May 12, 2021

Tracking People, Places and Things with CRM

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Episode Notes:

In this “Salesforce Simplified” episode, we’re talking with AdVic Technical Account Executive Matt Rothman about how the utilization of data, reports, and dashboards within Salesforce’s CRM helps him manage his business relationships and close more deals.

Resources:

Salesforce Implementation: https://bit.ly/3v9bbJK

Salesforce Integration: https://bit.ly/3gsKagl

4 Ways Salesforce CRM Improves Lead Conversions: https://bit.ly/3lAd0Kv

How to Convince Your Stakeholders It’s Time to Get a CRM: https://bit.ly/3ru8FMJ

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