Category: Best Practices

The Dangers of Buying Data

Growing your list of mailable contacts is a marketers dream. There are some healthy, organic ways to do this and some disastrous ones. Today I’m going to focus on the worst; buying data. Before you embark upon this potentially expensive and damaging journey, here are some reasons why you may want to reconsider. Continue reading “The Dangers of Buying Data”

Opportunity stages, how to get them right

I am involved in a lot of Salesforce Sales Cloud projects, from initial implementations to rebuilds and refreshes; and everyone will at some point include a discussion about Opportunity Stages. As such I wanted to share some of my learning and suggestions to help you get the most of this vital element of Salesforce. Continue reading “Opportunity stages, how to get them right”

Salesforce Automation Overview

Salesforce Automation Overview

Salesforces success is largely due to its unrivalled customisation options. The CRM solution can be moulded to your unique business processes, allowing for immeasurable customisation options.

Salesforce doesn’t break this trend when it comes to automation. Continue reading “Salesforce Automation Overview”

Website Launch for Pardot – Prepare your Initial Tasks

Whether you’re launching a whole new website for your company, or just considering making changes to your existing pages, it’s always best to prepare well in advance and first of all, make a list of what you’d need to look out for.

Continue reading “Website Launch for Pardot – Prepare your Initial Tasks”