closed loop reporting

Salesforce Leads vs. Contacts—what’s the difference? It’s a topic that yields many questions. We all want Salesforce to help us work more efficiently. With that in mind, many Salesforce... Read more

How do you collect and store information on new leads, and existing customers and accounts? If you’re still working in spreadsheets, Outlook address books, or “premise-based”, legacy customer relationship... Read more

It’s no secret that today’s buyer’s journey looks much different from years past. Buyers are in control, and they want all the information they need to make an informed... Read more

When adopting new software, organizations often fail to consider the critical importance of user training. As a result, the platform they invested in so mightily suffers from low adoption... Read more

Marketing automation has become a marketing megatrend in the past 3-5 years. Marketing automation powerhouses such as Pardot, Eloqua, Marketo, HubSpot, and Act-On have all grown substantially in a... Read more