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9 Best Practices for Salesforce CRM Automation

Hello, friends! Having worked extensively with Salesforce CRM, I can tell you there’s a lot more to it than just tracking leads and contacts. Automating your CRM processes can really boost your efficiency, and as someone who’s dived headfirst into these waters, I’ve got some thoughts on the best practices worth considering. Here we go! […]

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10 Best Practices for Salesforce Automation in Dynamics CRM

Understand Your Sales Process Map Out Each Stage When diving into Salesforce automation, the first thing I like to do is map out my sales process. Quite honestly, it’s like creating a treasure map for myself and my team. I break it down into stages—lead generation, qualification, meetings, proposal, and closing. This level of detail

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