ACI INFOTECH的动态

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Use Leads? Or go Contacts-only in Salesforce? I think there is only one right answer... I'm a big fan of a hybrid, (mostly) Contacts-only set up in Salesforce. If it is in your ICP, you should have an Account and every prospect from the Account should be a Contact in Salesforce. If it does not match your ICP, it should stay as a Lead in Salesforce. Why not go 100% Contacts-only and completely abandon the Lead object? Because it then forces you to either create "junk" Accounts outside of your ICP or create "orphaned" Contacts without an Account. If you want a playbook on how to set this up and automate it 100%, I'll drop a link in the comments.

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----vs----- Bad Metrics ?? 1. Inconsistent data 2. Vague insights 3. Delayed reporting Email us at [email protected] to enhance your lead generation insights! #LeadGeneration #Salesforce #Consulting #salesforce #crmcustomization #PCConsulting

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?? 12 Smart Hacks to Boost Your Sales Productivity with Salesforce ?? Sales is tough. You juggle leads, follow-ups, and endless tasks. But it doesn’t have to be chaos. With a few smart moves, Salesforce can become your team’s secret weapon. ?? Simple fixes. Big results. Focus your team on closing deals, not chasing tasks. ?? What’s the #1 Salesforce hack your team swears by? Share below. Let’s trade ideas. #Salesforce #ClosingDeals #SamharCRM #SalesforceTips #SalesProductivity #SalesforceAdminLife

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CREATE, DUPLICATE, AND ORGANIZE YOUR PIPELINE VIEWS With hundreds of tasks, opportunities, and fields to manage - making updates in Salesforce slows you down, creates more admin burden, and keeps you from revenue generating activities. Pipeline Views in Scratchpad are hands down the fastest and easiest way to update next steps, any field, or any object in Salesforce. No more switching between tabs, waiting for pages to load, or having to remember to click save. Learn more or try it out for free at the ???? #Sales #Revenue #GTM