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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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B2B Prospecting Data Just Keeps Getting Better

ViewPoint

The most reliable and scalable approach to finding new B2B customers is outbound communications, whether by mail, phone or email, to potential prospects, using rented or purchased lists. We also asked the participating vendors to tell us what other fields they make available, and this is where things got interesting.

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SetLogik Offers B2B Marketers a Real Marketing Database

Customer Experience Matrix

I originally saw SetLogik as a tool to associate marketing leads with sales opportunities, even when they are not connected directly within Salesforce.com. This has been sadly lacking in most B2B marketing automation systems, which supplement the Salesforce.com database with barely-extensible lead profiles and contact histories.

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IBM May Buy Silverpop: B2B Marketing Automation and B2C Email Would Be Great Fit

Customer Experience Matrix

So it was a totally safe bet that Silverpop was fielding many offers as well. The other enterprise-level B2C email vendors ( ExactTarget , Responsys ) have already been bought at wondrously high prices, and every B2B marketing automation vendor I talk to tells me that potential investors are approaching them constantly.

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B2B prospecting data just keeps getting better

Biznology

The most reliable and scalable approach to finding new B2B customers is outbound communications–whether one is using mail, phone, or email, or using rented or purchased lists. We also asked the participating vendors to tell us what other fields they make available, and this is where things got interesting.

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Optimizing Lead Distribution for Higher Conversion

markempa

In CRMs like Salesforce.com, you can automatically notify sales people when activity has developed in their territory, vertical market or other criteria that you deem to be important. Do not frustrate field salespeople with requests for brochures and marketing resources. Test your lead distribution approach.

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5 Ways to Improve CRM Adoption

InsightSquared

There’s nothing worse than making a huge purchase, taking the bow off, and then having it fall short of your expectations. While you can crack the lid on your newly purchased Salesforce instance and start using it right away, it can’t do the hard work of creating your processes for you. Talk about buyer’s remorse.

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