CRM Blog

Pardot vs. HubSpot – A Marketer’s Experience

Marketing automation software has rapidly become the “other half” of a business’s core enterprise customer relationship management solution, complimenting and integrating with CRM.

Unlike the market for enterprise CRM, in which there is a wide range of opinion about the perceived valu…

WordPress to Salesforce Web Form Options

Primarily a blogging platform in its early days, WordPress now is used by millions of organizations to host their entire website. Based on the number of Salesforce customers, it’s likely that there are tens of thousands of Salesforce customers also using WordPress as their website hosting…

A Quick Guide To HubSpot Lead Scoring

It seems that with each passing week, HubSpot is adding new features and functionality to it’s platform. It’s fantastic, and very welcome, but one of the most basic features that has been available for some time now still seems to often confuse and frustrate users: lead scoring.

For thos…

How List Views and Associated Cards Are Controlled in Salesforce1

One of the goals in delivering a version of a desktop application on a small form factor device is to maintain a minimalist design, which means not including any configuration or administrative capabilities on the device.

Within Salesforce1, users do not have the ability to directly select any…

Displaying HubSpot Buyer Persona Pictures in Salesforce

HubSpot’s buyer persona functionality is a very important addition to HubSpot’s inbound marketing software offering.

According to HubSpot, buyer personas are “semi-fictional representations of your customers, based on real data and some select educated speculation about customer demographics,…

A Salesforce Web-to-Case Alternative With File Attachment Support

Salesforce Web-to-Case allows you to easily generate HTML that can be added to the support page on your website. However, a limitation of Web-to-Case is that it does not support file attachments.

Here’s an alternative approach that requires two reasonably priced third party apps and only point…

12 Things to Consider When Migrating from GoldMine to Salesforce

As a mature product, GoldMine® is packed with features that many users have grown accustomed to over time.

Despite the fact that GoldMine has worked well for many years, people decide for a number of reasons to migrate their companies from GoldMine to Salesforce. One reason is to take advantag…

11 Salesforce Public Knowledge Base Setup Tips

Salesforce Public Knowledge Base Setup

With the Winter ’14 release, salesforce.com reduced the pricing for internal company use of Salesforce Knowledge. As of the release, Salesforce users no longer need a Knowledge User license to read Knowledge Articles. Customers now only need to pay an annual Knowledge User fee for users who need…

Salesforce Email-to-Case Setup

Salesforce Email to Case

If you get a lot of emails sent to your support@company.com address and are currently managing customer issues via email folders and internal email distribution, Salesforce can help you to better manage the inbound and outbound flow of email communication related to these customer issues.

This…

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,…

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