Tag: sales

Salesforce Flow represents the future of automation in the Salesforce platform. Growing out of Salesforce’s Process Builder and Workflow features, Salesforce Flow allows you to automate complex business processes and manual data entry.

Flows are multi-step automated logical processes that allow you to create new records, edit, or delete existing records based on criteria that you define. Flows[…]

Email is one of the most reliable marketing channels. Unlike search and social—which can both giveth and taketh away when algorithms change—email marketing lets you build an audience that you can communicate with directly.   

But even email can create hurdles for marketers. If you do the wrong thing—like sending too many emails to inactive subscribers or sending emails to invalid addresses—it[…]

Industry-leading companies always seem like they are a step ahead. They are proactive rather than reactive. They are faster when responding to issues and more innovative when expanding into new markets.

It’s almost like they have a crystal ball. The truth is that they kind of do!

The data they collect — whether it be in their CRM, accounting, or ERP system — is chock-full of key insights they[…]

Are you always on the hunt for a new piece of software to manage your customer data or marketing campaigns?

You’re not alone. 49% of businesses plan to increase spending on their CRM, and if you’re not convinced to splash the cash on your current software of choice, it might be time to look further afield.

In partnership with Databox, we surveyed 30 companies who recently switched systems and[…]

How can you get the best ROI on your investment in HubSpot CRM/Sales?

If you are asking this question, you’re not alone. After all, HubSpot CRM and Sales has a ton of features. It is hard to know where to start.

So, we teamed up with the research team at Databox to ask 25+ HubSpot experts for their advice. We started with the question, “What features do you find most useful in HubSpot?” As you[…]