CRM Blog

Content Marketing With Nolin LeChasseur

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The following is the transcript from a recent episode of the CRM Talk podcast.

Steve Chipman: Welcome to CRM Talk, the show that brings you the latest in CRM and CRM related news and information. This is Steve Chipman, along with my co-host Sam Biardo. Today we’re joined by Nolin LeChasseur,…

Why Marketers Haven’t “Ruined” Podcasting… Yet

With Inbound 2013 coming up, the other day I was reminiscing about Gary Vaynerchuk’s keynote at Inbound 2012, in which Gary proclaimed, “marketers ruin everything… we see something shiny, and we squeeze the f@#$%g s@#t out of…

9 HubSpot Salesforce Integration Best Practices

Here’s a general set of best practices for the HubSpot to Salesforce integration. Your specific business needs will ultimately determine the practices that are followed for your integration settings.
1. Limit the Number of HubSpot Contacts that Sync to Salesforce Based on Create Date
If your…

Salesforce Gmail Integration with Cirrus Insight

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Yesterday, I interviewed Brandon Bruce, Co-Founder and COO of Cirruspath. Cirruspath publishes Cirrus Insight, the #1 app on the Salesforce AppExchange for Salesforce Gmail integration.

In the interview, we discussed the intersection point between Salesforce and Google Apps and about the fact…

Dragon for Salesforce on iPad

Here’s a video demonstration of Dragon for Salesforce on an iPad. There’s a free Dragon app for both iPhone and iPad.

Mobile users can simply dictate notes into a mobile device and then attach these notes to a Salesforce object, such as a Contact, with just a few…

HubSpot Leads in Salesforce for iPad

Below is a video demonstration of HubSpot’s managed app for Salesforce running on Salesforce for iPad.  Salesforce for iPad takes advantage of elements such as stackable screens, which provide much better application for a user’s swiping interaction on an iPad vs. the clicking interaction of a…

9 Custom Salesforce Email Template Best Practices

It’s easy to set up a Salesforce email template in order to send mass emails to Leads and Contacts. However, since Salesforce has a limit of 1,000 emails per day, as well as a per send limit of 250 for Professional Edition and 500 for Enterprise Edition, this mass email capability is best suited to…

Using the Salesforce Asset Object vs. a Custom Object

CRM Customer Asset

Your company is a manufacturer or distributor and you want to track which of your customers own what products. What’s the best way to do this, using the out of the box Asset object, or creating your own custom object? The right answer for your company depends on severa…

Salesforce Case Study – Software Reseller

PacifiCAD is an Autodesk Authorized Reseller based the Pacific Northwest.

The company had been using GoldMine for fourteen years, but found they needed easier end user access and better reporting than was available with GoldMine.

Salesforce was chosen to help streamline CRM access and…

Point of Sale Software Company Switches to Sage CRM

pcAmerica provides point of sale solutions to the retail and restaurant industry.

The company had been using GoldMine for fourteen years, but with high customer growth, pcAmerica reached a point at which it needed a more scalable database solution and one that could be more tailored to its…

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