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 [...]
How to Determine Your Salesforce.com Release Dates
This blog post was originally created on Feb 16, 2014 but updated on December 4, 2018 to reflect the latest updates from Salesforce. Three times a year Salesforce.com comes [...]
5 Effective Ways To Use Salesforce For Customer Retention
Sales teams are perpetually up against the same goal: sell, sell, sell to increase company revenue. It should come at no surprise that many salespeople spend the majority of their [...]
The Key To Driving Salesforce Adoption: Acceptance
For most businesses, implementing CRM software is often a risky and hefty investment. Even after months of carefully evaluating organizational needs, creating comprehensive plans to accommodate changes to workflows and [...]
Salesforce Einstein Voice: Your Condensed Overview
One of the big announcements out of Dreamforce 18 is the release of the new Einstein Voice. What Siri is to Apple Einstein Voice is to Salesforce. According to the [...]
Making The Switch: How To Migrate From Salesforce Classic To Lightning (Part 3)
After months of evaluating and preparing, the moment has finally arrived: it’s time to migrate to Salesforce Lightning! Teams are the right amount of excited and you are ready [...]
Making The Switch: How To Migrate From Salesforce Classic To Lightning (Part 2)
Most — if not all — organizations are not immune from change. In fact, change is required in order to keep a competitive edge and survive in this ever-changing [...]
Making The Switch: How To Migrate From Salesforce Classic To Lightning (Part 1)
There are plenty of reasons to make the switch to Salesforce Lightning, but truthfully, it’s not as easy or simple as flipping a switch. For many organizations, migrating to [...]
Connect Google AdWords And Salesforce Data To Make Marketing Magic Happen
For many marketers who allocate a good amount of their marketing budgets to Google AdWords, there hasn’t been an easy or seamless way to integrate AdWords data with Salesforce or [...]