Salesforce Essentials Discussions

I want to be able to track potential clients in the most efficient way from the entry into the funnel to the time they either become a client or not.

How can we better manage communications with existing and potential clients, as well as projects and events? What other software should we consider integrating with Salesforce? Where can we find basic introductions to how to use Salesforce and what benefits it could bring to our firm? How can we... Read more

When trying to link my Salesforce account with ActiveCampaign, I encountered a pay-wall that required me to pay $10 for the integration if I wanted to import contacts automatically from ActiveCampaign to Salesforce. I was wondering if there is any way to go around this and set up the integration... Read more

I want to be able to begin tracking number of calls, number of inputed leads/week, number of emails sent, and number of new notes created so that we can better keep one another accountable and talk about those KPI's at our sales meetings. If I was able to do this effectively, we could create a... Read more

At times, I will have trouble getting the answer I need quickly for tech issues. The biggest challenge is figuring out which direction to take so that I can get support.

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