Put your hand in the air if you’re using Sales Cloud Campaigns. Keep your hand in the air if you have a documented process for how you use and report on this CRM feature… *notices the majority of hands falling down*.
4 mins
For marketers, it’s important to know these differences between Sales Cloud vs Salesforce Platform, and how to use each platform.
Eoin Walsh
4 mins
Lead assignment in Salesforce is crucial for making sure sales-ready leads reach the right person to make contact, at the right time.
Triana Jarman
5 mins
Lead assignment in Salesforce is crucial for making sure sales-ready leads reach the right person to make contact, at the right time.
Tom Ryan
5 mins
It can be intimidating to use Salesforce as a marketer. The good news is, you just need to learn Salesforce basics, not the whole platform.
Ellie Anderson
4 mins
Discover the four different ways you can surface Pardot data in Salesforce Sales Cloud and any access/licence considerations.
Triana Jarman
4 mins
Recently, I hosted a Marketing Cloud webinar that demonstrated how to run your entire marketing approach via integrated Salesforce products.
Tom Ryan
2 mins
Having duplicate records in Salesforce is a problem for a few reasons and can be common thanks to ‘AMPSEA'. Here's how to find and merge Salesforce duplicate records.
Ellie Anderson
4 mins
Assuming you’re integrated and ready to rock, you’re able to easily add leads to a Pardot List and Engagement Studio easily from within Salesforce.
Anton Minnion
3 mins
Understand how to deliver timely and personalised marketing to engaged candidates and employers in your database, by connecting Salesforce and Pardot with a purpose-built Applicant Tracking System.
Chris Thompson
4 mins
What actually is Marketing Data Sharing’ and why is it useful for your business? Plus, we'll run through how to create rules for syncing a subset of Leads, Contacts, and Opportunities.
Chloe Prowse
3 mins
Introducing a new feature which is a part of the Summer’21 release, called Accounts as Campaign Members’. This new feature simplifies the process of adding Accounts to Campaigns in Salesforce without using an external app! Here we cover all you need to know.
Georgie Grigore
2 mins
On your Tableau CRM Analytics Studio dashboard, you may have noticed the in-app assistance under the Learning Centre tab. This blog shares exactly what the Analytics Learning Centre is and which content may benefit you!
Chloe Prowse
5 mins
When it comes to creating a dashboard we have two options, we can either use one of the pre-built templates provided in the B2B MA app, or create a dashboard on a blank canvas. Here we cover the best practices for creating a custom dashboard on a blank canvas!
Chloe Prowse
3 mins
The Prospect and Activity Dataset is key in Tableau CRM Analytics as it reports on which content influences specific prospects in their journey. In this blog we cover how to enable this feature and ways to use it effectively.
Chloe Prowse
3 mins
Engaging a Salesforce consultant is a great way to take the hassle out of understanding or fixing issues or concerns you may have with your Salesforce system! Here we go over at least four things you should always expect from your Salesforce consultant.
Carl Mortimer
3 mins
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