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Is Salesforce the Best CRM? The Ultimate Answer in 4 Parts

The Foundation of CRM: Understanding Customer Relationship Management What is CRM? Let me set the stage for what CRM really is. At its core, Customer Relationship Management (CRM) is about managing a company’s interactions with potential and current customers. I think of it as the backbone of any successful business strategy that relies on establishing […]

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Order of Execution in Salesforce: The Ultimate Guide for Beginners

1. The Basics of the Order of Execution Understanding Why Order Matters First off, let’s break down why understanding the Order of Execution in Salesforce is so vital. It’s not just some theoretical concept; it’s a practical roadmap that helps you know how different operations impact your records. Trust me, if you dive into Salesforce

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