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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. So rather than getting left behind with …

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Einstein Analytics – Salesforce Business Intelligence

The beginning of a new year is an exciting time. Re-living the glory of past accomplishments, learning from previous mistakes and applying fresh knowledge to create a strong plan for the coming year. One of the many lessons we’ve learned in our careers as sales and marketing leaders is the importance of goal setting early in the year. Clearly articulated …

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Use Case: Service Console

Clients often ask for the best method for consolidating as much information as possible into one screen so that they can streamline the overall process for customer service requests. One standard Salesforce feature that can be configured in order to assist with this is the Service Console.

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Download Our Webinar on Steelbrick

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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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 …

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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 …

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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 …

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VisualForce Pages, They’re Worth It

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 …

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Working with Executives

 Executive Speak Dilbert touches on a nerve that employees often experience in many corporations –  executive management teams appear to be on a different wavelength, altogether.  It’s been often said that they seem to have their own “executive speak” language, they seem to be impatient all of the time and they seem to grossly simplify things.  At MondayCall, we are …