Articles that mention "Salesforce"

Salesforce Tutorial

When it comes to customer relationship management (CRM) software, Salesforce is one of the most powerful and flexible platforms on the market.

How to Create Reports and Dashboards in Salesforce

One of the features that makes Salesforce one of the most powerful Customer Relationship Management (CRM) platforms is its robust reporting and data visualization.

How to Create a Campaign in Salesforce

As a cloud-based customer relationship management (CRM) tool, Salesforce was originally designed to help businesses keep track of sales-related data like leads, contacts, accounts, quotes, deals, and opportunities.

Steal This Workflow: How to Save Hours Every Week with Webhooks

You’ve seen them hiding in your app’s settings, promising to send notifications, sync data, and connect to other software you use. Webhooks. They’re the mysterious extra in so many apps.

Integration how to: Connect Formstack to Salesforce and automatically create leads

Make your life easier by automatically sending Formstack leads to Salesforce

How Zapier and HubSpot Empower Businesses to Do More through Automation

In an ideal world, every business could turn to an all-in-one application to manage leads, emails, marketing campaigns, cloud-based storage, eCommerce—anything their business could possibly need.

A Growing Startup Uses Automation to Keep Its Team Small

On the cosmic scales, the benefits of having a growing company far outweigh the negatives. It means your product resonates with an audience, that you're doing something right.

How a Consulting Agency Reduced Time Spent Creating Leads by 25%

Navigating a messy API and its documentation is a lot like Indiana Jones' search for the golden idol: One wrong move and you'll be outrunning a boulder. Some APIs have robust, updated documentation.

How Support & Product Teams at Calendly Save 10 Hours Every Week

How you communicate within your company depends on things like your size, your industry, and your tools. Small startups might talk across the kitchen table to each other. Titans of banking have guidelines on how to share information with other teams.

eCommerce Businesses Leverage Facebook Lead Ads to Connect with Customers

For any business, finding the right audience on social media isn't a simple task, let alone convincing said audience to click to your website, make a purchase, or sign up for a newsletter.