Getting Started with Salesforce CPQ

How does your business currently handle sales and service quotes? If you’re a small-medium sized business, there’s a good chance your quotes are being managed in word documents and spreadsheets. While there are still numerous business that opt for this antiquated method, it doesn’t provide the efficiency and scale required for fast-growing businesses.

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Download Our Webinar on Pardot

Our recent webinar, “How You Can Leverage Salesforce Pardot for B2B Marketing Automation” was a great success! If you missed the live version there is no need to worry, we’ve got you covered. In this demo, MondayCall’s consulting team will show you how to take advantage of the Pardot solution, specifically covering:

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A Brief Introduction to Marketing Cloud

  As a sales leader, you want to have clear and concise answers to the toughest of questions. Is the process efficient and scalable? How are your Sales and Marketing teams working together to produce effective results? Which type of campaigns deliver the best results? When you’re effectively managing your company’s incoming and outgoing data, delivering actionable insights becomes simpler.  Without a comprehensive view into your sales funnel and customer lifecycle, business could be seeping through the cracks and into the hands of your competitors. So whether you’re a Salesforce Admin or a business executive, keep reading so you can learn more about the advantages of the Salesforce Marketing Cloud.…

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New Releases: Lightning Experience

The new versions of Lightning will be released on May 1st for both Sales and Service Cloud. Although these new version will be available starting May 1st, there are a number of features that will not be available on the release date. Release dates for specific functionality depend on the Salesforce instance and the new release date for that instance.   Please note that existing customers of Sales Cloud and Service Cloud will automatically receive the functionality of the new Lightning Editions, so there will be no need to upgrade or change editions at this time in order to receive the benefits.   Here are the prices and feature releases for both…

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Understanding Data Migrations

Data migrations can be a tricky business based on the size and complexity of the data. Data rarely comes in clean and often times there is “garbage data” and duplicate records that are either wholly identical or that have different aspects of the same person. John Smith may have registered several times using his personal and work email address. He may show up as two records but with two different email addresses – these records should be merged. People move from companies to other companies. There should be a strategy around data being cleansed – first can bad data be cleansed before it goes in and once data goes in,…

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VisualForce Pages, They’re Worth It

How VisualForce Pages Can Improve Your Business Process     As the trend towards more flexible and dynamic work environments continues to grow, strong business leaders are perceptively observant of the employee experience. Is it efficient? Are there flaws in the process? Is it simple to train a new user? What can we cut in order to save time? Are we capturing quality data?  These questions become very key as your business process becomes more “settled” and requires higher transaction volumes.  Once you turn a process that may take many paths into a well-oiled machine that leverages your best practices, then it becomes paramount to provide the supporting infrastructure to…

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