Salesforce’s Process Builder Is Automation Amazingness

Salesforce’s Process Builder Is Automation Amazingness

by Spencer Rose | Oct 25, 2019 | Process Builder

How Trackland Works, And Why It May Be Perfect For You

How Trackland Works, And Why It May Be Perfect For You

by Spencer Rose | Oct 24, 2019 | Trackland CRM

Trackland appeals to many small business owners because they: Get a spreadsheet user interface that feels familiar (google sheets and excel fanboys!), and Only need a single Enterprise Salesforce license to support an entire team of Trackland users. Trackland was...
A Successful CRM Implementation Could Use Some Agility – The Sprint!

A Successful CRM Implementation Could Use Some Agility – The Sprint!

by Spencer Rose | Oct 23, 2019 | Implementation

Four years ago I was introduced to Salesforce.com when I took on a custom development project for a solar company.  I have spent much of the last four years helping businesses succeed in implementing and adopting Salesforce.com.  Without fail, the companies mirroring...
Tell Me What To Do or How To Do It – Not Both.

Tell Me What To Do or How To Do It – Not Both.

by Spencer Rose | Oct 22, 2019 | CRM Comparisons

The Customer Journey and software Recently I spent an afternoon discussing the differences between Hubspot and Salesforce with a friend who is the CMO of a large product company.  His background with elite boutique marketing made Hubspot a natural fit for him.  My...

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  • A Successful CRM Implementation Could Use Some Agility – The Sprint!

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