Improve Your Data Collection Strategy with Web Forms

Does your organization have a solid data collection strategy in place? If not, the lack of one can be felt at almost every organizational level. Healthy data collection processes can impact multiple areas of business, including: Internal team communication Administrative and business processes Data visibility and transparency Payment processing Customer

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Advancing Business Operations with Salesforce and QuickBooks

Creating streamlined and automated processes within your business is key to maintaining and improving your operations and staff productivity. Companies using Salesforce and QuickBooks for their accounts receivables and payables should consider an integration solution to improve this process. Integrations allow all the information to be seen on one platform,

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Top 3 Types of Accounting Automation Your Business Needs

Automation is a game-changer for every industry and type of organization. Arguably the most impactful business automation has been in accounting processes. From lead to ledger the financial aspect of the customer’s journey is faster, easier, more accurate. On Salesforce, automated accounting is a critical component of the platform –

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5 Reasons Why You Should Integrate Your Business Docs With Your CRM

Looking to transform the way your sales team sells? When you integrate your business document generation software with your CRM, your reps will gain efficiencies that will allow them to spend less time creating documents and more time closing deals without ever having to leave their CRM. Explore the five

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Common Deployment Issues in Salesforce & How to Solve for Them

Once upon a time, Salesforce was a simple customer relationship management (CRM) tool that could be easily managed by a single person or a small team. But that time is well in the past. Today, enterprises are transforming Salesforce into a single source of truth for the whole business and

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Are Invalid Emails, Phone Numbers Hampering your Ability to Identify Qualified Leads?

Why send your Inside Sales Team on a wild-goose chase with invalidated Email and Phone Numbers? We can do better than that – so, let us do it! Inaccurate information can be staggeringly expensive – dampens productivity and morale – of your Inside Sales team, Marketing team, and the company

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What Salesforce’s Data Recovery Retirement Means For You

Like many Salesforce stakeholders, you might assume that your SaaS data is protected because it’s in the cloud. The truth is, though, most SaaS apps like Salesforce require shared responsibility for keeping data safe. These platforms provide reliability and security controls, but customers are ultimately responsible for the errors and

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Copado Certifies Over 4000 DevOps experts to address the DevOps skills gap left from Covid-19 digital shifts

A couple months ago, I spoke with Sanjay Gidwani of Copado about the number one in-demand skill in IT – DevOps. Since that discussion, COVID-19 has challenged organizations to adopt and embrace remote work and, in particular, DevOps teams, which require a strong level of communication, velocity, and security to

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