities that Sales reps have. It is not uncommon for reps to spend an average of 13 hours per week on reading, composing, or ...

Published On - November 12, 2020

Grace Lee UncategorizedTags: crm, infusionsoft, salesforce, salesforce marketing cloud

Salesforce vs Infusionsoft: Which is a better CRM Solution?

The number of Customer Relationship Management (CRM) solutions available now compared to ten years ago has increased at rates that will make your head spin. A CRM is defined as a platform that helps you “manage” your customers and those relationships, but the term can be loosely applied to almos...

Published On - November 2, 2020

Grace Lee Uncategorized

How To Create A Custom Object In Salesforce Lightning – Tutorial

Salesforce is a considerably vast and complicated platform. It is essential for a user to be thorough with all the nitty-gritty details of the platform for operating it the right way. The CRM platform contains a variety of tools, features, applications, and add-ons for serving different purposes. Ou...

Published On - October 23, 2020

Grace Lee Uncategorized

Salesforce Lightning vs. Classic – Which ones better?

Salesforce is always hard at work to make the user experience better with improved features that enhance efficiencies and make the product more secure. One of the most noticeable changes they released over the past few years was the Lightning framework, also known as LEX. The Classic Interface...

Published On - October 9, 2020

Grace Lee Business Plans, SalesforceTags: salesforce

5 Common Mistakes You Are Making With Salesforce & How to Fix Them

Salesforce is a great tool that can alleviate many growing pains companies experience as they expand their businesses over the next few years. The standard functionality that comes with the name brand, along with the possible customizations, make Salesforce a great fit for many companies, both big a...

Published On - January 20, 2020

admin SalesforceTags: crm

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...

8 things to understand about Hubspot

Is HubSpot a free CRM?

Is Salesforce Inbox worth it in Salesforce?

Salesforce vs Infusionsoft: Which is a better CRM Solution?

How To Create A Custom Object In Salesforce Lightning – Tutorial

Salesforce Lightning vs. Classic – Which ones better?

5 Common Mistakes You Are Making With Salesforce & How to Fix Them

What is an Opportunity in Salesforce?

What is a Lead in Salesforce?

What is an Account in Salesforce?

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