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The Top 8 Fundamentals of Effective Salesforce Reports and Dashboards

By |2020-07-01T09:00:15-05:00June 11th, 2020|CRM, Sales & Marketing Reports, Sales Management|

The ROI of your entire Salesforce investment hinges on the business insights that drive your team to generate more [...]

UnitedLex: Revamped Salesforce Org Advances Executive Reporting Goals

By |2020-05-21T15:40:08-05:00May 26th, 2020|CRM, Customer Story, Lead to Cash, Marketing Automation, Sales & Marketing Reports, Sales Management|

UnitedLex is the world’s leading enterprise legal services provider, with various services throughout the legal ecosystem. In late 2019, [...]

Working in the Manufacturing Industry? Here Are 3 Reasons Why Your Team Needs a CRM to Sustain Your Business

By |2019-05-22T13:59:05-05:00March 25th, 2019|CRM, Manufacturing Industry|

Customer Relationship Management (CRM) software is essential to growing your business efficiently. It’s important to find smart ways to allocate [...]

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