Salesforce Archives - NuGrowth Solutions

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

by NuGrowth Solutions | Sep 1, 2021 | CRM Management, Salesforce

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. “

Marketing Automation and CRM Integration: Why and How

by Sarah Deak | Aug 25, 2021 | CRM Management, Marketing Automation, Sales and Marketing Integration, Salesforce

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.

6 Questions to Ask About Salesforce Implementation Services

by Chuck Rue | Jul 28, 2021 | CRM Management, Salesforce

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:

Top 3 Ways to Leverage Your Sales Database Better

by Sarah Deak | May 26, 2021 | Database Development, Sales Enablement, Salesforce

If this past year has taught us anything, it’s that you can’t sleep on innovation. The rapid changes in supply chains, business operations, and other shifting dynamics in 2020 highlighted the need to keep up with new tech and strategies to see how you can improve operations.
The same is true for how you’re using your sales database. You can do so much more in your database beyond using it to make a call, send an email, log your actions, and move on.
Among the many sales database innovations out there, we’ve highlighted three to inform outreach, engage prospects, and improve team performance overall.

Shocking CRM Implementation and Support Stats You Need to Know

by Sarah Deak | Nov 18, 2020 | CRM Management, Salesforce

You need to know a lot before your CRM implementation, and there’s still more to do after to ensure you’re getting the most out of your system. We took a look at some of the most impactful CRM statistics to help you understand what elements to consider when choosing...

How Does Your Business Development CRM Rank?

by Sarah Deak | Nov 11, 2020 | Sales Strategy, Salesforce

You want your business development team to be in top shape. That’s why you invest time, effort, and funds into strategizing and perfecting your operations, striving for the most efficient and effective processes. To achieve this goal, you apply assessments -...

Salesforce Support: Equipping Your Team with Salesforce Customization

by Seth Harshberger | Oct 21, 2020 | Sales Strategy, Salesforce

It may be tempting to think customizations are merely a perk when it comes to your team and your Salesforce CRM. However, personalization and customization are what set Salesforce apart from other CRMs – if you’re not taking advantage, you’re leaving significant...

Salesforce Services: Do You Have the CRM Support Partner You Need?

by Sarah Deak | Oct 14, 2020 | CRM Management, Salesforce

According to Harvard Business Review, close to 70% of all CRM projects fail. Why? Studies show the majority of users don’t understand key features and give up on the system. How can you get your team to buy in and use the full features of your development tech...

Top Salesforce Support Tips for CRM Success

by Sarah Deak | Jul 1, 2020 | CRM Management, Salesforce

Organizations have one of two experiences with Salesforce: immediate satisfaction or extreme frustration. The differentiating factor between these experiences is the level of Salesforce support. Companies that implement correctly, regularly refresh their system, and...

Who is Managing Your Salesforce and Sales Data? And Who Should be Managing It

by Sarah Deak | Jun 17, 2020 | Salesforce

It’s the day before the big meeting with investors, and you need critical data from your system, but you can’t figure out how to find it. You call the support line, but it will take hours to get them up to speed on your issues. Months and years of work are stuck. Your...

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