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5 Ways to Improve CRM Adoption

InsightSquared

In this case, step one for implementing a new CRM is to ensure your company has defined its own processes. And, once you’ve defined how things should work in your company, make sure you hire the right person (or people) to manage and customize your CRM. CRM adoption starts at the top. A CRM is a connector and a time saver.

CRM 239
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Salesforce Field History Retention Policy: What It Means and Why You Should Care

InsightSquared

But starting this spring, Salesforce will start enforcing a policy that limits client access to their Field History data that is older than 18 months. By default, Salesforce captures history on certain standard Opportunity fields. We want to be able to track and preserve the data on custom fields to Opportunities as well.

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Can’t Afford Artificial Intelligence for Your Small Business? Think Again.

Biznology

Artificial Intelligence software can also level the playing field for small businesses by increasing productivity and enhancing the ability to smaller businesses to compete with the big leaders in their industries. Salesforce.com the world’s #1 CRM platform has plans starting at just $25 per month.

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Old School Sales vs New: The Rise of the Modern Sales Model

Zoominfo

One early adopter of inside sales was Marc Benioff, CEO and founder at Salesforce.com. By Benioff ‘s own admission, Salesforce.com “grew their company for the first five or six years with a telesales [or inside sales] model.” Inside sales is simply a better model than field sales.

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Salesforce.com Certification: it’s for Marketers, too!

Adobe Experience Cloud Blog

As a Salesforce.com user group leader, I often talk to marketers who are looking to get more and/or better data out of their Salesforce.com system. Some marketers work with their administrators to create fields which allow for better data capture or segmentation, while others are responsible to manage this all on their own.

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ClickDimensions Offers Marketing Automation as a Microsoft CRM Add-on

Customer Experience Matrix

What’s missing from the list is CRM integration. That's no accident: ClickDimensions doesn’t integrate with CRM in the regular sense of synchronizing data. Rather, it works directly from Microsoft Dynamics CRM files. In other words, ClickDimensions is a Microsoft CRM add-on. Not that there’s anything wrong with that.

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Marketing Features in Salesforce.com Winter 10

Adobe Experience Cloud Blog

Once again Salesforce.com has delivered a great set of new features for Marketers in the Winter 10 release. The first, Campaign Summaries, allows users to summarize information for any fields you create so can view campaign results without leaving the campaign module.