shannan
Shark Tank Auto Lead Assignment
Faster action on leads with an automated lead assignment and reassignment rule in Salesforce - Hunger Games for the sales team.
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shannan
- Feb 21
- 6 min
Salesforce for Outlook Retirement
Information and resources regarding Salesforce's retirement of some Outlook integration features.
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shannan
- Feb 17
- 3 min
Economic Challenges And Data To Win The Sale
Economic challenges are a time to invest in customer data platform tools for better customer experiences.
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shannan
- Feb 16
- 1 min
Improve CX During Industry Uncertainties
Optimizing your digital platforms for great customer experiences
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shannan
- Feb 13
- 4 min
Selecting a Salesforce Implementation Partner
Helpful tips for selecting a Salesforce implementation partner that is right for your business.
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shannan
- Jan 6
- 4 min
Salesforce My Domain Considerations
Planning for a change to Salesforce My Domain.
9 views0 comments
shannan
- Jan 3
- 4 min
Salesforce Service Accounts - Your Dedicated Salesforce Integration User
Dedicated Salesforce Integration Users to manage your API connections.
13 views0 comments
shannan
- Dec 18, 2022
- 4 min
Building a Successful CRM From License Procurement to Launch
A successful customer relationship management tool requires in depth analysis of your business, your goals, and your needs.
7 views0 comments
shannan
- Dec 11, 2022
- 1 min
Document Generation in Salesforce
Options for automated document generation in Salesforce.
9 views0 comments
shannan
- Dec 3, 2022
- 4 min
Why You Should Migrate to Salesforce Lightning Experience
Migrating from Salesforce Classic to Salesforce Lightning experience. How do you know if it is right for your business?
9 views0 comments
shannan
- Nov 8, 2022
- 4 min
Sales Cloud Einstein Features
Game changing features of Salesforce's Sales Cloud Einstein for your business.
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shannan
- Nov 1, 2022
- 2 min
Salesforce Multi-Factor Authentication
Multi-factor authentication (MFA) for Salesforce login required for all orgs.
19 views0 comments
shannan
- Jul 8, 2022
- 4 min
Migrate To Salesforce Lightning
A successful Salesforce Lightning migration gives you an improved user interface that is faster and offers enhanced functionality.
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shannan
- Mar 13, 2022
- 2 min
Automation Drives Business Not The Other Way Around
Summit Technologies and Salesforce create business changing automations. Read on to learn how.
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shannan
- Mar 11, 2022
- 2 min
Opportunity Collaboration in Salesforce
Sales teams can collaborate on opportunities in Salesforce. Here is how to set it up.
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shannan
- Feb 22, 2022
- 1 min
Pardot Salesforce Connector
Key benefits of using the Pardot Salesforce Connector
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Mike Leibrand
- Apr 17, 2019
- 2 min
After the sale: Salesforce for post-sale processes
Employing Salesforce for post sales success in your organization.
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Mike Leibrand
- Apr 10, 2019
- 3 min
Tuning Salesforce for High Performance
Maintaining a high performing Salesforce instance takes time and planning. Here are some considerations.
115 views0 comments
Mike Leibrand
- Mar 12, 2019
- 1 min
Josh Hines joins Summit Technologies as Senior Consultant
Summit Technologies welcomes Josh Hines as a Senior Salesforce Consultant
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shannan
- Jan 25, 2018
- 1 min
Salesforce Marketing Cloud Login
A unified login experience for Salesforce Marketing Cloud users.
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