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CRMCheatSheet | Salesforce answers, how-to's, and best practicesCRMCheatSheet

Salesforce answers, how-to's, and best practices. Common types of data to consider importing to Salesforce. July 1, 2013. It is useful to think in terms of broad categories when looking at data. For example, rather than dissecting businesses into customers, vendors, suppliers, and partners, it is easier to think of all of these as just “accounts”. This article will outline other common types of data that may be part of your data migration [.]. What data should be migrated from your old CRM to Salesforce.

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Salesforce answers, how-to's, and best practices. Common types of data to consider importing to Salesforce. July 1, 2013. It is useful to think in terms of broad categories when looking at data. For example, rather than dissecting businesses into customers, vendors, suppliers, and partners, it is easier to think of all of these as just “accounts”. This article will outline other common types of data that may be part of your data migration [.]. What data should be migrated from your old CRM to Salesforce.
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CRMCheatSheet | Salesforce answers, how-to's, and best practicesCRMCheatSheet | crmcheatsheet.com Reviews

https://crmcheatsheet.com

Salesforce answers, how-to's, and best practices. Common types of data to consider importing to Salesforce. July 1, 2013. It is useful to think in terms of broad categories when looking at data. For example, rather than dissecting businesses into customers, vendors, suppliers, and partners, it is easier to think of all of these as just “accounts”. This article will outline other common types of data that may be part of your data migration [.]. What data should be migrated from your old CRM to Salesforce.

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Strategies and tools for customizing Salesforce - CRMCheatSheet

http://crmcheatsheet.com/strategies-and-tools-for-customizing-salesforce

Salesforce answers, how-to's, and best practices. Strategies and tools for customizing Salesforce. June 18, 2013. There was a time when Salesforce was just a web-based. For salespeople. Today, Salesforce is more accurately described as a web-based. In addition to the standard sales tools, it comes with a framework that can be completely customized to service a wide range of organization’s needs from tiny nonprofits such as a small town library to corporations including Facebook, Dell, and CitiBank. Sales...

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How to know if you should use Salesforce Leads - CRMCheatSheet

http://crmcheatsheet.com/how-to-know-if-you-should-use-salesforce-leads

Salesforce answers, how-to's, and best practices. How to know if you should use Salesforce Leads. June 2, 2013. To Lead, or not to Lead. One key decision that a business needs to make when they choose to use Salesforce is whether or not to use the Leads tab. The business process will drive this decision and then the technical setup will facilitate the functionality. When to use Leads. When not to use Leads. After the decision is made regarding the use of Leads, there are some natural follow-up steps....

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Administrator Archives - CRMCheatSheet

http://crmcheatsheet.com/category/administrator

Salesforce answers, how-to's, and best practices. Common types of data to consider importing to Salesforce. July 1, 2013. It is useful to think in terms of broad categories when looking at data. For example, rather than dissecting businesses into customers, vendors, suppliers, and partners, it is easier to think of all of these as just “accounts”. This article will outline other common types of data that may be part of your data migration […]. What data should be migrated from your old CRM to Salesforce.

4

CRMCheatSheet - Page 3 of 3 - Salesforce answers, how-to's, and best practices

http://crmcheatsheet.com/page/3

Salesforce answers, how-to's, and best practices. Options for connecting Salesforce to Microsoft Outlook. May 6, 2013. Salesforce.com (the company) provides two different apps that enable Salesforce (the software) and Microsoft Outlook to talk to each other. Both apps are free with your subscription to Salesforce. Connect for Outlook is an older app and it is on its way to being discontinued in the near future. Does not support Microsoft Outlook 2010 or […]. May 5, 2013. 8221; […]. May 3, 2013. In projec...

5

Why - CRMCheatSheet

http://crmcheatsheet.com/why

Salesforce answers, how-to's, and best practices. CRMCheatSheet was started as an off-again/on-again project in 2010 by Ray Simon. The goal was to take on confusing topics in the world of Salesforce and explain them in plain terms. The first project that I tackled was to create a video that explained the complex and confusing Salesforce portal products. You can see the video Salesforce Service Portals and Sites. Is a professional services company that specializes in implementing Salesforce for our custom...

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CRMCheatSheet | Salesforce answers, how-to's, and best practicesCRMCheatSheet

Salesforce answers, how-to's, and best practices. Common types of data to consider importing to Salesforce. July 1, 2013. It is useful to think in terms of broad categories when looking at data. For example, rather than dissecting businesses into customers, vendors, suppliers, and partners, it is easier to think of all of these as just “accounts”. This article will outline other common types of data that may be part of your data migration [.]. What data should be migrated from your old CRM to Salesforce.

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