Pro Suite is a comprehensive CRM suite that streamlines business processes through a package of marketing, sales, service, and commerce tools on a unified and user-friendly platform. Specially designed for businesses, it sets itself apart from its predecessor, Starter Suite, with greater customization, automation, and a wider range of advanced capabilities.
Salesforce Managed Services are a comprehensive set of processes and activities that range from the implementation to monitoring the evolution and support of Salesforce solutions in a company. Its objective is the early detection of possible setbacks that may affect customers and operations supported by the CRM.
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SkyPlanner is a Salesforce expert that helps businesses explore the utilization of a CRM to boost their operations. In light of our efforts to lead our partners toward Salesforce excellence, we recently received a brand new 5-star review on Clutch, a B2B platform.
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While attempting to solve the most common problems that companies have when generating quotes and closing contracts, Salesforce developed Salesforce CPQ, configuration, price, and quote. In this article we highlight 10 benefits of using CPQ in your company.
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The development of information and communication technologies has transformed the way in which society interacts. For educational institutions, particularly public and non-profit ones, it is a challenge to have tools that satisfy current demands and expectations. In response to that, Salesforce has created the Education Cloud. What is it? Find out in this article.
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In an increasingly competitive business environment and where strong dynamics in production and sales predominate, high-tech companies rely on business intelligence to find solutions that improve the speed with which the sales cycle closes, processing large volumes of information and saving time.
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Winter is coming and Salesforce has prepared everything you need to familiarize yourself with the hundreds of improvements and new functionalities that you can enjoy in this Winter ’22 release. Based on our experience, we have prepared an overview of what we consider to be the most outstanding of the Salesforce Release Notes for Winter ’22 .
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When we talk about the world’s #1 CRM, only one name comes to mind: Salesforce. You can find a wide variety of CRM software that offer basic functionalities for efficient customer relationship management, but what is it about Salesforce that makes it so distinctive from the rest?
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In your business, many questions will arise, and the number of reports requested will not wait. In this article, we will show you some basic aspects that can guide you in this world of Salesforce reports and dashboards, as well as some limitations that you may face.
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Have you heard of Salesforce admins? They are considered superheroes and close associates of business leaders because they have deep knowledge about the management and administration of a Salesforce organization. In this article, you will be surprised to learn about all the skills and response capabilities they have.
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In the first part of this cheat sheet, we showed you what Salesforce CRM is, the solutions it offers, its editions, and its licenses. In this second part, we go a little deeper. We will see what we can do depending on permissions, profiles and roles. In addition, we will navigate within the platform exploring some options and daily activities.
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