CRM Guidance

07/11/2018

Salesforce GoToWebinar Integration

GoToWebinar salesforce integration. It's easy to set up, and easy to add value. The perfect time saver tool for Sales, Marketing and Customer Service.

07/04/2018

Answers to our Most Common Salesforce GoToWebinar Integration Questions

FAQ for GoToWebinar Salesforce Integration and GoToMeeting Salesforce Integration

07/04/2018

GoToWebinar Salesforce Integration

GoToWebinar Integration with Salesforce

06/07/2018

Manage GoToWebinar Registrants and Attendee details from Salesforce
Set up is simple and only takes minutes. Each user with GoToMeeting credentials simply logs in to Citrix/GoToMeeting 1 time to make the connection. From that point forward there's no need to login to Citrix/GoToMeeting to book or track or invite clients to meetings.

Schedule and Invite GoToMeetings attendees directly from any Salesforce record on any custom /standard object. Fetch attendees after meetings. Meetings are auto stored as Salesforce Events. Register 1 or many Leads/Contacts from SF and auto sync Citrix

10/15/2016

Allow changes in formula field value to trigger workflow http://hubs.ly/H04LZjc0

Use Workflow for Professional Edition to allow changes in formula field value to trigger workflow

01/30/2016

If your organization is looking for ways to make your "Leads to Contacts" process more consistent and more efficient, then this Webinar is for you. Whether your organizaitons uses a marketing automation tool to automatically update and score your Leads or Sales Reps, Auto Convert Leads will flawless…

01/30/2016

If your organization is using Salesforce Professional Edition and you are exploring automation or you are using Salesforce Enterprise Edition and you have maxed out your Workflow Rules, this demonstration is for you. More than 70% of Professional Edition users upgrade to Enterprise Edition solely fo…

01/30/2016

If your oganizaiton is exploring ways to get better KPI analytics for the Activities that drive your business, then this Webinar is for you. In this session we will give you a hands on demonstration of you can leverate the Activity Counter to aggretate all o only some Activity record counts, based o…

07/14/2015

Top 15 Workflow Rules for Salesforce Professional Edition Users http://hubs.ly/y0-r060

This Blog is part of our informative Series "How to Use Salesforce" for Salesforce Professional Edition users. It shows users 25 + useful Workflows.

07/10/2015

3 Benefits of Workflow Automation With Salesforce Workflow & Salesforce Triggers http://hubs.ly/y0ZMR10

How can Salesforce Professional Edition users and higher create the type of efficiency that makes the look better and operate more fluidly? This blog pinpoints three ways in detail.

07/07/2015

Tips for Scheduling Salesforce Reports http://hubs.ly/y0Z1CQ0

Salesforce Reporting