CRM Management

How to Set Salesforce Up the Right Way: Your Salesforce Implementation Steps

How to Set Salesforce Up the Right Way: Your Salesforce Implementation Steps

Research shows that anywhere from 30-60% of all Salesforce or other CRM projects fail. For the majority, the issues lie in not knowing how to set up a Salesforce CRM. While a powerful and effective sales tool, Salesforce implementation requires forethought and planning to allow your CRM to live up to its potential.

We talked with one of NuGrowth’s CRM Administrators, Patrick Bellish, about some of NuGrowth’s best practices for how to set up Salesforce the right way.

1.) Designate a point person
Patrick and his team first recommend designating a point of contact in your organization. This individual will manage the overall setup and be the “go-to” internally and externally for Salesforce-related questions and concerns. “

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Marketing Automation and CRM Integration: Why and How

Marketing Automation and CRM Integration: Why and How

Though some view them in opposition, your marketing automation and CRM systems are a match made in heaven. Each system is designed to gather and use customer data to improve your sales, so how could they not be perfect for each other?

This reciprocal relationship often falls apart due to a rift between sales and marketing teams. When each team thinks they have the answer on their own, they lose out on the power of the dual relationship.

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6 Questions to Ask About Salesforce Implementation Services

6 Questions to Ask About Salesforce Implementation Services

Those in development know Salesforce is a double-edged sword. On the one hand, it offers a host of benefits: improving customer profiles, streamlining prospect communication, holding a wealth of data and reporting abilities, and highly adaptable. However, to access these benefits, you must know how to use this complex system.

That’s where Salesforce implementation services come in. With Salesforce implementation services, you can harness the potential of Salesforce through expert advice and action. Whether you’ve had your Salesforce system for years or you’re looking to implement Salesforce for the first time, it’s worth looking into this professional help.

As you’re looking for the right Salesforce implementation service provider, ask the following questions to get the best in the business:

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The Digital Marketing & Sales Data You Need Right Now

The Digital Marketing & Sales Data You Need Right Now

The year 2020 exposed some of the most fragile parts of businesses. Many found a lack of sales and digital marketing investment was one of those weaknesses.

Those who diversified their sales and marketing with digital tactics could rapidly assess shifting metrics. This allowed them to be nimble, taking action and adjusting to swiftly changing trends.

But those who relied on outdated tools or labor-intensive data gathering practices were left behind. If you felt unprepared for the unexpected in 2020, you need to update your practices to gain, interpret, and act on critical data now. Some of the most valuable data you need includes:

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