Tag Archives: Tableau

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Salesforce optimization

April 15, 2024By 0 Comments

Salesforce optimization is a critical process that can significantly enhance the performance and effectiveness of your Salesforce instance. It involves identifying and addressing issues that might be hindering your Salesforce experience, such as slow page load times, inefficient workflows, and data redundancy. One way to optimize your Salesforce is...

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Salesforce Ongoing enhancements

April 15, 2024By 0 Comments

Salesforce ongoing enhancements are crucial for ensuring that your Salesforce instance continues to meet your evolving business needs. As your business grows and changes, your Salesforce instance must adapt to these changes to remain effective and efficient. One way to ensure ongoing enhancements is by regularly reviewing and updating...

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Salesforce Quarterly business reviews

April 15, 2024By 0 Comments

Salesforce is a powerful CRM platform that can help businesses manage their customer relationships and sales processes. However, to get the most out of Salesforce, businesses need to continually review their strategies and performance. One way to do this is by conducting quarterly business reviews (QBRs). A QBR is...

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Salesforce Analytics, reports and dashboards

April 15, 2024By 0 Comments

Salesforce is a powerful CRM platform that provides businesses with a wealth of data on their customer relationships and sales processes. However, to fully leverage this data, businesses need to have effective analytics, reporting, and dashboard capabilities. Salesforce provides a range of analytics tools that can help businesses gain...

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What is Salesforce Quote-to-Cash implementation – how to make the most of it?

April 15, 2024By 0 Comments

We see Startups to Big Corporations trying to adopt Salesforce CPQ. As you approach a CPQ implementation, remember that it won’t be as easy as replacing a single system with a new one. It could be straight forward for a startup but as the size of the company increases,...

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How to choose the ideal ecommerce platform for your online shop?

April 15, 2024By 0 Comments

If you are reading this, you have most likely made up your mind that you need to get your Business Online. Every Business is unique and so is the criteria for evaluation. Though there are a thousand things that need to be considered before selecting the right platform, let’s...

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Must have reports for Sales Team

April 15, 2024By 0 Comments

Every Business is Unique; two different companies cannot act on similar Sales Insights. There could be a 50K+ workforce in a retail Enterprise vs a Medium Sized Healthcare Business with 2000+ employees; they both could value absolutely different Metrics. All said and done, Salesforce as a Tool is Sophisticated...

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Qualities of a great Salesforce Consultant

April 15, 2024By 0 Comments

A experienced Salesforce Consultant need to understand the domain he is working on. He needs to be certified in Salesforce which shows his interest to make it big in the industry. He should be able to communicate well with the Technical and Business stake holders.   There would be...

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Implementing a Sales Process for your Small Business

November 8, 2023By 0 Comments

Prospecting, Connecting, Evaluating, Presenting and Closing are the general terms discussed in a Sales Process. In this blog, I will focus on Sales Automation using in-house and Field Sales Executives. Sales Executives/Employees are the most expensive employees for any organization who take home huge salaries, bonuses, OTE due to...

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Salesforce Integration for SaaS Companies

November 8, 2023By 0 Comments

Integrating Salesforce with various tools is crucial for SaaS companies to improve their product offerings and operational efficiency. This article explores how Salesforce integration can transform SaaS businesses and highlights Zivoke’s role in implementing these integrations. The Importance of Integration in SaaS SaaS products thrive on their ability to...

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