Tools

Integrating Outreach with Salesforce

In this blog post, we'll dive into what it takes to successfully integrate Outreach with Salesforce in order to set your business up for success right out of the gate!
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Working Around Salesforce Limitations with Reporting Snapshots

Reporting snapshots are a powerful tool in Salesforce for aggregating and analyzing historical trends in your data, whether that’s your lead or opportunity pipeline size, case resolution history, or some custom object of your own making. Unfortunately, the out-of-the-box functionality for reporting snapshots does come with some significant limitations.
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The Ultimate Guide to Tracking Job Changes in Salesforce

On average, contacts change jobs every 12-18 months, and cleaning this data is tedious and time-consuming. We’ve seen many instances of Salesforce where 50-70% of the contact data in the CRM is flat-out wrong. We’ve also seen companies with millions of records in their CRM, but with no idea which ones are the good records and which are the ones they can purge. This creates drag on an organization, because users who don’t trust a perpetually messy system are unlikely to use the CRM to its full potential. In short, it's a nightmare. So, what are your options?
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Automate Digital Signatures with DocuSign eSignature for Salesforce

Organizations in the age of digital transformation have an incredible opportunity to digitize and streamline the often lengthy and cumbersome process of sending and signing documents through the use of eSignature applications. Whether it’s a quote, proposal, MSA, SOW, BAA, NDA, partnership agreement, legal contract, or a patient consent form, eSignature applications can help.
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Salesforce Inspector: The Best Tool for Mass Updating Records in Salesforce

Salesforce Inspector is one of the most important tools to add to your stack, whether you’re inserting, updating, or deleting records.
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The Ultimate Guide to Salesforce Flows

As a Salesforce admin, flows are one of the most powerful tools in your toolbelt — when set up properly, flows make you look like a rockstar to your sales team, but if your flows aren’t configured correctly, they might be difficult to manage or make a mess (also kind of like a rockstar).
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