Use Salesforce to Amaze Your Customers with Automated Proposals and Contracts
If you could write a proposal or contract that was accepted 100 percent of the time, you’d do it, wouldn’t you? Unfortunately, no single approach will get you to [...]
Salesforce Contact Roles Are Essential to Improving Sales & Marketing
Do Salesforce Contact Roles Improve Sales? If you or your sales teams use Salesforce, you know that it can help you manage sales opportunities, develop better relationships with your [...]
Do You Need Pardot? Find Out With These Four Questions
“We’ve got Salesforce. Why do we also need Pardot?” This is one of the questions we receive most often and we understand why. Salesforce is the world’s premier CRM [...]
9 Tips to Navigate Salesforce AppExchange Like a Pro
If there were a Salesforce “easy button,” it would be AppExchange. The enterprise cloud marketplace boasts more than 5,000 solutions for improved functionality and 1,000 consultants skilled at driving business [...]
Ten Tips for Defining Your Salesforce Training Strategy
Salesforce delivers one of the world’s most powerful CRMs. However, as with any system, the platform is only as good as its users. High-quality training accompanies every successful Salesforce [...]
Top 5 Results You Can Expect From a Pardot Consultant
You have Pardot. You have Salesforce. But having this integrated platform in place isn’t enough. Now you want to start a robust marketing automation strategy that nurtures and moves [...]
Why Your CRM Should Have Marketing Automation
Does this sales vs. marketing conversation sound familiar? Sales: “Marketing isn’t giving us enough leads and the ones we do have aren’t good.” Marketing: “If you want more leads, we need a [...]
Salesforce Summer ’19 Release: 5 Must Know Features & Other Cool Features
Salesforce Summer ’19 Release: What You Need to Know Salesforce Summer ’19 has been officially released! No need to fret, we have taken a deep dive and are able [...]
How Galvin Uses Quip
We have a saying at Galvin: “Be cool.” From our collective experiences in consulting and project management, we’ve learned that there really is no secret sauce to doing what we [...]
9 Salesforce Process Builder Rules You Can Implement Right Now
For many companies, high productivity is a marker of success. It’s not necessarily about how much work is completed, but how much of the work completed was important. Unfortunately, many [...]