This article was originally published on LinkedIn. This is certainly the news of the day, if not the quarter! The Salesforce acquisition of Tableau is an […]
Read more
Currently browsing: Salesforce
How to prep your Salesforce CRM data for geocoding & maps
Well all know that since the Covid pandemic hit, local delivery and pick-up services are growing. If you’re running a business with local delivery or pick-up, geofencing […]
Read more
How to do fast easy customer segmentation in Salesforce
Relevant customer and prospect groups in Salesforce help your sales reps. They do this by grouping one or more fields into manageable and actionable targets. Today we […]
Read more
Location-based lead generation in Salesforce: Mapping a way to new leads
Marketing and sales have purchased leads the same way for years. The current state of lead generation to fill the Salesforce pipeline is still focused on traditional […]
Read more
Which customers are most at risk of leaving? How to find at risk accounts in Salesforce
Losing a valued customer is a fear of every sales rep and sales manager. The longer the elapsed time since an interaction with them, the more likely […]
Read more
Reach prospects where they’re at, literally, with location-based email campaigns
We can send email from anywhere, to anywhere and everywhere. There are few geographic boundaries constraining email. But maybe you want geographic boundaries. What about email campaigns […]
Read more