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CRM Consulting Services and Commercial Real Estate Software Since 1996
Even though you could limit your search to a particular search query like “Salesforce consulting Dallas”, it’s highly likely that there will be more than one option that you need to choose from. To make the process of selecting the best Salesforce consulting firm easier for you, we’ve created a comprehensive overview of the top 5 Salesforce consulting companies in Dallas for a more considered decision.
Poor data quality can cause up to $15 million of annual financial losses on average, based on research from Gartner. Doesn’t it sound convincing enough to start rethinking the ways you keep your data clean and accurate? But, if you are already exploring ways of instilling trust through your accurate data then it’s the right time to dive with us into the topic of Salesforce duplicate management.
Mailchimp has become the most favorite email marketing tool for more than 15 million people, especially, those who run small businesses and non-profit organizations due to its budget-friendly pricing. However, the process of Salesforce Mailchimp integration has its pitfalls and peculiarities. In this post, we’ll run over our best practices for synchronization, Mailchimp alternatives for Salesforce, and much more.
The CRM software market wasn’t the same all the time, and it has gone through the way of rapid transformation and evolution. And so has done our journey in the CRM market. Our CEO, Wes Snow will tell what route curves we had to take for 25 years in the tech space, what CRM platforms we’ve worked with, and why, finally, Salesforce and MS Dynamics 365 platforms became our top choices for strategic partnership.
Despite The COVID-19 pandemic that led to the worst economic collapse, the CRE sector is expected to return to its pre-pandemic norm by 2023. So, this time can be used to design new marketing plans to ensure sales success. In this post, we’ll explain why it’s worth considering Salesforce commercial real estate CRM for your brokerage and review top CRM for CRE brokers built on Salesforce.
According to a Deloitte report, only 1/3 of real estate agents agree that they have the resources and skills required to operate a digitally transformed business. What about the others? No worries, in this post we’ll review the best CRM for real estate agents to make a more informed step towards technology revolution in your organization.
Are you a commercial real estate broker, manager, entrepreneur, CEO, or CMO? Then you will definitely be interested in your commercial real estate business success. Join our free webinar ? “Why Salesforce for Commercial Real Estate Companies? Top Tools Review in 2021” on May 18th, 2021 and learn how to leverage their benefits for your brokerage.
Looking to send mass emails in Salesforce? In this post, we will review Salesforce mass email functionality in Lightning, current Salesforce mass email limits, apps and tools that might help you to mass email to your Salesforce records like Ascendix Search, ContactMonkey, Mailchimp, and Pardot and suggest the best ways to optimize mass emailing in your CRM.
If you’ve faced the challenge of email configuration in Dynamics 365 CRM and, for example, want to associate your Contact’s or Account’s email address with Outlook instead of the default email dialog, then you are at the right place. Our Senior Dynamics 365 App Developer, Valentin Gasenko will show how to set up the necessary Dynamics CRM email configuration and avoid possible roadblocks.
Did you know that you can integrate your Salesforce and Box.com using at least two approaches? With a few steps, you can make Box.com folders associate with Accounts and Contacts in Salesforce and automate document storage. In this post, we give an overview of Box for Salesforce functionality, pros and cons of these integration options, and limitations of each of them.