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Getting Started with Salesforce: 3 Simple Steps for Beginners

You can do anything you put your mind to. That is, as long as you have Salesforce. Ok, maybe anything is a stretch, but with this CRM software, you and your entire sales team can take full control of the sales process. You can track customer interactions for every step of the buyer’s journey. You [...]

Getting Started with Salesforce? Avoid These 8 Common Misconceptions

Everything you think you know about Salesforce is wrong. OK, maybe not wrong -- just misguided. You might have this kind of mental image of Salesforce as something corporate. Something that’s best suited to massive multinational enterprises. And not something for a little startup or small-town business like yours. There are common myths and misconceptions [...]

New Feature! Salesforce Gmail Calendar Sync

New Feature! Salesforce Gmail Calendar sync Editor's note: This feature was recently released on Outlook. If you're an Outlook user, check out Outlook Salesforce Calendar Sync.  Our team of highly-trained scientists donned their thinking caps, affixed their lab goggles and pondered some telling statistics. If you use Salesforce, you're one of 5 million active users of the the CRM. If [...]

New Feature! Salesforce Person Accounts support

New Feature! Salesforce Person Accounts support Psst.... speaking of adding things in one click, we're pretty proud of our feature letting you 1-click add emails to Salesforce, too. Customize your Person Accounts You can add custom objects to your sidepanel to sit alongside Person Accounts. Put down the phone. WIth ContactMonkey, update everything [...]

Creating Reports in Salesforce: A Beginner’s Guide for 2019

Creating Reports in Salesforce: A Beginners Guide for 2019 Do you ever wonder how to create a report in Salesforce? Creating reports in Salesforce can often look something like this: But Salesforce isn’t worth the (sometimes) high price unless you’re gleaning insight (instead of just raw data). So whether we like it or [...]

What Does Salesforce Do For Email Marketers?

Frustrated by the data plateau of traditional email? You're not alone. It’s a nuisance we’ve all experienced. Webmail services like Gmail and Outlook often lack the capability to provide comprehensive insight into customer behavior. Fortunately, you have the option to integrate Salesforce CRM with email to visualize customer data. But what exactly does Salesforce do [...]

1-Click Add Emails to Salesforce

Your #1 Salesforce Productivity Secret: 1-Click Add Emails to Salesforce TL;DR: Our 1-Click Add to Salesforce feature makes it quick and easy to add emails to any standard or custom object. Most importantly, add right from the comfort of your Gmail for Chrome or Outlook for Windows inbox through [...]