Salesforce report provides consolidated, factual and an up-to-date information about a particular matter or subject. Information in the report is well organised and can be used for future planning and decision making. Sales and Marketing teams will love the these reports Incoming Leads Over Time Leads Conversion Expected Revenue by Lead Source Need help? Then […]
Users can now sign up for report notifications, to stay up-to-date on the metrics they care about most. Subscribe to a report and set the conditions that should trigger notification. For example, subscribe to an open-issues report and get notified every morning whenever there are more than 20 open issues. Notifications are delivered right to […]
Relative Date Values for Filter Criteria in Salesforce Use the following special date values when defining filter criteria using dates. If you choose a date field (for example, Create Date, Last Update Date) as a filter criteria, the value can be a date in the format allowed by your Locale setting or any of the […]
WHY DO I NEED CRM? Answers to frequently asked customer relationship management questions. INTRODUCTION In a 2015 survey conducted by Salesforce, more than half of small business owners said their companies were not using any kind of customer relationship management (CRM) solution. Yet, small businesses that have implemented a CRM solution have seen major improvements […]
How marketers are using AI and new technology to personalise customer engagement.
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