Salesforce Archives - Cloud Advisory

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...

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

lalaine fukuro Salesforce

6 Steps to Automate and Grow Using Salesforce

Referral Incentive Program 2017...

Published On - November 8, 2019

lalaine fukuro Salesforce

How to Provide Self-Service Customer Support Using Salesforce

How to Provide Self-Service Customer Support using Salesforce Self-Service in the Cloud. One of the big opportunities for customer support organizations is to provide self service to customers. That is where they can make their own account changes by logging into a website or customer portal or they...

Published On - November 8, 2019

lalaine fukuro SalesforceTags: impossible to inevitable, inbound marketing, outbound marketing, predictable revenue

From Impossible to Inevitable

Have you ever asked – Why is everyone else crushing their goals in business and I can’t seem to figure it out? Then you should definitely read the new book by Aaron ‘Air’ Ross and Jason Lemkin: “From Impossible to Inevitable: How Hypergrowth Companies Achieve Predictable Revenue” Th...

Published On - November 8, 2019

lalaine fukuro SalesforceTags: marketing automation, pardot, salesforce, salesforce marketing cloud

7 Steps to Choosing the Right Marketing Automation Platform

There are seven (7) steps to picking the right marketing automation platform for your business. By following these seven steps you will develop a clear checklist of capabilities you require when comparing different marketing automation software options. 1. Have a Documented Digital Marketing Strateg...

Published On - November 8, 2019

lalaine fukuro Salesforce

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...

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?

How Salesforce can help a Business Grow

6 Steps to Automate and Grow Using Salesforce

How to Provide Self-Service Customer Support Using Salesforce

From Impossible to Inevitable

7 Steps to Choosing the Right Marketing Automation Platform

How Do You Choose Between Salesforce Pardot and Marketing Cloud?

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