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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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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. The Rise of Global Commerce.

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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. But it can come at a big expense.

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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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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.

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Salesforce.com Best Practices: Thought Leadership with David Taber, Author of Salesforce.com Secrets of Success

Adobe Experience Cloud Blog

David is the author of the new Prentice-Hall book, " Salesforce.com Secrets of Success ," which covers the people, policy, and process issues surrounding effective CRM solutions. Here are examples of meaningful measures that you should bake into your salesforce.com data collection and analytics: Time to "first touch" of a lead.

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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.