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Get the Most Out of Salesforce Reports and Dashboards
What’s the point of putting data into a CRM if it doesn’t tell you anything about your business? With Salesforce Reports and Dashboards, you can turn raw data into actionable insights. Instead of relying on gut feel or opinions, you’ll be able to understand your business through facts, empowering better decisions, sharper forecasting, and improved performance. Salesforce makes it easy to build reports and dashboards, but there are features many teams overlook. Here are a few
Oct 102 min read


Salesforce Features You Should Enable From Day One
Salesforce comes with some fantastic out-of-the-box functionality, things you can start using immediately to see value. But beyond the basics, there are several powerful features that only take a couple of clicks to enable and can dramatically improve user experience and business performance. Here are the top Salesforce features we recommend turning on from day one: Einstein Activity Capture What it does: Einstein Activity Capture automatically logs emails and meetings from y
Oct 82 min read
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