As a partner, our goal is to ensure teams are prepared, informed, and self-sufficient. This article is a culmination of our suggestions for teams looking to implement a CRM in their organization.
Salesforce
Get The Most Out of Your Donated Salesforce Licenses
In this webinar recording we discuss Salesforce’s donated licensing option, what out-of-the-box Salesforce can do for you, and what next steps look like once your team is ready to expand their Salesforce capabilities.
Why Should Your Team Utilize Salesforce Leads?
How do leads fit in your education or nonprofit organization’s business process? Katie Mrskos explains what Salesforce leads are, when to use them and when not to.
Salesforce Point-In-Time Reporting with Reporting Snapshots
We walk you through the what, why, when and how of Salesforce reporting snapshots.
Two Options for Automation in Salesforce | Tutorial
In this video tutorial we review automation in Salesforce using process builder and flow. We’ll compare the two methods and address why we suggest flow for most situations.
Easily Manage Salesforce Records with Salesforce List Views | Tutorial
In this video we show how to use native list views in Salesforce lightning to pull a targeted list of records such as leads, contacts or opportunities.
